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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 %
BPC
476
Banque Pictet & Cie
Switzerland
$504K +$49.2K +297 +11%
BFS
477
Bradley Foster & Sargent
Connecticut
$488K +$9.94K +60 +2%
BFA
478
Beaumont Financial Advisors
Massachusetts
$482K +$2.82K +17 +0.6%
AFG
479
Albion Financial Group
Utah
$477K – – –
T
480
TRUADVICE
Florida
$474K +$168K +934 +55%
I
481
InceptionR
California
$470K +$470K +2,840 New
Lido Advisors
482
Lido Advisors
California
$470K +$49K +296 +12%
CA
483
Cetera Advisors
Colorado
$469K +$17.7K +107 +4%
FB
484
Fulton Bank
Pennsylvania
$467K -$9.28K -56 -2%
AAM
485
AMI Asset Management
California
$466K -$3.48K -21 -0.7%
CAM
486
Cresset Asset Management
Illinois
$463K +$463K +2,786 New
SB
487
Simmons Bank
Arkansas
$460K – – –
FTDI
488
First Trust Direct Indexing
Massachusetts
$458K -$21.5K -130 -4%
ECM
489
ExodusPoint Capital Management
New York
$453K -$1.99M -12,028 -81%
TMAM
490
Tokio Marine Asset Management
Japan
$453K +$71.9K +434 +19%
CT
491
Chicago Trust
Illinois
$452K – – –
IC
492
IEQ Capital
California
$446K -$13.1K -79 -3%
WA
493
WealthTrust Axiom
Pennsylvania
$444K – – –
AFG
494
ABLE Financial Group
Arizona
$441K +$97.1K +586 +28%
HNB
495
Huntington National Bank
Ohio
$440K -$195K -1,179 -31%
PCM
496
Prelude Capital Management
New York
$435K +$435K +2,624 New
AIMCA
497
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$431K -$561K -3,388 -57%
P
498
Pitcairn
Pennsylvania
$421K -$6.63K -40 -2%
LNWWM
499
Laird Norton Wetherby Wealth Management
California
$419K +$7.79K +47 +2%
MG
500
Mather Group
Illinois
$415K +$168K +1,014 +68%
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