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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 %
HCP
776
Hexagon Capital Partners
Arkansas
$5.47K -$7.79K -47 -59%
CA
777
Crewe Advisors
Utah
$5.3K – – –
SIS
778
Strategic Investment Solutions
Illinois
$4.47K – – –
BIA
779
Bell Investment Advisors
California
$4.31K +$497 +3 +13%
VCM
780
Versant Capital Management
Arizona
$4.31K +$331 +2 +8%
BWL
781
Bogart Wealth LLC
Virginia
$4.14K – – –
JMF
782
Johnson Midwest Financial
Iowa
$4.14K – – –
SN
783
Sittner & Nelson
Oregon
$4.14K +$4.14K +25 New
OP
784
ORG Partners
Indiana
$4.1K +$4.1K +25 New
JFA
785
JNBA Financial Advisors
Minnesota
$3.98K – – –
WPWM
786
Western Pacific Wealth Management
Illinois
$3.98K – – –
AWM
787
Abound Wealth Management
Tennessee
$3.31K +$331 +2 +11%
BCMLT
788
Beacon Capital Management LLC (Tennessee)
Tennessee
$3.31K +$3.31K +20 New
CSB
789
City State Bank
Iowa
$3K +$3K +21 New
EIM
790
Essex Investment Management
Massachusetts
$2.98K – – –
SIC
791
SJS Investment Consulting
Ohio
$2.65K – – –
FGAM
792
Financial Gravity Asset Management
Texas
$2.52K +$288 +19 +13%
DI
793
Disciplined Investments
Oklahoma
$2.48K -$166 -1 -6%
IHWM
794
Iron Horse Wealth Management
Iowa
$2.32K – – –
JGIA
795
Jackson Grant Investment Advisers
Connecticut
$2.15K – – –
SWA
796
SOA Wealth Advisors
New York
$2.15K – – –
RTL
797
Red Tortoise LLC
Georgia
$1.99K – – –
SOW
798
State of Wyoming
Wyoming
$1.99K +$331 +2 +20%
FCAG
799
First Capital Advisors Group
New Jersey
$1.99K +$1.99K +12 New
MFT
800
Moisand Fitzgerald Tamayo
Florida
$1.66K – – –
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