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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
SWS
201
SYSTM Wealth Solutions
Illinois
$3.99M +$4.22M +29,717 New
Commonwealth Equity Services
202
Commonwealth Equity Services
Massachusetts
$3.88M +$641K +4,512 +18%
BMM
203
Buffington Mohr McNeal
Idaho
$3.86M -$841K -5,923 -17%
CFB
204
Cullen/Frost Bankers
Texas
$3.79M +$263K +1,851 +7%
BFW
205
Brady Family Wealth
Missouri
$3.75M +$3.97M +27,949 New
Nomura Asset Management
206
Nomura Asset Management
Japan
$3.74M +$64.4K +453 +2%
GT
207
Greenleaf Trust
Michigan
$3.73M -$127K -892 -3%
Squarepoint
208
Squarepoint
New York
$3.71M +$1.03M +7,223 +35%
AIMCA
209
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$3.66M -$2.84M -19,979 -42%
Voloridge Investment Management
210
Voloridge Investment Management
Florida
$3.63M -$2.08M -14,609 -35%
X
211
Xponance
Pennsylvania
$3.61M +$408K +2,875 +12%
PAM
212
Panagora Asset Management
Massachusetts
$3.61M -$246K -1,730 -6%
Brown Advisory
213
Brown Advisory
Maryland
$3.59M -$296K -2,084 -7%
AAM
214
Aureus Asset Management
Massachusetts
$3.49M +$563K +3,960 +18%
SAM
215
Shell Asset Management
Netherlands
$3.39M +$1.18M +8,275 +49%
II
216
IFM Investors
Australia
$3.36M +$68.8K +484 +2%
Schroder Investment Management Group
217
Schroder Investment Management Group
United Kingdom
$3.36M -$632K -4,448 -15%
Allspring Global Investments
218
Allspring Global Investments
North Carolina
$3.34M -$18.6M -131,275 -84%
BA
219
Bridgewater Associates
Connecticut
$3.33M +$3.53M +24,822 New
SNB
220
Security National Bank
Nebraska
$3.22M +$116K +817 +4%
FAF
221
Första AP-fonden
Sweden
$3.22M -$1.28M -9,000 -27%
AM
222
AGF Management
Ontario, Canada
$3.19M +$3.38M +23,813 New
TAF
223
Tredje AP-fonden
Sweden
$3.18M -$27.4K -193 -0.8%
PCM
224
Parsons Capital Management
Rhode Island
$3.15M -$17.3K -122 -0.5%
DnB Asset Management
225
DnB Asset Management
Norway
$3.15M -$15.8K -111 -0.5%