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Broadridge
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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 %
SEI Investments
176
SEI Investments
Pennsylvania
$10.2M +$2.88M +11,874 +40%
SMP
177
Santa Monica Partners
Florida
$9.89M – – –
KK
178
KLP Kapitalforvaltning
Norway
$9.85M +$24.3K +100 +0.2%
LOAME
179
Lombard Odier Asset Management (Europe)
United Kingdom
$9.64M +$5.06M +20,873 +111%
MGWM
180
Marks Group Wealth Management
Minnesota
$9.57M -$45.3K -187 -0.5%
MFAM
181
Motley Fool Asset Management
Virginia
$9.56M -$233K -963 -2%
MCG
182
McCollum Christoferson Group
New York
$9.44M -$27.4K -113 -0.3%
RAM
183
Resona Asset Management
Japan
$9.41M +$183K +756 +2%
COA
184
Crown Oak Advisors
California
$9.18M +$357K +1,472 +4%
LF
185
Lansforsakringar Fondforvaltning
Sweden
$9.17M -$893K -3,685 -9%
VCM
186
Vision Capital Management
Oregon
$9.13M +$22.1K +91 +0.2%
Handelsbanken Fonder
187
Handelsbanken Fonder
Sweden
$8.97M -$232K -955 -3%
Nomura Asset Management
188
Nomura Asset Management
Japan
$8.88M +$498K +2,056 +6%
Mariner
189
Mariner
Kansas
$8.84M +$1.75M +7,207 +25%
Schroder Investment Management Group
190
Schroder Investment Management Group
United Kingdom
$8.82M -$577K -2,430 -6%
SSA
191
Schonfeld Strategic Advisors
New York
$8.73M +$7.3M +30,116 +510%
LWM
192
Lyell Wealth Management
California
$8.73M +$1.46M +6,024 +20%
GAM
193
Gotham Asset Management
New York
$8.67M -$1.46M -6,016 -14%
State of New Jersey Common Pension Fund D
194
State of New Jersey Common Pension Fund D
New Jersey
$8.67M -$1.08M -4,444 -11%
Bank of Nova Scotia
195
Bank of Nova Scotia
Ontario, Canada
$8.61M -$14.5M -59,658 -63%
MIM
196
MetLife Investment Management
New Jersey
$8.5M -$146K -604 -2%
William Blair & Company
197
William Blair & Company
Illinois
$8.46M -$59.6K -246 -0.7%
AWM
198
Apollon Wealth Management
South Carolina
$8.44M +$6.5M +26,799 +335%
JF
199
Jump Financial
Illinois
$8.38M +$7.89M +32,545 +1,611%
NG
200
Northstar Group
New York
$8.29M +$121K +500 +1%
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