We are live on ! Find out more
BR icon

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
GWM
701
Geneos Wealth Management
Colorado
$26K -$22.9K -141 -43%
SSB
702
Sandy Spring Bank
Maryland
$25K -$9.74K -60 -26%
IRC
703
Investors Research Corp
Georgia
$25K
ST
704
Smithfield Trust
Pennsylvania
$25K
FRA
705
Front Row Advisors
California
$23K
PO
706
Private Ocean
California
$23K
TWA
707
TCI Wealth Advisors
Arizona
$22K -$812 -5 -3%
HI
708
Harbour Investments
Wisconsin
$22K
OLVIG
709
Oliver Lagore Vanvalin Investment Group
Michigan
$22K
VWM
710
Valley Wealth Managers
New Jersey
$22K +$24.7K +152 New
BWM
711
BerganKDV Wealth Management
Minnesota
$21K
GA
712
GoalVest Advisory
New York
$21K
OAJ
713
Ogorek Anthony Joseph
New York
$21K
HR
714
Howe & Rusling
New York
$19K
BLC
715
Brown, Lisle/Cummings
Rhode Island
$18K
PSB
716
Piscataqua Savings Bank
New Hampshire
$18K
LFG
717
Larson Financial Group
Missouri
$17K +$5.84K +36 +44%
APW
718
Axim Planning & Wealth
Ohio
$17K +$8.28K +51 +76%
AF
719
Advisornet Financial
Minnesota
$17K +$11.5K +71 +158%
MWM
720
Mascoma Wealth Management
New Hampshire
$16K
ZIG
721
Zullo Investment Group
Pennsylvania
$16K +$5.52K +34 +45%
MFA
722
McClarren Financial Advisors
Pennsylvania
$16K +$18.7K +115 New
CT
723
Clearstead Trust
Maine
$15K +$17.2K +106 New
LS
724
Livforsakringsbolaget Skandia
Sweden
$14K -$64.9K -400 -80%
AWM
725
Atticus Wealth Management
Florida
$14K