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Broadcom
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Overview Fund Activity

1,379 hedge funds and large institutions have $105B invested in Broadcom in 2020 Q2 according to their latest regulatory filings, with 179 funds opening new positions, 573 increasing their positions, 504 reducing their positions, and 78 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,379
Holders Change
+89
Holders Change %
+6.9%
% of All Funds
28.35%
Holding in Top 10
65
Holding in Top 10 Change
+11
Holding in Top 10 Change %
+20.37%
% of All Funds
1.34%
New
179
Increased
573
Reduced
504
Closed
78
Calls
$1.76B
Puts
$2.63B
Net Calls
-$867M
Net Calls Change
-$239M

Top Buyers

1
Capital Research Global Investors
Capital Research Global Investors
California
+$866M
2
BlackRock
BlackRock
New York
+$232M
3
Morgan Stanley
Morgan Stanley
New York
+$225M
4
Capital World Investors
Capital World Investors
California
+$219M
5
Capital International Investors
Capital International Investors
California
+$192M

Top Sellers

1
Jennison Associates
Jennison Associates
New York
-$434M
2
Ameriprise
Ameriprise
Minnesota
-$194M
3
MSE
MUFG Securities EMEA
United Kingdom
-$153M
4
Ninety One (UK)
Ninety One (UK)
United Kingdom
-$139M
5
UBS AM
UBS AM
Illinois
-$138M
Name Holding Trade Value Shares
Change 		Shares
Change %
BDF
1076
Balasa Dinverno & Foltz
$385K -$81.7K -2,590 -18%
JIM
1077
Jupiter Investment Management
United Kingdom
$383K -$66.5K -2,110 -15%
DC
1078
Derby & Company
Massachusetts
$383K +$383K +12,140 New
FPCP
1079
Fort Point Capital Partners
California
$382K +$382K +12,100 New
IGGA
1080
Iron Gate Global Advisors
Utah
$380K – – –
HCM
1081
Hollencrest Capital Management
California
$377K +$315 +10 +0.1%
EFS
1082
Essex Financial Services
Connecticut
$376K -$90.8K -2,880 -19%
CPC
1083
Congress Park Capital
New York
$375K -$377K -11,950 -50%
HR
1084
Howe & Rusling
New York
$374K -$906K -28,720 -71%
TAM
1085
Trillium Asset Management
Massachusetts
$374K +$102K +3,230 +37%
CRWM
1086
Castle Rock Wealth Management
California
$373K +$373K +11,370 New
MA
1087
Montag & Associates
Georgia
$371K +$63.1K +2,000 +20%
CHAM
1088
Clear Harbor Asset Management
Connecticut
$369K +$369K +11,680 New
RG
1089
Rathbones Group
United Kingdom
$367K – – –
OPS
1090
Orion Portfolio Solutions
Nebraska
$362K +$81.4K +2,580 +29%
EDRH
1091
Edmond de Rothschild Holding
Switzerland
$362K +$153K +4,840 +73%
ST
1092
Spinnaker Trust
Maine
$360K – – –
WP
1093
WealthShield Partners
North Carolina
$358K +$358K +11,330 New
EWM
1094
Evermay Wealth Management
Virginia
$356K -$31.2K -990 -8%
TAM
1095
Trust Asset Management
Texas
$351K +$351K +11,130 New
OL
1096
Optas LLC
Texas
$350K -$2.52K -80 -0.7%
IIA
1097
IPG Investment Advisors
California
$349K – – –
JIR
1098
James Investment Research
Ohio
$347K -$174K -5,500 -33%
VFA
1099
Valeo Financial Advisors
Indiana
$347K +$37.8K +1,200 +12%
NVIM
1100
New Vernon Investment Management
Illinois
$347K +$347K +11,000 New
42 43
44
45 46