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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
Simplex Trading
801
Simplex Trading
Illinois
$207K
OAM
802
Oxford Asset Management
United Kingdom
$207K
TFA
803
Tranquilli Financial Advisor
New Jersey
$203K
HPCM
804
Hunter Perkins Capital Management
Illinois
$202K
PE
805
PCM Encore
Colorado
$202K
CIAM
806
Caitong International Asset Management
Hong Kong
$202K
SFC
807
SYM Financial Corp
Indiana
$201K
ML
808
McAdam LLC
Pennsylvania
$200K
GWS
809
Greykasell Wealth Strategies
California
$196K
HDIM
810
Hanson & Doremus Investment Management
Vermont
$187K
CI
811
CX Institutional
Indiana
$186K
SCM
812
Sterling Capital Management
North Carolina
$181K
KFI
813
Key Financial Inc
Pennsylvania
$181K
MPWT
814
MassMutual Private Wealth & Trust
Connecticut
$169K
CT
815
Colonial Trust
South Carolina
$158K
MB
816
MidFirst Bank
Oklahoma
$155K
RMC
817
Resources Management Corp
Connecticut
$151K
AA
818
Ancora Advisors
Ohio
$144K
EDRH
819
Edmond de Rothschild Holding
Switzerland
$143K
SAM
820
Smartleaf Asset Management
Massachusetts
$142K
BTI
821
Blue Trust Inc
Georgia
$142K
DWP
822
Destiny Wealth Partners
Florida
$137K
Fidelity International
823
Fidelity International
Bermuda
$134K
QL
824
Quarry LP
New York
$131K
LS
825
Livforsakringsbolaget Skandia
Sweden
$128K