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
FFO
876
Fortitude Family Office
Arizona
$9.26K +$8.3K +45 New
NSIM
877
North Star Investment Management
Illinois
$8.02K -$922 -5 -11%
EC
878
EdgeRock Capital
Colorado
$7.87K +$7.2K +39 New
FFA
879
Frazier Financial Advisors
Ohio
$7.82K +$7.01K +38 New
MRCM
880
M&R Capital Management
New Jersey
$7.61K
GJIA
881
Glass Jacobson Investment Advisors
Maryland
$7.2K
LTI
882
Laffer Tengler Investments
Tennessee
$7.2K +$6.46K +35 New
RF
883
Robinswood Financial
Washington
$6.58K
IPW
884
Impact Partnership Wealth
Georgia
$6.38K
SIS
885
Strategic Investment Solutions
Illinois
$6.17K -$343K -1,860 -98%
HCP
886
Hexagon Capital Partners
Arkansas
$5.76K -$369 -2 -7%
IHWM
887
Iron Horse Wealth Management
Iowa
$5.55K
VCM
888
Versant Capital Management
Arizona
$5.35K
BIA
889
Bell Investment Advisors
California
$5.35K +$369 +2 +8%
BWL
890
Bogart Wealth LLC
Virginia
$5.14K
N
891
Natixis
France
$4.53K +$4.06K +22 New
AWM
892
Abound Wealth Management
Tennessee
$4.12K
RFG
893
RFP Financial Group
Georgia
$4.12K +$3.69K +20 New
CSB
894
City State Bank
Iowa
$4K
SIC
895
SJS Investment Consulting
Ohio
$3.91K
EIM
896
Essex Investment Management
Massachusetts
$3.7K
ME
897
McIlrath & Eck
Washington
$3.7K +$3.32K +18 New
DPW
898
DiNuzzo Private Wealth
Pennsylvania
$3.29K +$2.95K +16 New
FMP
899
Financial Management Professionals
Texas
$3K
VF
900
VitalStone Financial
Texas
$3K +$2.4K +13 New