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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
OC
751
Oakworth Capital
Alabama
$18K
AIP
752
Ahrens Investment Partners
Louisiana
$18K +$17.6K +100 New
RPCONE
753
Retirement Planning Company of New England
Rhode Island
$18K +$17.6K +100 New
IBOK
754
Independence Bank of Kentucky
Kentucky
$17K
TWM
755
Tradition Wealth Management
Minnesota
$17K +$527 +3 +3%
AWM
756
Atticus Wealth Management
Florida
$17K +$16.7K +95 New
CAL
757
Capital Analysts LLC
Pennsylvania
$16K
CA
758
Crewe Advisors
Utah
$16K
SWA
759
SOA Wealth Advisors
New York
$16K
LC
760
Lavaca Capital
Texas
$16K +$2.64M +15,000 New
Manulife (Manufacturers Life Insurance)
761
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$15.9K -$3.33M -18,951 -18%
BWM
762
Baystate Wealth Management
Massachusetts
$15K +$176 +1 +1%
CAL
763
Capital Advisors Ltd
Ohio
$15K +$352 +2 +2%
WBC
764
West Branch Capital
Massachusetts
$14K
KTC
765
Kistler-Tiffany Companies
Pennsylvania
$13K
FMII
766
Farmers & Merchants Investments Inc
Nebraska
$11K
SCA
767
Snowden Capital Advisors
New York
$10K -$343K -1,954 -97%
RG
768
Retirement Group
California
$10K +$9.84K +56 New
CM
769
Cornerstone Management
Georgia
$9.87K +$9.49K +54 New
ST
770
Sageworth Trust
Pennsylvania
$9K -$29.9K -170 -77%
SWM
771
Selective Wealth Management
Virginia
$9K
WWMSC
772
Wagner Wealth Management (South Carolina)
South Carolina
$9K
LWA
773
Lenox Wealth Advisors
New York
$9K +$1.76K +10 +26%
SFO
774
Standard Family Office
South Dakota
$9K +$8.26K +47 New
CWS
775
Confluence Wealth Services
Pennsylvania
$9K +$8.79K +50 New