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Broadridge
BR

Overview Fund Activity

1,093 hedge funds and large institutions have $25.3B invested in Broadridge in 2025 Q1 according to their latest regulatory filings, with 127 funds opening new positions, 386 increasing their positions, 401 reducing their positions, and 53 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,093
Holders Change
+54
Holders Change %
+5.2%
% of All Funds
14.84%
Holding in Top 10
12
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+100%
% of All Funds
0.16%
New
127
Increased
386
Reduced
401
Closed
53
Calls
$23.6M
Puts
$14.9M
Net Calls
+$8.62M
Net Calls Change
+$2.43M

Top Buyers

1
Ameriprise
Ameriprise
Minnesota
+$214M
2
Vanguard Group
Vanguard Group
Pennsylvania
+$106M
3
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors
North Carolina
+$93.1M
4
Barclays
Barclays
United Kingdom
+$68.5M
5
Principal Financial Group
Principal Financial Group
Iowa
+$59.9M

Top Sellers

1
Capital International Investors
Capital International Investors
California
-$97.1M
2
Aberdeen Group
Aberdeen Group
United Kingdom
-$90.8M
3
Millennium Management
Millennium Management
New York
-$61.7M
4
T. Rowe Price Investment Management
T. Rowe Price Investment Management
Maryland
-$61.4M
5
JIM
Jensen Investment Management
Oregon
-$57.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
AAF
126
Andra AP-fonden
Sweden
$17.9M +$1.09M +4,500 +6%
KLWA
127
Kelly Lawrence W & Associates
California
$17.9M -$169K -695 -0.9%
Mitsubishi UFJ Trust & Banking
128
Mitsubishi UFJ Trust & Banking
Japan
$17.6M +$535K +2,206 +3%
Pictet Asset Management
129
Pictet Asset Management
Switzerland
$16.8M -$2.46M -10,154 -13%
PI
130
PineBridge Investments
New York
$16.6M -$13.2M -54,385 -44%
Manulife (Manufacturers Life Insurance)
131
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$16.5M -$426K -1,756 -3%
ROC
132
Running Oak Capital
Minnesota
$16.5M +$866K +3,565 +6%
Ohio Public Employees Retirement System (OPERS)
133
Ohio Public Employees Retirement System (OPERS)
Ohio
$16.3M +$2.44M +10,073 +18%
State of Wisconsin Investment Board
134
State of Wisconsin Investment Board
Wisconsin
$16.1M -$1.18M -4,883 -7%
VOYA Investment Management
135
VOYA Investment Management
Georgia
$16M -$9.88M -40,756 -38%
DLA
136
Douglas Lane & Associates
New York
$15.1M -$812K -3,348 -5%
Chevy Chase Trust
137
Chevy Chase Trust
Maryland
$14.9M +$8.24K +34 +0.1%
Prudential Financial
138
Prudential Financial
New Jersey
$14.7M +$182K +751 +1%
AAM
139
Advisors Asset Management
Colorado
$14.7M -$466K -1,921 -3%
MCM
140
McRae Capital Management
New Jersey
$14.5M -$402K -1,660 -3%
Robeco Institutional Asset Management
141
Robeco Institutional Asset Management
Netherlands
$14.5M +$338K +1,396 +2%
CGH
142
Crossmark Global Holdings
Texas
$14.4M +$219K +904 +2%
WT
143
Washington Trust
Rhode Island
$14.2M -$365K -1,504 -3%
FNBT
144
FineMark National Bank & Trust
Florida
$13.9M +$362K +1,492 +3%
Toronto Dominion Bank
145
Toronto Dominion Bank
Ontario, Canada
$13.7M -$1.43M -5,883 -9%
WCA
146
Waratah Capital Advisors
Ontario, Canada
$13.7M +$13.7M +56,651 New
CIBC Asset Management
147
CIBC Asset Management
Ontario, Canada
$13.6M +$9.2M +37,926 +210%
FAF
148
Första AP-fonden
Sweden
$13.2M -$485K -2,000 -4%
SW
149
SVB Wealth
Massachusetts
$13.2M -$5.58M -23,015 -30%
DekaBank Deutsche Girozentrale
150
DekaBank Deutsche Girozentrale
Germany
$13.1M -$112K -476 -0.9%
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