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Broadridge

1,047 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, 431 increasing their positions, 315 reducing their positions, and 189 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: 1,1271,047 (-80)

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: 189

Holders
1,047
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
Millennium Management
26
Millennium Management
New York
$155M
T. Rowe Price Investment Management
27
T. Rowe Price Investment Management
Maryland
$141M
JIM
28
Jensen Investment Management
Oregon
$139M
UBS Group
29
UBS Group
Switzerland
$134M
Legal & General Group
30
Legal & General Group
United Kingdom
$132M
Bank of New York Mellon
31
Bank of New York Mellon
New York
$129M
BG
32
Bahl & Gaynor
Ohio
$120M
Nordea Investment Management
33
Nordea Investment Management
Sweden
$114M
PI
34
PineBridge Investments
New York
$113M
Kayne Anderson Rudnick Investment Management
35
Kayne Anderson Rudnick Investment Management
California
$112M
APG Asset Management
36
APG Asset Management
Netherlands
$109M
VFT
37
Vanguard Fiduciary Trust
Pennsylvania
$109M
NAMI
38
Nomura Asset Management International
Pennsylvania
$98.8M
Bank of America
39
Bank of America
North Carolina
$92.3M
Deutsche Bank
40
Deutsche Bank
Germany
$92M
CIM
41
Confluence Investment Management
Missouri
$86.8M
Qube Research & Technologies (QRT)
42
Qube Research & Technologies (QRT)
United Kingdom
$84.6M
Envestnet Asset Management
43
Envestnet Asset Management
Illinois
$83.6M
CBU
44
CIBC Bancorp USA
Illinois
$74.2M
Canada Pension Plan Investment Board
45
Canada Pension Plan Investment Board
Ontario, Canada
$73.7M
BNP Paribas Asset Management
46
BNP Paribas Asset Management
France
$69.4M
RG
47
Rathbones Group
United Kingdom
$65.4M
Corient Private Wealth
48
Corient Private Wealth
Florida
$64.8M
CAPTRUST Financial Advisors
49
CAPTRUST Financial Advisors
North Carolina
$63M
Manulife (Manufacturers Life Insurance)
50
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$62.8M