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Broadridge

1,085 hedge funds and large institutions have $25B invested in Broadridge in 2025 Q3 according to their latest regulatory filings, with 107 funds opening new positions, 369 increasing their positions, 386 reducing their positions, and 79 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more ownership

Funds ownership:

less funds holding

Funds holding:

less capital invested

Capital invested by funds: $ → $

4% less repeat investments, than reductions

Existing positions increased: 369 | Existing positions reduced: 386

29% less funds holding in top 10

Funds holding in top 10: 75 (-2)

68% less call options, than puts

Call options by funds: $15.5M | Put options by funds: $48.8M

Holders
1,085
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
5
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$15.5M
Puts
$48.8M
Net Calls
Net Calls Change

Top Sellers

1 -$312M
2 -$147M
3 -$133M
4
Millennium Management
Millennium Management
New York
-$76.6M
5
Ninety One (UK)
Ninety One (UK)
United Kingdom
-$60.8M
Name Holding Trade Value Shares
Change
Change in
Stake
MFG
351
Merit Financial Group
Georgia
$2.64M
CBUSF
352
Construction & Building Unions Superannuation Fund
Australia
$2.55M
IIM
353
INTECH Investment Management
Florida
$2.52M
AT
354
American Trust
Kentucky
$2.51M
Rafferty Asset Management
355
Rafferty Asset Management
New York
$2.51M
TCA
356
Transcend Capital Advisors
New Jersey
$2.46M
Millennium Management
357
Millennium Management
New York
$2.46M
FT
358
Fiduciary Trust
Massachusetts
$2.45M
WA1
359
Wimmer Associates 1
California
$2.41M
Public Sector Pension Investment Board (PSP Investments)
360
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$2.41M
BAMF
361
BI Asset Management Fondsmaeglerselskab
Denmark
$2.39M
HFS
362
Hantz Financial Services
Michigan
$2.37M
MAA
363
Mraz Amerine & Associates
California
$2.37M
GT
364
Greenleaf Trust
Michigan
$2.33M
TC
365
TownSquare Capital
Utah
$2.31M
Janney Montgomery Scott
366
Janney Montgomery Scott
Pennsylvania
$2.29M
Susquehanna International Group
367
Susquehanna International Group
Pennsylvania
$2.29M
WC
368
Waterloo Capital
Texas
$2.29M
Pacer Advisors
369
Pacer Advisors
Pennsylvania
$2.26M
LF
370
Lantz Financial
Illinois
$2.26M
TRSOTSOK
371
Teachers Retirement System of the State of Kentucky
Kentucky
$2.19M
MSU
372
Mizuho Securities USA
New York
$2.18M
OTL
373
Oak Thistle LLC
New York
$2.16M
Holocene Advisors
374
Holocene Advisors
New York
$2.14M
AF
375
Avanza Fonder
Sweden
$2.13M