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Broadridge

1,053 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, 433 increasing their positions, 317 reducing their positions, and 188 closing their positions.

New
Increased
Maintained
Reduced
Closed

37% more repeat investments, than reductions

Existing positions increased: 433 | Existing positions reduced: 317

15% more call options, than puts

Call options by funds: $21.6M | Put options by funds: $18.8M

2.01% more ownership

Funds ownership: 91.77%93.78% (+2%)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

7% less funds holding

Funds holding: 1,1311,053 (-78)

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: 188

Holders
1,053
Holders Change
-78
Holders Change %
-6.9%
% of All Funds
12.97%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
134
Increased
433
Reduced
317
Closed
188
Calls
$21.6M
Puts
$18.8M
Net Calls
+$2.8M
Net Calls Change
-$976K
Name Holding Trade Value Shares
Change
Change in
Stake
DCP
126
Distillate Capital Partners
Illinois
$14.4M +$16.8M +88,404 New
New York State Common Retirement Fund
127
New York State Common Retirement Fund
New York
$14.3M -$722K -3,800 -4%
GCM
128
Geneva Capital Management
Wisconsin
$14.2M -$824K -4,335 -5%
AAF
129
Andra AP-fonden
Sweden
$14.1M +$4.29M +22,600 +35%
WDA
130
Wendell David Associates
New Hampshire
$14.1M -$2.55M -13,440 -13%
EAM
131
EULAV Asset Management
Florida
$14M
ACA
132
Aptus Capital Advisors
Alabama
$13.7M -$7.77M -40,924 -33%
FAF
133
Fjarde Ap-fonden
Sweden
$13.6M +$7.5M +39,500 +89%
SEI Investments
134
SEI Investments
Pennsylvania
$13.4M +$3.99M +20,982 +34%
QCM
135
Quantinno Capital Management
New York
$13.4M -$6.5M -34,199 -29%
Adage Capital Partners
136
Adage Capital Partners
Massachusetts
$13.4M +$152K +800 +1%
DP
137
Dearborn Partners
Illinois
$13.3M -$1.92M -10,111 -11%
Allianz Asset Management
138
Allianz Asset Management
Germany
$13.2M +$11.2M +58,941 +261%
CAM
139
Congress Asset Management
Massachusetts
$12.7M -$73.7K -388 -0.5%
SLAM
140
Swiss Life Asset Management
$12.7M +$8M +42,091 +117%
AssetMark Inc
141
AssetMark Inc
California
$12.6M +$6.58M +34,658 +81%
JF
142
Jump Financial
Illinois
$12.6M +$14.7M +77,414 New
ROC
143
Running Oak Capital
Minnesota
$12.5M +$1.92M +10,089 +15%
NC
144
Nicholas Company
Wisconsin
$12.4M
HI
145
Hendershot Investments
Virginia
$11.7M +$13.7M +72,218 New
Mirae Asset Global ETFs Holdings
146
Mirae Asset Global ETFs Holdings
Hong Kong
$11.5M +$4.49M +23,659 +50%
Squarepoint
147
Squarepoint
New York
$11.4M +$9.1M +47,918 +213%
AS
148
Aware Super
Australia
$11.4M +$13.3M +69,979 New
VOYA Investment Management
149
VOYA Investment Management
Georgia
$11.2M +$2.67M +14,045 +26%
AC
150
Addenda Capital
Quebec, Canada
$11.1M +$321K +1,689 +3%