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Broadridge
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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 %
Cambridge Investment Research Advisors
301
Cambridge Investment Research Advisors
Iowa
$1.92M +$84K +507 +5%
KNW
302
Kesler Norman & Wride
Utah
$1.9M +$62.8K +379 +3%
BBVA
303
Banco Bilbao Vizcaya Argentaria
Spain
$1.9M +$73.2K +442 +4%
MAA
304
Mraz Amerine & Associates
California
$1.88M – – –
BCM
305
Buckhead Capital Management
Georgia
$1.86M -$557K -3,365 -23%
Public Sector Pension Investment Board (PSP Investments)
306
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$1.86M -$1.46M -8,835 -44%
AT
307
AMF Tjänstepension
Sweden
$1.86M +$1.86M +11,200 New
LF
308
Lantz Financial
Illinois
$1.85M -$11.4K -69 -0.6%
SMDAM
309
Sumitomo Mitsui DS Asset Management
Japan
$1.81M -$173K -1,045 -9%
ZB
310
Zions Bancorporation
Utah
$1.79M -$132K -799 -7%
RFC
311
Regions Financial Corp
Alabama
$1.77M -$82.5K -498 -4%
CAN
312
Cetera Advisor Networks
California
$1.77M +$61.6K +372 +4%
BCIM
313
British Columbia Investment Management
British Columbia, Canada
$1.76M +$33.3K +201 +2%
ZIG
314
Zurich Insurance Group
Switzerland
$1.76M – – –
TRSOTSOK
315
Teachers Retirement System of the State of Kentucky
Kentucky
$1.75M -$2.65K -16 -0.2%
NB
316
Norinchukin Bank
Japan
$1.74M +$514K +3,103 +42%
NA
317
NewEdge Advisors
Louisiana
$1.74M -$101K -609 -5%
APWM
318
Atlas Private Wealth Management
New York
$1.74M +$157K +948 +10%
BFG
319
Bleakley Financial Group
New Jersey
$1.73M +$156K +941 +10%
RC
320
Roundview Capital
New Jersey
$1.72M -$8.28K -50 -0.5%
SS
321
Simplicity Solutions
Minnesota
$1.71M +$125K +754 +8%
LIM
322
Leavell Investment Management
Alabama
$1.7M – – –
DIA
323
Dean Investment Associates
Ohio
$1.7M -$46.4K -280 -3%
LF
324
Lee Financial
Texas
$1.68M – – –
WA1
325
Wimmer Associates 1
California
$1.68M – – –
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