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
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
126
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$14M +$12.2M +69,202 +938%
BCIM
127
British Columbia Investment Management
British Columbia, Canada
$13.2M -$186K -1,061 -1%
Chevy Chase Trust
128
Chevy Chase Trust
Maryland
$12.8M -$248K -1,412 -2%
CWM
129
Congress Wealth Management
Massachusetts
$12.6M +$12.1M +69,002 New
WT
130
Washington Trust
Rhode Island
$12.4M -$266K -1,511 -2%
Man Group
131
Man Group
United Kingdom
$12M -$5.76M -32,771 -33%
MCM
132
McRae Capital Management
New Jersey
$11.9M +$703 +4 +0%
CG
133
Colony Group
Massachusetts
$11.8M -$160K -910 -1%
MNG
134
Manning & Napier Group
New York
$11.8M -$832K -4,731 -7%
FBB
135
Fulton Breakefield Broenniman
Maryland
$11.7M +$168K +953 +2%
Asset Management One
136
Asset Management One
Japan
$11.7M -$611K -3,474 -5%
PNC Financial Services Group
137
PNC Financial Services Group
Pennsylvania
$11.6M +$606K +3,445 +6%
Ohio Public Employees Retirement System (OPERS)
138
Ohio Public Employees Retirement System (OPERS)
Ohio
$11.6M -$472K -2,683 -4%
Fidelity Investments
139
Fidelity Investments
Massachusetts
$11.3M +$349K +1,984 +3%
State of New Jersey Common Pension Fund D
140
State of New Jersey Common Pension Fund D
New Jersey
$11.3M -$156K -888 -1%
Citadel Advisors
141
Citadel Advisors
Florida
$11.3M +$10.8M +61,587 New
Osaic Holdings
142
Osaic Holdings
Arizona
$11M +$1.07M +6,059 +11%
Stifel Financial
143
Stifel Financial
Missouri
$10.8M +$1.43M +8,144 +16%
SAM
144
Southernsun Asset Management
Tennessee
$10.7M -$3.69M -21,006 -26%
Mitsubishi UFJ Asset Management
145
Mitsubishi UFJ Asset Management
Japan
$10.6M +$1.31M +7,442 +15%
VCM
146
Vision Capital Management
Oregon
$10.5M +$95.3K +542 +1%
FAF
147
Första AP-fonden
Sweden
$10.3M -$773K -4,400 -7%
FDCDDQ
148
Federation des caisses Desjardins du Quebec
Quebec, Canada
$10.3M +$3.8M +21,610 +63%
FNBT
149
FineMark National Bank & Trust
Florida
$10.1M +$283K +1,608 +3%
MFAM
150
Motley Fool Asset Management
Virginia
$10M -$36.6K -208 -0.4%