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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 %
SPA
551
Shore Point Advisors
New Jersey
$311K – – –
OIA
552
OneDigital Investment Advisors
Kansas
$311K +$63.3K +382 +26%
Vontobel Holding
553
Vontobel Holding
Switzerland
$303K – – –
MYIA
554
Mount Yale Investment Advisors
Colorado
$301K -$437K -2,639 -59%
MIM
555
Marco Investment Management
Georgia
$298K – – –
CGL
556
Clarius Group LLC
Washington
$295K +$5.14K +31 +2%
HI
557
Horizon Investments
North Carolina
$292K +$22.4K +135 +8%
PWMG
558
Prestige Wealth Management Group
New Jersey
$292K -$123K -739 -30%
CI Investments Inc
559
CI Investments Inc
Ontario, Canada
$291K -$20.2K -122 -6%
MSFS
560
Main Street Financial Solutions
Pennsylvania
$289K +$497 +3 +0.2%
SCM
561
Stonehearth Capital Management
Massachusetts
$288K – – –
CAM
562
Campion Asset Management
Virginia
$287K – – –
BJL
563
Brighton Jones LLC
Washington
$287K +$8.12K +49 +3%
AP
564
Adero Partners
California
$286K – – –
MFG
565
Menard Financial Group
Texas
$285K +$285K +1,722 New
AIP
566
Ameritas Investment Partners
Nebraska
$285K +$166 +1 +0.1%
MAP
567
Moody Aldrich Partners
Massachusetts
$284K -$14.6K -88 -5%
SI
568
Stephens Inc
Arkansas
$284K -$66.3K -400 -19%
KFSC
569
Keystone Financial Services (Colorado)
Colorado
$283K +$6.46K +39 +2%
JE
570
JMAC Enterprises
Pennsylvania
$282K +$282K +1,700 New
HKIMG
571
Hutchens & Kramer Investment Management Group
Indiana
$281K +$1.16K +7 +0.4%
PWG
572
Portside Wealth Group
Utah
$280K +$280K +1,693 New
EWM
573
Evercore Wealth Management
New York
$276K – – –
BAAM
574
Baker Avenue Asset Management
California
$275K -$166 -1 -0.1%
VCM
575
Vivaldi Capital Management
Illinois
$275K +$331 +2 +0.1%
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