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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
MC
851
Maverick Capital
Texas
-$361K -2,169 Closed
PAMP
852
Polar Asset Management Partners
Ontario, Canada
-$319K -1,917 Closed
BBA
853
Braun-Bostich & Associates
Pennsylvania
-$318K -1,908 Closed
CM
854
Capula Management
Cayman Islands
-$315K -1,889 Closed
GCP
855
GSA Capital Partners
United Kingdom
-$311K -1,866 Closed
MFW
856
Meristem Family Wealth
Minnesota
-$304K -1,826 Closed
XT
857
XTX Topco
Cayman Islands
-$265K -1,589 Closed
SLWA
858
San Luis Wealth Advisors
California
-$253K -1,518 Closed
UH
859
Unigestion Holding
Switzerland
-$252K -1,494 Closed
BPA
860
Beacon Pointe Advisors
California
-$230K -1,381 Closed
MSR
861
Main Street Research
Connecticut
-$216K -1,297 Closed
Bank Julius Baer & Co
862
Bank Julius Baer & Co
Switzerland
-$162K -973 Closed
DZ Bank
863
DZ Bank
Germany
-$130K -772 Closed
BC
864
Bartlett & Co
Ohio
-$82K -492 Closed
BCWM
865
Bartlett & Co Wealth Management
Ohio
-$82.3K -492 Closed
SOW
866
State of Wyoming
Wyoming
-$65K -389 Closed
JCM
867
Jacobi Capital Management
Pennsylvania
-$64K -386 Closed
AWA
868
Arkadios Wealth Advisors
Georgia
-$47K -287 Closed
ARMC
869
American Research & Management Company
Massachusetts
-$47K -283 Closed
CFD
870
Creative Financial Designs
Indiana
-$41K -244 Closed
TAMH
871
Taikang Asset Management (HK)
Hong Kong
-$36K -218 Closed
SFP
872
Sterling Financial Planning
New Jersey
-$24K -145 Closed
CPC
873
Consolidated Planning Corp
Georgia
-$20K -121 Closed
ATC
874
Adirondack Trust Company
New York
-$18K -100 Closed
GRP
875
Global Retirement Partners
California
-$8K -50 Closed