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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 %
PMFA
526
Plante Moran Financial Advisors
Michigan
$360K -$2.32K -14 -0.6%
FNA
527
First National Advisers
Nebraska
$359K -$13.1K -79 -4%
SIA
528
Schear Investment Advisers
Ohio
$355K -$17.1K -103 -5%
SWM
529
Spire Wealth Management
Virginia
$351K +$8.28K +50 +2%
Wealth Enhancement Advisory Services
530
Wealth Enhancement Advisory Services
Minnesota
$349K -$70.6K -426 -17%
RCM
531
Radnor Capital Management
Pennsylvania
$344K -$6.29K -38 -2%
AWM
532
Aberdeen Wealth Management
Illinois
$343K – – –
IFS
533
Ifrah Financial Services
Arkansas
$342K +$5.8K +35 +2%
MFG
534
Merit Financial Group
Georgia
$341K +$52.8K +319 +18%
LAM
535
LifePro Asset Management
California
$338K – – –
SPC
536
Sigma Planning Corp
Michigan
$338K -$99.1K -598 -23%
CTC
537
Central Trust Company
Missouri
$335K -$16.1K -97 -5%
BIA
538
Benchmark Investment Advisors
Illinois
$331K – – –
CA
539
Continuum Advisory
Idaho
$330K +$9.61K +58 +3%
PTC
540
Private Trust Company
Ohio
$325K – – –
GRP
541
Global Retirement Partners
California
$324K +$165K +994 +104%
EWM
542
Empirical Wealth Management
Washington
$322K -$21.4K -129 -6%
MOS
543
MGO One Seven
Ohio
$321K +$4.31K +26 +1%
Caisse de Depot et Placement du Quebec (CDPQ)
544
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$321K -$20.8M -125,490 -98%
EI
545
Ellevest Inc
New York
$320K +$251K +1,514 +365%
AIM
546
Aigen Investment Management
New York
$317K +$317K +1,911 New
MYAM
547
Meiji Yasuda Asset Management
Japan
$315K -$416K -2,510 -57%
MA
548
Mutual Advisors
Nebraska
$314K -$27.5K -166 -8%
PFGIA
549
Patriot Financial Group Insurance Agency
Massachusetts
$313K +$28.8K +174 +10%
SAM
550
Strategy Asset Managers
California
$312K +$5.47K +33 +2%
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