BR icon

Broadridge

1,047 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, 431 increasing their positions, 315 reducing their positions, and 189 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: 1,1271,047 (-80)

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: 189

Holders
1,047
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
KBC Group
76
KBC Group
Belgium
$38.9M
LWCFA
77
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$38.2M
VAM
78
Vanguard Asset Management
$37.7M
Citadel Advisors
79
Citadel Advisors
Florida
$37.6M
First Trust Advisors
80
First Trust Advisors
Illinois
$37M
National Pension Service
81
National Pension Service
South Korea
$35.9M
California State Teachers Retirement System (CalSTRS)
82
California State Teachers Retirement System (CalSTRS)
California
$32.8M
Teacher Retirement System of Texas
83
Teacher Retirement System of Texas
Texas
$31.5M
TIA
84
Tandem Investment Advisors
South Carolina
$30.1M
Russell Investments Group
85
Russell Investments Group
United Kingdom
$29M
BEI
86
Benjamin Edwards Inc
Missouri
$27.5M
ACA
87
Anchor Capital Advisors
Massachusetts
$27.3M
BBHC
88
Brown Brothers Harriman & Co
New York
$26.9M
Pictet Asset Management
89
Pictet Asset Management
Switzerland
$26.8M
EGM
90
Engineers Gate Manager
New York
$26.5M
BMSSC
91
B. Metzler seel. Sohn & Co
Germany
$26.1M
Fidelity Investments
92
Fidelity Investments
Massachusetts
$26M
Victory Capital Management
93
Victory Capital Management
Texas
$26M
AV
94
ASR Vermogensbeheer
Netherlands
$25.9M
Tudor Investment Corp
95
Tudor Investment Corp
Connecticut
$25.1M
Principal Financial Group
96
Principal Financial Group
Iowa
$24.4M
Citigroup
97
Citigroup
New York
$23.2M
Aberdeen Group
98
Aberdeen Group
United Kingdom
$23.1M
American Century Companies
99
American Century Companies
Missouri
$22.9M
ZIM
100
Zacks Investment Management
Illinois
$22.6M