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Broadridge

918 hedge funds and large institutions have $23.1B invested in Broadridge in 2023 Q4 according to their latest regulatory filings, with 128 funds opening new positions, 291 increasing their positions, 353 reducing their positions, and 50 closing their positions.

New
Increased
Maintained
Reduced
Closed

156% more first-time investments, than exits

New positions opened: 128 | Existing positions closed: 50

33% more funds holding in top 10

Funds holding in top 10: 912 (+3)

22% more capital invested

Capital invested by funds: $18.8B → $23.1B (+$4.23B)

8% more funds holding

Funds holding: 852918 (+66)

6.81% more ownership

Funds ownership: 88.96%95.77% (+6.8%)

18% less repeat investments, than reductions

Existing positions increased: 291 | Existing positions reduced: 353

20% less call options, than puts

Call options by funds: $18.8M | Put options by funds: $23.5M

Holders
918
Holders Change
+66
Holders Change %
+7.75%
% of All Funds
13.38%
Holding in Top 10
12
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+33.33%
% of All Funds
0.17%
New
128
Increased
291
Reduced
353
Closed
50
Calls
$18.8M
Puts
$23.5M
Net Calls
-$4.73M
Net Calls Change
-$11.3M
Name Holding Trade Value Shares
Change
Change in
Stake
PBC
726
Pavion Blue Capital
California
$217K +$194K +1,053 New
ACM
727
Allred Capital Management
Texas
$213K +$191K +1,033 New
OC
728
Oarsman Capital
Wisconsin
$212K +$190K +1,031 New
CP
729
Covenant Partners
Tennessee
$211K +$189K +1,027 New
PGFC
730
Peapack-Gladstone Financial Corp
New Jersey
$211K +$188K +1,020 New
PCIA
731
Prime Capital Investment Advisors
Kansas
$210K +$188K +1,019 New
MIM
732
Moseley Investment Management
Florida
$208K +$186K +1,010 New
TWM
733
Tradition Wealth Management
Minnesota
$207K +$369 +2 +0.2%
WA
734
Wealthstream Advisors
New York
$206K +$185K +1,003 New
BPFA
735
Barnes Pettey Financial Advisors
Mississippi
$206K +$184K +1,000 New
CCP
736
Clarkston Capital Partners
Michigan
$206K +$184K +1,000 New
CSI
737
Cross Staff Investments
New York
$206K +$184K +1,000 New
JE
738
JMAC Enterprises
Pennsylvania
$206K +$184K +1,000 New
BL
739
Balentine LLC
Georgia
$201K +$180K +978 New
CDH
740
Charles D. Hyman
$201K +$180K +977 New
TCOTS
741
Trust Company of the South
North Carolina
$201K +$180K +975 New
AHB
742
Abner Herrman & Brock
New Jersey
$200K +$180K +974 New
CT
743
Colonial Trust
South Carolina
$197K -$20.3K -110 -10%
SAG
744
Spotlight Asset Group
Illinois
$197K
UB
745
UMB Bank
Missouri
$187K -$49.4K -268 -23%
FHA
746
First Horizon Advisors
Tennessee
$167K -$9.41K -51 -6%
Walleye Trading
747
Walleye Trading
New York
$164K +$147K +795 New
TFA
748
Toth Financial Advisory
Virginia
$158K
PA
749
Parallel Advisors
California
$155K -$9.59K -52 -6%
GI
750
GAMMA Investing
California
$151K +$136K +739 New