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Broadridge

918 hedge funds and large institutions have $23.1B invested in Broadridge in 2023 Q4 according to their latest regulatory filings, with 128 funds opening new positions, 291 increasing their positions, 353 reducing their positions, and 50 closing their positions.

New
Increased
Maintained
Reduced
Closed

156% more first-time investments, than exits

New positions opened: 128 | Existing positions closed: 50

33% more funds holding in top 10

Funds holding in top 10: 912 (+3)

22% more capital invested

Capital invested by funds: $18.8B → $23.1B (+$4.23B)

8% more funds holding

Funds holding: 852918 (+66)

6.81% more ownership

Funds ownership: 88.96%95.77% (+6.8%)

18% less repeat investments, than reductions

Existing positions increased: 291 | Existing positions reduced: 353

20% less call options, than puts

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

Holders
918
Holders Change
+66
Holders Change %
+7.75%
% of All Funds
13.38%
Holding in Top 10
12
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+33.33%
% of All Funds
0.17%
New
128
Increased
291
Reduced
353
Closed
50
Calls
$18.8M
Puts
$23.5M
Net Calls
-$4.73M
Net Calls Change
-$11.3M
Name Holding Trade Value Shares
Change
Change in
Stake
AIM
626
Arcadia Investment Management
Michigan
$329K
MAM
627
Mystic Asset Management
Rhode Island
$329K
S
628
SignatureFD
Georgia
$328K +$10.7K +58 +4%
NP
629
Nilsine Partners
Colorado
$327K -$346K -1,875 -54%
IGAM
630
iA Global Asset Management
Quebec, Canada
$327K +$293K +1,590 New
DAS
631
Dynamic Advisor Solutions
Arizona
$324K +$7.93K +43 +3%
OL
632
Optas LLC
Texas
$322K +$10.5K +57 +4%
CWC
633
Carolinas Wealth Consulting
North Carolina
$321K -$738 -4 -0.3%
PA
634
Profund Advisors
Maryland
$319K +$34.7K +188 +14%
VA
635
Vident Advisory
Georgia
$318K +$28.4K +154 +11%
AIM
636
Anchor Investment Management
South Carolina
$317K -$20.3K -110 -7%
MGIA
637
Moneta Group Investment Advisors
Missouri
$316K -$1.48K -8 -0.5%
CRC
638
Curi RMB Capital
Illinois
$314K +$369 +2 +0.1%
TCBWMS
639
Texas Capital Bank Wealth Management Services
Texas
$314K -$14.8K -80 -5%
PWG
640
Portside Wealth Group
Utah
$311K +$7.75K +42 +3%
RT
641
Rockland Trust
Massachusetts
$311K
SVWAG
642
Sound View Wealth Advisors Group
Georgia
$310K
DT
643
Diversified Trust
Tennessee
$309K +$277K +1,504 New
BCMO
644
Buckingham Capital Management (Ohio)
Ohio
$309K
NPT
645
Nixon Peabody Trust
Massachusetts
$309K
Wolverine Trading
646
Wolverine Trading
Illinois
$308K +$276K +1,498 New
BP
647
Ballentine Partners
Massachusetts
$308K +$7.01K +38 +3%
TA
648
Tectonic Advisors
Texas
$307K -$44.8K -243 -14%
EWM
649
Evercore Wealth Management
New York
$307K -$22.9K -124 -8%
WTA
650
Washington Trust Advisors
Massachusetts
$306K