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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 %
EOJOAM
501
E. Ohman J:or Asset Management
Sweden
$16.7M +$694K +8,000 +4%
AWCI
502
Alpine Woods Capital Investors
New York
$16.6M +$324K +3,740 +2%
FVWA
503
Foster Victor Wealth Advisors
South Carolina
$16.6M -$3.02M -35,070 -15%
JMFC
504
J.M. Forbes & Co
Massachusetts
$16.5M -$3M -34,630 -15%
EIA
505
Edgemoor Investment Advisors
Maryland
$16.5M -$428K -4,930 -3%
AAF
506
Andra AP-fonden
Sweden
$16.4M -$3.47M -40,000 -17%
API
507
Advisor Partners II
California
$16.1M +$2.34M +26,960 +17%
EF
508
Empowered Funds
Pennsylvania
$16M +$6.22M +71,670 +63%
EST
509
EA Series Trust
Pennsylvania
$16M +$16M +184,610 New
SAM
510
Shell Asset Management
Netherlands
$16M -$809K -9,330 -5%
MC
511
Moors & Cabot
Massachusetts
$16M -$540K -6,230 -3%
VHAM
512
Van Hulzen Asset Management
California
$15.9M +$11.4M +131,500 +257%
MLICM
513
Metropolitan Life Insurance Company (MetLife)
New York
$15.8M -$453K -5,220 -3%
HR
514
Howe & Rusling
New York
$15.7M -$259K -2,980 -2%
AL
515
Arnhold LLC
New York
$15.5M -$8.03M -92,520 -34%
FAM
516
Fred Alger Management
New York
$15.5M +$1.43M +16,520 +10%
BFA
517
Bragg Financial Advisors
North Carolina
$15.5M +$156K +1,800 +1%
CIC
518
Carnegie Investment Counsel
Ohio
$15.5M +$1.33M +15,370 +9%
FFP
519
FourThought Financial Partners
Florida
$15.4M -$432K -4,980 -3%
HFS
520
Hantz Financial Services
Michigan
$15.4M -$272K -3,140 -2%
BFIM
521
Beese Fulmer Investment Management
Ohio
$15.3M +$35.6K +410 +0.2%
KPWS
522
Kestra Private Wealth Services
Texas
$15.2M +$688K +7,930 +5%
PIM
523
Penobscot Investment Management
Massachusetts
$15.1M +$111K +1,280 +0.7%
JWM
524
Jackson Wealth Management
Florida
$15.1M +$15.1M +174,310 New
PFS
525
Prospera Financial Services
Texas
$15.1M +$3.12M +35,950 +26%
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