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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
Focus Partners Wealth
101
Focus Partners Wealth
Massachusetts
$22.5M
Assenagon Asset Management
102
Assenagon Asset Management
Luxembourg
$21.6M
Mackenzie Financial
103
Mackenzie Financial
Ontario, Canada
$19.7M
N
104
Natixis
France
$19.6M
Bank of Montreal
105
Bank of Montreal
Ontario, Canada
$19.4M
Universal-Beteiligungs- und Servicegesellschaft
106
Universal-Beteiligungs- und Servicegesellschaft
Germany
$18.9M
Zurich Cantonal Bank
107
Zurich Cantonal Bank
Switzerland
$18.9M
Osaic Holdings
108
Osaic Holdings
Arizona
$18.9M
ECSS
109
Eurizon Capital SGR SpA
$18.6M
Royal London Asset Management
110
Royal London Asset Management
United Kingdom
$18.2M
EWA
111
EP Wealth Advisors
California
$18.2M
Canada Life
112
Canada Life
Manitoba, Canada
$18.2M
Mirae Asset Global Investments
113
Mirae Asset Global Investments
South Korea
$17.5M
Korea Investment Corp
114
Korea Investment Corp
South Korea
$17.5M
BST
115
Bath Savings Trust
Maine
$17.4M
TD Asset Management
116
TD Asset Management
Ontario, Canada
$17M
Natixis Advisors
117
Natixis Advisors
Massachusetts
$17M
Voloridge Investment Management
118
Voloridge Investment Management
Florida
$16.8M
GAM
119
Gotham Asset Management
New York
$16.8M
State Board of Administration of Florida Retirement System
120
State Board of Administration of Florida Retirement System
Florida
$16.8M
Aviva
121
Aviva
United Kingdom
$16.4M
New York State Teachers Retirement System (NYSTRS)
122
New York State Teachers Retirement System (NYSTRS)
New York
$16.1M
SAM
123
Storebrand Asset Management
Norway
$15M
Mitsubishi UFJ Trust & Banking
124
Mitsubishi UFJ Trust & Banking
Japan
$14.7M
CB
125
Commerce Bank
Missouri
$14.5M