We are live on ! Find out more
BR icon

Broadridge

784 hedge funds and large institutions have $13.8B invested in Broadridge in 2022 Q4 according to their latest regulatory filings, with 89 funds opening new positions, 280 increasing their positions, 272 reducing their positions, and 79 closing their positions.

New
Increased
Maintained
Reduced
Closed

13% more first-time investments, than exits

New positions opened: 89 | Existing positions closed: 79

3% more repeat investments, than reductions

Existing positions increased: 280 | Existing positions reduced: 272

1% less funds holding

Funds holding: 790784 (-6)

2.39% less ownership

Funds ownership: 90.58%88.18% (-2.4%)

10% less capital invested

Capital invested by funds: $15.4B → $13.8B (-$1.6B)

23% less call options, than puts

Call options by funds: $8.65M | Put options by funds: $11.3M

56% less funds holding in top 10

Funds holding in top 10: 94 (-5)

Holders
784
Holders Change
-6
Holders Change %
-0.76%
% of All Funds
12.6%
Holding in Top 10
4
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-55.56%
% of All Funds
0.06%
New
89
Increased
280
Reduced
272
Closed
79
Calls
$8.65M
Puts
$11.3M
Net Calls
-$2.6M
Net Calls Change
-$20.1M
Name Holding Trade Value Shares
Change
Change in
Stake
OWA
651
One Wealth Advisors
California
$58.7K +$62.2K +438 New
Acadian Asset Management
652
Acadian Asset Management
Massachusetts
$58K
MA
653
MCF Advisors
Kentucky
$57.4K
NHT
654
New Hampshire Trust
New Hampshire
$54.6K +$57.8K +407 New
DWA
655
Dougherty Wealth Advisers
Minnesota
$54.1K
GWS
656
Glassman Wealth Services
Virginia
$50.6K -$5.68K -40 -10%
PB
657
Pinnacle Bancorp
Nebraska
$47K
GPI
658
General Partner Inc
Pennsylvania
$44.5K +$47.2K +332 New
EBA
659
Eagle Bay Advisors
New York
$43.6K -$48.4K -341 -51%
AssetMark Inc
660
AssetMark Inc
California
$40.6K
MA
661
Montag & Associates
Georgia
$40.5K
RBC
662
Roble Belko & Company
Pennsylvania
$40K
MCM
663
MV Capital Management
Maryland
$38.9K +$10.2K +72 +33%
EDRH
664
Edmond de Rothschild Holding
Switzerland
$37.7K +$39.9K +281 New
PFBT
665
Parkside Financial Bank & Trust
Missouri
$37K -$213K -1,496 -84%
LC
666
Lindbrook Capital
California
$34.1K -$20.2K -142 -36%
HWM
667
HighMark Wealth Management
Minnesota
$33.2K +$142 +1 +0.4%
PPWM
668
PFG Private Wealth Management
Florida
$33K
TSW
669
Thompson Siegel & Walmsley
Virginia
$33K +$31.1K +219 +730%
LWP
670
Lumature Wealth Partners
Georgia
$33K
IAS
671
IMA Advisory Services
Colorado
$31.8K
ADL
672
Asset Dedication LLC
California
$31K +$32.5K +229 New
BCM
673
Blume Capital Management
California
$30.7K
SIC
674
Salem Investment Counselors
North Carolina
$30.2K
HI
675
Harbour Investments
Wisconsin
$29.5K +$9.38K +66 +43%