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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
ZIG
701
Zullo Investment Group
Pennsylvania
$16.9K +$2.27K +16 +15%
PSB
702
Piscataqua Savings Bank
New Hampshire
$16.8K
MWM
703
MinichMacGregor Wealth Management
New York
$16.8K +$17.8K +125 New
LFG
704
Larson Financial Group
Missouri
$15.7K
MFA
705
McClarren Financial Advisors
Pennsylvania
$15K
MWM
706
Mascoma Wealth Management
New Hampshire
$14.9K
CT
707
Clearstead Trust
Maine
$14K
LS
708
Livforsakringsbolaget Skandia
Sweden
$13.5K
OLVIG
709
Oliver Lagore Vanvalin Investment Group
Michigan
$13K -$7.81K -55 -36%
AF
710
Advisornet Financial
Minnesota
$13K -$2.7K -19 -16%
EWM
711
Endurance Wealth Management
Rhode Island
$13K
IBOK
712
Independence Bank of Kentucky
Kentucky
$13K
CAL
713
Capital Advisors Ltd
Ohio
$13K +$43.5K +306 +312%
AWM
714
Atticus Wealth Management
Florida
$12.7K
CT
715
Caldwell Trust
Florida
$12.5K
CAL
716
Capital Analysts LLC
Pennsylvania
$12K
TWM
717
Tradition Wealth Management
Minnesota
$12K +$426 +3 +3%
CA
718
Centerpoint Advisors
Massachusetts
$12K +$12.5K +88 New
NMG
719
New Millennium Group
Utah
$12K +$852 +6 +7%
CWP
720
Concord Wealth Partners
Virginia
$11.4K +$12.1K +85 New
SIS
721
Sound Income Strategies
Florida
$11.3K +$11.9K +84 New
BWM
722
Baystate Wealth Management
Massachusetts
$11K
PP
723
PrairieView Partners
Minnesota
$11K +$4.83K +34 +69%
FFA
724
Fairfield Financial Advisors
Massachusetts
$10.7K
WBC
725
West Branch Capital
Massachusetts
$10.3K