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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 %
BC
676
Bartlett & Co
Ohio
$93K – – –
BCWM
677
Bartlett & Co Wealth Management
Ohio
$93K – – –
QC
678
Quent Capital
New York
$89.2K – – –
BF
679
BOK Financial
Oklahoma
$83.6K -$2.65K -16 -3%
HCM
680
Highlander Capital Management
New Jersey
$83K – – –
WOC
681
West Oak Capital
California
$82.8K – – –
AA
682
Alta Advisers
United Kingdom
$82.8K – – –
LWANC
683
Laurel Wealth Advisors (North Carolina)
North Carolina
$81.7K – – –
LWA
684
Lowe Wealth Advisors
Maryland
$81.3K – – –
Federated Hermes
685
Federated Hermes
Pennsylvania
$81.3K +$81.3K +491 New
CCA
686
Column Capital Advisors
Indiana
$81K – – –
FFA
687
Farther Finance Advisors
California
$79.3K +$3.64K +22 +5%
UCB
688
United Community Bank
South Carolina
$77.2K -$828 -5 -1%
VNA
689
Valley National Advisers
Pennsylvania
$75K -$3.5K -21 -4%
BSB
690
Bangor Savings Bank
Maine
$74.9K – – –
Acadian Asset Management
691
Acadian Asset Management
Massachusetts
$72K – – –
EWA
692
EverSource Wealth Advisors
Alabama
$71.1K +$62.6K +378 +741%
IA
693
IFP Advisors
Florida
$68.3K -$41.9K -253 -38%
DJSG
694
D.J. St. Germain
Massachusetts
$65.1K +$65.1K +393 New
BTI
695
Blue Trust Inc
Georgia
$65K -$89.2K -605 -58%
CAL
696
Capital Advisors Ltd
Ohio
$65K +$51.6K +311 +384%
HFM
697
Harvest Fund Management
China
$65K +$65K +393 New
APC
698
Aspire Private Capital
North Carolina
$64.3K – – –
CCM
699
Chilton Capital Management
Texas
$61.4K – – –
PB
700
Pinnacle Bancorp
Nebraska
$58.6K – – –
26 27
28
29 30