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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
CCA
676
Column Capital Advisors
Indiana
$50K
JWA
677
JFS Wealth Advisors
Pennsylvania
$48K +$3.41K +21 +7%
BTI
678
Blue Trust Inc
Georgia
$44K -$20.4K -126 -29%
AssetMark Inc
679
AssetMark Inc
California
$44K
MA
680
Montag & Associates
Georgia
$44K +$48.7K +300 New
CTB
681
Country Trust Bank
Illinois
$43K
MAM
682
Marquette Asset Management
Minnesota
$43K
RBC
683
Roble Belko & Company
Pennsylvania
$43K
LWP
684
Lumature Wealth Partners
Georgia
$36K
PPWM
685
PFG Private Wealth Management
Florida
$36K
HWM
686
HighMark Wealth Management
Minnesota
$36K +$162 +1 +0.4%
IAS
687
IMA Advisory Services
Colorado
$34K
BCM
688
Blume Capital Management
California
$33K
SIC
689
Salem Investment Counselors
North Carolina
$33K
MCM
690
MV Capital Management
Maryland
$31K +$3.73K +23 +12%
Canada Pension Plan Investment Board
691
Canada Pension Plan Investment Board
Ontario, Canada
$30K -$2.76K -17 -7%
OC
692
Oakworth Capital
Alabama
$30K
HCP
693
Hexagon Capital Partners
Arkansas
$29K -$103K -632 -76%
AFS
694
Annapolis Financial Services
Maryland
$29K
WB
695
Webster Bank
Connecticut
$29K
AWM
696
Avior Wealth Management
Nebraska
$29K +$33.4K +206 New
FPB
697
First PREMIER Bank
South Dakota
$28K
FCB
698
First Command Bank
Texas
$27K
FCFS
699
First Command Financial Services
Texas
$27K
RTC
700
Riverview Trust Company
Washington
$27K