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Broadridge
BR

Overview Fund Activity

1,074 hedge funds and large institutions have $25.3B invested in Broadridge in 2025 Q2 according to their latest regulatory filings, with 82 funds opening new positions, 456 increasing their positions, 355 reducing their positions, and 75 closing their positions.

Holders
1,074
Holders Change
-20
Holders Change %
-1.83%
% of All Funds
14.42%
Holding in Top 10
7
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-41.67%
% of All Funds
0.09%
New
82
Increased
456
Reduced
355
Closed
75
Calls
$9.8M
Puts
$2.49M
Net Calls
+$7.31M
Net Calls Change
-$1.31M

Top Buyers

1
Norges Bank
1
Norges Bank
Norway
$124M
2
Vanguard Group
2
Vanguard Group
Pennsylvania
$3.65B
3
UBS AM
3
UBS AM
Illinois
$321M
4
Millennium Management
4
Millennium Management
New York
$80.7M
5
Bank of America
5
Bank of America
North Carolina
$207M

Top Sellers

1
Citadel Advisors
1
Citadel Advisors
Florida
$12.1M
2
JCM
2
Junto Capital Management
New York
$0
3
UBS Group
3
UBS Group
Switzerland
$101M
4
Balyasny Asset Management
4
Balyasny Asset Management
Illinois
$58.9M
5
GC
5
Gillson Capital
Illinois
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Teacher Retirement System of Texas
101
Teacher Retirement System of Texas
Texas
$25.1M 103,390 -27,615 -21%
WDA
102
Wendell David Associates
New Hampshire
$24.5M 100,929 -1,485 -1%
Fidelity Investments
103
Fidelity Investments
Massachusetts
$24.3M 99,918 +6,839 +7%
BNP Paribas Asset Management
104
BNP Paribas Asset Management
France
$24.1M 99,014 -4,316 -4%
GCM
105
Geneva Capital Management
Wisconsin
$23.7M 97,511 +3,236 +3%
New York State Teachers Retirement System (NYSTRS)
106
New York State Teachers Retirement System (NYSTRS)
New York
$21.9M 90,148 +2,438 +3%
National Bank of Canada
107
National Bank of Canada
Quebec, Canada
$21.5M 88,429 -11,861 -12%
MFWM
108
Motley Fool Wealth Management
Virginia
$21.4M 88,108 -10,178 -10%
Aviva
109
Aviva
United Kingdom
$21.2M 87,437 -45,826 -34%
Bank of Montreal
110
Bank of Montreal
Ontario, Canada
$21.1M 86,738 -33,322 -28%
Truist Financial
111
Truist Financial
North Carolina
$21.1M 86,650 -5,428 -6%
WPI
112
Walter Public Investments
Canada
$20.9M 86,140 -893 -1%
AAF
113
Andra AP-fonden
Sweden
$20.8M 85,400 +11,400 +15%
Caisse de Depot et Placement du Quebec (CDPQ)
114
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$20.7M 85,056 +85,056 New
New York State Common Retirement Fund
115
New York State Common Retirement Fund
New York
$20.1M 82,543 +1,357 +2%
CAM
116
Congress Asset Management
Massachusetts
$19.9M 81,872 -1,096 -1%
CWM
117
Congress Wealth Management
Massachusetts
$19.8M 81,531 -939 -1%
NC
118
Nicholas Company
Wisconsin
$19.8M 81,524 -30 -0%
WCA
119
Waratah Capital Advisors
Ontario, Canada
$19.4M 79,692 +23,041 +41%
Mitsubishi UFJ Trust & Banking
120
Mitsubishi UFJ Trust & Banking
Japan
$18.6M 76,604 +3,979 +5%
FRAF
121
Första AP-fonden
Sweden
$17.9M 73,500 +19,100 +35%
Federated Hermes
122
Federated Hermes
Pennsylvania
$17.8M 73,377 +29,980 +69%
PI
123
PineBridge Investments
New York
$17.5M 71,857 +3,331 +5%
KLWA
124
Kelly Lawrence W & Associates
California
$17.2M 70,747 -3,250 -4%
ROC
125
Running Oak Capital
Minnesota
$17M 69,886 +2,031 +3%
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