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Broadridge

819 hedge funds and large institutions have $18.5B invested in Broadridge in 2021 Q4 according to their latest regulatory filings, with 106 funds opening new positions, 297 increasing their positions, 255 reducing their positions, and 64 closing their positions.

New
Increased
Maintained
Reduced
Closed

66% more first-time investments, than exits

New positions opened: 106 | Existing positions closed: 64

62% more call options, than puts

Call options by funds: $17.6M | Put options by funds: $10.8M

16% more repeat investments, than reductions

Existing positions increased: 297 | Existing positions reduced: 255

10% more capital invested

Capital invested by funds: $16.8B → $18.5B (+$1.71B)

4% more funds holding

Funds holding: 786819 (+33)

0.13% more ownership

Funds ownership: 87.45%87.58% (+0.13%)

20% less funds holding in top 10

Funds holding in top 10: 108 (-2)

Holders
819
Holders Change
+33
Holders Change %
+4.2%
% of All Funds
12.6%
Holding in Top 10
8
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-20%
% of All Funds
0.12%
New
106
Increased
297
Reduced
255
Closed
64
Calls
$17.6M
Puts
$10.8M
Net Calls
+$6.75M
Net Calls Change
+$3.78M
Name Holding Trade Value Shares
Change
Change in
Stake
CI
651
CX Institutional
Indiana
$204K +$5.45K +31 +3%
TAM
652
Trust Asset Management
Texas
$204K +$197K +1,118 New
LJHT
653
Laurie J. Hall Trustee
$192K -$35.2K -200 -16%
Federated Hermes
654
Federated Hermes
Pennsylvania
$183K +$15.1K +86 +9%
SIM
655
Sentry Investment Management
Wisconsin
$181K
HCP
656
Hexagon Capital Partners
Arkansas
$171K +$703 +4 +0.4%
NR
657
Newfound Research
Massachusetts
$155K +$25.5K +145 +21%
TCOV
658
Trust Company of Vermont
Vermont
$155K +$149K +849 New
AAP
659
Arax Advisory Partners
Colorado
$146K +$14.9K +85 +12%
SBL
660
Sargent Bickham Lagudis
Colorado
$141K
TFA
661
Toth Financial Advisory
Virginia
$141K
PA
662
Parallel Advisors
California
$138K +$43.2K +246 +49%
HIA
663
Harbor Investment Advisory
Maryland
$137K +$130K +740 +6,727%
PCM
664
Penserra Capital Management
California
$130K +$17.8K +101 +16%
HDIM
665
Hanson & Doremus Investment Management
Vermont
$128K
SAM
666
S.A. Mason
Michigan
$123K
WTC
667
WhitTier Trust Company
Nevada
$119K
TWC
668
TD Waterhouse Canada
Ontario, Canada
$116K +$113K +645 New
CF
669
Centaurus Financial
California
$114K
CSWM
670
Cassady Schiller Wealth Management
Ohio
$110K +$106K +602 New
GA
671
GraniteShares Advisors
New York
$101K +$97.7K +556 New
LWANC
672
Laurel Wealth Advisors (North Carolina)
North Carolina
$99K
MA
673
MUFG Americas
New York
$98K
UCB
674
United Community Bank
South Carolina
$94.3K +$90.7K +516 New
DCM
675
Dupont Capital Management
Delaware
$94K -$15.5K -88 -15%