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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
DekaBank Deutsche Girozentrale
151
DekaBank Deutsche Girozentrale
Germany
$7.65M +$205K +1,262 +2%
RJFSA
152
Raymond James Financial Services Advisors
Florida
$7.48M +$228K +1,402 +3%
Marshall Wace
153
Marshall Wace
United Kingdom
$7.48M +$8.41M +51,839 New
VCM
154
Vision Capital Management
Oregon
$7.48M -$987K -6,080 -10%
FAF
155
Fjarde Ap-fonden
Sweden
$7.48M
MFAM
156
Motley Fool Asset Management
Virginia
$7.34M -$202K -1,242 -2%
Treasurer of the State of North Carolina
157
Treasurer of the State of North Carolina
North Carolina
$7.22M -$158K -976 -2%
Adage Capital Partners
158
Adage Capital Partners
Massachusetts
$7.13M -$11.8M -72,700 -60%
William Blair & Company
159
William Blair & Company
Illinois
$6.91M +$519K +3,197 +7%
CJL
160
Cyrus J. Lawrence
New York
$6.86M -$112K -692 -1%
PAMS
161
Pictet Asset Management (Switzerland)
Switzerland
$6.83M -$89.9K -554 -1%
AIMC
162
Alley Investment Management Company
Illinois
$6.83M -$45K -277 -0.6%
AIMCA
163
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$6.82M
US Bancorp
164
US Bancorp
Minnesota
$6.74M -$56.6K -349 -0.7%
Osaic Holdings
165
Osaic Holdings
Arizona
$6.58M -$1.92M -11,834 -21%
Nisa Investment Advisors
166
Nisa Investment Advisors
Missouri
$6.42M +$10.2K +63 +0.1%
IAA
167
Independent Advisor Alliance
North Carolina
$6.35M +$487 +3 +0%
HPIA
168
Hamilton Point Investment Advisors
North Carolina
$6.31M +$16.6K +102 +0.2%
AC
169
Addenda Capital
Quebec, Canada
$6.26M -$692K -4,262 -9%
MGWM
170
Marks Group Wealth Management
Minnesota
$6.23M +$70.1K +432 +1%
MCG
171
McCollum Christoferson Group
New York
$6.16M -$84.2K -519 -1%
Ensign Peak Advisors
172
Ensign Peak Advisors
Utah
$6.13M +$226K +1,395 +3%
CAPTRUST Financial Advisors
173
CAPTRUST Financial Advisors
North Carolina
$6.08M +$713K +4,391 +12%
Voloridge Investment Management
174
Voloridge Investment Management
Florida
$6.01M +$6.76M +41,665 New
SMP
175
Santa Monica Partners
Florida
$5.89M