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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
SWA
751
Sutton Wealth Advisors
Florida
$6.64K +$649 +4 +10%
GCM
752
Gables Capital Management
Florida
$6K -$23.4K -144 -77%
MCC
753
Money Concepts Capital
Florida
$6K
EW
754
Evoke Wealth
California
$6K +$1.95K +12 +39%
NICM
755
Neo Ivy Capital Management
New York
$6K +$6.82K +42 New
FMP
756
Financial Management Professionals
Texas
$5K -$325 -2 -5%
EWA
757
EverSource Wealth Advisors
Alabama
$5K
MRCM
758
M&R Capital Management
New Jersey
$5K
BBPWM
759
Blue Bell Private Wealth Management
Pennsylvania
$4K
CA
760
Clearstead Advisors
Ohio
$4K
HNWAG
761
High Net Worth Advisory Group
Florida
$4K
TSW
762
Thompson Siegel & Walmsley
Virginia
$4K
VCM
763
Versant Capital Management
Arizona
$4K
AIP
764
Almanack Investment Partners
Pennsylvania
$4K +$4.06K +25 New
DI
765
Disciplined Investments
Oklahoma
$3K -$325 -2 -10%
ACM
766
AUA Capital Management
Pennsylvania
$3K
EIM
767
Essex Investment Management
Massachusetts
$3K
JFA
768
JNBA Financial Advisors
Minnesota
$3K
SFO
769
Standard Family Office
South Dakota
$3K
TFS
770
TrustCore Financial Services
Tennessee
$3K
BIA
771
Bell Investment Advisors
California
$2K
SIC
772
SJS Investment Consulting
Ohio
$2K +$2.76K +17 New
AWM
773
Abound Wealth Management
Tennessee
$1.3K +$1.46K +9 New
SOW
774
State of Wyoming
Wyoming
$1K -$162 -1 -13%
AA
775
Addison Advisors
Vermont
$1K