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Broadridge

790 hedge funds and large institutions have $15.4B invested in Broadridge in 2022 Q3 according to their latest regulatory filings, with 86 funds opening new positions, 261 increasing their positions, 285 reducing their positions, and 47 closing their positions.

New
Increased
Maintained
Reduced
Closed

384% more call options, than puts

Call options by funds: $22.1M | Put options by funds: $4.57M

83% more first-time investments, than exits

New positions opened: 86 | Existing positions closed: 47

5% more capital invested

Capital invested by funds: $14.6B → $15.4B (+$751M)

4% more funds holding

Funds holding: 762790 (+28)

2.97% more ownership

Funds ownership: 87.61%90.58% (+3%)

0% more funds holding in top 10

Funds holding in top 10: 99 (0)

8% less repeat investments, than reductions

Existing positions increased: 261 | Existing positions reduced: 285

Holders
790
Holders Change
+28
Holders Change %
+3.67%
% of All Funds
13.61%
Holding in Top 10
9
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.16%
New
86
Increased
261
Reduced
285
Closed
47
Calls
$22.1M
Puts
$4.57M
Net Calls
+$17.5M
Net Calls Change
+$16.4M
Name Holding Trade Value Shares
Change
Change in
Stake
BC
651
Bartlett & Co
Ohio
$80K
PCM
652
Penserra Capital Management
California
$80K +$2.27K +14 +3%
BCWM
653
Bartlett & Co Wealth Management
Ohio
$79.9K
LWANC
654
Laurel Wealth Advisors (North Carolina)
North Carolina
$78K
MA
655
MUFG Americas
New York
$78K
HCM
656
Highlander Capital Management
New Jersey
$72K
WOC
657
West Oak Capital
California
$72K
AA
658
Alta Advisers
United Kingdom
$72K +$81.2K +500 New
LWA
659
Lowe Wealth Advisors
Maryland
$71K
QC
660
Quent Capital
New York
$71K
VNA
661
Valley National Advisers
Pennsylvania
$69K -$2.44K -15 -3%
C
662
Covestor
United Kingdom
$68K -$12.2K -75 -14%
UCB
663
United Community Bank
South Carolina
$68K
BSB
664
Bangor Savings Bank
Maine
$65K -$325 -2 -0.4%
Acadian Asset Management
665
Acadian Asset Management
Massachusetts
$63K
AF
666
Allworth Financial
California
$63K +$9.9K +61 +16%
MA
667
MCF Advisors
Kentucky
$62K
GWS
668
Glassman Wealth Services
Virginia
$60K +$8.28K +51 +14%
NR
669
Newfound Research
Massachusetts
$58K -$52.1K -321 -44%
DWA
670
Dougherty Wealth Advisers
Minnesota
$58K
AS
671
Altshuler Shaham
Israel
$57K +$30K +185 +93%
LC
672
Lindbrook Capital
California
$57K +$30.7K +189 +91%
KSWA
673
Kathleen S. Wright Associates
Pennsylvania
$54K -$16.2K -100 -21%
IUHSA
674
Itau Unibanco Holding S.A.
Brazil
$54K +$60.9K +375 New
PB
675
Pinnacle Bancorp
Nebraska
$51K