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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
SLI
1076
Sumitomo Life Insurance
Japan
KTM
1077
Keeler Thomas Management
Utah
ALMGDA
1078
AG2R La Mondiale Gestion d'Actifs
France
HAG
1079
HighPoint Advisor Group
Illinois
MFG
1080
Menard Financial Group
Texas
TIAA Trust, National Association
1081
TIAA Trust, National Association
North Carolina
Connor, Clark & Lunn Investment Management (CC&L)
1082
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
DTL
1083
Dynamic Technology Lab
Singapore
IA
1084
IFG Advisory
Georgia
LP
1085
Longaeva Partners
Illinois
FC
1086
Farringdon Capital
United Kingdom
HP
1087
Havemeyer Place
Connecticut
HH
1088
Hilltop Holdings
Texas
SC
1089
Sepio Capital
Utah
IC
1090
Inscription Capital
Texas
MLL
1091
Moody Lynn & Lieberson
Massachusetts
VWM
1092
Venturi Wealth Management
Texas
SRC
1093
Shufro Rose & Co
New York
AAM
1094
AMI Asset Management
California
FRA
1095
Frank Rimerman Advisors
California
BAM
1096
Belpointe Asset Management
Nevada
UW
1097
Unique Wealth
Florida
MM
1098
MQS Management
New York
PAG
1099
Private Advisor Group
New Jersey
OPOWM
1100
One Plus One Wealth Management
Florida