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Broadridge

1,054 hedge funds and large institutions have $18B invested in Broadridge in 2026 Q1 according to their latest regulatory filings, with 135 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: 1,1311,054 (-77)

25% less capital invested

Capital invested by funds: $23.9B → $18B (-$5.87B)

28% less first-time investments, than exits

New positions opened: 135 | Existing positions closed: 188

Holders
1,054
Holders Change
-77
Holders Change %
-6.81%
% of All Funds
12.98%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
135
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
DCM
1076
Dean Capital Management
Kansas
-$1.69M -7,595 Closed
KRS
1077
Kentucky Retirement Systems
Kentucky
-$1.63M -7,316 Closed
PGCM
1078
Prescott Group Capital Management
Oklahoma
-$1.56M -7,000 Closed
SFI
1079
Susquehanna Fundamental Investments
Pennsylvania
-$1.41M -6,296 Closed
DWM
1080
Dynasty Wealth Management
Florida
-$1.23M -5,510 Closed
SLI
1081
Sumitomo Life Insurance
Japan
-$1.21M -5,421 Closed
KTM
1082
Keeler Thomas Management
Utah
-$1.14M -5,125 Closed
ALMGDA
1083
AG2R La Mondiale Gestion d'Actifs
France
-$1.14M -5,093 Closed
HAG
1084
HighPoint Advisor Group
Illinois
-$1.12M -5,002 Closed
MFG
1085
Menard Financial Group
Texas
-$1.06M -4,735 Closed
TIAA Trust, National Association
1086
TIAA Trust, National Association
North Carolina
-$939K -4,207 Closed
Connor, Clark & Lunn Investment Management (CC&L)
1087
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
-$909K -4,075 Closed
DTL
1088
Dynamic Technology Lab
Singapore
-$868K -3,889 Closed
IA
1089
IFG Advisory
Georgia
-$731K -3,275 Closed
LP
1090
Longaeva Partners
Illinois
-$717K -3,213 Closed
FC
1091
Farringdon Capital
United Kingdom
-$712K -3,190 Closed
HP
1092
Havemeyer Place
Connecticut
-$703K -3,152 Closed
HH
1093
Hilltop Holdings
Texas
-$652K -2,923 Closed
SC
1094
Sepio Capital
Utah
-$648K -2,903 Closed
IC
1095
Inscription Capital
Texas
-$645K -2,889 Closed
MLL
1096
Moody Lynn & Lieberson
Massachusetts
-$606K -2,716 Closed
VWM
1097
Venturi Wealth Management
Texas
-$563K -2,521 Closed
SRC
1098
Shufro Rose & Co
New York
-$558K -2,500 Closed
AAM
1099
AMI Asset Management
California
-$533K -2,388 Closed
FRA
1100
Frank Rimerman Advisors
California
-$528K -2,366 Closed