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Broadridge

1,047 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, 431 increasing their positions, 315 reducing their positions, and 189 closing their positions.

New
Increased
Maintained
Reduced
Closed

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

more call options, than puts

Call options by funds: $ | Put options by funds: $

more ownership

Funds ownership:

more funds holding in top 10

Funds holding in top 10:

7% less funds holding

Funds holding: 1,1271,047 (-80)

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: 189

Holders
1,047
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$21.6M
Puts
$18.8M
Net Calls
Net Calls Change

Top Buyers

1 +$506M
2 +$244M
3 +$138M
4
Millennium Management
Millennium Management
New York
+$125M
5
BlackRock
BlackRock
New York
+$91.4M
Name Holding Trade Value Shares
Change
Change in
Stake
MWM
151
Moran Wealth Management
Florida
$11.1M
IWC
152
Integrated Wealth Concepts
Massachusetts
$10.9M
State of Wisconsin Investment Board
153
State of Wisconsin Investment Board
Wisconsin
$10.8M
CIBC Asset Management
154
CIBC Asset Management
Ontario, Canada
$10.8M
DB
155
Danske Bank
Denmark
$10.5M
Fifth Third Bancorp
156
Fifth Third Bancorp
Ohio
$10.5M
Mariner
157
Mariner
Kansas
$10.4M
MCM
158
McRae Capital Management
New Jersey
$10.2M
MCM
159
Mattern Capital Management
Colorado
$10.2M
Truist Financial
160
Truist Financial
North Carolina
$10.1M
Cerity Partners
161
Cerity Partners
New York
$10M
TC
162
TwinBeech Capital
New York
$10M
DLA
163
Douglas Lane & Associates
New York
$9.96M
Susquehanna International Group
164
Susquehanna International Group
Pennsylvania
$9.91M
WT
165
Washington Trust
Rhode Island
$9.8M
LA
166
LBP AM
France
$9.78M
VIA
167
Vanguard Investments Australia
Australia
$9.5M
KLWA
168
Kelly Lawrence W & Associates
California
$9.36M
Luther King Capital Management (LKCM)
169
Luther King Capital Management (LKCM)
Texas
$9.36M
Chevy Chase Trust
170
Chevy Chase Trust
Maryland
$9.35M
DekaBank Deutsche Girozentrale
171
DekaBank Deutsche Girozentrale
Germany
$9.25M
ProShare Advisors
172
ProShare Advisors
Maryland
$9.14M
FNBOO
173
First National Bank of Omaha
Nebraska
$9.11M
PNC Financial Services Group
174
PNC Financial Services Group
Pennsylvania
$9.05M
Prudential Financial
175
Prudential Financial
New Jersey
$8.98M