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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
MCM
776
Manchester Capital Management
Vermont
$1K
SC
777
Sierra Capital
Florida
$1K
SWA
778
SOA Wealth Advisors
New York
$1K
S
779
Surevest
California
$1K
TFM
780
TFC Financial Management
Massachusetts
$1K
Lazard Asset Management
781
Lazard Asset Management
New York
$1K +$162 +1 +13%
MHR
782
Matthew Hamilton Rosenberg
$1K +$974 +6 New
MFT
783
Moisand Fitzgerald Tamayo
Florida
$1K +$1.62K +10 New
MOS
784
MGO One Seven
Ohio
$304 +$59.2K +365 +21%
FGAM
785
Financial Gravity Asset Management
Texas
$277 +$974 +6 +0.7%
JMF
786
Johnson Midwest Financial
Iowa
$4
Balyasny Asset Management
787
Balyasny Asset Management
Illinois
-$25M -175,578 Closed
NIG
788
NFJ Investment Group
Texas
-$17.9M -125,350 Closed
BA
789
Bridgewater Associates
Connecticut
-$5.16M -36,170 Closed
BRCM
790
Bright Rock Capital Management
Massachusetts
-$3.42M -24,000 Closed
CI
791
Ceera Investments
Texas
-$2.16M -15,122 Closed
PA
792
PFG Advisors
Arizona
-$1.99M -13,981 Closed
CCA
793
Catalyst Capital Advisors
New York
-$1.76M -12,331 Closed
AWM
794
Accurate Wealth Management
Florida
-$1.54M -10,363 Closed
OQS
795
Occudo Quantitative Strategies
Florida
-$856K -6,004 Closed
MSCM
796
McElhenny Sheffield Capital Management
Texas
-$842K -5,910 Closed
MFS
797
Mirabella Financial Services
United Kingdom
-$747K -5,236 Closed
WP
798
WealthSource Partners
California
-$590K -4,140 Closed
SWM
799
SeaCrest Wealth Management
New York
-$566K -3,974 Closed
AA
800
ALPS Advisors
Colorado
-$477K -3,344 Closed