We are live on ! Find out more
BR icon

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
GLLW
676
Graves Light Lenhart Wealth
Virginia
$94K +$65.6K +373 +263%
T
677
TOBAM
France
$93K +$6.68K +38 +8%
HCM
678
Highlander Capital Management
New Jersey
$91K
WOC
679
West Oak Capital
California
$91K
LWA
680
Lowe Wealth Advisors
Maryland
$90K
KSWA
681
Kathleen S. Wright Associates
Pennsylvania
$87K +$83.8K +477 New
EBA
682
Eagle Bay Advisors
New York
$85K +$21.8K +124 +36%
1832 Asset Management
683
1832 Asset Management
Ontario, Canada
$84K -$43.1M -245,065 -100%
C
684
Covestor
United Kingdom
$83K +$80K +455 New
BFG
685
Baron Financial Group
New Jersey
$81K
Acadian Asset Management
686
Acadian Asset Management
Massachusetts
$80K
DWA
687
Dougherty Wealth Advisers
Minnesota
$74K
ST
688
Smithfield Trust
Pennsylvania
$74K
AWA
689
Aquire Wealth Advisors
Utah
$74K +$71.4K +406 New
AssetMark Inc
690
AssetMark Inc
California
$69K +$10.7K +61 +19%
CLOS
691
Compagnie Lombard Odier SCmA
Switzerland
$68K
CCM
692
Chilton Capital Management
Texas
$68K +$65.2K +371 New
GWS
693
Glassman Wealth Services
Virginia
$67K +$2.64K +15 +4%
MTIC
694
Missouri Trust & Investment Company
Missouri
$66K +$63.3K +360 New
PB
695
Pinnacle Bancorp
Nebraska
$65K
CCA
696
Column Capital Advisors
Indiana
$63K
GWM
697
Geneos Wealth Management
Colorado
$62K +$2.29K +13 +4%
GAM
698
Gemmer Asset Management
California
$56K
CTB
699
Country Trust Bank
Illinois
$55K
MAM
700
Marquette Asset Management
Minnesota
$55K