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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
HPIA
176
Hamilton Point Investment Advisors
North Carolina
$7.66M +$152K +867 +2%
BBVA
177
Banco Bilbao Vizcaya Argentaria
Spain
$7.58M -$840K -4,778 -10%
HFS
178
Hantz Financial Services
Michigan
$7.5M +$87.2K +496 +1%
SMP
179
Santa Monica Partners
Florida
$7.46M
LNB
180
Ledyard National Bank
$7.34M -$106K -602 -1%
SOADOR
181
State of Alaska Department of Revenue
Alaska
$7.21M -$367K -2,086 -5%
Aviva
182
Aviva
United Kingdom
$7.19M +$697K +3,966 +11%
Aberdeen Group
183
Aberdeen Group
United Kingdom
$7.16M -$1.08M -6,147 -14%
CAPTRUST Financial Advisors
184
CAPTRUST Financial Advisors
North Carolina
$7.13M +$1.02M +5,809 +18%
Retirement Systems of Alabama
185
Retirement Systems of Alabama
Alabama
$7.06M -$223K -1,266 -3%
BAM
186
Bell Asset Management
Australia
$7.04M +$66.6K +379 +1%
FAF
187
Fjarde Ap-fonden
Sweden
$7.01M -$767K -4,366 -10%
Fifth Third Bancorp
188
Fifth Third Bancorp
Ohio
$6.96M +$1.42M +8,058 +27%
Susquehanna International Group
189
Susquehanna International Group
Pennsylvania
$6.94M +$1.82M +10,335 +37%
MCM
190
Mattern Capital Management
Colorado
$6.84M -$16.3K -93 -0.2%
S
191
Seeyond
France
$6.65M -$1.25M -7,128 -16%
Nisa Investment Advisors
192
Nisa Investment Advisors
Missouri
$6.65M -$962K -5,473 -12%
Thrivent Financial for Lutherans
193
Thrivent Financial for Lutherans
Minnesota
$6.65M -$1.64M -9,319 -20%
AIG
194
American International Group
New York
$6.55M -$21.4K -122 -0.3%
MGWM
195
Marks Group Wealth Management
Minnesota
$6.52M -$8.61K -49 -0.1%
OBGC
196
O'Brien Greene & Co
Pennsylvania
$6.5M +$103K +585 +2%
BMM
197
Buffington Mohr McNeal
Idaho
$6.26M +$114K +649 +2%
Royal London Asset Management
198
Royal London Asset Management
United Kingdom
$6.21M -$649K -3,692 -10%
DekaBank Deutsche Girozentrale
199
DekaBank Deutsche Girozentrale
Germany
$6.18M +$427K +2,431 +8%
CIA
200
Covington Investment Advisors
Pennsylvania
$6.17M -$185K -1,052 -3%