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Broadridge

1,004 hedge funds and large institutions have $22.3B invested in Broadridge in 2024 Q3 according to their latest regulatory filings, with 137 funds opening new positions, 355 increasing their positions, 352 reducing their positions, and 46 closing their positions.

New
Increased
Maintained
Reduced
Closed

more call options, than puts

Call options by funds: $ | Put options by funds: $

more first-time investments, than exits

New positions opened: | Existing positions closed:

more funds holding

Funds holding:

more capital invested

Capital invested by funds: $ → $

1% more repeat investments, than reductions

Existing positions increased: 355 | Existing positions reduced: 352

0.39% less ownership

Funds ownership: 89.52%89.12% (-0.39%)

14% less funds holding in top 10

Funds holding in top 10: 76 (-1)

Holders
1,004
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
6
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$37.1M
Puts
$6.51M
Net Calls
Net Calls Change

Top Sellers

1 -$355M
2 -$237M
3 -$138M
4
Morgan Stanley
Morgan Stanley
New York
-$79M
5
JP Morgan Chase
JP Morgan Chase
New York
-$72.2M
Name Holding Trade Value Shares
Change
Change in
Stake
626
$421K
627
$420K
628
$412K
629
$412K
630
$405K
631
$401K
632
$398K
633
$396K
634
$391K
635
$390K
636
$388K
637
$387K
638
$387K
639
$385K
640
$381K
641
$379K
642
$376K
643
$374K
644
$372K
645
$370K
646
$369K
647
$368K
648
$366K
649
$365K
650
$363K