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Broadcom
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Overview Fund Activity

2,012 hedge funds and large institutions have $221B invested in Broadcom in 2021 Q4 according to their latest regulatory filings, with 371 funds opening new positions, 803 increasing their positions, 624 reducing their positions, and 72 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,012
Holders Change
+267
Holders Change %
+15.3%
% of All Funds
31.07%
Holding in Top 10
165
Holding in Top 10 Change
+79
Holding in Top 10 Change %
+91.86%
% of All Funds
2.55%
New
371
Increased
803
Reduced
624
Closed
72
Calls
$3.89B
Puts
$8.25B
Net Calls
-$4.36B
Net Calls Change
-$2.29B

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
+$690M
2
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$679M
3
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$563M
4
Fisher Asset Management
Fisher Asset Management
Washington
+$498M
5
Nuveen Asset Management
Nuveen Asset Management
Illinois
+$416M

Top Sellers

1
Capital Research Global Investors
Capital Research Global Investors
California
-$2.07B
2
Capital International Investors
Capital International Investors
California
-$1.55B
3
Bank of America
Bank of America
North Carolina
-$527M
4
Capital World Investors
Capital World Investors
California
-$401M
5
Bank of Montreal
Bank of Montreal
Ontario, Canada
-$292M
Name Holding Trade Value Shares
Change 		Shares
Change %
AssetMark Inc
1026
AssetMark Inc
California
$1.75M +$1.35M +20,290 +335%
AIIMS
1027
Analyst IMS Investment Management Services
Israel
$1.74M -$26.6K -400 -2%
HCM
1028
Hudson Capital Management
New Jersey
$1.74M +$406K +6,110 +30%
KTC
1029
Kistler-Tiffany Companies
Pennsylvania
$1.74M +$1.33K +20 +0.1%
PP
1030
Patten & Patten
Tennessee
$1.73M +$2K +30 +0.1%
RAM
1031
Redmond Asset Management
Virginia
$1.73M +$192K +2,890 +13%
RCM
1032
RB Capital Management
Nevada
$1.72M +$16.6K +250 +1%
SIG
1033
Spinnaker Investment Group
California
$1.72M +$1.72M +30,480 New
MW
1034
Marcum Wealth
Ohio
$1.71M -$132K -1,990 -7%
LIM
1035
Longfellow Investment Management
Massachusetts
$1.7M -$260K -3,910 -13%
IF
1036
Intrua Financial
Texas
$1.7M -$7.32K -110 -0.4%
AFM
1037
Andesa Financial Management
Pennsylvania
$1.69M +$66.5K +1,000 +4%
LWAM
1038
Legacy Wealth Asset Management
Minnesota
$1.69M -$50.6K -760 -3%
CA
1039
Clearstead Advisors
Ohio
$1.69M +$209K +3,140 +14%
KC
1040
Knuff & Co
California
$1.69M – – –
PGIM
1041
Pacific Global Investment Management
California
$1.68M -$75.8K -1,140 -4%
CG
1042
Castellan Group
Kentucky
$1.68M -$203K -3,050 -11%
HSA
1043
HBK Sorce Advisory
Pennsylvania
$1.68M +$8.66K +130 +0.5%
ACM
1044
Ativo Capital Management
Illinois
$1.67M -$714K -10,730 -30%
JWCA
1045
J.W. Cole Advisors
Florida
$1.66M +$313K +4,710 +23%
IFWM
1046
Institute for Wealth Management
Colorado
$1.66M +$20K +300 +1%
FC
1047
Forte Capital
New York
$1.65M +$1.65M +24,830 New
KWMG
1048
King Wealth Management Group
Florida
$1.65M +$223K +3,350 +16%
BCFD
1049
Boit C.F. David
$1.65M – – –
FCA
1050
FinTrust Capital Advisors
South Carolina
$1.64M +$200K +3,010 +14%
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