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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
WTC
776
WhitTier Trust Company
Nevada
$96.7K -$67.2K -364 -44%
C
777
Covestor
United Kingdom
$96K -$15.1K -82 -15%
UCB
778
United Community Bank
South Carolina
$95.9K
BSB
779
Bangor Savings Bank
Maine
$93K
VNA
780
Valley National Advisers
Pennsylvania
$93K +$553 +3 +0.7%
GI
781
Gradient Investments
Minnesota
$91.7K -$18.7M -101,103 -100%
BF
782
BOK Financial
Oklahoma
$85.2K +$184 +1 +0.2%
BGAI
783
Bruce G. Allen Investments
Colorado
$84.4K +$75.6K +410 New
IA
784
IFP Advisors
Florida
$83.8K -$26.4K -143 -26%
PFBT
785
Parkside Financial Bank & Trust
Missouri
$83.1K +$17.7K +96 +31%
CAL
786
Capital Advisors Ltd
Ohio
$81K
DJSG
787
D.J. St. Germain
Massachusetts
$80.9K
TWC
788
TD Waterhouse Canada
Ontario, Canada
$80.6K +$11.3K +61 +18%
APC
789
Aspire Private Capital
North Carolina
$79.8K
HPC
790
HM Payson & Co
Maine
$78K -$69K -374 -50%
CCM
791
Chilton Capital Management
Texas
$76.3K
GM
792
GeoWealth Management
Illinois
$76K +$41.1K +223 +153%
HI
793
Harbour Investments
Wisconsin
$74.9K +$24K +130 +56%
LC
794
Lindbrook Capital
California
$74.5K +$13.7K +74 +26%
PB
795
Pinnacle Bancorp
Nebraska
$72.8K
CLOS
796
Compagnie Lombard Odier SCmA
Switzerland
$72K +$64.6K +350 New
VAG
797
VisionPoint Advisory Group
Texas
$70.2K +$62.9K +341 New
SOW
798
State of Wyoming
Wyoming
$69.1K -$181K -981 -74%
GWS
799
Glassman Wealth Services
Virginia
$68.3K
LS
800
Livforsakringsbolaget Skandia
Sweden
$63K +$37.8K +205 +205%