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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
FPF
901
First Pacific Financial
Washington
$2.88K +$2.58K +14 New
PWA
902
Provenance Wealth Advisors
Florida
$2.88K +$2.58K +14 New
JGIA
903
Jackson Grant Investment Advisers
Connecticut
$2.67K
SWA
904
SOA Wealth Advisors
New York
$2.67K
RTL
905
Red Tortoise LLC
Georgia
$2.47K
RCM
906
Raleigh Capital Management
North Carolina
$2.06K -$7.56K -41 -80%
DF
907
Dunhill Financial
United Kingdom
$1.55K +$1.48K +8 New
S
908
Sachetta
Massachusetts
$1.44K +$1.29K +7 New
MHR
909
Matthew Hamilton Rosenberg
$1.24K
AT
910
Arlington Trust
Alabama
$1.03K +$922 +5 New
TFM
911
TFC Financial Management
Massachusetts
$823
TWD
912
True Wealth Design
Ohio
$618
PCTC
913
Perkins Coie Trust Company
Washington
$617 -$184 -1 -25%
EWM
914
Evermay Wealth Management
Virginia
$412 +$369 +2 New
RS
915
Rakuten Securities
Japan
$412 +$369 +2 New
TVAMP
916
Tennessee Valley Asset Management Partners
Tennessee
$212 +$184 +1 New
JFGIW
917
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$37 -$8.49K -46 Closed
DWM
918
Dogwood Wealth Management
Kansas
$4
Select Equity Group
919
Select Equity Group
New York
-$53.5M -298,835 Closed
VMPIC
920
Varma Mutual Pension Insurance Co
Finland
-$4.48M -25,000 Closed
CSS
921
Cubist Systematic Strategies
Connecticut
-$4.16M -22,525 Closed
GIA
922
Gateway Investment Advisers
Ohio
-$2.95M -16,490 Closed
EGM
923
Engineers Gate Manager
New York
-$2.39M -13,328 Closed
YIH
924
Y-Intercept (HK)
Hong Kong
-$1.52M -8,495 Closed
LA
925
LBP AM
France
-$1.49M -8,332 Closed