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Broadridge

790 hedge funds and large institutions have $15.4B invested in Broadridge in 2022 Q3 according to their latest regulatory filings, with 86 funds opening new positions, 261 increasing their positions, 285 reducing their positions, and 47 closing their positions.

New
Increased
Maintained
Reduced
Closed

384% more call options, than puts

Call options by funds: $22.1M | Put options by funds: $4.57M

83% more first-time investments, than exits

New positions opened: 86 | Existing positions closed: 47

5% more capital invested

Capital invested by funds: $14.6B → $15.4B (+$751M)

4% more funds holding

Funds holding: 762790 (+28)

2.97% more ownership

Funds ownership: 87.61%90.58% (+3%)

0% more funds holding in top 10

Funds holding in top 10: 99 (0)

8% less repeat investments, than reductions

Existing positions increased: 261 | Existing positions reduced: 285

Holders
790
Holders Change
+28
Holders Change %
+3.67%
% of All Funds
13.61%
Holding in Top 10
9
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.16%
New
86
Increased
261
Reduced
285
Closed
47
Calls
$22.1M
Puts
$4.57M
Net Calls
+$17.5M
Net Calls Change
+$16.4M
Name Holding Trade Value Shares
Change
Change in
Stake
Ameriprise
76
Ameriprise
Minnesota
$30.4M -$2.35M -14,478 -6%
SAM
77
Storebrand Asset Management
Norway
$30.3M -$1.37M -8,435 -4%
SW
78
SVB Wealth
Massachusetts
$28.6M -$960K -5,918 -3%
California State Teachers Retirement System (CalSTRS)
79
California State Teachers Retirement System (CalSTRS)
California
$27.9M -$266K -1,639 -0.8%
National Pension Service
80
National Pension Service
South Korea
$26.5M -$2.4M -14,787 -8%
Prudential Financial
81
Prudential Financial
New Jersey
$26M +$12.3M +75,521 +72%
Millennium Management
82
Millennium Management
New York
$24.8M +$27.9M +171,754 New
New York State Common Retirement Fund
83
New York State Common Retirement Fund
New York
$24.7M -$993K -6,118 -3%
Loomis, Sayles & Company
84
Loomis, Sayles & Company
Massachusetts
$24.7M -$5.8M -35,706 -17%
Principal Financial Group
85
Principal Financial Group
Iowa
$23.3M +$1.71M +10,520 +7%
CS
86
Credit Suisse
Switzerland
$22.9M -$1.06M -6,557 -4%
D.E. Shaw & Co
87
D.E. Shaw & Co
New York
$22.8M -$7.85M -48,342 -23%
Allspring Global Investments
88
Allspring Global Investments
North Carolina
$22.5M -$173K -1,069 -0.7%
GCM
89
Geneva Capital Management
Wisconsin
$22.3M -$629K -3,878 -2%
CAM
90
Congress Asset Management
Massachusetts
$22.1M +$2.8M +17,277 +13%
BMSSC
91
B. Metzler seel. Sohn & Co
Germany
$21.4M -$463K -2,850 -2%
DP
92
Dearborn Partners
Illinois
$20.8M +$96.7K +596 +0.4%
Renaissance Technologies
93
Renaissance Technologies
New York
$20.3M +$22.8M +140,500 New
CSS
94
Cubist Systematic Strategies
Connecticut
$19.2M +$21.1M +129,735 +4,185%
ACM
95
Alta Capital Management
Utah
$18.9M -$9.33M -57,459 -30%
State Board of Administration of Florida Retirement System
96
State Board of Administration of Florida Retirement System
Florida
$18.6M -$716K -4,410 -3%
MFWM
97
Motley Fool Wealth Management
Virginia
$18.2M -$4.17M -25,696 -17%
New York State Teachers Retirement System (NYSTRS)
98
New York State Teachers Retirement System (NYSTRS)
New York
$17.8M
Citadel Advisors
99
Citadel Advisors
Florida
$17.3M +$10.3M +63,560 +113%
HSBC Holdings
100
HSBC Holdings
United Kingdom
$16.8M -$6.43M -39,629 -26%