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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 %
CAS
801
Coppell Advisory Solutions
Texas
$1.31K +$1.31K +8 New
FMP
802
Financial Management Professionals
Texas
$1K – – –
SIA
803
SkyView Investment Advisors
New Jersey
$1K +$1K +5 New
MHR
804
Matthew Hamilton Rosenberg
$994 – – –
ANBT
805
American National Bank & Trust
Texas
$994 – – –
NSIM
806
North Star Investment Management
Illinois
$828 – – –
MCM
807
Manchester Capital Management
Vermont
$663 -$207K -1,247 -100%
TFM
808
TFC Financial Management
Massachusetts
$663 – – –
TWD
809
True Wealth Design
Ohio
$497 – – –
AWM
810
AllSquare Wealth Management
New York
$148 – – –
D.E. Shaw & Co
811
D.E. Shaw & Co
New York
– -$11.3M -77,036 Closed
FBB
812
Fulton Breakefield Broenniman
Maryland
– -$9.77M -66,647 Closed
Voloridge Investment Management
813
Voloridge Investment Management
Florida
– -$4.4M -30,031 Closed
Two Sigma Investments
814
Two Sigma Investments
New York
– -$4.11M -28,065 Closed
AM
815
AGF Management
Ontario, Canada
– -$3.62M -24,678 Closed
AMI
816
Amica Mutual Insurance
Rhode Island
– -$3.46M -23,587 Closed
SLWA
817
San Luis Wealth Advisors
California
– -$1.69M -11,537 Closed
CC
818
Cipher Capital
New York
– -$1.54M -10,499 Closed
CANY
819
Caxton Associates (New York)
New York
– -$1.5M -10,256 Closed
SSA
820
Schonfeld Strategic Advisors
New York
– -$1.31M -8,971 Closed
PP
821
PDT Partners
New York
– -$1.19M -8,116 Closed
ARC
822
Advisor Resource Council
Texas
– -$868K -6,028 Closed
LCWP
823
Legacy Capital Wealth Partners
Arkansas
– -$541K -3,693 Closed
Fiera Capital (Canada)
824
Fiera Capital (Canada)
Quebec, Canada
– -$485K -3,310 Closed
IG
825
ING Group
Netherlands
– -$454K -3,099 Closed
31 32
33
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