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Broadridge
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Overview Fund Activity

1,093 hedge funds and large institutions have $25.3B invested in Broadridge in 2025 Q1 according to their latest regulatory filings, with 127 funds opening new positions, 386 increasing their positions, 401 reducing their positions, and 53 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,093
Holders Change
+54
Holders Change %
+5.2%
% of All Funds
14.84%
Holding in Top 10
12
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+100%
% of All Funds
0.16%
New
127
Increased
386
Reduced
401
Closed
53
Calls
$23.6M
Puts
$14.9M
Net Calls
+$8.62M
Net Calls Change
+$2.43M

Top Buyers

1
Ameriprise
Ameriprise
Minnesota
+$214M
2
Vanguard Group
Vanguard Group
Pennsylvania
+$106M
3
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors
North Carolina
+$93.1M
4
Barclays
Barclays
United Kingdom
+$68.5M
5
Principal Financial Group
Principal Financial Group
Iowa
+$59.9M

Top Sellers

1
Capital International Investors
Capital International Investors
California
-$97.1M
2
Aberdeen Group
Aberdeen Group
United Kingdom
-$90.8M
3
Millennium Management
Millennium Management
New York
-$61.7M
4
T. Rowe Price Investment Management
T. Rowe Price Investment Management
Maryland
-$61.4M
5
JIM
Jensen Investment Management
Oregon
-$57.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
Skandinaviska Enskilda Banken (SEB)
251
Skandinaviska Enskilda Banken (SEB)
Sweden
$5.81M -$35.9K -148 -0.6%
State of Tennessee, Department of Treasury
252
State of Tennessee, Department of Treasury
Tennessee
$5.77M -$193K -795 -3%
LFAS
253
Level Four Advisory Services
Texas
$5.72M -$215K -885 -4%
Cerity Partners
254
Cerity Partners
New York
$5.7M +$14.8K +61 +0.3%
HPIA
255
Hamilton Point Investment Advisors
North Carolina
$5.66M +$14.6K +60 +0.3%
Fifth Third Bancorp
256
Fifth Third Bancorp
Ohio
$5.62M +$38.3K +158 +0.7%
BMCM
257
Bryn Mawr Capital Management
Pennsylvania
$5.56M +$151K +622 +3%
UH
258
Unigestion Holding
Switzerland
$5.48M -$50.2K -207 -0.9%
Mirae Asset Global ETFs Holdings
259
Mirae Asset Global ETFs Holdings
Hong Kong
$5.46M -$763K -3,146 -12%
BCIM
260
British Columbia Investment Management
British Columbia, Canada
$5.42M -$6.55K -27 -0.1%
SG Americas Securities
261
SG Americas Securities
New York
$5.37M +$4.83M +19,922 +889%
Los Angeles Capital Management
262
Los Angeles Capital Management
California
$5.37M -$2.21M -9,121 -29%
BAM
263
Bell Asset Management
Australia
$5.33M -$1.69M -6,987 -24%
Daiwa Securities Group
264
Daiwa Securities Group
Japan
$5.29M +$610K +2,517 +13%
VanEck Associates
265
VanEck Associates
New York
$5.25M +$97.2K +401 +2%
SAW
266
Signal Advisors Wealth
Michigan
$5.22M +$810K +3,340 +18%
D.E. Shaw & Co
267
D.E. Shaw & Co
New York
$5.13M +$1.37M +5,646 +36%
Pathstone Holdings
268
Pathstone Holdings
New Jersey
$5.08M +$67.2K +277 +1%
OAM
269
Occidental Asset Management
California
$4.96M +$285K +1,177 +6%
KBC Group
270
KBC Group
Belgium
$4.91M -$544K -2,244 -10%
BC
271
Burney Company
Virginia
$4.88M -$30.1K -124 -0.6%
UIM
272
USS Investment Management
United Kingdom
$4.86M +$135K +555 +3%
GAM
273
Griffin Asset Management
New York
$4.85M -$2.18K -9 -0%
NA
274
NewEdge Advisors
Louisiana
$4.81M +$227K +937 +5%
Neuberger Berman Group
275
Neuberger Berman Group
New York
$4.73M +$81.5K +336 +2%
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