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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
MWM
351
Modern Wealth Management
Kansas
$2.21M
CIA
352
Concurrent Investment Advisors
Florida
$2.2M
CCM
353
Coldstream Capital Management
Washington
$2.19M
OPERF
354
Oregon Public Employees Retirement Fund
Oregon
$2.17M
IB
355
Intrust Bank
Kansas
$2.16M
TFP
356
Tilia Fiduciary Partners
North Carolina
$2.15M
GCP
357
GSA Capital Partners
United Kingdom
$2.14M
Caisse de Depot et Placement du Quebec (CDPQ)
358
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$2.12M
FNA
359
First National Advisers
Nebraska
$2.11M
RMSCM
360
R.M. Sincerbeaux Capital Management
New York
$2.1M
QCG
361
Quadrant Capital Group
Ohio
$2.09M
CBUSF
362
Construction & Building Unions Superannuation Fund
Australia
$2.08M
Macquarie Group
363
Macquarie Group
Australia
$2.08M
HAI
364
Hennessy Advisors Inc
California
$2.05M
BG
365
BDF Gestion
France
$2.02M
MOACM
366
Mutual of America Capital Management
New York
$2.02M
SFCL
367
Strengthening Families & Communities LLC
Massachusetts
$2M
OAM
368
OP Asset Management
$2M
AP
369
Appleton Partners
Massachusetts
$1.97M
PA
370
Pinnacle Associates
New York
$1.96M
DC
371
Davenport & Co
Virginia
$1.94M
RC
372
Roundview Capital
New Jersey
$1.91M
STA
373
Summit Trail Advisors
New York
$1.87M
HSA
374
HBK Sorce Advisory
Pennsylvania
$1.85M
FLPIM
375
F.L. Putnam Investment Management
Massachusetts
$1.85M