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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
BAS
826
Brown Advisory Securities
Maryland
-$2.6M -15,612 Closed
VanEck Associates
827
VanEck Associates
New York
-$1.95M -11,699 Closed
Assenagon Asset Management
828
Assenagon Asset Management
Luxembourg
-$1.53M -9,209 Closed
MSE
829
MUFG Securities EMEA
United Kingdom
-$1.31M -7,892 Closed
PHK
830
Point72 Hong Kong
Hong Kong
-$1.29M -7,772 Closed
SEC
831
Seven Eight Capital
New York
-$1.15M -6,900 Closed
QIM
832
Quantitative Investment Management
Virginia
-$1.12M -6,744 Closed
Mirae Asset Global Investments
833
Mirae Asset Global Investments
South Korea
-$984K -5,910 Closed
ACM
834
Alethea Capital Management
Washington
-$969K -5,812 Closed
HCM
835
Howland Capital Management
Massachusetts
-$917K -5,500 Closed
GTCM
836
Gyon Technologies Capital Management
New Jersey
-$877K -5,265 Closed
EOJOAM
837
E. Ohman J:or Asset Management
Sweden
-$867K -5,200 Closed
QP
838
Quilter Plc
United Kingdom
-$795K -4,769 Closed
RBA
839
Richard Bernstein Advisors
New York
-$778K -4,673 Closed
JF
840
Jump Financial
Illinois
-$756K -4,537 Closed
QT
841
Quantbot Technologies
New York
-$732K -4,393 Closed
LIP
842
Liontrust Investment Partners
United Kingdom
-$625K -3,750 Closed
WANY
843
Wealthspire Advisors (New York)
New York
-$601K -3,607 Closed
HI
844
Horizon Investments
North Carolina
-$566K -3,397 Closed
TC
845
Toews Corporation
New Jersey
-$417K -2,500 Closed
KFA
846
Krane Funds Advisors
New York
-$413K -2,476 Closed
AWP
847
Accretive Wealth Partners
New Jersey
-$390K -2,341 Closed
AIA
848
Avalon Investment & Advisory
Texas
-$374K -2,242 Closed
KPW
849
Kore Private Wealth
New York
-$373K -2,237 Closed
OQS
850
Occudo Quantitative Strategies
Florida
-$370K -2,221 Closed