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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
BAAM
776
Baker Avenue Asset Management
California
$402 +$426 +3 New
MPCL
777
My Personal CFO LLC
Washington
$402 +$426 +3 New
TWD
778
True Wealth Design
Ohio
$402 +$426 +3 New
ECM
779
Everence Capital Management
Indiana
$348
AWM
780
AllSquare Wealth Management
New York
$134
WA
781
WestEnd Advisors
North Carolina
$134
CTA
782
Colonial Trust Advisors
South Carolina
$134 +$142 +1 New
CMP
783
Coston McIsaac & Partners
Maine
$8
Qube Research & Technologies (QRT)
784
Qube Research & Technologies (QRT)
United Kingdom
-$36.5M -253,238 Closed
Loomis, Sayles & Company
785
Loomis, Sayles & Company
Massachusetts
-$24.7M -171,218 Closed
Renaissance Technologies
786
Renaissance Technologies
New York
-$20.3M -140,500 Closed
Adage Capital Partners
787
Adage Capital Partners
Massachusetts
-$7.13M -49,400 Closed
TI
788
Trexquant Investment
Connecticut
-$5.22M -36,180 Closed
HF
789
HRT Financial
New York
-$4M -27,691 Closed
Jane Street
790
Jane Street
New York
-$3.91M -27,501 Closed
CCMD
791
Cypress Capital Management (Delaware)
Delaware
-$3M -20,775 Closed
ACM
792
AlphaCrest Capital Management
New York
-$2.88M -19,987 Closed
PHK
793
Point72 Hong Kong
Hong Kong
-$2.8M -19,404 Closed
TCM
794
Teza Capital Management
Illinois
-$2.46M -17,017 Closed
Connor, Clark & Lunn Investment Management (CC&L)
795
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
-$2.35M -16,279 Closed
E
796
Ergoteles
New York
-$1.94M -13,454 Closed
CG
797
Castellan Group
Kentucky
-$1.94M -13,435 Closed
DTL
798
Dynamic Technology Lab
Singapore
-$1.81M -12,512 Closed
MF
799
Magnetar Financial
Illinois
-$1.02M -7,073 Closed
IG
800
ING Group
Netherlands
-$1M -6,967 Closed