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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
CFN
701
Cordasco Financial Network
Florida
$55K +$176 +1 +0.3%
APF
702
Alaska Permanent Fund
Alaska
$55K +$61K +347 New
RBC
703
Roble Belko & Company
Pennsylvania
$54K
HR
704
Howe & Rusling
New York
$53K +$4.04K +23 +9%
PCG
705
Private Capital Group
Connecticut
$53K +$21.4K +122 +73%
EI
706
Ellevest Inc
New York
$49K +$33.7K +192 +246%
AF
707
Allworth Financial
California
$47K +$33.7K +192 +287%
AS
708
Altshuler Shaham
Israel
$46K -$31.1K -177 -42%
PPWM
709
PFG Private Wealth Management
Florida
$45K
HWM
710
HighMark Wealth Management
Minnesota
$44K +$176 +1 +0.4%
MCM
711
MV Capital Management
Maryland
$44K +$7.03K +40 +20%
IAS
712
IMA Advisory Services
Colorado
$43K
BCM
713
Blume Capital Management
California
$42K
SIC
714
Salem Investment Counselors
North Carolina
$41K
SSB
715
Sandy Spring Bank
Maryland
$39K -$6.86K -39 -15%
LC
716
Lindbrook Capital
California
$37K
TCM
717
Tradewinds Capital Management
Washington
$37K
WB
718
Webster Bank
Connecticut
$37K +$11.3K +64 +46%
LWP
719
Lumature Wealth Partners
Georgia
$37K +$13.9K +79 +65%
AFS
720
Annapolis Financial Services
Maryland
$37K +$24.4K +139 +228%
FPB
721
First PREMIER Bank
South Dakota
$36K
KA
722
Kozak & Associates
Colorado
$35K
GCM
723
Gables Capital Management
Florida
$34K
JWA
724
JFS Wealth Advisors
Pennsylvania
$34K +$33K +188 New
NFG
725
Next Financial Group
Texas
$33K +$10.5K +60 +50%