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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
LA
676
LVW Advisors
New York
$259K +$232K +1,259 New
UW
677
Unique Wealth
Florida
$258K -$6.09K -33 -3%
TIA
678
Traphagen Investment Advisors
New Jersey
$258K
PWPS
679
Pinnacle Wealth Planning Services
Ohio
$257K -$738 -4 -0.3%
WPC
680
Wedmont Private Capital
Pennsylvania
$257K -$8.49K -46 -3%
CI
681
Cigna Investments
Connecticut
$257K
UM
682
UniSuper Management
Australia
$257K +$64K +347 +39%
HIC
683
Harvey Investment Company
Kentucky
$255K
FHC
684
First Heartland Consultants
Missouri
$255K +$229K +1,241 New
PWP
685
Phillips Wealth Planners
Mississippi
$253K -$5.17K -28 -2%
AAP
686
Arax Advisory Partners
Colorado
$252K -$48.5K -263 -18%
XT
687
XTX Topco
Cayman Islands
$251K +$225K +1,222 New
MA
688
Mutual Advisors
Nebraska
$251K +$6.46K +35 +3%
RCAG
689
Rehmann Capital Advisory Group
Michigan
$251K
PCS
690
Personal CFO Solutions
New Jersey
$251K -$4.43K -24 -2%
EBT
691
Enterprise Bank & Trust
Massachusetts
$247K +$222K +1,201 New
MA
692
MONECO Advisors
Connecticut
$247K -$3.32K -18 -1%
CIA
693
Choate Investment Advisors
Massachusetts
$245K +$220K +1,191 New
LNB
694
Ledyard National Bank
$244K +$219K +1,188 New
Empower Advisory Group
695
Empower Advisory Group
Colorado
$241K -$5.35K -29 -2%
SWA
696
Stratos Wealth Advisors
Ohio
$241K -$2.03K -11 -0.9%
JCM
697
Jacobsen Capital Management
Utah
$241K -$6.46K -35 -3%
CAM
698
Claret Asset Management
Quebec, Canada
$240K +$2.03K +11 +1%
KFI
699
Key Financial Inc
Pennsylvania
$238K
MA
700
MCF Advisors
Kentucky
$238K