We are live on ! Find out more
BR icon

Broadridge

1,053 hedge funds and large institutions have $18B invested in Broadridge in 2026 Q1 according to their latest regulatory filings, with 134 funds opening new positions, 433 increasing their positions, 317 reducing their positions, and 188 closing their positions.

New
Increased
Maintained
Reduced
Closed

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

more call options, than puts

Call options by funds: $ | Put options by funds: $

more ownership

Funds ownership:

more funds holding in top 10

Funds holding in top 10:

7% less funds holding

Funds holding: 1,1311,053 (-78)

25% less capital invested

Capital invested by funds: $23.9B → $18B (-$5.87B)

29% less first-time investments, than exits

New positions opened: 134 | Existing positions closed: 188

Holders
1,053
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$21.6M
Puts
$18.8M
Net Calls
Net Calls Change

Top Buyers

1 +$506M
2 +$244M
3 +$138M
4
Millennium Management
Millennium Management
New York
+$125M
5
BlackRock
BlackRock
New York
+$91.4M
Name Holding Trade Value Shares
Change
Change in
Stake
VF
276
Virtu Financial
New York
$3.72M
WP
277
Woodline Partners
California
$3.72M
PP
278
PensionDanmark Pensionsforsikringsaktieselskab
Denmark
$3.7M
OTL
279
Oak Thistle LLC
New York
$3.68M
LG
280
Leuthold Group
Minnesota
$3.67M
CAU
281
Caxton Associates (UK)
$3.67M
Los Angeles Capital Management
282
Los Angeles Capital Management
California
$3.63M
HKAM
283
Horizon Kinetics Asset Management
New York
$3.6M
EI
284
Ethic Inc
New York
$3.56M
BOCM
285
Bontempo Ohly Capital Management
Maryland
$3.53M
GAM
286
Griffin Asset Management
New York
$3.48M
ACG
287
Allen Capital Group
Nebraska
$3.45M
AM
288
AGF Management
Ontario, Canada
$3.42M
BAM
289
Bell Asset Management
Australia
$3.37M
Commonwealth Equity Services
290
Commonwealth Equity Services
Massachusetts
$3.37M
SW
291
SVB Wealth
Massachusetts
$3.35M
State of Tennessee, Department of Treasury
292
State of Tennessee, Department of Treasury
Tennessee
$3.3M
KIC
293
Kensington Investment Counsel
California
$3.29M
IMPI
294
Ilmarinen Mutual Pension Insurance
Finland
$3.17M
SWP
295
Stratos Wealth Partners
Ohio
$3.11M
BC
296
Burney Company
Virginia
$3.11M
URS
297
Utah Retirement Systems
Utah
$3.07M
VCM
298
Voleon Capital Management
California
$3.06M
Public Sector Pension Investment Board (PSP Investments)
299
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$3.05M
CAC
300
Core Alternative Capital
Georgia
$3.03M