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Broadridge

784 hedge funds and large institutions have $13.8B invested in Broadridge in 2022 Q4 according to their latest regulatory filings, with 89 funds opening new positions, 280 increasing their positions, 272 reducing their positions, and 79 closing their positions.

New
Increased
Maintained
Reduced
Closed

13% more first-time investments, than exits

New positions opened: 89 | Existing positions closed: 79

3% more repeat investments, than reductions

Existing positions increased: 280 | Existing positions reduced: 272

1% less funds holding

Funds holding: 790784 (-6)

2.39% less ownership

Funds ownership: 90.58%88.18% (-2.4%)

10% less capital invested

Capital invested by funds: $15.4B → $13.8B (-$1.6B)

23% less call options, than puts

Call options by funds: $8.65M | Put options by funds: $11.3M

56% less funds holding in top 10

Funds holding in top 10: 94 (-5)

Holders
784
Holders Change
-6
Holders Change %
-0.76%
% of All Funds
12.6%
Holding in Top 10
4
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-55.56%
% of All Funds
0.06%
New
89
Increased
280
Reduced
272
Closed
79
Calls
$8.65M
Puts
$11.3M
Net Calls
-$2.6M
Net Calls Change
-$20.1M
Name Holding Trade Value Shares
Change
Change in
Stake
GIA
176
GHP Investment Advisors
Colorado
$4.76M -$27K -190 -0.5%
MIM
177
MetLife Investment Management
New Jersey
$4.68M -$82.4K -580 -2%
ProShare Advisors
178
ProShare Advisors
Maryland
$4.63M +$15.9K +112 +0.3%
PKC
179
Palmer Knight Company
Florida
$4.53M -$8.67K -61 -0.2%
ASRS
180
Arizona State Retirement System
Arizona
$4.45M +$144K +1,016 +3%
ACA
181
Aptus Capital Advisors
Alabama
$4.43M +$346K +2,433 +8%
AMM
182
American Money Management
California
$4.39M -$23K -162 -0.5%
SO
183
STRS Ohio
Ohio
$4.36M +$4.62M +32,500 New
AIG
184
American International Group
New York
$4.36M -$79.1K -557 -2%
PCM
185
Prana Capital Management
Connecticut
$4.33M +$4.59M +32,303 New
AAF
186
Andra AP-fonden
Sweden
$4.32M +$1.66M +11,700 +57%
Fifth Third Bancorp
187
Fifth Third Bancorp
Ohio
$4.31M -$27.3K -192 -0.6%
SOMRS
188
State of Michigan Retirement System
Michigan
$4.29M +$28.4K +200 +0.6%
KBC Group
189
KBC Group
Belgium
$4.25M -$232K -1,635 -5%
ESCM
190
Echo Street Capital Management
New York
$4.24M +$3.15M +22,141 +234%
AB
191
Amalgamated Bank
New York
$4.21M -$33.4K -235 -0.7%
Corient Private Wealth
192
Corient Private Wealth
Florida
$4.18M +$4.46M +31,408 New
NG
193
Northstar Group
New York
$4.17M +$9.66K +68 +0.2%
APF
194
Alaska Permanent Fund
Alaska
$4.1M +$23.4K +165 +0.5%
HSA
195
HBK Sorce Advisory
Pennsylvania
$4.08M +$2.2M +15,461 +104%
Holocene Advisors
196
Holocene Advisors
New York
$4.05M +$3.26M +22,918 +314%
GLA
197
Great Lakes Advisors
Illinois
$4.02M +$164K +1,151 +4%
AP
198
Appleton Partners
Massachusetts
$4.02M +$126K +888 +3%
IFAM
199
Institutional & Family Asset Management
Colorado
$4.01M -$5.68K -40 -0.1%
MC
200
Middleton & Co
Massachusetts
$3.99M -$189K -1,333 -4%