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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
QWM
1051
Quaker Wealth Management
New Jersey
$163 +$190 +1 New
1CP
1052
1015 Capital Partners
Pennsylvania
$162 -$2.09K -11 -92%
NF
1053
Napier Financial
Massachusetts
$162 +$190 +1 New
WA
1054
Westfuller Advisors
New York
$9 -$12K -63 Closed
Norges Bank
1055
Norges Bank
Norway
-$346M -1,551,748 Closed
JG
1056
Jain Global
New York
-$34.6M -155,182 Closed
FAF
1057
Första AP-fonden
Sweden
-$17.5M -78,400 Closed
WPI
1058
Walter Public Investments
Canada
-$14.6M -65,569 Closed
IG
1059
ING Group
Netherlands
-$11.7M -52,385 Closed
AIMC
1060
Alley Investment Management Company
Illinois
-$11.5M -51,369 Closed
AWM
1061
Axxcess Wealth Management
California
-$7.2M -32,247 Closed
OBGC
1062
O'Brien Greene & Co
Pennsylvania
-$6.99M -31,309 Closed
PKC
1063
Palmer Knight Company
Florida
-$5.48M -24,569 Closed
Skandinaviska Enskilda Banken (SEB)
1064
Skandinaviska Enskilda Banken (SEB)
Sweden
-$5.37M -24,048 Closed
BA
1065
Bridgewater Associates
Connecticut
-$4.77M -21,352 Closed
WFMPM
1066
Woodley Farra Manion Portfolio Management
Indiana
-$4.28M -19,085 Closed
AAM
1067
Aureus Asset Management
Massachusetts
-$4.12M -18,456 Closed
PAMP
1068
Polar Asset Management Partners
Ontario, Canada
-$4.01M -17,978 Closed
DIA
1069
Dean Investment Associates
Ohio
-$3.27M -14,647 Closed
DWM
1070
Dakota Wealth Management
Florida
-$2.7M -12,088 Closed
UOTTAIMCU
1071
University of Texas/Texas AM Investment Management Co (UTIMCO)
Texas
-$2.69M -12,036 Closed
VIA
1072
Virtus Investment Advisers
Connecticut
-$1.85M -8,300 Closed
PPF
1073
PFA Pension Forsikringsaktieselskab
-$1.81M -8,016 Closed
LCM
1074
Logan Capital Management
Pennsylvania
-$1.52M -7,982 Closed
DCM
1075
Dean Capital Management
Kansas
-$1.69M -7,595 Closed