We are live on ! Find out more
BR icon

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
IRC
826
Investors Research Corp
Georgia
$36.2K
ST
827
Smithfield Trust
Pennsylvania
$35K
MCM
828
Manchester Capital Management
Vermont
$33.9K +$11.1K +60 +57%
SCA
829
Stuart Chaussee & Associates
California
$33.5K +$30.1K +163 New
JWA
830
JFS Wealth Advisors
Pennsylvania
$31.9K -$1.29K -7 -4%
SSB
831
Sandy Spring Bank
Maryland
$31.5K
OAJ
832
Ogorek Anthony Joseph
New York
$31K
OIAM
833
OFI Invest Asset Management
France
$27.2K -$184 -1 -0.7%
CA
834
Clearstead Advisors
Ohio
$27.2K -$41K -222 -63%
RIL
835
Rothschild Investment LLC
Illinois
$25.9K +$23.2K +126 New
PSB
836
Piscataqua Savings Bank
New Hampshire
$25.7K
LFG
837
Larson Financial Group
Missouri
$24.1K
MFA
838
McClarren Financial Advisors
Pennsylvania
$24K +$184 +1 +0.9%
WIA
839
Wetzel Investment Advisors
Indiana
$24K +$21.2K +115 New
MWM
840
Mascoma Wealth Management
New Hampshire
$22.8K
CA
841
Centerpoint Advisors
Massachusetts
$22K
Lazard Asset Management
842
Lazard Asset Management
New York
$22K +$18.8K +102 +2,040%
CT
843
Clearstead Trust
Maine
$21.8K
TCWA
844
Turtle Creek Wealth Advisors
Texas
$21.4K +$19.2K +104 New
VWA
845
Valued Wealth Advisors
Utah
$21.3K +$21.8K +118 New
OLVIG
846
Oliver Lagore Vanvalin Investment Group
Michigan
$20K
AWM
847
Atticus Wealth Management
Florida
$19.5K
IBOK
848
Independence Bank of Kentucky
Kentucky
$19.5K
CT
849
Caldwell Trust
Florida
$19.1K
SS
850
Sunbelt Securities
Texas
$18.5K -$6.83K -37 -29%