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Broadcom
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Overview Fund Activity

1,682 hedge funds and large institutions have $156B invested in Broadcom in 2021 Q1 according to their latest regulatory filings, with 165 funds opening new positions, 751 increasing their positions, 590 reducing their positions, and 93 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,682
Holders Change
+57
Holders Change %
+3.51%
% of All Funds
29.62%
Holding in Top 10
85
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-1.16%
% of All Funds
1.5%
New
165
Increased
751
Reduced
590
Closed
93
Calls
$2.14B
Puts
$3.48B
Net Calls
-$1.33B
Net Calls Change
+$716M

Top Buyers

1
Vanguard Group
Vanguard Group
Pennsylvania
+$1.26B
2
Charles Schwab
Charles Schwab
California
+$894M
3
BlackRock
BlackRock
New York
+$582M
4
GQG Partners
GQG Partners
Florida
+$361M
5
Franklin Resources
Franklin Resources
California
+$270M

Top Sellers

1
Capital Research Global Investors
Capital Research Global Investors
California
-$1.22B
2
Citadel Advisors
Citadel Advisors
Florida
-$399M
3
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$268M
4
CS
Credit Suisse
Switzerland
-$231M
5
EIP
Epoch Investment Partners
New York
-$148M
Name Holding Trade Value Shares
Change 		Shares
Change %
PMFA
1526
Plante Moran Financial Advisors
Michigan
$130K +$95.2K +2,050 +273%
GC
1527
Garde Capital
Washington
$128K +$128K +2,760 New
AIM
1528
Anchor Investment Management
South Carolina
$126K +$94.1K +2,030 +299%
AP
1529
Atwood & Palmer
Missouri
$125K +$51.9K +1,120 +71%
WLPWM
1530
Walled Lake Planning & Wealth Management
Illinois
$124K – – –
HI
1531
Hudock Inc
Pennsylvania
$116K +$464 +10 +0.4%
TFO
1532
Tarbox Family Office
California
$115K – – –
CHC
1533
City Holding Co
West Virginia
$113K +$5.12K +110 +5%
MA
1534
MCF Advisors
Kentucky
$113K +$113K +2,430 New
CCA
1535
Catalyst Capital Advisors
New York
$112K -$19.9K -430 -15%
MIFH
1536
Migdal Insurance & Financial Holdings
Israel
$111K -$27.8K -600 -20%
SWG
1537
Summit Wealth Group
Vermont
$106K +$106K +2,280 New
PB
1538
Pinnacle Bancorp
Nebraska
$102K +$23.5K +510 +30%
Kayne Anderson Rudnick Investment Management
1539
Kayne Anderson Rudnick Investment Management
California
$97K -$4.62K -100 -5%
SIC
1540
Salem Investment Counselors
North Carolina
$97K +$8.82K +190 +10%
PA
1541
Perennial Advisors
New York
$95K -$6.02K -130 -6%
CWA
1542
Clearview Wealth Advisors
Oregon
$93K -$17.7K -380 -16%
CAM
1543
Close Asset Management
United Kingdom
$93K – – –
DWP
1544
Destiny Wealth Partners
Florida
$93K – – –
LD
1545
Lipe & Dalton
New York
$93K +$93K +2,000 New
CI
1546
Cordant Inc
Oregon
$93K +$93K +2,000 New
WR
1547
WD Rutherford
Oregon
$90K +$25.4K +550 +39%
MAM
1548
McCarthy Asset Management
California
$87K – – –
EARNEST Partners
1549
EARNEST Partners
Georgia
$86K – – –
EIP
1550
Ellis Investment Partners
Pennsylvania
$85K +$464 +10 +0.5%
60 61
62
63 64