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Broadridge

784 hedge funds and large institutions have $13.8B invested in Broadridge in 2022 Q4 according to their latest regulatory filings, with 89 funds opening new positions, 280 increasing their positions, 272 reducing their positions, and 79 closing their positions.

New
Increased
Maintained
Reduced
Closed

13% more first-time investments, than exits

New positions opened: 89 | Existing positions closed: 79

3% more repeat investments, than reductions

Existing positions increased: 280 | Existing positions reduced: 272

1% less funds holding

Funds holding: 790784 (-6)

2.39% less ownership

Funds ownership: 90.58%88.18% (-2.4%)

10% less capital invested

Capital invested by funds: $15.4B → $13.8B (-$1.6B)

23% less call options, than puts

Call options by funds: $8.65M | Put options by funds: $11.3M

56% less funds holding in top 10

Funds holding in top 10: 94 (-5)

Holders
784
Holders Change
-6
Holders Change %
-0.76%
% of All Funds
12.6%
Holding in Top 10
4
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-55.56%
% of All Funds
0.06%
New
89
Increased
280
Reduced
272
Closed
79
Calls
$8.65M
Puts
$11.3M
Net Calls
-$2.6M
Net Calls Change
-$20.1M
Name Holding Trade Value Shares
Change
Change in
Stake
BBHC
626
Brown Brothers Harriman & Co
New York
$88.4K
CT
627
Colonial Trust
South Carolina
$88.4K +$93.6K +659 New
MPWT
628
MassMutual Private Wealth & Trust
Connecticut
$86K +$2.27K +16 +3%
CFGS
629
Concourse Financial Group Securities
Alabama
$83.1K -$7.53K -53 -8%
CSWM
630
Cassady Schiller Wealth Management
Ohio
$82.9K +$87.8K +618 New
PCM
631
Penserra Capital Management
California
$81K +$7.25K +51 +9%
CSPIA
632
Cary Street Partners Investment Advisory
Virginia
$80.5K +$85.2K +600 New
PPC
633
Park Place Capital
Alabama
$80K +$84.5K +595 New
AAG
634
Armstrong Advisory Group
Massachusetts
$76.6K +$81.1K +571 New
BCWM
635
Bartlett & Co Wealth Management
Ohio
$75.4K +$1.14K +8 +1%
BC
636
Bartlett & Co
Ohio
$75K +$1.14K +8 +1%
QC
637
Quent Capital
New York
$72K +$6.25K +44 +9%
FFA
638
Farther Finance Advisors
California
$69.6K +$73.7K +519 New
AA
639
Alta Advisers
United Kingdom
$67K
HCM
640
Highlander Capital Management
New Jersey
$67K
VNA
641
Valley National Advisers
Pennsylvania
$67K
WOC
642
West Oak Capital
California
$67K
LWANC
643
Laurel Wealth Advisors (North Carolina)
North Carolina
$66.1K -$7.1K -50 -9%
LWA
644
Lowe Wealth Advisors
Maryland
$65.9K
CCA
645
Column Capital Advisors
Indiana
$65.6K +$20.7K +146 +43%
UCB
646
United Community Bank
South Carolina
$63.2K
NA
647
NewEdge Advisors
Louisiana
$63.1K +$213K +1,496 +34%
C
648
Covestor
United Kingdom
$62K -$1.28K -9 -2%
BSB
649
Bangor Savings Bank
Maine
$60K
PA
650
Parallel Advisors
California
$59.1K -$50.1K -353 -45%