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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
IPAM
176
ICICI Prudential Asset Management
India
$8.88M
CGH
177
Crossmark Global Holdings
Texas
$8.87M
Asset Management One
178
Asset Management One
Japan
$8.86M
QCM
179
Qsemble Capital Management
New York
$8.74M
Capital Fund Management (CFM)
180
Capital Fund Management (CFM)
France
$8.63M
TI
181
Tidal Investments
Wisconsin
$8.55M
ECM
182
ExodusPoint Capital Management
New York
$8.5M
GIA
183
GHP Investment Advisors
Colorado
$8.45M
Creative Planning
184
Creative Planning
Kansas
$8.39M
VMPIC
185
Varma Mutual Pension Insurance Co
Finland
$8.27M
UF
186
Univest Financial
Pennsylvania
$8.23M
AAM
187
Advisors Asset Management
Colorado
$8.16M
Treasurer of the State of North Carolina
188
Treasurer of the State of North Carolina
North Carolina
$8.11M
IMCOOI
189
Investment Management Corp of Ontario (IMCO)
Canada
$8.08M
SO
190
STRS Ohio
Ohio
$7.93M
EF
191
Empowered Funds
Pennsylvania
$7.87M
ET
192
Entropy Technologies
New York
$7.66M
AMM
193
American Money Management
California
$7.64M
Handelsbanken Fonder
194
Handelsbanken Fonder
Sweden
$7.54M
MSV
195
MN Services Vermogensbeheer
Netherlands
$7.36M
SAM
196
Southernsun Asset Management
Tennessee
$7.35M
MIF
197
Mediolanum International Funds
Ireland
$7.33M
TAF
198
Tredje AP-fonden
Sweden
$7.29M
MFWM
199
Motley Fool Wealth Management
Virginia
$7.12M
US Bancorp
200
US Bancorp
Minnesota
$7.08M