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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
EWM
726
Endurance Wealth Management
Rhode Island
$14K
IBOK
727
Independence Bank of Kentucky
Kentucky
$14K
M
728
MOTCO
Texas
$14K
CAL
729
Capital Advisors Ltd
Ohio
$14K +$2.76K +17 +21%
CT
730
Caldwell Trust
Florida
$13.4K
DFCM
731
Dark Forest Capital Management
Puerto Rico
$13K -$13K -80 -46%
CAL
732
Capital Analysts LLC
Pennsylvania
$13K
TWM
733
Tradition Wealth Management
Minnesota
$13K
NMG
734
New Millennium Group
Utah
$12K
BWM
735
Baystate Wealth Management
Massachusetts
$12K +$162 +1 +1%
FFA
736
Fairfield Financial Advisors
Massachusetts
$11.5K
KTC
737
Kistler-Tiffany Companies
Pennsylvania
$11K
WBC
738
West Branch Capital
Massachusetts
$11K
FMII
739
Farmers & Merchants Investments Inc
Nebraska
$11K +$2.44K +15 +25%
Bank of Montreal
740
Bank of Montreal
Ontario, Canada
$9.6K -$9.69M -59,675 -50%
ARIS
741
Advanced Research Investment Solutions
California
$9K
CMP
742
Coston McIsaac & Partners
Maine
$9K
TCWA
743
Ten Capital Wealth Advisors
Washington
$8K +$8.44K +52 New
MTIC
744
Missouri Trust & Investment Company
Missouri
$7K -$8.12K -50 -50%
PP
745
PrairieView Partners
Minnesota
$7K
SWM
746
Selective Wealth Management
Virginia
$7K
TSWM
747
Tyler-Stone Wealth Management
Ohio
$7K
WWMSC
748
Wagner Wealth Management (South Carolina)
South Carolina
$7K
SC
749
Schubert & Co
Texas
$7K +$2.11K +13 +34%
JFGIW
750
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$7K +$6K +37 +370%