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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 %
National Pension Service
76
National Pension Service
South Korea
$41.7M 171,777 +1,308 +0.8%
ACA
77
Anchor Capital Advisors
Massachusetts
$41.7M 171,773 -8,455 -5%
Mackenzie Financial
78
Mackenzie Financial
Ontario, Canada
$39.1M 160,831 -15,490 -9%
Focus Partners Wealth
79
Focus Partners Wealth
Massachusetts
$37.5M 154,006 +979 +0.6%
Aberdeen Group
80
Aberdeen Group
United Kingdom
$36.5M 151,879 +28,225 +23%
Canada Life
81
Canada Life
Manitoba, Canada
$34.9M 143,600 -8,273 -5%
ZIM
82
Zacks Investment Management
Illinois
$34M 139,877 +1,483 +1%
Russell Investments Group
83
Russell Investments Group
United Kingdom
$33.9M 139,617 +13,738 +11%
Axa
84
Axa
France
$33.6M 138,166 +47,939 +53%
AV
85
ASR Vermogensbeheer
Netherlands
$32.1M 132,095 +1,660 +1%
Public Employees Retirement Association of Colorado
86
Public Employees Retirement Association of Colorado
Colorado
$32M 131,851 -289 -0.2%
Neuberger Berman Group
87
Neuberger Berman Group
New York
$31.6M 129,959 +110,470 +567%
Natixis Advisors
88
Natixis Advisors
Massachusetts
$31.1M 128,050 +10,368 +9%
Victory Capital Management
89
Victory Capital Management
Texas
$28.6M 117,739 +42,195 +56%
Zurich Cantonal Bank
90
Zurich Cantonal Bank
Switzerland
$28.2M 116,051 +4,174 +4%
State Board of Administration of Florida Retirement System
91
State Board of Administration of Florida Retirement System
Florida
$27.7M 113,920 +1,410 +1%
BST
92
Bath Savings Trust
Maine
$27.3M 112,351 -542 -0.5%
ACA
93
Aptus Capital Advisors
Alabama
$27.1M 111,464 +8,545 +8%
Korea Investment Corp
94
Korea Investment Corp
South Korea
$26.6M 109,390 +29,457 +37%
Connor, Clark & Lunn Investment Management (CC&L)
95
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$26.1M 107,459 +76,802 +251%
Citigroup
96
Citigroup
New York
$26.1M 107,215 -30,959 -22%
Royal London Asset Management
97
Royal London Asset Management
United Kingdom
$25.7M 105,777 -2,192 -2%
Universal-Beteiligungs- und Servicegesellschaft
98
Universal-Beteiligungs- und Servicegesellschaft
Germany
$25.7M 105,695 -7,331 -6%
LCOV
99
London Company of Virginia
Virginia
$25.4M 104,670 -86,959 -45%
DP
100
Dearborn Partners
Illinois
$25.2M 103,671 +951 +0.9%
2 3
4
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