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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
FMII
726
Farmers & Merchants Investments Inc
Nebraska
$10.2K
HCP
727
Hexagon Capital Partners
Arkansas
$10.1K -$17.5K -123 -62%
KTC
728
Kistler-Tiffany Companies
Pennsylvania
$10K +$142 +1 +1%
FRA
729
Front Row Advisors
California
$9K -$12.9K -91 -57%
CA
730
Crewe Advisors
Utah
$8.18K -$82.3K -579 -90%
FCA
731
Fortis Capital Advisors
Kansas
$7.24K +$7.67K +54 New
MTIC
732
Missouri Trust & Investment Company
Missouri
$7K
TSWM
733
Tyler-Stone Wealth Management
Ohio
$7K
VWM
734
Valley Wealth Managers
New Jersey
$6.97K -$14.2K -100 -66%
TCWA
735
Ten Capital Wealth Advisors
Washington
$6.97K
RBC
736
Romano Brothers & Co
Illinois
$6.84K +$7.25K +51 New
IAA
737
Independent Advisor Alliance
North Carolina
$5.91K -$284 -2 -0%
SWA
738
Sutton Wealth Advisors
Florida
$5.63K -$568 -4 -9%
GCM
739
Gables Capital Management
Florida
$5.63K
GJIA
740
Glass Jacobson Investment Advisors
Maryland
$4.7K +$4.97K +35 New
CPG
741
Cornerstone Planning Group
New Jersey
$4.27K +$4.26K +30 New
EWA
742
EverSource Wealth Advisors
Alabama
$4.16K -$284 -2 -6%
FMP
743
Financial Management Professionals
Texas
$4K -$710 -5 -14%
SC
744
Schubert & Co
Texas
$3.89K -$3.13K -22 -43%
MRCM
745
M&R Capital Management
New Jersey
$3.35K -$1.71K -12 -32%
HNWAG
746
High Net Worth Advisory Group
Florida
$3.35K
VCM
747
Versant Capital Management
Arizona
$3.22K -$284 -2 -8%
ACM
748
AUA Capital Management
Pennsylvania
$3.22K
JFA
749
JNBA Financial Advisors
Minnesota
$3.22K
WPWM
750
Western Pacific Wealth Management
Illinois
$3.22K +$3.41K +24 New