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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
CCIA
801
Campbell & Co Investment Adviser
Maryland
-$943K -6,536 Closed
CIBC World Market
802
CIBC World Market
Ontario, Canada
-$928K -6,431 Closed
ECM
803
ExodusPoint Capital Management
New York
-$773K -5,359 Closed
JF
804
Jump Financial
Illinois
-$731K -5,065 Closed
GCP
805
GSA Capital Partners
United Kingdom
-$627K -4,343 Closed
AP
806
Advisors Preferred
Maryland
-$570K -3,825 Closed
PAM
807
Paradigm Asset Management
New York
-$491K -3,400 Closed
JF
808
JSF Financial
California
-$488K -3,379 Closed
WPC
809
Wedmont Private Capital
Pennsylvania
-$462K -3,202 Closed
SCM
810
Stevens Capital Management
Pennsylvania
-$403K -2,792 Closed
GCM
811
Graham Capital Management
Connecticut
-$402K -2,791 Closed
BAM
812
Blueshift Asset Management
New Jersey
-$387K -2,684 Closed
RWM
813
Ritholtz Wealth Management
New York
-$360K -2,495 Closed
WFI
814
West Family Investments
California
-$268K -1,856 Closed
SCM
815
Spreng Capital Management
Ohio
-$263K -1,825 Closed
TSS
816
Two Sigma Securities
New York
-$259K -1,795 Closed
WTB
817
Washington Trust Bank
Washington
-$253K -1,754 Closed
DDC
818
DF Dent & Co
Maryland
-$250K -1,733 Closed
CP
819
Covenant Partners
Tennessee
-$248K -1,716 Closed
AC
820
Apella Capital
Connecticut
-$241K -1,670 Closed
GWSG
821
GPS Wealth Strategies Group
Colorado
-$236K -1,636 Closed
PCM
822
Prelude Capital Management
New York
-$236K -1,633 Closed
BWP
823
BSW Wealth Partners
Colorado
-$230K -1,597 Closed
MM
824
MQS Management
New York
-$229K -1,588 Closed
BP
825
Ballentine Partners
Massachusetts
-$220K -1,525 Closed