BR icon

Broadridge

1,085 hedge funds and large institutions have $25B invested in Broadridge in 2025 Q3 according to their latest regulatory filings, with 107 funds opening new positions, 369 increasing their positions, 386 reducing their positions, and 79 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more ownership

Funds ownership:

less funds holding

Funds holding:

less capital invested

Capital invested by funds: $ → $

4% less repeat investments, than reductions

Existing positions increased: 369 | Existing positions reduced: 386

29% less funds holding in top 10

Funds holding in top 10: 75 (-2)

68% less call options, than puts

Call options by funds: $15.5M | Put options by funds: $48.8M

Holders
1,085
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
5
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$15.5M
Puts
$48.8M
Net Calls
Net Calls Change

Top Sellers

1 -$312M
2 -$147M
3 -$133M
4
Millennium Management
Millennium Management
New York
-$76.6M
5
Ninety One (UK)
Ninety One (UK)
United Kingdom
-$60.8M
Name Holding Trade Value Shares
Change
Change in
Stake
Universal-Beteiligungs- und Servicegesellschaft
101
Universal-Beteiligungs- und Servicegesellschaft
Germany
$24.4M
WDA
102
Wendell David Associates
New Hampshire
$24.1M
BNP Paribas Asset Management
103
BNP Paribas Asset Management
France
$23.9M
Credit Agricole
104
Credit Agricole
France
$23.9M
Bank of Montreal
105
Bank of Montreal
Ontario, Canada
$23.5M
GAM
106
Gotham Asset Management
New York
$23.1M
New York State Common Retirement Fund
107
New York State Common Retirement Fund
New York
$22.5M
Mackenzie Financial
108
Mackenzie Financial
Ontario, Canada
$22.5M
GCM
109
Geneva Capital Management
Wisconsin
$22.1M
Aviva
110
Aviva
United Kingdom
$22.1M
New York State Teachers Retirement System (NYSTRS)
111
New York State Teachers Retirement System (NYSTRS)
New York
$21.5M
Jane Street
112
Jane Street
New York
$21.1M
Kovitz Investment Group Partners
113
Kovitz Investment Group Partners
Illinois
$20.8M
Truist Financial
114
Truist Financial
North Carolina
$20.5M
TI
115
Tidal Investments
Wisconsin
$19.9M
Adage Capital Partners
116
Adage Capital Partners
Massachusetts
$19.7M
NC
117
Nicholas Company
Wisconsin
$19.4M
CAM
118
Congress Asset Management
Massachusetts
$19.2M
Teacher Retirement System of Texas
119
Teacher Retirement System of Texas
Texas
$18.8M
National Bank of Canada
120
National Bank of Canada
Quebec, Canada
$18.8M
FAF
121
Första AP-fonden
Sweden
$18.5M
State of Wisconsin Investment Board
122
State of Wisconsin Investment Board
Wisconsin
$17.3M
Toronto Dominion Bank
123
Toronto Dominion Bank
Ontario, Canada
$17.1M
RIM
124
Rakuten Investment Management
Japan
$17M
Korea Investment Corp
125
Korea Investment Corp
South Korea
$16.9M