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Broadridge

913 hedge funds and large institutions have $23B invested in Broadridge in 2023 Q4 according to their latest regulatory filings, with 127 funds opening new positions, 289 increasing their positions, 352 reducing their positions, and 50 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more funds holding in top 10

Funds holding in top 10:

more capital invested

Capital invested by funds: $ → $

more funds holding

Funds holding:

6.8% more ownership

Funds ownership: 88.8%95.6% (+6.8%)

18% less repeat investments, than reductions

Existing positions increased: 289 | Existing positions reduced: 352

20% less call options, than puts

Call options by funds: $18.8M | Put options by funds: $23.5M

Holders
913
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
12
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$18.8M
Puts
$23.5M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
676
$257K
677
$257K
678
$257K
679
$255K
680
$255K
681
$253K
682
$252K
683
$251K
684
$251K
685
$251K
686
$251K
687
$247K
688
$247K
689
$245K
690
$244K
691
$241K
692
$241K
693
$241K
694
$240K
695
$238K
696
$238K
697
$237K
698
$235K
699
$235K
700
$235K