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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

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: 1,1311,053 (-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
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
QWM
1051
Quaker Wealth Management
New Jersey
$163
1CP
1052
1015 Capital Partners
Pennsylvania
$162
NF
1053
Napier Financial
Massachusetts
$162
WA
1054
Westfuller Advisors
New York
$9
Norges Bank
1055
Norges Bank
Norway
JG
1056
Jain Global
New York
FAF
1057
Första AP-fonden
Sweden
WPI
1058
Walter Public Investments
Canada
IG
1059
ING Group
Netherlands
AIMC
1060
Alley Investment Management Company
Illinois
AWM
1061
Axxcess Wealth Management
California
OBGC
1062
O'Brien Greene & Co
Pennsylvania
PKC
1063
Palmer Knight Company
Florida
Skandinaviska Enskilda Banken (SEB)
1064
Skandinaviska Enskilda Banken (SEB)
Sweden
BA
1065
Bridgewater Associates
Connecticut
WFMPM
1066
Woodley Farra Manion Portfolio Management
Indiana
AAM
1067
Aureus Asset Management
Massachusetts
PAMP
1068
Polar Asset Management Partners
Ontario, Canada
DIA
1069
Dean Investment Associates
Ohio
DWM
1070
Dakota Wealth Management
Florida
UOTTAIMCU
1071
University of Texas/Texas AM Investment Management Co (UTIMCO)
Texas
VIA
1072
Virtus Investment Advisers
Connecticut
PPF
1073
PFA Pension Forsikringsaktieselskab
LCM
1074
Logan Capital Management
Pennsylvania
DCM
1075
Dean Capital Management
Kansas