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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 %
FAF
176
Fjarde Ap-fonden
Sweden
$6.32M -$9.32M -56,272 -60%
PKC
177
Palmer Knight Company
Florida
$6.05M +$187K +1,128 +3%
GWM
178
Geneos Wealth Management
Colorado
$5.97M +$1.01M +6,089 +20%
AMM
179
American Money Management
California
$5.95M +$519K +3,136 +10%
AAF
180
Andra AP-fonden
Sweden
$5.83M +$977K +5,900 +20%
OBGC
181
O'Brien Greene & Co
Pennsylvania
$5.83M -$98.7K -596 -2%
SAM
182
Shell Asset Management
Netherlands
$5.68M +$1.39M +8,380 +32%
MIM
183
MetLife Investment Management
New Jersey
$5.63M -$94.1K -568 -2%
AIG
184
American International Group
New York
$5.5M +$108K +651 +2%
IIM
185
INTECH Investment Management
Florida
$5.43M -$33.3M -200,956 -86%
Commonwealth Equity Services
186
Commonwealth Equity Services
Massachusetts
$5.42M +$244K +1,472 +5%
MML Investors Services
187
MML Investors Services
Massachusetts
$5.41M +$673K +4,066 +14%
CAPTRUST Financial Advisors
188
CAPTRUST Financial Advisors
North Carolina
$5.39M -$330K -1,995 -6%
William Blair & Company
189
William Blair & Company
Illinois
$5.39M +$162K +979 +3%
SO
190
STRS Ohio
Ohio
$5.38M – – –
SOMRS
191
State of Michigan Retirement System
Michigan
$5.38M +$16.6K +100 +0.3%
ASRS
192
Arizona State Retirement System
Arizona
$5.32M -$346K -2,086 -6%
NG
193
Northstar Group
New York
$5.25M +$30.6K +185 +0.6%
AB
194
Amalgamated Bank
New York
$5.2M -$99.2K -599 -2%
IFAM
195
Institutional & Family Asset Management
Colorado
$5.18M +$6.63K +40 +0.1%
GLA
196
Great Lakes Advisors
Illinois
$5.1M +$44.7K +270 +0.9%
BFW
197
Brady Family Wealth
Missouri
$4.99M +$43.9K +265 +0.9%
Fifth Third Bancorp
198
Fifth Third Bancorp
Ohio
$4.99M +$320K +1,929 +7%
Nomura Asset Management
199
Nomura Asset Management
Japan
$4.86M -$2.65K -16 -0.1%
DnB Asset Management
200
DnB Asset Management
Norway
$4.72M +$931K +5,619 +25%
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