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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
SOMRS
201
State of Michigan Retirement System
Michigan
$4.58M +$16.2K +100 +0.3%
AB
202
Amalgamated Bank
New York
$4.57M +$14.4K +89 +0.3%
MC
203
Middleton & Co
Massachusetts
$4.48M -$797K -4,908 -14%
NG
204
Northstar Group
New York
$4.47M +$12.7K +78 +0.3%
SOADOR
205
State of Alaska Department of Revenue
Alaska
$4.46M +$2.28M +14,049 +83%
ACA
206
Aptus Capital Advisors
Alabama
$4.43M -$4.35M -26,830 -47%
APF
207
Alaska Permanent Fund
Alaska
$4.39M +$1.34M +8,242 +37%
IFAM
208
Institutional & Family Asset Management
Colorado
$4.32M +$448K +2,763 +10%
Schroder Investment Management Group
209
Schroder Investment Management Group
United Kingdom
$4.26M -$759K -4,676 -14%
AP
210
Appleton Partners
Massachusetts
$4.19M +$180K +1,109 +4%
Brown Advisory
211
Brown Advisory
Maryland
$4.17M +$2.11K +13 +0%
GLA
212
Great Lakes Advisors
Illinois
$4.16M -$581K -3,580 -11%
GT
213
Greenleaf Trust
Michigan
$4.14M -$102K -631 -2%
PAM
214
Panagora Asset Management
Massachusetts
$4.13M +$958K +5,901 +26%
HF
215
HRT Financial
New York
$4M +$4.49M +27,691 New
LOAME
216
Lombard Odier Asset Management (Europe)
United Kingdom
$3.97M -$1.62M -10,000 -27%
Jane Street
217
Jane Street
New York
$3.97M +$4.46M +27,501 New
Nomura Asset Management
218
Nomura Asset Management
Japan
$3.96M +$164K +1,013 +4%
CFB
219
Cullen/Frost Bankers
Texas
$3.81M +$974 +6 +0%
II
220
IFM Investors
Australia
$3.55M +$965K +5,945 +32%
Commonwealth Equity Services
221
Commonwealth Equity Services
Massachusetts
$3.53M -$30.5K -188 -0.8%
X
222
Xponance
Pennsylvania
$3.47M +$242K +1,494 +7%
JMPWA
223
JP Morgan Private Wealth Advisors
California
$3.47M +$140K +862 +4%
TAF
224
Tredje AP-fonden
Sweden
$3.45M +$3.88M +23,907 New
SEI Investments
225
SEI Investments
Pennsylvania
$3.42M -$13.5K -83 -0.3%