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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
FAF
1051
Första AP-fonden
Sweden
WPI
1052
Walter Public Investments
Canada
IG
1053
ING Group
Netherlands
AIMC
1054
Alley Investment Management Company
Illinois
AWM
1055
Axxcess Wealth Management
California
OBGC
1056
O'Brien Greene & Co
Pennsylvania
NA
1057
NewEdge Advisors
Louisiana
PKC
1058
Palmer Knight Company
Florida
Skandinaviska Enskilda Banken (SEB)
1059
Skandinaviska Enskilda Banken (SEB)
Sweden
BA
1060
Bridgewater Associates
Connecticut
WFMPM
1061
Woodley Farra Manion Portfolio Management
Indiana
AAM
1062
Aureus Asset Management
Massachusetts
PAMP
1063
Polar Asset Management Partners
Ontario, Canada
Pacer Advisors
1064
Pacer Advisors
Pennsylvania
DIA
1065
Dean Investment Associates
Ohio
DWM
1066
Dakota Wealth Management
Florida
UOTTAIMCU
1067
University of Texas/Texas AM Investment Management Co (UTIMCO)
Texas
VIA
1068
Virtus Investment Advisers
Connecticut
PPF
1069
PFA Pension Forsikringsaktieselskab
LCM
1070
Logan Capital Management
Pennsylvania
DCM
1071
Dean Capital Management
Kansas
KRS
1072
Kentucky Retirement Systems
Kentucky
PGCM
1073
Prescott Group Capital Management
Oklahoma
SFI
1074
Susquehanna Fundamental Investments
Pennsylvania
DWM
1075
Dynasty Wealth Management
Florida