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Broadcom
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Overview Fund Activity

2,001 hedge funds and large institutions have $148B invested in Broadcom in 2022 Q3 according to their latest regulatory filings, with 149 funds opening new positions, 953 increasing their positions, 680 reducing their positions, and 106 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,001
Holders Change
+14
Holders Change %
+0.7%
% of All Funds
34.6%
Holding in Top 10
97
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-5.83%
% of All Funds
1.68%
New
149
Increased
953
Reduced
680
Closed
106
Calls
$2.99B
Puts
$3.82B
Net Calls
-$823M
Net Calls Change
+$22.8M

Top Buyers

1
VOYA Investment Management
VOYA Investment Management
Georgia
+$856M
2
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$532M
3
Capital Research Global Investors
Capital Research Global Investors
California
+$455M
4
First Trust Advisors
First Trust Advisors
Illinois
+$302M
5
Charles Schwab
Charles Schwab
California
+$285M

Top Sellers

1
Allianz Asset Management
Allianz Asset Management
Germany
-$530M
2
Fidelity Investments
Fidelity Investments
Massachusetts
-$183M
3
Ameriprise
Ameriprise
Minnesota
-$155M
4
Marshall Wace
Marshall Wace
United Kingdom
-$126M
5
Ninety One (UK)
Ninety One (UK)
United Kingdom
-$66.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
MC
476
Miramar Capital
Illinois
$9.88M +$872K +18,570 +10%
OCAM
477
Onex Canada Asset Management
Ontario, Canada
$9.74M +$391K +8,800 +4%
Kovitz Investment Group Partners
478
Kovitz Investment Group Partners
Illinois
$9.74M -$91.9K -2,070 -0.9%
Wealthfront Advisers
479
Wealthfront Advisers
California
$9.7M -$1.29M -29,100 -12%
NCM
480
Novare Capital Management
North Carolina
$9.68M +$58.2K +1,310 +0.6%
HVM
481
Harvest Volatility Management
Connecticut
$9.67M -$326K -7,250 -3%
BC
482
Burney Company
Virginia
$9.59M +$972K +21,900 +11%
JWM
483
Jackson Wealth Management
Florida
$9.55M +$6.97M +157,090 +271%
CAM
484
ClariVest Asset Management
California
$9.42M -$488K -11,000 -5%
VPIM
485
Vanguard Personalized Indexing Management
California
$9.36M +$703K +15,840 +8%
NHC
486
Nicholas Hoffman & Company
Georgia
$9.29M – – –
WJWM
487
Williams Jones Wealth Management
New York
$9.29M -$426K -9,600 -4%
NMERB
488
New Mexico Educational Retirement Board
New Mexico
$9.26M -$888K -20,000 -9%
OSAM
489
O'Shaughnessy Asset Management
Connecticut
$9.15M +$750K +16,890 +9%
FMC
490
First Merchants Corp
Indiana
$9.09M -$97.2K -2,190 -1%
GAM
491
Gotham Asset Management
New York
$9.06M +$1.77M +39,940 +24%
AWAG
492
ARS Wealth Advisors Group
Florida
$9.05M +$9.05M +203,730 New
CCM
493
Copeland Capital Management
Pennsylvania
$9.03M -$1.77M -39,790 -16%
RPA
494
Rock Point Advisors
Vermont
$9.02M +$1.87M +42,150 +26%
DG
495
DigitalBridge Group
Florida
$8.99M +$2.07M +46,630 +30%
CIG
496
Consolidated Investment Group
Colorado
$8.99M – – –
IMRF
497
Illinois Municipal Retirement Fund
Illinois
$8.98M – – –
TW
498
Transform Wealth
Colorado
$8.86M +$206K +4,630 +2%
AC
499
Albar Capital
United Kingdom
$8.82M +$8.82M +198,580 New
WAS
500
WESPAC Advisors SoCal
California
$8.75M -$107K -2,280 -1%
18 19
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