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
VanEck Associates
926
VanEck Associates
New York
-$1.46M -8,167 Closed
DTL
927
Dynamic Technology Lab
Singapore
-$1.45M -8,069 Closed
Qube Research & Technologies (QRT)
928
Qube Research & Technologies (QRT)
United Kingdom
-$1.42M -7,923 Closed
PMEF
929
Point72 Middle East FZE
United Arab Emirates
-$1.13M -6,311 Closed
TI
930
Trexquant Investment
Connecticut
-$1.1M -6,169 Closed
IIC
931
Ironwood Investment Counsel
Arizona
-$334K -5,760 Closed
VF
932
Virtu Financial
New York
-$895K -4,999 Closed
HKAM
933
Horizon Kinetics Asset Management
New York
-$817K -4,564 Closed
OTL
934
Oak Thistle LLC
New York
-$805K -4,495 Closed
BCV
935
Banque Cantonale Vaudoise
Switzerland
-$560K -3,127 Closed
Verition Fund Management
936
Verition Fund Management
Connecticut
-$501K -2,796 Closed
IFU
937
iSAM Funds (UK)
United Kingdom
-$447K -2,494 Closed
BCM
938
Bayesian Capital Management
New York
-$430K -2,400 Closed
BP
939
BBR Partners
New York
-$425K -2,371 Closed
OR
940
Olympiad Research
Connecticut
-$342K -1,911 Closed
BFM
941
Boothbay Fund Management
New York
-$320K -1,786 Closed
LGF
942
LGT Group Foundation
Liechtenstein
-$301K -1,702 Closed
FMAEN1
943
Fund Management at Engine No 1
California
-$303K -1,692 Closed
QPWM
944
Quadrant Private Wealth Management
Pennsylvania
-$232K -1,293 Closed
AG
945
Algert Global
California
-$225K -1,257 Closed
GA
946
Goldstein Advisors
Wisconsin
-$224K -1,252 Closed
IAS
947
Insigneo Advisory Services
Florida
-$221K -1,230 Closed
Simplex Trading
948
Simplex Trading
Illinois
-$225K -1,219 Closed
MNBTD
949
Moody National Bank Trust Division
Texas
-$210K -1,174 Closed
GCP
950
Garda Capital Partners
Minnesota
-$210K -1,173 Closed