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

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
Pacer Advisors
326
Pacer Advisors
Pennsylvania
$2.64M +$233K +1,224 +8%
FC
327
FORA Capital
Florida
$2.63M +$3.07M +16,163 New
BCIM
328
British Columbia Investment Management
British Columbia, Canada
$2.61M -$872K -4,589 -22%
MFG
329
Merit Financial Group
Georgia
$2.61M +$1.18M +6,235 +63%
CS
330
Candriam SCA
Luxembourg
$2.61M
SA
331
Sanctuary Advisors
Indiana
$2.57M +$256K +1,347 +9%
Cambridge Investment Research Advisors
332
Cambridge Investment Research Advisors
Iowa
$2.56M +$185K +972 +7%
AI
333
Atria Investments
North Carolina
$2.56M -$2.04M -10,749 -41%
MC
334
Middleton & Co
Massachusetts
$2.55M -$105K -555 -3%
SOADOR
335
State of Alaska Department of Revenue
Alaska
$2.54M
NAM
336
Nissay Asset Management
Japan
$2.52M +$42.6K +224 +1%
ASN
337
Advisory Services Network
Georgia
$2.49M +$147K +773 +5%
CL
338
CVFG LLC
Indiana
$2.46M +$2.88M +15,157 New
EMPI
339
Elo Mutual Pension Insurance
Finland
$2.45M -$1.86M -9,765 -39%
SMDAM
340
Sumitomo Mitsui DS Asset Management
Japan
$2.45M -$960K -5,054 -25%
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
341
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$2.45M +$1.98M +10,437 +226%
NA
342
NewEdge Advisors
Louisiana
$2.44M -$2.21M -11,629 -44%
GWANC
343
Guardian Wealth Advisors (North Carolina)
North Carolina
$2.41M +$25.8K +136 +0.9%
BHIA
344
Birch Hill Investment Advisors
Massachusetts
$2.4M +$1.12M +5,882 +66%
Schroder Investment Management Group
345
Schroder Investment Management Group
United Kingdom
$2.36M -$3.87M -20,384 -58%
OAM
346
Oppenheimer Asset Management
New York
$2.3M +$357K +1,878 +15%
HI
347
Horizon Investments
North Carolina
$2.3M +$199K +1,046 +8%
UM
348
UniSuper Management
Australia
$2.29M +$127K +668 +5%
SLC
349
Second Line Capital
Louisiana
$2.28M -$32.9K -173 -1%
EP
350
Edgestream Partners
New Jersey
$2.23M +$2.61M +13,716 New