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Broadridge
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Overview Fund Activity

1,074 hedge funds and large institutions have $25.3B invested in Broadridge in 2025 Q2 according to their latest regulatory filings, with 82 funds opening new positions, 456 increasing their positions, 355 reducing their positions, and 75 closing their positions.

Holders
1,074
Holders Change
-20
Holders Change %
-1.83%
% of All Funds
14.42%
Holding in Top 10
7
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-41.67%
% of All Funds
0.09%
New
82
Increased
456
Reduced
355
Closed
75
Calls
$9.8M
Puts
$2.49M
Net Calls
+$7.31M
Net Calls Change
-$1.31M

Top Buyers

1
Norges Bank
1
Norges Bank
Norway
$124M
2
Vanguard Group
2
Vanguard Group
Pennsylvania
$3.65B
3
UBS AM
3
UBS AM
Illinois
$321M
4
Millennium Management
4
Millennium Management
New York
$80.7M
5
Bank of America
5
Bank of America
North Carolina
$207M

Top Sellers

1
Citadel Advisors
1
Citadel Advisors
Florida
$12.1M
2
JCM
2
Junto Capital Management
New York
$0
3
UBS Group
3
UBS Group
Switzerland
$101M
4
Balyasny Asset Management
4
Balyasny Asset Management
Illinois
$58.9M
5
GC
5
Gillson Capital
Illinois
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Millennium Management
51
Millennium Management
New York
$80.7M 332,143 +202,677 +157%
HSBC Holdings
52
HSBC Holdings
United Kingdom
$78.9M 325,092 -14,227 -4%
FAM
53
Fenimore Asset Management
New York
$76.9M 316,531 +2,065 +0.7%
First Trust Advisors
54
First Trust Advisors
Illinois
$76.5M 314,912 +67,751 +27%
LPL Financial
55
LPL Financial
California
$75.1M 309,068 +5,864 +2%
American Century Companies
56
American Century Companies
Missouri
$67.8M 279,069 +26,862 +11%
Royal Bank of Canada
57
Royal Bank of Canada
Ontario, Canada
$66.8M 274,867 -45,678 -14%
Sumitomo Mitsui Trust Group
58
Sumitomo Mitsui Trust Group
Japan
$66.1M 271,841 +10,992 +4%
RhumbLine Advisers
59
RhumbLine Advisers
Massachusetts
$64.1M 263,702 +1,847 +0.7%
Luther King Capital Management (LKCM)
60
Luther King Capital Management (LKCM)
Texas
$63.8M 262,508 -2,872 -1%
AQR Capital Management
61
AQR Capital Management
Connecticut
$63.5M 264,082 +52,978 +25%
LWCFA
62
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$62.8M 258,455 -3,111 -1%
Ninety One (UK)
63
Ninety One (UK)
United Kingdom
$62.7M 258,035 -14,902 -5%
SIC
64
Schwartz Investment Counsel
Michigan
$60.1M 247,350 – –
Balyasny Asset Management
65
Balyasny Asset Management
Illinois
$58.9M 242,310 -149,897 -38%
Qube Research & Technologies (QRT)
66
Qube Research & Technologies (QRT)
United Kingdom
$56M 230,534 -66,361 -22%
TD Asset Management
67
TD Asset Management
Ontario, Canada
$53.1M 218,643 -12,400 -5%
GKIM
68
GW&K Investment Management
Massachusetts
$53.1M 218,499 -4,363 -2%
Nordea Investment Management
69
Nordea Investment Management
Sweden
$52.9M 220,314 +63,798 +41%
California State Teachers Retirement System (CalSTRS)
70
California State Teachers Retirement System (CalSTRS)
California
$51.6M 212,354 +33,303 +19%
BMSSC
71
B. Metzler seel. Sohn & Co
Germany
$47.5M 195,612 -11,825 -6%
BNP Paribas Financial Markets
72
BNP Paribas Financial Markets
France
$46.4M 191,112 +25,302 +15%
Canada Pension Plan Investment Board
73
Canada Pension Plan Investment Board
Ontario, Canada
$45.3M 186,290 +6,822 +4%
Assenagon Asset Management
74
Assenagon Asset Management
Luxembourg
$43.7M 179,671 -65,049 -27%
BEI
75
Benjamin Edwards Inc
Missouri
$42.7M 175,619 +1,421 +0.8%
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