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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
Jacobs Levy Equity Management
576
Jacobs Levy Equity Management
New Jersey
$527K
MSA
577
MUFG Securities Americas
New York
$525K
CG
578
Caprock Group
Idaho
$520K
TWIM
579
TIAA Wealth Investment Management
New York
$517K
BA
580
Bridgewater Advisors
New York
$511K
SAM
581
Securian Asset Management
Minnesota
$510K
GWP
582
Gen-Wealth Partners
Michigan
$508K
KRSITF
583
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$498K
PP
584
Paladin Partners
Wisconsin
$496K
EPW
585
Evolve Private Wealth
California
$493K
LCWP
586
Legacy Capital Wealth Partners
Arkansas
$490K
BAM
587
Blueshift Asset Management
New Jersey
$483K
SWK
588
Stephen W. Kidder
$479K
EAM
589
Eukles Asset Management
Ohio
$473K
MA
590
Mutual Advisors
Nebraska
$471K
EI
591
Ellevest Inc
New York
$468K
PIM
592
Plato Investment Management
Australia
$468K
EWM
593
Empirical Wealth Management
Washington
$458K
PPWP
594
Premier Path Wealth Partners
New Jersey
$458K
RCAG
595
Rehmann Capital Advisory Group
Michigan
$457K
GWM
596
Gibbs Wealth Management
Georgia
$457K
Vontobel Holding
597
Vontobel Holding
Switzerland
$455K
CG
598
Clarus Group
Texas
$452K
GCM
599
Gallacher Capital Management
Colorado
$448K
SCM
600
Stevens Capital Management
Pennsylvania
$441K