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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
WT
451
Whittier Trust
California
$1.15M
BAM
452
Boyar Asset Management
New York
$1.15M
Bessemer Group
453
Bessemer Group
New Jersey
$1.15M
RWP
454
RWA Wealth Partners
Massachusetts
$1.14M
DILIC
455
Dai-ichi Life Insurance Company
Japan
$1.13M
CCM
456
Copeland Capital Management
Pennsylvania
$1.12M
AAIS
457
ABN AMRO Investment Solutions
$1.1M
IGAM
458
iA Global Asset Management
Quebec, Canada
$1.08M
VI
459
Vestcor Inc
New Brunswick, Canada
$1.08M
HIMCH
460
Hartford Investment Management Co (HIMCO)
Connecticut
$1.08M
TWM
461
Trueblood Wealth Management
Ohio
$1.07M
GI
462
GAMMA Investing
California
$1.06M
BHCM
463
Brevan Howard Capital Management
Jersey
$1.05M
JCM
464
Jacobi Capital Management
Pennsylvania
$1.04M
IRC
465
Investors Research Corp
Georgia
$1.03M
BFM
466
Boothbay Fund Management
New York
$1.01M
Jane Street
467
Jane Street
New York
$995K
ACM
468
Aquatic Capital Management
Illinois
$992K
MGP
469
Metis Global Partners
California
$992K
SOAM
470
SBI Okasan Asset Management
Japan
$981K
BOTPPF
471
Board of the Pension Protection Fund
United Kingdom
$975K
HWM
472
HB Wealth Management
Georgia
$965K
WWM
473
Western Wealth Management
Colorado
$959K
LSERS
474
Louisiana State Employees Retirement System
Louisiana
$959K
SF
475
Summit Financial
New Jersey
$957K