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Broadridge
BR

Overview Fund Activity

811 hedge funds and large institutions have $17.4B invested in Broadridge in 2023 Q2 according to their latest regulatory filings, with 81 funds opening new positions, 298 increasing their positions, 265 reducing their positions, and 51 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
811
Holders Change
+25
Holders Change %
+3.18%
% of All Funds
12.79%
Holding in Top 10
6
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-14.29%
% of All Funds
0.09%
New
81
Increased
298
Reduced
265
Closed
51
Calls
$21M
Puts
$94.3M
Net Calls
-$73.3M
Net Calls Change
-$71.7M

Top Buyers

1
Capital International Investors
Capital International Investors
California
+$156M
2
T. Rowe Price Investment Management
T. Rowe Price Investment Management
Maryland
+$137M
3
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$82.3M
4
Select Equity Group
Select Equity Group
New York
+$37.8M
5
PFM
Premier Fund Managers
United Kingdom
+$27.8M

Top Sellers

1
BlackRock
BlackRock
New York
-$132M
2
Vanguard Group
Vanguard Group
Pennsylvania
-$64M
3
Bank of America
Bank of America
North Carolina
-$42M
4
APG Asset Management
APG Asset Management
Netherlands
-$33.9M
5
IIM
INTECH Investment Management
Florida
-$33.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
NYLIM
251
New York Life Investment Management
New York
$3.06M -$8.94K -54 -0.3%
GAM
252
Garrison Asset Management
Arkansas
$3.05M +$8.12K +49 +0.3%
AIM
253
Achmea Investment Management
Netherlands
$3.04M +$582K +3,516 +24%
UIM
254
USS Investment Management
United Kingdom
$3.04M – – –
AI
255
AdvisorShares Investments
Maryland
$3.02M +$742K +4,480 +33%
Axa
256
Axa
France
$2.97M +$2.09M +12,634 +239%
AI
257
Atria Investments
North Carolina
$2.95M -$27.2K -164 -0.9%
SEI Investments
258
SEI Investments
Pennsylvania
$2.92M -$963K -5,813 -25%
Man Group
259
Man Group
United Kingdom
$2.91M +$2.91M +17,589 New
SWM
260
Sugarloaf Wealth Management
Georgia
$2.9M +$86.6K +523 +3%
BFEC
261
Benjamin F. Edwards & Company
Missouri
$2.9M +$409K +2,470 +16%
LRIC
262
Long Road Investment Counsel
Michigan
$2.89M – – –
YCM
263
Yousif Capital Management
Michigan
$2.88M +$43.2K +261 +2%
CIBC Asset Management
264
CIBC Asset Management
Ontario, Canada
$2.87M -$35.1K -212 -1%
ASN
265
Advisory Services Network
Georgia
$2.86M +$240K +1,448 +9%
MOACM
266
Mutual of America Capital Management
New York
$2.81M +$22K +133 +0.8%
GIA
267
Gateway Investment Advisers
Ohio
$2.74M -$1.49K -9 -0.1%
DILIC
268
Dai-ichi Life Insurance Company
Japan
$2.67M -$4.88M -29,458 -65%
EI
269
Ethic Inc
New York
$2.61M +$1.7M +10,276 +186%
AP
270
Appleton Partners
Massachusetts
$2.61M -$1.56M -9,418 -37%
SWP
271
Stratos Wealth Partners
Ohio
$2.55M +$185K +1,116 +8%
Allianz Asset Management
272
Allianz Asset Management
Germany
$2.54M -$75.9K -458 -3%
SCA
273
Snowden Capital Advisors
New York
$2.5M +$6.13K +37 +0.2%
OAM
274
Occidental Asset Management
California
$2.49M +$106K +642 +4%
SWS
275
SYSTM Wealth Solutions
Illinois
$2.45M +$312K +1,881 +15%
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