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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 %
IBOK
751
Independence Bank of Kentucky
Kentucky
$15.7K – – –
AWM
752
Atticus Wealth Management
Florida
$15.7K – – –
CAL
753
Capital Analysts LLC
Pennsylvania
$15K – – –
NMG
754
New Millennium Group
Utah
$14K -$660 -4 -4%
BWM
755
Baystate Wealth Management
Massachusetts
$13.7K – – –
FFA
756
Fairfield Financial Advisors
Massachusetts
$13.3K – – –
NBT
757
Northwest Bank & Trust
Iowa
$12.9K +$12.9K +78 New
WBC
758
West Branch Capital
Massachusetts
$12.8K – – –
FMII
759
Farmers & Merchants Investments Inc
Nebraska
$12.6K – – –
KTC
760
Kistler-Tiffany Companies
Pennsylvania
$12.5K – – –
SIC
761
Salem Investment Counselors
North Carolina
$12.5K – – –
WWP
762
WR Wealth Planners
Missouri
$10.4K -$1.33K -8 -11%
CMP
763
Coston McIsaac & Partners
Maine
$10K – – –
CPG
764
Cornerstone Planning Group
New Jersey
$9.77K +$9.77K +59 New
CA
765
Clearstead Advisors
Ohio
$9.44K +$9.44K +57 New
VWM
766
Valley Wealth Managers
New Jersey
$8.61K – – –
PP
767
PrairieView Partners
Minnesota
$8K – – –
TSWM
768
Tyler-Stone Wealth Management
Ohio
$8K +$8K +51 New
CJL
769
Cyrus J. Lawrence
New York
$7.66K +$26 +154 +0.3%
GCM
770
Gables Capital Management
Florida
$6.96K – – –
CFO
771
CVA Family Office
Colorado
$6.63K +$4.97K +30 +300%
MRCM
772
M&R Capital Management
New Jersey
$6.13K – – –
CCP
773
Carmel Capital Partners
California
$6.13K – – –
SWA
774
Sutton Wealth Advisors
Florida
$5.96K – – –
GJIA
775
Glass Jacobson Investment Advisors
Maryland
$5.8K +$5.8K +35 New
29 30
31
32 33