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Broadcom
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Overview Fund Activity

2,375 hedge funds and large institutions have $287B invested in Broadcom in 2023 Q2 according to their latest regulatory filings, with 301 funds opening new positions, 801 increasing their positions, 1,054 reducing their positions, and 90 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,375
Holders Change
+188
Holders Change %
+8.6%
% of All Funds
37.45%
Holding in Top 10
269
Holding in Top 10 Change
+64
Holding in Top 10 Change %
+31.22%
% of All Funds
4.24%
New
301
Increased
801
Reduced
1,054
Closed
90
Calls
$7.45B
Puts
$9.28B
Net Calls
-$1.83B
Net Calls Change
-$293M

Top Buyers

1
BlackRock
BlackRock
New York
+$1.59B
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$1.46B
3
Fidelity Investments
Fidelity Investments
Massachusetts
+$867M
4
GQG Partners
GQG Partners
Florida
+$864M
5
Wellington Management Group
Wellington Management Group
Massachusetts
+$784M

Top Sellers

1
OIAM
OFI Invest Asset Management
France
-$29.2B
2
Capital International Investors
Capital International Investors
California
-$4.06B
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$3.98B
4
Capital Research Global Investors
Capital Research Global Investors
California
-$1.7B
5
Bank of America
Bank of America
North Carolina
-$1.63B
Name Holding Trade Value Shares
Change 		Shares
Change %
OPS
476
Orion Portfolio Solutions
Nebraska
$18.3M -$9.79M -112,840 -35%
BCMO
477
Buckingham Capital Management (Ohio)
Ohio
$18.1M -$1.26M -14,530 -6%
ZDA
478
Zweig-DiMenna Associates
New York
$18.1M +$759K +8,750 +4%
SPC
479
Stewart & Patten Company
California
$18M -$317K -3,650 -2%
NHC
480
Nicholas Hoffman & Company
Georgia
$18M -$227K -2,620 -1%
LW
481
Linscomb Wealth
Texas
$18M -$1.28M -14,740 -7%
BIAS
482
Beacon Investment Advisory Services
New Jersey
$17.9M +$1.96M +22,610 +12%
AP
483
Appleton Partners
Massachusetts
$17.8M +$1.07M +12,350 +6%
Two Sigma Advisers
484
Two Sigma Advisers
New York
$17.7M +$17.7M +204,000 New
PTC
485
Philadelphia Trust Company
Pennsylvania
$17.7M -$216K -2,490 -1%
NMERB
486
New Mexico Educational Retirement Board
New Mexico
$17.6M +$1.39M +16,000 +9%
BCAM
487
Boston Common Asset Management
Massachusetts
$17.6M -$546K -6,290 -3%
MWM
488
Moran Wealth Management
Florida
$17.6M +$109K +1,260 +0.6%
NCM
489
Novare Capital Management
North Carolina
$17.5M -$900K -10,370 -5%
EI
490
Ethic Inc
New York
$17.3M +$121K +1,390 +0.7%
TAM
491
Tocqueville Asset Management
New York
$17.3M -$226K -2,610 -1%
TW
492
Transform Wealth
Colorado
$17.1M -$31.2K -360 -0.2%
ECU
493
Eisler Capital (UK)
United Kingdom
$17.1M +$12.4M +142,960 +267%
CM
494
Crestline Management
Texas
$17M -$6.31M -72,780 -27%
IIM
495
Intact Investment Management
Quebec, Canada
$17M -$1.54M -17,800 -8%
CA
496
Cornerstone Advisors
North Carolina
$16.9M +$10.8M +124,000 +175%
SCP
497
Shorepoint Capital Partners
Massachusetts
$16.9M -$835K -9,630 -5%
GT
498
Glenmede Trust
Pennsylvania
$16.8M – – –
KAS
499
Kestra Advisory Services
Texas
$16.7M -$724K -8,350 -4%
PI
500
PGGM Investments
Netherlands
$16.7M +$11.2M +129,200 +205%
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