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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
Pacer Advisors
326
Pacer Advisors
Pennsylvania
$2.64M
FC
327
FORA Capital
Florida
$2.63M
BCIM
328
British Columbia Investment Management
British Columbia, Canada
$2.61M
MFG
329
Merit Financial Group
Georgia
$2.61M
CS
330
Candriam SCA
Luxembourg
$2.61M
SA
331
Sanctuary Advisors
Indiana
$2.57M
Cambridge Investment Research Advisors
332
Cambridge Investment Research Advisors
Iowa
$2.56M
AI
333
Atria Investments
North Carolina
$2.56M
MC
334
Middleton & Co
Massachusetts
$2.55M
SOADOR
335
State of Alaska Department of Revenue
Alaska
$2.54M
NAM
336
Nissay Asset Management
Japan
$2.52M
ASN
337
Advisory Services Network
Georgia
$2.49M
CL
338
CVFG LLC
Indiana
$2.46M
EMPI
339
Elo Mutual Pension Insurance
Finland
$2.45M
SMDAM
340
Sumitomo Mitsui DS Asset Management
Japan
$2.45M
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
341
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$2.45M
NA
342
NewEdge Advisors
Louisiana
$2.44M
GWANC
343
Guardian Wealth Advisors (North Carolina)
North Carolina
$2.41M
BHIA
344
Birch Hill Investment Advisors
Massachusetts
$2.4M
Schroder Investment Management Group
345
Schroder Investment Management Group
United Kingdom
$2.36M
OAM
346
Oppenheimer Asset Management
New York
$2.3M
HI
347
Horizon Investments
North Carolina
$2.3M
UM
348
UniSuper Management
Australia
$2.29M
SLC
349
Second Line Capital
Louisiana
$2.28M
EP
350
Edgestream Partners
New Jersey
$2.23M