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Broadridge

913 hedge funds and large institutions have $23B invested in Broadridge in 2023 Q4 according to their latest regulatory filings, with 127 funds opening new positions, 289 increasing their positions, 352 reducing their positions, and 50 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more funds holding in top 10

Funds holding in top 10:

more capital invested

Capital invested by funds: $ → $

more funds holding

Funds holding:

6.8% more ownership

Funds ownership: 88.8%95.6% (+6.8%)

18% less repeat investments, than reductions

Existing positions increased: 289 | Existing positions reduced: 352

20% less call options, than puts

Call options by funds: $18.8M | Put options by funds: $23.5M

Holders
913
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
12
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$18.8M
Puts
$23.5M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
626
$327K
627
$324K
628
$322K
629
$321K
630
$319K
631
$318K
632
$317K
633
$316K
634
$314K
635
$314K
636
$311K
637
$311K
638
$310K
639
$309K
640
$309K
641
$309K
642
$308K
643
$308K
644
$307K
645
$307K
646
$306K
647
$305K
648
$299K
649
$295K
650
$290K