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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
BA
801
Bridgewater Advisors
New York
-$463K -3,251 Closed
IC
802
Inscription Capital
Texas
-$364K -2,550 Closed
MGIM
803
M&G Investment Management
United Kingdom
-$340 -2,378 Closed
FCI
804
Financial Counselors Inc
Kansas
-$249K -1,746 Closed
JG
805
Jefferies Group
New York
-$243K -1,702 Closed
MFG
806
Menard Financial Group
Texas
-$231K -1,619 Closed
VT
807
Vise Technologies
New York
-$214K -1,504 Closed
AP
808
Adero Partners
California
-$202K -1,383 Closed
CI
809
CX Institutional
Indiana
-$158K -1,105 Closed
VanEck Associates
810
VanEck Associates
New York
-$133K -934 Closed
FBT
811
First Bank & Trust
South Dakota
-$124K -868 Closed
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
812
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
-$102K -715 Closed
GLLW
813
Graves Light Lenhart Wealth
Virginia
-$73K -515 Closed
BFG
814
Baron Financial Group
New Jersey
-$63.1K -443 Closed
Simplex Trading
815
Simplex Trading
Illinois
-$63.8K -393 Closed
CCM
816
Chilton Capital Management
Texas
-$53K -371 Closed
CLOS
817
Compagnie Lombard Odier SCmA
Switzerland
-$60.1K -370 Closed
CWP
818
Concord Wealth Partners
Virginia
-$40K -284 Closed
SSG
819
Summit Securities Group
New York
-$35K -243 Closed
VVP
820
Venture Visionary Partners
Ohio
-$28.1K -197 Closed
PFGIA
821
Patriot Financial Group Insurance Agency
Massachusetts
-$19K -137 Closed
AIP
822
Ahrens Investment Partners
Louisiana
-$14K -100 Closed
RG
823
Retirement Group
California
-$10K -73 Closed
CM
824
Cornerstone Management
Georgia
-$7.7K -54 Closed
STCOSD
825
Sageworth Trust Company of South Dakota
South Dakota
-$4K -27 Closed