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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 %
FCFS
726
First Command Financial Services
Texas
$31.5K – – –
HI
727
Harbour Investments
Wisconsin
$31K -$5.47K -33 -15%
LFG
728
Larson Financial Group
Missouri
$30.3K +$10.9K +66 +56%
IRC
729
Investors Research Corp
Georgia
$29.2K – – –
WBC
730
Westpac Banking Corp
Australia
$28.5K -$1.6M -9,644 -98%
ST
731
Smithfield Trust
Pennsylvania
$28K – – –
PO
732
Private Ocean
California
$27.2K – – –
FRA
733
Front Row Advisors
California
$26K -$675 -4 -3%
JWA
734
JFS Wealth Advisors
Pennsylvania
$25.7K -$1.49K -9 -5%
SSB
735
Sandy Spring Bank
Maryland
$25.3K – – –
SSG
736
Summit Securities Group
New York
$25K -$12.6K -77 -33%
OAJ
737
Ogorek Anthony Joseph
New York
$25K – – –
BWM
738
BerganKDV Wealth Management
Minnesota
$24K -$497 -3 -2%
HCA
739
Harbor Capital Advisors
Illinois
$22.2K +$22.2K +134 New
PIAS
740
PCA Investment Advisory Services
Ohio
$21.3K +$21.3K +128 New
PSB
741
Piscataqua Savings Bank
New Hampshire
$20.7K – – –
MWM
742
Mascoma Wealth Management
New Hampshire
$19.6K – – –
MFA
743
McClarren Financial Advisors
Pennsylvania
$19K – – –
CA
744
Centerpoint Advisors
Massachusetts
$18K – – –
SS
745
Sunbelt Securities
Texas
$17.9K – – –
CT
746
Clearstead Trust
Maine
$17.6K – – –
EWM
747
Endurance Wealth Management
Rhode Island
$17K – – –
LS
748
Livforsakringsbolaget Skandia
Sweden
$16.6K – – –
AF
749
Advisornet Financial
Minnesota
$16.4K +$1.33K +8 +9%
OLVIG
750
Oliver Lagore Vanvalin Investment Group
Michigan
$16.1K – – –
28 29
30
31 32