We are live on ! Find out more
BR icon

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
VIMU
101
Veritas Investment Management (UK)
United Kingdom
$22.9M -$1.17M -6,675 -5%
Truist Financial
102
Truist Financial
North Carolina
$22.9M -$751K -4,270 -3%
Adage Capital Partners
103
Adage Capital Partners
Massachusetts
$22.7M +$1.42M +8,100 +7%
New York State Teachers Retirement System (NYSTRS)
104
New York State Teachers Retirement System (NYSTRS)
New York
$22.5M -$510K -2,900 -2%
NC
105
Nicholas Company
Wisconsin
$21.7M -$6.15K -35 -0%
Canada Life
106
Canada Life
Manitoba, Canada
$20.7M -$5.44M -30,961 -21%
Diamond Hill Capital Management
107
Diamond Hill Capital Management
Ohio
$19.7M -$290K -1,648 -2%
BST
108
Bath Savings Trust
Maine
$19.4M +$249K +1,417 +1%
CW
109
Connectus Wealth
Ohio
$19.4M -$115K -656 -0.6%
NIG
110
NFJ Investment Group
Texas
$18.7M +$4.68M +26,644 +35%
Prudential Financial
111
Prudential Financial
New Jersey
$18.6M +$411K +2,341 +2%
WDA
112
Wendell David Associates
New Hampshire
$18.2M -$137K -779 -0.8%
KLWA
113
Kelly Lawrence W & Associates
California
$17.3M -$375K -2,132 -2%
AAM
114
Advisors Asset Management
Colorado
$17M +$812K +4,622 +5%
Axa
115
Axa
France
$17M -$5.67M -32,275 -26%
State of Wisconsin Investment Board
116
State of Wisconsin Investment Board
Wisconsin
$16.9M +$122K +696 +0.8%
MSV
117
MN Services Vermogensbeheer
Netherlands
$16.2M +$545K +3,100 +4%
Squarepoint
118
Squarepoint
New York
$16.1M +$8.59M +48,853 +125%
Rafferty Asset Management
119
Rafferty Asset Management
New York
$15.6M +$1.51M +8,571 +11%
VOYA Investment Management
120
VOYA Investment Management
Georgia
$15M +$3.19M +18,172 +28%
Toronto Dominion Bank
121
Toronto Dominion Bank
Ontario, Canada
$14.4M -$9.85M -56,018 -41%
FNBOO
122
First National Bank of Omaha
Nebraska
$14.4M -$174K -991 -1%
VCM
123
Vigilant Capital Management
Maine
$14.3M +$578K +3,290 +4%
Victory Capital Management
124
Victory Capital Management
Texas
$14.2M +$97.2K +553 +0.7%
Natixis Advisors
125
Natixis Advisors
Massachusetts
$14M +$1.19M +6,775 +10%