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Broadridge

1,054 hedge funds and large institutions have $18B invested in Broadridge in 2026 Q1 according to their latest regulatory filings, with 135 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: 1,1311,054 (-77)

25% less capital invested

Capital invested by funds: $23.9B → $18B (-$5.87B)

28% less first-time investments, than exits

New positions opened: 135 | Existing positions closed: 188

Holders
1,054
Holders Change
-77
Holders Change %
-6.81%
% of All Funds
12.98%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
135
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
MWM
351
Modern Wealth Management
Kansas
$2.21M -$56.8K -299 -2%
CIA
352
Concurrent Investment Advisors
Florida
$2.2M -$667K -3,512 -21%
CCM
353
Coldstream Capital Management
Washington
$2.19M +$493K +2,594 +24%
OPERF
354
Oregon Public Employees Retirement Fund
Oregon
$2.17M
IB
355
Intrust Bank
Kansas
$2.16M -$247K -1,299 -9%
TFP
356
Tilia Fiduciary Partners
North Carolina
$2.15M +$156K +822 +7%
GCP
357
GSA Capital Partners
United Kingdom
$2.14M +$2.5M +13,156 New
Caisse de Depot et Placement du Quebec (CDPQ)
358
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$2.12M +$1.5M +7,887 +154%
FNA
359
First National Advisers
Nebraska
$2.11M -$138K -726 -5%
RMSCM
360
R.M. Sincerbeaux Capital Management
New York
$2.1M
QCG
361
Quadrant Capital Group
Ohio
$2.09M +$1.79M +9,433 +273%
CBUSF
362
Construction & Building Unions Superannuation Fund
Australia
$2.08M +$209K +1,100 +9%
Macquarie Group
363
Macquarie Group
Australia
$2.08M -$2.11M -11,092 -46%
HAI
364
Hennessy Advisors Inc
California
$2.05M +$2.39M +12,600 New
BG
365
BDF Gestion
France
$2.02M
MOACM
366
Mutual of America Capital Management
New York
$2.02M -$22.2K -117 -0.9%
SFCL
367
Strengthening Families & Communities LLC
Massachusetts
$2M -$193K -1,014 -8%
OAM
368
OP Asset Management
$2M -$185K -976 -7%
AP
369
Appleton Partners
Massachusetts
$1.97M +$12.3K +65 +0.5%
PA
370
Pinnacle Associates
New York
$1.96M
DC
371
Davenport & Co
Virginia
$1.94M +$1.92M +10,119 +580%
RC
372
Roundview Capital
New Jersey
$1.91M -$307K -1,615 -12%
STA
373
Summit Trail Advisors
New York
$1.87M +$1.32M +6,950 +153%
HSA
374
HBK Sorce Advisory
Pennsylvania
$1.85M -$187K -985 -7%
FLPIM
375
F.L. Putnam Investment Management
Massachusetts
$1.85M -$228K -1,202 -10%