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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
IRC
726
Investors Research Corp
Georgia
$32K
PO
727
Private Ocean
California
$30K
DFCM
728
Dark Forest Capital Management
Puerto Rico
$30K +$28.5K +162 New
STCOSD
729
Sageworth Trust Company of South Dakota
South Dakota
$30K +$28.7K +163 New
TWA
730
TCI Wealth Advisors
Arizona
$29K
FRA
731
Front Row Advisors
California
$29K +$28.1K +160 New
HI
732
Harbour Investments
Wisconsin
$28K -$21.1K -120 -44%
BWM
733
BerganKDV Wealth Management
Minnesota
$27K
OAJ
734
Ogorek Anthony Joseph
New York
$27K
RFA
735
Reilly Financial Advisors
California
$26K
BFC
736
Bedel Financial Consulting
Indiana
$25K
CA
737
CoreCap Advisors
Michigan
$25K +$23.7K +135 New
Fuller & Thaler Asset Management
738
Fuller & Thaler Asset Management
California
$24K
PFGIA
739
Patriot Financial Group Insurance Agency
Massachusetts
$24K +$176 +1 +0.8%
DHGWA
740
Dixon Hughes Goodman Wealth Advisors
North Carolina
$24K +$22.9K +130 New
PSB
741
Piscataqua Savings Bank
New Hampshire
$23K
PP
742
PrairieView Partners
Minnesota
$23K
EWA
743
EverSource Wealth Advisors
Alabama
$23K +$22.3K +127 New
BLC
744
Brown, Lisle/Cummings
Rhode Island
$22.9K +$22K +125 New
MFA
745
McClarren Financial Advisors
Pennsylvania
$21K +$176 +1 +0.9%
MWM
746
Mascoma Wealth Management
New Hampshire
$20K
CHA
747
Carmichael Hill & Associates
Maryland
$19K
EWM
748
Endurance Wealth Management
Rhode Island
$18K
KPCM
749
Kings Point Capital Management
New York
$18K
M
750
MOTCO
Texas
$18K