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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
CW
851
Connectus Wealth
Ohio
$18.3K +$16.4M +88,774 New
CCA
852
Criterion Capital Advisors
Tennessee
$18.1K +$16.2K +88 New
CAL
853
Capital Analysts LLC
Pennsylvania
$18K
BWM
854
Baystate Wealth Management
Massachusetts
$17.1K +$184 +1 +1%
FMII
855
Farmers & Merchants Investments Inc
Nebraska
$16.7K
FFA
856
Fairfield Financial Advisors
Massachusetts
$16.5K
CFO
857
CVA Family Office
Colorado
$16.5K +$14.8K +80 New
NBT
858
Northwest Bank & Trust
Iowa
$16K +$14.4K +78 New
WBC
859
West Branch Capital
Massachusetts
$15.8K
SIC
860
Salem Investment Counselors
North Carolina
$15.5K
FGAM
861
Financial Gravity Asset Management
Texas
$13.6K +$553 +3 +4%
FUBT
862
First United Bank & Trust
Maryland
$13.2K +$11.8K +64 New
CMP
863
Coston McIsaac & Partners
Maine
$13K
JWM
864
Janiczek Wealth Management
Colorado
$11.7K +$10.5K +57 New
CPG
865
Cornerstone Planning Group
New Jersey
$10.7K
VWM
866
Valley Wealth Managers
New Jersey
$10.7K
AGWCA
867
Annis Gardner Whiting Capital Advisors
Florida
$10.5K +$2.77K +15 +42%
NMG
868
New Millennium Group
Utah
$10.5K -$738 -4 -7%
TSWM
869
Tyler-Stone Wealth Management
Ohio
$10.5K
TCOV
870
Trust Company of Vermont
Vermont
$10.3K -$146K -789 -94%
GBT
871
Grove Bank & Trust
Florida
$10.3K
PWMG
872
Private Wealth Management Group
New Jersey
$10.1K +$9.04K +49 New
PP
873
PrairieView Partners
Minnesota
$10K
SL
874
Salomon & Ludwin
Virginia
$9.67K
AF
875
Advisornet Financial
Minnesota
$9.26K +$4.06K +22 +96%