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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
KPWG
1201
KFA Private Wealth Group
Virginia
NAM
1202
NTV Asset Management
West Virginia
CFM
1203
Catalyst Funds Management
Australia
UFF
1204
USA Financial Formulas
Michigan
USB
1205
Union Savings Bank
Connecticut
FAM
1206
Fulcrum Asset Management
United Kingdom
LWANC
1207
Laurel Wealth Advisors (North Carolina)
North Carolina
UCB
1208
United Community Bank
South Carolina
IIM
1209
Intact Investment Management
Quebec, Canada
SIM
1210
Sentry Investment Management
Wisconsin
CPBTD
1211
Central Pacific Bank - Trust Division
Hawaii
CIA
1212
Cape Investment Advisory
Georgia
PB
1213
Prosperity Bancshares
Texas
NRG
1214
Nemes Rush Group
Michigan
GLF
1215
Groupe la Francaise
France
WWA
1216
Wealth Watch Advisors
Colorado
CFS
1217
CGC Financial Services
Oregon
EW
1218
Elyxium Wealth
California
RWM
1219
RMG Wealth Management
Wisconsin
GWM
1220
Greenline Wealth Management
Florida
HHMI
1221
Howard Hughes Medical Institute
Maryland
HCM
1222
Hollencrest Capital Management
California
NWM
1223
Nova Wealth Management
Florida
LB
1224
Legacy Bridge
Iowa
MSWM
1225
Mowery & Schoenfeld Wealth Management
Illinois