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Broadridge

819 hedge funds and large institutions have $18.5B invested in Broadridge in 2021 Q4 according to their latest regulatory filings, with 106 funds opening new positions, 297 increasing their positions, 255 reducing their positions, and 64 closing their positions.

New
Increased
Maintained
Reduced
Closed

66% more first-time investments, than exits

New positions opened: 106 | Existing positions closed: 64

62% more call options, than puts

Call options by funds: $17.6M | Put options by funds: $10.8M

16% more repeat investments, than reductions

Existing positions increased: 297 | Existing positions reduced: 255

10% more capital invested

Capital invested by funds: $16.8B → $18.5B (+$1.71B)

4% more funds holding

Funds holding: 786819 (+33)

0.13% more ownership

Funds ownership: 87.45%87.58% (+0.13%)

20% less funds holding in top 10

Funds holding in top 10: 108 (-2)

Holders
819
Holders Change
+33
Holders Change %
+4.2%
% of All Funds
12.6%
Holding in Top 10
8
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-20%
% of All Funds
0.12%
New
106
Increased
297
Reduced
255
Closed
64
Calls
$17.6M
Puts
$10.8M
Net Calls
+$6.75M
Net Calls Change
+$3.78M
Name Holding Trade Value Shares
Change
Change in
Stake
EW
801
Evoke Wealth
California
$2K
TFO
802
Tarbox Family Office
California
$2K
AA
803
Addison Advisors
Vermont
$2K +$1.58K +9 New
CFO
804
CVA Family Office
Colorado
$2K +$1.76K +10 New
SC
805
Sierra Capital
Florida
$2K +$1.76K +10 New
SFCL
806
Strengthening Families & Communities LLC
Massachusetts
$1.12K +$1.08M +6,136 New
Lazard Asset Management
807
Lazard Asset Management
New York
$1K -$1.8M -10,219 -100%
CCM
808
Covington Capital Management
California
$1K
JWM
809
Janiczek Wealth Management
Colorado
$1K
MCM
810
Manchester Capital Management
Vermont
$1K
TFM
811
TFC Financial Management
Massachusetts
$1K
S
812
Surevest
California
$1K +$703 +4 New
MPWT
813
MassMutual Private Wealth & Trust
Connecticut
$1K +$1.05K +6 New
Jones Financial Companies
814
Jones Financial Companies
Missouri
$1K +$1.41K +8 New
ED
815
Exane Derivatives
France
$548
BBHC
816
Brown Brothers Harriman & Co
New York
$401 -$85.6K -487 -18%
FGAM
817
Financial Gravity Asset Management
Texas
$359 +$225K +1,279 +4,737%
WA
818
WestEnd Advisors
North Carolina
$182 +$176 +1 New
FFG
819
Ford Financial Group
California
$34 +$32.9K +187 New
Balyasny Asset Management
820
Balyasny Asset Management
Illinois
-$10.3M -61,726 Closed
MLIC
821
Mandatum Life Insurance Company
Finland
-$7.91M -47,484 Closed
RPI
822
Railway Pension Investments
United Kingdom
-$4.68M -28,112 Closed
ACI
823
AMP Capital Investors
Australia
-$4.59M -27,564 Closed
Holocene Advisors
824
Holocene Advisors
New York
-$3.85M -23,131 Closed
BIM
825
Bridges Investment Management
Nebraska
-$2.73M -16,400 Closed