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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
ECAM
526
East Coast Asset Management
Massachusetts
$721K
WA
527
Waverly Advisors
Alabama
$717K
BCI
528
Brinker Capital Investments
Pennsylvania
$711K
SCB
529
Saudi Central Bank
Saudi Arabia
$700K
TMAM
530
Tokio Marine Asset Management
Japan
$694K
BP
531
Ballentine Partners
Massachusetts
$693K
TCM
532
Twin Capital Management
Pennsylvania
$674K
VAS
533
Vestmark Advisory Solutions
Massachusetts
$673K
FPAS
534
Focus Partners Advisor Solutions
Missouri
$672K
MIM
535
Morningstar Investment Management
Illinois
$668K
KFA
536
Kelleher Financial Advisors
New York
$651K
BO
537
Bank OZK
Arkansas
$650K
VNT
538
Vanguard National Trust
Pennsylvania
$650K
Nomura Holdings
539
Nomura Holdings
Japan
$649K
PCM
540
Polymer Capital Management
New York
$649K
CBA
541
Coastal Bridge Advisors
Connecticut
$646K
RWM
542
Ritholtz Wealth Management
New York
$641K
EF
543
Empirical Finance
Pennsylvania
$639K
LFG
544
Larson Financial Group
Missouri
$638K
NA
545
Nordwand Advisors
Pennsylvania
$634K
WF
546
Welch & Forbes
Massachusetts
$634K
RBI
547
Raiffeisen Bank International
Austria
$634K
AFG
548
ABLE Financial Group
Arizona
$630K
DIP
549
DT Investment Partners
Pennsylvania
$629K
LRWM
550
Lord & Richards Wealth Management
Colorado
$617K