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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
MFA
401
Millington Financial Advisors
Illinois
$1.55M
Wellington Management Group
402
Wellington Management Group
Massachusetts
$1.53M
AT
403
American Trust
Kentucky
$1.5M
SSA
404
Schonfeld Strategic Advisors
New York
$1.5M
TRSOTSOK
405
Teachers Retirement System of the State of Kentucky
Kentucky
$1.49M
EH
406
Equitable Holdings
New York
$1.47M
TSS
407
Two Sigma Securities
New York
$1.47M
GIBU
408
Gulf International Bank (UK)
United Kingdom
$1.45M
AF
409
Avanza Fonder
Sweden
$1.45M
WA1
410
Wimmer Associates 1
California
$1.45M
PP
411
Prudential plc
United Kingdom
$1.44M
FAMI
412
Fideuram Asset Management (Ireland)
$1.44M
PFS
413
Prospera Financial Services
Texas
$1.43M
LF
414
Lantz Financial
Illinois
$1.43M
ZIG
415
Zurich Insurance Group
Switzerland
$1.41M
Bank Julius Baer & Co
416
Bank Julius Baer & Co
Switzerland
$1.41M
PS
417
Principal Securities
Iowa
$1.4M
VNA
418
Valley National Advisers
Pennsylvania
$1.4M
LF
419
Lee Financial
Texas
$1.4M
FFA
420
Farther Finance Advisors
California
$1.4M
NB
421
Norinchukin Bank
Japan
$1.37M
LIM
422
Leavell Investment Management
Alabama
$1.35M
AA
423
ALPS Advisors
Colorado
$1.35M
GAM
424
Generali Asset Management
Italy
$1.34M
Thrivent Financial for Lutherans
425
Thrivent Financial for Lutherans
Minnesota
$1.33M