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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
CS
476
Cannell & Spears
New York
$956K
CF
477
Centaurus Financial
California
$956K
CIC
478
Crawford Investment Counsel
Georgia
$956K
DZ Bank
479
DZ Bank
Germany
$955K
SFG
480
SNS Financial Group
Minnesota
$949K
GT
481
Glenmede Trust
Pennsylvania
$944K
Allspring Global Investments
482
Allspring Global Investments
North Carolina
$942K
O
483
Ossiam
France
$935K
BIG
484
Brooklyn Investment Group
New York
$933K
FDCDDQ
485
Federation des caisses Desjardins du Quebec
Quebec, Canada
$932K
AWMS
486
Advocacy Wealth Management Services
Georgia
$931K
Northwestern Mutual Wealth Management
487
Northwestern Mutual Wealth Management
Wisconsin
$921K
MSRPS
488
Maryland State Retirement & Pension System
Maryland
$920K
TH
489
TCTC Holdings
Texas
$909K
BPA
490
Beacon Pointe Advisors
California
$909K
VA
491
Vident Advisory
Georgia
$908K
I
492
InceptionR
California
$906K
OAC
493
OMERS Administration Corp
Ontario, Canada
$900K
EOJOAM
494
E. Ohman J:or Asset Management
Sweden
$886K
MAM
495
Martingale Asset Management
Massachusetts
$882K
ATPW
496
Ashton Thomas Private Wealth
Arizona
$878K
CMA
497
Cedar Mountain Advisors
Oregon
$875K
IMRF
498
Illinois Municipal Retirement Fund
Illinois
$874K
NMERB
499
New Mexico Educational Retirement Board
New Mexico
$869K
VT
500
Vise Technologies
New York
$862K