Broadridge
1,102 hedge funds and large institutions have $25.3B invested in Broadridge in 2025 Q1 according to their latest regulatory filings, with 125 funds opening new positions, 387 increasing their positions, 407 reducing their positions, and 54 closing their positions.
New
Increased
Maintained
Reduced
Closed
more first-time investments, than exits
New positions opened: | Existing positions closed:
more funds holding in top 10
Funds holding in top 10: →
more call options, than puts
Call options by funds: $ | Put options by funds: $
more funds holding
Funds holding: →
2% more capital invested
Capital invested by funds: $24.9B → $25.3B (+$450M)
0.3% more ownership
Funds ownership: 89.2% → 89.5% (+0.3%)
5% less repeat investments, than reductions
Existing positions increased: 387 | Existing positions reduced: 407
Holders
1,102
Holding in Top 10
12
Calls
$23.6M
Puts
$14.9M
Top Buyers
| 1 | +$208M | |
| 2 | +$103M | |
| 3 | +$90.4M | |
| 4 |
Barclays
London,
United Kingdom
|
+$66.5M |
| 5 |
Principal Financial Group
Des Moines,
Iowa
|
+$58.2M |
Top Sellers
| 1 | -$94.2M | |
| 2 | -$89.2M | |
| 3 | -$59.8M | |
| 4 |
T. Rowe Price Investment Management
Baltimore,
Maryland
|
-$59.6M |
| 5 |
JIM
Jensen Investment Management
Lake Oswego,
Oregon
|
-$55.4M |