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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
WT
451
Whittier Trust
California
$1.15M -$54.7K -288 -4%
BAM
452
Boyar Asset Management
New York
$1.15M
Bessemer Group
453
Bessemer Group
New Jersey
$1.15M +$35K +184 +3%
RWP
454
RWA Wealth Partners
Massachusetts
$1.14M -$26.4K -139 -2%
DILIC
455
Dai-ichi Life Insurance Company
Japan
$1.13M +$150K +787 +13%
CCM
456
Copeland Capital Management
Pennsylvania
$1.12M +$112K +590 +9%
AAIS
457
ABN AMRO Investment Solutions
$1.1M +$113K +596 +10%
IGAM
458
iA Global Asset Management
Quebec, Canada
$1.08M +$580K +3,054 +85%
VI
459
Vestcor Inc
New Brunswick, Canada
$1.08M +$293K +1,543 +30%
HIMCH
460
Hartford Investment Management Co (HIMCO)
Connecticut
$1.08M -$34.6K -182 -3%
TWM
461
Trueblood Wealth Management
Ohio
$1.07M -$32.9K -173 -3%
GI
462
GAMMA Investing
California
$1.06M +$253K +1,334 +26%
BHCM
463
Brevan Howard Capital Management
Jersey
$1.05M +$381K +2,003 +45%
JCM
464
Jacobi Capital Management
Pennsylvania
$1.04M +$498K +2,622 +69%
IRC
465
Investors Research Corp
Georgia
$1.03M +$1.2M +6,298 +12,112%
BFM
466
Boothbay Fund Management
New York
$1.01M +$621K +3,269 +111%
Jane Street
467
Jane Street
New York
$995K +$430K +2,262 +59%
ACM
468
Aquatic Capital Management
Illinois
$992K -$919K -4,836 -44%
MGP
469
Metis Global Partners
California
$992K -$78.3K -412 -6%
SOAM
470
SBI Okasan Asset Management
Japan
$981K
BOTPPF
471
Board of the Pension Protection Fund
United Kingdom
$975K +$1.12M +5,900 +5,900%
HWM
472
HB Wealth Management
Georgia
$965K +$149K +786 +15%
WWM
473
Western Wealth Management
Colorado
$959K +$1.12M +5,902 New
LSERS
474
Louisiana State Employees Retirement System
Louisiana
$959K -$19K -100 -2%
SF
475
Summit Financial
New Jersey
$957K +$16K +84 +1%