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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

37% more repeat investments, than reductions

Existing positions increased: 433 | Existing positions reduced: 317

15% more call options, than puts

Call options by funds: $21.6M | Put options by funds: $18.8M

2.01% more ownership

Funds ownership: 91.77%93.78% (+2%)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

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
-78
Holders Change %
-6.9%
% of All Funds
12.97%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
134
Increased
433
Reduced
317
Closed
188
Calls
$21.6M
Puts
$18.8M
Net Calls
+$2.8M
Net Calls Change
-$976K
Name Holding Trade Value Shares
Change
Change in
Stake
N
51
Nuveen
North Carolina
$62.1M -$712K -3,748 -1%
Fayez Sarofim & Co
52
Fayez Sarofim & Co
Texas
$61.9M -$99.4M -523,233 -58%
Raymond James Financial
53
Raymond James Financial
Florida
$60.2M -$1.16M -6,081 -2%
Two Sigma Investments
54
Two Sigma Investments
New York
$58.9M +$58.5M +308,021 +564%
LPL Financial
55
LPL Financial
California
$57.4M +$3.43M +18,030 +5%
FAM
56
Fenimore Asset Management
New York
$56.5M +$4.62M +24,329 +8%
Swiss National Bank
57
Swiss National Bank
Switzerland
$55.6M +$4.27M +22,500 +7%
Baird Financial Group
58
Baird Financial Group
Wisconsin
$53.7M -$3.97M -20,878 -6%
SIC
59
Schwartz Investment Counsel
Michigan
$51.3M +$12.9M +68,140 +28%
SG Americas Securities
60
SG Americas Securities
New York
$51M +$21.3M +112,098 +56%
EARNEST Partners
61
EARNEST Partners
Georgia
$48.4M -$1.64M -8,651 -3%
Capital International Investors
62
Capital International Investors
California
$48.4M -$101M -531,823 -64%
Man Group
63
Man Group
United Kingdom
$45.5M +$27.8M +146,138 +109%
Marshall Wace
64
Marshall Wace
United Kingdom
$44.5M +$52M +273,860 New
California Public Employees Retirement System
65
California Public Employees Retirement System
California
$44.5M -$5.76M -30,301 -10%
RhumbLine Advisers
66
RhumbLine Advisers
Massachusetts
$42.1M +$208K +1,095 +0.4%
Parnassus Investments
67
Parnassus Investments
California
$42.1M -$20.1M -105,787 -29%
HSBC Holdings
68
HSBC Holdings
United Kingdom
$41.6M +$5.56M +29,272 +13%
VGA
69
Vanguard Global Advisers
Pennsylvania
$41.6M +$48.6M +255,981 New
Sumitomo Mitsui Trust Group
70
Sumitomo Mitsui Trust Group
Japan
$41.1M -$1.64M -8,623 -3%
GKIM
71
GW&K Investment Management
Massachusetts
$40.1M +$6.19M +32,597 +15%
Franklin Resources
72
Franklin Resources
California
$39.7M -$32.8M -172,598 -41%
VIM
73
Vinva Investment Management
Australia
$39.5M +$43.4M +228,421 +1,772%
BNP Paribas Financial Markets
74
BNP Paribas Financial Markets
France
$39.5M +$7.72M +40,627 +20%
Royal Bank of Canada
75
Royal Bank of Canada
Ontario, Canada
$39M -$11.6M -61,004 -20%