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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

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
SEM
301
Suncoast Equity Management
Florida
$3M
VPIM
302
Vanguard Personalized Indexing Management
California
$2.97M
OQS
303
Occudo Quantitative Strategies
Florida
$2.95M
Bank of Nova Scotia
304
Bank of Nova Scotia
Ontario, Canada
$2.95M
PFSRSONJ
305
Police & Firemen's Retirement System of New Jersey
New Jersey
$2.92M
NAMM
306
NorthStar Asset Management (Massachusetts)
Massachusetts
$2.89M
WSFS
307
Wilmington Savings Fund Society
Delaware
$2.89M
Ensign Peak Advisors
308
Ensign Peak Advisors
Utah
$2.88M
RIM
309
Rakuten Investment Management
Japan
$2.88M
RPI
310
Railway Pension Investments
United Kingdom
$2.88M
PCM
311
Parsons Capital Management
Rhode Island
$2.85M
P
312
&Partners
Tennessee
$2.84M
SPIA
313
Steward Partners Investment Advisory
New York
$2.84M
NYLIM
314
New York Life Investment Management
New York
$2.82M
YCM
315
Yousif Capital Management
Michigan
$2.81M
BFG
316
Bleakley Financial Group
New Jersey
$2.79M
PGAM
317
Princeton Global Asset Management
New Jersey
$2.77M
CFO
318
Callan Family Office
Pennsylvania
$2.77M
SNB
319
Security National Bank
Nebraska
$2.77M
LRIC
320
Long Road Investment Counsel
Michigan
$2.75M
SRS
321
Strong Retirement Solutions
Washington
$2.73M
NIM
322
NEOS Investment Management
Connecticut
$2.72M
AC
323
Allstate Corporation
Illinois
$2.67M
Neuberger Berman Group
324
Neuberger Berman Group
New York
$2.67M
CFB
325
Cullen/Frost Bankers
Texas
$2.64M