We are live on ! Find out more
BR icon

Broadridge

1,011 hedge funds and large institutions have $14.8B invested in Broadridge in 2026 Q2 according to their latest regulatory filings, with 114 funds opening new positions, 364 increasing their positions, 405 reducing their positions, and 145 closing their positions.

New
Increased
Maintained
Reduced
Closed

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

0.94% less ownership

Funds ownership: 93.8%92.85% (-0.94%)

10% less call options, than puts

Call options by funds: $28.9M | Put options by funds: $32.1M

5% less funds holding

Funds holding: 1,0611,011 (-50)

10% less repeat investments, than reductions

Existing positions increased: 364 | Existing positions reduced: 405

18% less capital invested

Capital invested by funds: $18B → $14.8B (-$3.23B)

21% less first-time investments, than exits

New positions opened: 114 | Existing positions closed: 145

Holders
1,011
Holders Change
-50
Holders Change %
-4.71%
% of All Funds
12.21%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
114
Increased
364
Reduced
405
Closed
145
Calls
$28.9M
Puts
$32.1M
Net Calls
-$3.18M
Net Calls Change
-$5.98M
Name Holding Trade Value Shares
Change
Change in
Stake
Bank of Montreal
101
Bank of Montreal
Ontario, Canada
$18.3M +$2.14M +14,172 +12%
Mirae Asset Global Investments
102
Mirae Asset Global Investments
South Korea
$17.2M +$2.69M +17,829 +17%
Canada Life
103
Canada Life
Manitoba, Canada
$17M +$1.95M +12,934 +12%
Aberdeen Group
104
Aberdeen Group
United Kingdom
$17M -$2.74M -18,129 -13%
JF
105
Jump Financial
Illinois
$16.9M +$6.9M +45,716 +59%
N
106
Natixis
France
$16.9M +$410K +2,717 +2%
Susquehanna International Group
107
Susquehanna International Group
Pennsylvania
$16.8M +$9.31M +61,672 +101%
AssetMark Inc
108
AssetMark Inc
California
$16.4M +$6.4M +42,363 +55%
Fayez Sarofim & Co
109
Fayez Sarofim & Co
Texas
$15.8M -$40.1M -265,507 -70%
OQS
110
Occudo Quantitative Strategies
Florida
$15.5M +$14.2M +94,208 +491%
Royal London Asset Management
111
Royal London Asset Management
United Kingdom
$15.5M +$131K +865 +0.8%
ECSS
112
Eurizon Capital SGR SpA
$15.3M -$462K -3,059 -3%
Los Angeles Capital Management
113
Los Angeles Capital Management
California
$14.7M +$12.9M +85,151 +382%
Swedbank
114
Swedbank
Sweden
$14.7M +$11.3M +75,081 +235%
Aviva
115
Aviva
United Kingdom
$14.5M +$805K +5,333 +5%
TI
116
Tidal Investments
Wisconsin
$14.3M +$7.85M +51,975 +99%
PAM
117
Panagora Asset Management
Massachusetts
$14.2M +$14M +92,865 +874%
State Board of Administration of Florida Retirement System
118
State Board of Administration of Florida Retirement System
Florida
$14.1M -$13.7K -91 -0.1%
SLAM
119
Swiss Life Asset Management
$14M +$3.65M +24,171 +31%
New York State Teachers Retirement System (NYSTRS)
120
New York State Teachers Retirement System (NYSTRS)
New York
$12.7M -$905K -5,992 -6%
Adage Capital Partners
121
Adage Capital Partners
Massachusetts
$12.6M +$1.5M +9,900 +12%
Universal-Beteiligungs- und Servicegesellschaft
122
Universal-Beteiligungs- und Servicegesellschaft
Germany
$12.6M -$3.73M -24,698 -21%
Focus Partners Wealth
123
Focus Partners Wealth
Massachusetts
$12.6M -$7.02M -46,452 -34%
DCP
124
Distillate Capital Partners
Illinois
$12.6M +$501K +3,317 +4%
National Bank of Canada
125
National Bank of Canada
Quebec, Canada
$12.2M +$8.44M +55,917 +170%

BR Hedge Fund Activity: Q2 2026 in Review

1,011 of the 8,279 institutional investors tracked by Wall St. Rank reported a position in Broadridge (BR) for Q2 2026, worth a combined $14.8B — down 18% from $18B a quarter earlier.

Sellers outnumbered buyers: 145 funds closed out of BR and 114 opened new positions — a net loss of 31 holders — while 405 trimmed existing stakes and 364 added.

The largest buyer was Fidelity International, adding an estimated $173M. The largest seller was AllianceBernstein, cutting an estimated $188M.

  • 1,011 institutional investors held Broadridge (BR) as of Q2 2026, down from 1,061 in Q1 2026.
  • Funds reported $14.8B of Broadridge stock for Q2 2026, down 18% quarter-over-quarter.
  • 114 funds opened new Broadridge positions in Q2 2026 and 145 closed out, a net change of -31 holders.
  • The largest Broadridge buyer in Q2 2026 was Fidelity International, an estimated $173M added.
  • The largest Broadridge seller in Q2 2026 was AllianceBernstein, an estimated $188M sold.

Based on aggregated 13F filings for Q2 2026.