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