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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
DGAM
751
Desjardins Global Asset Management
Quebec, Canada
$147K +$15.9K +86 +14%
MPWT
752
MassMutual Private Wealth & Trust
Connecticut
$146K -$4.43K -24 -3%
HDIM
753
Hanson & Doremus Investment Management
Vermont
$144K
BBHC
754
Brown Brothers Harriman & Co
New York
$139K -$336K -1,823 -73%
SAM
755
S.A. Mason
Michigan
$139K
BC
756
Bartlett & Co
Ohio
$137K +$19K +103 +18%
BCWM
757
Bartlett & Co Wealth Management
Ohio
$137K +$19K +103 +18%
USB
758
Union Savings Bank
Connecticut
$128K
SIM
759
Sentry Investment Management
Wisconsin
$127K -$12.2K -66 -10%
CSWM
760
Cassady Schiller Wealth Management
Ohio
$123K
TFA
761
Transamerica Financial Advisors
Florida
$121K -$19.4K -105 -15%
T
762
TOBAM
France
$119K -$105K -569 -50%
AAG
763
Armstrong Advisory Group
Massachusetts
$117K
AF
764
Allworth Financial
California
$115K -$738 -4 -0.7%
FFA
765
Farther Finance Advisors
California
$114K +$6.64K +36 +7%
QC
766
Quent Capital
New York
$112K
EWA
767
EverSource Wealth Advisors
Alabama
$110K +$21K +114 +27%
AA
768
Alta Advisers
United Kingdom
$103K
HCM
769
Highlander Capital Management
New Jersey
$103K
BC
770
Broadwater Capital
Massachusetts
$103K +$92.2K +500 New
PPC
771
Park Place Capital
Alabama
$102K -$10.1K -55 -10%
DFA
772
DHJJ Financial Advisors
Illinois
$101K -$1.48K -8 -2%
LWANC
773
Laurel Wealth Advisors (North Carolina)
North Carolina
$101K
LWA
774
Lowe Wealth Advisors
Maryland
$101K
WOC
775
West Oak Capital
California
$101K