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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
Ameriprise
76
Ameriprise
Minnesota
$36.1M -$3.21M -18,238 -8%
SW
77
SVB Wealth
Massachusetts
$35.4M -$236K -1,341 -0.7%
National Pension Service
78
National Pension Service
South Korea
$34.4M -$952K -5,416 -3%
LPL Financial
79
LPL Financial
California
$33.3M -$3.57M -20,312 -10%
NIPH
80
NN Investment Partners Holdings
Netherlands
$33.2M
BTW
81
Boston Trust Walden
Massachusetts
$33.2M +$14.6K +83 +0%
New York State Common Retirement Fund
82
New York State Common Retirement Fund
New York
$32.4M -$1.12M -6,371 -3%
CS
83
Credit Suisse
Switzerland
$31.1M -$1.57M -8,918 -5%
GCM
84
Geneva Capital Management
Wisconsin
$31M -$1.05M -5,984 -3%
SAM
85
Storebrand Asset Management
Norway
$31M +$596K +3,392 +2%
CCM
86
Copeland Capital Management
Pennsylvania
$30.3M -$97.6K -555 -0.3%
MFWM
87
Motley Fool Wealth Management
Virginia
$29.2M -$659K -3,751 -2%
TD Asset Management
88
TD Asset Management
Ontario, Canada
$28.4M +$6.77M +38,530 +33%
Principal Financial Group
89
Principal Financial Group
Iowa
$28.1M -$422K -2,401 -2%
State Board of Administration of Florida Retirement System
90
State Board of Administration of Florida Retirement System
Florida
$27.4M -$221K -1,257 -0.8%
CAM
91
Congress Asset Management
Massachusetts
$27.4M -$2.74M -15,609 -9%
Korea Investment Corp
92
Korea Investment Corp
South Korea
$27M +$19.8M +112,500 +318%
Citigroup
93
Citigroup
New York
$27M -$2.99M -16,986 -10%
Russell Investments Group
94
Russell Investments Group
United Kingdom
$27M -$266K -1,512 -1%
DP
95
Dearborn Partners
Illinois
$26.4M +$39.5K +225 +0.2%
Robeco Institutional Asset Management
96
Robeco Institutional Asset Management
Netherlands
$25.4M -$3.1M -17,619 -11%
BMSSC
97
B. Metzler seel. Sohn & Co
Germany
$25.4M +$1.49M +8,460 +6%
HSBC Holdings
98
HSBC Holdings
United Kingdom
$24.9M -$2.7M -15,349 -10%
Bank of Montreal
99
Bank of Montreal
Ontario, Canada
$23.4M -$4.19M -23,858 -16%
Fidelity International
100
Fidelity International
Bermuda
$23.1M