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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
IPAM
176
ICICI Prudential Asset Management
India
$8.88M +$3.95M +20,800 +61%
CGH
177
Crossmark Global Holdings
Texas
$8.87M -$277K -1,460 -3%
Asset Management One
178
Asset Management One
Japan
$8.86M -$56.4K -297 -0.5%
QCM
179
Qsemble Capital Management
New York
$8.74M +$10.2M +53,813 New
Capital Fund Management (CFM)
180
Capital Fund Management (CFM)
France
$8.63M +$10.1M +53,138 New
TI
181
Tidal Investments
Wisconsin
$8.55M +$10M +52,640 New
ECM
182
ExodusPoint Capital Management
New York
$8.5M +$4.14M +21,800 +71%
GIA
183
GHP Investment Advisors
Colorado
$8.45M -$1.11M -5,835 -10%
Creative Planning
184
Creative Planning
Kansas
$8.39M +$3.74M +19,664 +61%
VMPIC
185
Varma Mutual Pension Insurance Co
Finland
$8.27M -$2.85M -15,000 -23%
UF
186
Univest Financial
Pennsylvania
$8.23M +$9.62M +50,636 New
AAM
187
Advisors Asset Management
Colorado
$8.16M -$1.38M -7,254 -13%
Treasurer of the State of North Carolina
188
Treasurer of the State of North Carolina
North Carolina
$8.11M +$203K +1,066 +2%
IMCOOI
189
Investment Management Corp of Ontario (IMCO)
Canada
$8.08M +$7.34M +38,610 +347%
SO
190
STRS Ohio
Ohio
$7.93M +$1.9M +9,996 +26%
EF
191
Empowered Funds
Pennsylvania
$7.87M +$2.12M +11,152 +30%
ET
192
Entropy Technologies
New York
$7.66M +$6.54M +34,418 +270%
AMM
193
American Money Management
California
$7.64M +$1.03M +5,428 +13%
Handelsbanken Fonder
194
Handelsbanken Fonder
Sweden
$7.54M -$138K -726 -2%
MSV
195
MN Services Vermogensbeheer
Netherlands
$7.36M
SAM
196
Southernsun Asset Management
Tennessee
$7.35M +$86.3K +454 +1%
MIF
197
Mediolanum International Funds
Ireland
$7.33M +$7.5M +39,478 +737%
TAF
198
Tredje AP-fonden
Sweden
$7.29M +$6.74M +35,481 +379%
MFWM
199
Motley Fool Wealth Management
Virginia
$7.12M -$3M -15,806 -27%
US Bancorp
200
US Bancorp
Minnesota
$7.08M -$421K -2,214 -5%