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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
CCA
651
Cadent Capital Advisors
Oklahoma
$305K
EF
652
Empowered Funds
Pennsylvania
$299K +$29.7K +161 +12%
MYIA
653
Mount Yale Investment Advisors
Colorado
$295K -$70.8K -384 -21%
CGL
654
Clarius Group LLC
Washington
$290K -$22.9K -124 -8%
OA
655
Operose Advisors
Wisconsin
$288K -$135K -734 -34%
AMIM
656
Aull & Monroe Investment Management
Alabama
$286K
ACM
657
Advisors Capital Management
New Jersey
$286K +$5.35K +29 +2%
GWSG
658
GPS Wealth Strategies Group
Colorado
$286K +$22.1K +120 +9%
SFA
659
Souders Financial Advisors
Ohio
$285K +$553 +3 +0.2%
CI
660
CX Institutional
Indiana
$284K -$4.98K -27 -2%
TCM
661
Teza Capital Management
Illinois
$284K -$2.71M -14,710 -91%
DC
662
Davenport & Co
Virginia
$283K +$36.9K +200 +17%
LFA
663
LGT Financial Advisors
Texas
$280K +$7.01K +38 +3%
CICI
664
Capital Investment Counsel Inc
North Carolina
$278K -$4.8K -26 -2%
AB
665
Atlas Brown
Kentucky
$278K
RWA
666
River Wealth Advisors
Pennsylvania
$274K -$11.4K -62 -4%
SI
667
Stephens Inc
Arkansas
$273K -$19K -103 -7%
EL
668
EWA LLC
Pennsylvania
$270K +$2.58K +14 +1%
BTI
669
Blue Trust Inc
Georgia
$269K +$43.5K +236 +19%
CP
670
Canopy Partners
Ohio
$269K +$240K +1,301 New
HCM
671
Hudson Capital Management
New Jersey
$267K -$35.1K -190 -13%
AC
672
Apella Capital
Connecticut
$266K +$2.03K +11 +0.8%
MAM
673
Morse Asset Management
Connecticut
$266K +$239K +1,295 New
FIA
674
Foundations Investment Advisors
Arizona
$264K +$7.75K +42 +3%
CW
675
CreativeOne Wealth
Kansas
$261K +$22.9K +124 +11%