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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
SEM
301
Suncoast Equity Management
Florida
$3M -$1.73M -9,110 -33%
VPIM
302
Vanguard Personalized Indexing Management
California
$2.97M +$670K +3,525 +24%
OQS
303
Occudo Quantitative Strategies
Florida
$2.95M +$3.64M +19,183 New
Bank of Nova Scotia
304
Bank of Nova Scotia
Ontario, Canada
$2.95M -$395K -2,077 -10%
PFSRSONJ
305
Police & Firemen's Retirement System of New Jersey
New Jersey
$2.92M
NAMM
306
NorthStar Asset Management (Massachusetts)
Massachusetts
$2.89M -$2.72M -14,312 -45%
WSFS
307
Wilmington Savings Fund Society
Delaware
$2.89M +$391K +2,058 +13%
Ensign Peak Advisors
308
Ensign Peak Advisors
Utah
$2.88M -$360K -1,895 -10%
RIM
309
Rakuten Investment Management
Japan
$2.88M +$385K +2,028 +13%
RPI
310
Railway Pension Investments
United Kingdom
$2.88M
PCM
311
Parsons Capital Management
Rhode Island
$2.85M +$40.3K +212 +1%
P
312
&Partners
Tennessee
$2.84M +$557K +2,934 +20%
SPIA
313
Steward Partners Investment Advisory
New York
$2.84M -$93.5K -492 -3%
NYLIM
314
New York Life Investment Management
New York
$2.82M +$73.5K +387 +2%
YCM
315
Yousif Capital Management
Michigan
$2.81M +$148K +780 +5%
BFG
316
Bleakley Financial Group
New Jersey
$2.79M +$295K +1,552 +10%
PGAM
317
Princeton Global Asset Management
New Jersey
$2.77M -$99.5K -524 -3%
CFO
318
Callan Family Office
Pennsylvania
$2.77M +$291K +1,531 +10%
SNB
319
Security National Bank
Nebraska
$2.77M -$15.2K -80 -0.5%
LRIC
320
Long Road Investment Counsel
Michigan
$2.75M
SRS
321
Strong Retirement Solutions
Washington
$2.73M +$933K +4,910 +41%
NIM
322
NEOS Investment Management
Connecticut
$2.72M +$322K +1,693 +11%
AC
323
Allstate Corporation
Illinois
$2.67M +$1.48M +7,795 +90%
Neuberger Berman Group
324
Neuberger Berman Group
New York
$2.67M +$77.7K +409 +3%
CFB
325
Cullen/Frost Bankers
Texas
$2.64M -$83K -437 -3%