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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
BST
126
Bath Savings Trust
Maine
$12.1M -$2.88M -19,073 -18%
Mitsubishi UFJ Trust & Banking
127
Mitsubishi UFJ Trust & Banking
Japan
$12M -$453K -2,999 -3%
CIBC Asset Management
128
CIBC Asset Management
Ontario, Canada
$12M +$3.2M +21,214 +32%
EAM
129
EULAV Asset Management
Florida
$11.8M
GCM
130
Geneva Capital Management
Wisconsin
$11.1M -$869K -5,755 -7%
APG Asset Management
131
APG Asset Management
Netherlands
$10.6M -$104M -686,791 -89%
FAF
132
Fjarde Ap-fonden
Sweden
$10.5M -$1.1M -7,300 -9%
Mackenzie Financial
133
Mackenzie Financial
Ontario, Canada
$10.3M -$6.9M -45,657 -38%
VMPIC
134
Varma Mutual Pension Insurance Co
Finland
$10.3M +$3.7M +24,500 +48%
State of Wisconsin Investment Board
135
State of Wisconsin Investment Board
Wisconsin
$10.3M +$1.26M +8,353 +13%
VOYA Investment Management
136
VOYA Investment Management
Georgia
$10.1M +$756K +5,006 +7%
HI
137
Hendershot Investments
Virginia
$10.1M +$223K +1,474 +2%
LA
138
LBP AM
France
$10.1M +$2M +13,260 +22%
MCM
139
McRae Capital Management
New Jersey
$9.67M +$1.18M +7,832 +12%
EGM
140
Engineers Gate Manager
New York
$9.61M -$14.1M -93,208 -57%
National Pension Service
141
National Pension Service
South Korea
$9.59M -$22.8M -151,071 -68%
WDA
142
Wendell David Associates
New Hampshire
$9.59M -$2.54M -16,831 -19%
DP
143
Dearborn Partners
Illinois
$9.53M -$1.88M -12,442 -15%
AS
144
Aware Super
Australia
$9.44M -$160K -1,058 -2%
ProShare Advisors
145
ProShare Advisors
Maryland
$9.31M +$1.77M +11,715 +21%
New York State Common Retirement Fund
146
New York State Common Retirement Fund
New York
$9.27M -$3.05M -20,200 -23%
NC
147
Nicholas Company
Wisconsin
$9.24M -$1.35M -8,955 -12%
ROC
148
Running Oak Capital
Minnesota
$9.12M -$1.57M -10,423 -14%
DB
149
Danske Bank
Denmark
$9.12M +$257K +1,700 +3%
MCM
150
Mattern Capital Management
Colorado
$9.09M +$567K +3,754 +6%

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.