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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
AF
676
Allworth Financial
California
$28.6K -$31.8K -224 -51%
Jones Financial Companies
677
Jones Financial Companies
Missouri
$28K +$29.7K +209 +20,900%
AWM
678
Avior Wealth Management
Nebraska
$27.6K
OC
679
Oakworth Capital
Alabama
$27.5K
RFA
680
Resurgent Financial Advisors
Georgia
$27.2K +$28.8K +203 New
KSWA
681
Kathleen S. Wright Associates
Pennsylvania
$27K -$25.1K -177 -47%
WB
682
Webster Bank
Connecticut
$27K
AFS
683
Annapolis Financial Services
Maryland
$26.8K
MCC
684
Money Concepts Capital
Florida
$26.2K +$22.2K +156 +400%
FPB
685
First PREMIER Bank
South Dakota
$26K
GWM
686
Geneos Wealth Management
Colorado
$25.1K
FCB
687
First Command Bank
Texas
$25K
FCFS
688
First Command Financial Services
Texas
$25K
IRC
689
Investors Research Corp
Georgia
$23.6K
ST
690
Smithfield Trust
Pennsylvania
$23K
PO
691
Private Ocean
California
$22K
JFGIW
692
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$21.6K +$16.1K +113 +240%
JWA
693
JFS Wealth Advisors
Pennsylvania
$20.6K -$25.7K -181 -54%
SSB
694
Sandy Spring Bank
Maryland
$20.5K -$2.98K -21 -12%
TWA
695
TCI Wealth Advisors
Arizona
$20.3K -$284 -2 -1%
OAJ
696
Ogorek Anthony Joseph
New York
$20K
GA
697
GoalVest Advisory
New York
$19.9K
BWM
698
BerganKDV Wealth Management
Minnesota
$19.4K
AWM
699
Accurate Wealth Management
Florida
$18.5K +$18.9K +133 New
DJSG
700
D.J. St. Germain
Massachusetts
$18.4K +$19.5K +137 New