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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

37% more repeat investments, than reductions

Existing positions increased: 433 | Existing positions reduced: 317

15% more call options, than puts

Call options by funds: $21.6M | Put options by funds: $18.8M

2.01% more ownership

Funds ownership: 91.77%93.78% (+2%)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

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
-78
Holders Change %
-6.9%
% of All Funds
12.97%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
134
Increased
433
Reduced
317
Closed
188
Calls
$21.6M
Puts
$18.8M
Net Calls
+$2.8M
Net Calls Change
-$976K
Name Holding Trade Value Shares
Change
Change in
Stake
VF
276
Virtu Financial
New York
$3.72M +$4.35M +22,906 New
WP
277
Woodline Partners
California
$3.72M +$561K +2,951 +15%
P
278
PensionDanmark
Denmark
$3.7M -$919K -4,835 -17%
OTL
279
Oak Thistle LLC
New York
$3.68M +$2.77M +14,602 +182%
LG
280
Leuthold Group
Minnesota
$3.67M +$4.3M +22,615 New
CAU
281
Caxton Associates (UK)
$3.67M +$4.29M +22,592 New
Los Angeles Capital Management
282
Los Angeles Capital Management
California
$3.63M +$2.07M +10,882 +95%
HKAM
283
Horizon Kinetics Asset Management
New York
$3.6M +$333K +1,753 +9%
EI
284
Ethic Inc
New York
$3.56M -$305K -1,605 -7%
BOCM
285
Bontempo Ohly Capital Management
Maryland
$3.53M +$538K +2,831 +15%
GAM
286
Griffin Asset Management
New York
$3.48M +$11.6K +61 +0.3%
ACG
287
Allen Capital Group
Nebraska
$3.45M +$218K +1,148 +6%
AM
288
AGF Management
Ontario, Canada
$3.42M +$1.55M +8,153 +63%
BAM
289
Bell Asset Management
Australia
$3.37M +$565K +2,976 +17%
Commonwealth Equity Services
290
Commonwealth Equity Services
Massachusetts
$3.37M -$329K -1,732 -8%
SW
291
SVB Wealth
Massachusetts
$3.35M -$1.27M -6,683 -24%
State of Tennessee, Department of Treasury
292
State of Tennessee, Department of Treasury
Tennessee
$3.3M +$1.46M +7,670 +61%
KIC
293
Kensington Investment Counsel
California
$3.29M -$128K -676 -3%
IMPI
294
Ilmarinen Mutual Pension Insurance
Finland
$3.17M
SWP
295
Stratos Wealth Partners
Ohio
$3.11M -$100K -527 -3%
BC
296
Burney Company
Virginia
$3.11M -$23.4K -123 -0.6%
URS
297
Utah Retirement Systems
Utah
$3.07M -$63.5K -334 -2%
VCM
298
Voleon Capital Management
California
$3.06M +$3.58M +18,818 New
Public Sector Pension Investment Board (PSP Investments)
299
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$3.05M +$689K +3,629 +24%
CAC
300
Core Alternative Capital
Georgia
$3.03M -$224K -1,177 -6%