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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
JMF
751
Johnson Midwest Financial
Iowa
$3K
SFG
752
Steward Financial Group
Texas
$3K +$3.27K +23 New
AWM
753
Abound Wealth Management
Tennessee
$2.42K +$1.28K +9 +100%
EI
754
Ellevest Inc
New York
$2.41K -$76.4K -538 -97%
FGAM
755
Financial Gravity Asset Management
Texas
$2.38K -$104K -730 -84%
SIC
756
SJS Investment Consulting
Ohio
$2.01K -$284 -2 -12%
EIM
757
Essex Investment Management
Massachusetts
$2K
Lazard Asset Management
758
Lazard Asset Management
New York
$2K +$994 +7 +78%
MYAM
759
Meiji Yasuda Asset Management
Japan
$1.9K +$736K +5,180 +58%
SWA
760
SOA Wealth Advisors
New York
$1.74K
DI
761
Disciplined Investments
Oklahoma
$1.61K -$852 -6 -33%
BIA
762
Bell Investment Advisors
California
$1.61K -$710 -5 -29%
RTL
763
Red Tortoise LLC
Georgia
$1.61K +$1.71K +12 New
MFT
764
Moisand Fitzgerald Tamayo
Florida
$1.34K
AA
765
Addison Advisors
Vermont
$1.21K
SOW
766
State of Wyoming
Wyoming
$1.21K +$284 +2 +29%
GI
767
Gradient Investments
Minnesota
$1.07K +$1.14K +8 New
SC
768
Sierra Capital
Florida
$1K
ANBT
769
American National Bank & Trust
Texas
$1K +$852 +6 New
MHR
770
Matthew Hamilton Rosenberg
$805
BHWM
771
Beaird Harris Wealth Management
Texas
$671 +$710 +5 New
CFO
772
CVA Family Office
Colorado
$671 +$710 +5 New
GTCM
773
Gyon Technologies Capital Management
New Jersey
$671 +$710 +5 New
NSIM
774
North Star Investment Management
Illinois
$671 +$710 +5 New
TFM
775
TFC Financial Management
Massachusetts
$537