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