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Broadridge
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Overview Fund Activity

1,093 hedge funds and large institutions have $25.3B invested in Broadridge in 2025 Q1 according to their latest regulatory filings, with 127 funds opening new positions, 386 increasing their positions, 401 reducing their positions, and 53 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,093
Holders Change
+54
Holders Change %
+5.2%
% of All Funds
14.84%
Holding in Top 10
12
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+100%
% of All Funds
0.16%
New
127
Increased
386
Reduced
401
Closed
53
Calls
$23.6M
Puts
$14.9M
Net Calls
+$8.62M
Net Calls Change
+$2.43M

Top Buyers

1
Ameriprise
Ameriprise
Minnesota
+$214M
2
Vanguard Group
Vanguard Group
Pennsylvania
+$106M
3
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors
North Carolina
+$93.1M
4
Barclays
Barclays
United Kingdom
+$68.5M
5
Principal Financial Group
Principal Financial Group
Iowa
+$59.9M

Top Sellers

1
Capital International Investors
Capital International Investors
California
-$97.1M
2
Aberdeen Group
Aberdeen Group
United Kingdom
-$90.8M
3
Millennium Management
Millennium Management
New York
-$61.7M
4
T. Rowe Price Investment Management
T. Rowe Price Investment Management
Maryland
-$61.4M
5
JIM
Jensen Investment Management
Oregon
-$57.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
Mackenzie Financial
76
Mackenzie Financial
Ontario, Canada
$42.8M -$12M -49,641 -22%
BEI
77
Benjamin Edwards Inc
Missouri
$42.2M +$5.98M +24,662 +16%
National Pension Service
78
National Pension Service
South Korea
$41.3M +$3.21M +13,255 +8%
BNP Paribas Financial Markets
79
BNP Paribas Financial Markets
France
$40.2M -$19.4M -80,074 -33%
Nordea Investment Management
80
Nordea Investment Management
Sweden
$37.5M +$19.9M +83,117 +113%
Focus Partners Wealth
81
Focus Partners Wealth
Massachusetts
$37.2M -$917K -3,776 -2%
Canada Life
82
Canada Life
Manitoba, Canada
$36.9M -$617K -2,543 -2%
GC
83
Gillson Capital
Illinois
$35.5M +$17.7M +72,992 +99%
ZIM
84
Zacks Investment Management
Illinois
$33.6M +$1.11M +4,589 +3%
Citigroup
85
Citigroup
New York
$33.5M +$13.4M +55,177 +66%
Aviva
86
Aviva
United Kingdom
$32.3M +$4.65M +19,168 +17%
Public Employees Retirement Association of Colorado
87
Public Employees Retirement Association of Colorado
Colorado
$32M – – –
Teacher Retirement System of Texas
88
Teacher Retirement System of Texas
Texas
$31.8M -$18.4M -76,024 -37%
AV
89
ASR Vermogensbeheer
Netherlands
$31.6M +$31.6M +130,435 New
Millennium Management
90
Millennium Management
New York
$31.4M -$61.7M -254,296 -66%
WorldQuant Millennium Advisors
91
WorldQuant Millennium Advisors
New York
$31.3M -$3.12M -12,859 -9%
Russell Investments Group
92
Russell Investments Group
United Kingdom
$30.5M +$12M +49,744 +65%
Aberdeen Group
93
Aberdeen Group
United Kingdom
$29.6M -$90.8M -379,250 -75%
Adage Capital Partners
94
Adage Capital Partners
Massachusetts
$29.6M +$8.29M +34,200 +39%
Bank of Montreal
95
Bank of Montreal
Ontario, Canada
$29.1M -$7.54M -31,085 -21%
HighTower Advisors
96
HighTower Advisors
Illinois
$29M -$523K -2,158 -2%
Natixis Advisors
97
Natixis Advisors
Massachusetts
$28.5M +$1.12M +4,638 +4%
Universal-Beteiligungs- und Servicegesellschaft
98
Universal-Beteiligungs- und Servicegesellschaft
Germany
$27.4M +$344K +1,419 +1%
BST
99
Bath Savings Trust
Maine
$27.4M -$288K -1,189 -1%
State Board of Administration of Florida Retirement System
100
State Board of Administration of Florida Retirement System
Florida
$27.3M – – –
2 3
4
5 6