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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
Nisa Investment Advisors
201
Nisa Investment Advisors
Missouri
$6.91M -$513K -2,702 -6%
KK
202
KLP Kapitalforvaltning
Norway
$6.76M
NCM
203
Novare Capital Management
North Carolina
$6.76M +$7.9M +41,603 New
SMP
204
Santa Monica Partners
Florida
$6.63M
DPL
205
Danica Pension Livsforsikrings
$6.59M +$7.7M +40,535 New
SAW
206
Signal Advisors Wealth
Michigan
$6.58M +$686K +3,613 +10%
YIH
207
Y-Intercept (HK)
Hong Kong
$6.53M +$4.23M +22,272 +124%
BTW
208
Boston Trust Walden
Massachusetts
$6.5M +$1.74M +9,170 +30%
Jones Financial Companies
209
Jones Financial Companies
Missouri
$6.47M +$5.29M +27,829 +210%
Nomura Asset Management
210
Nomura Asset Management
Japan
$6.39M +$66.5K +350 +0.9%
AFA
211
Abacus FCF Advisors
Florida
$6.38M -$5.33M -28,080 -42%
COA
212
Crown Oak Advisors
California
$6.24M +$151K +794 +2%
RAM
213
Resona Asset Management
Japan
$6.21M +$404K +2,125 +6%
State of New Jersey Common Pension Fund D
214
State of New Jersey Common Pension Fund D
New Jersey
$6.17M
VCM
215
Vision Capital Management
Oregon
$6.16M +$31.7K +167 +0.4%
Ohio Public Employees Retirement System (OPERS)
216
Ohio Public Employees Retirement System (OPERS)
Ohio
$6.14M -$395K -2,077 -5%
BAMF
217
BI Asset Management Fondsmaeglerselskab
Denmark
$6.12M +$3.59M +18,906 +101%
LF
218
Lansforsakringar Fondforvaltning
Sweden
$6.07M +$3.23K +17 +0%
Cetera Investment Advisers
219
Cetera Investment Advisers
Illinois
$6.03M -$125K -658 -2%
XT
220
XTX Topco
Cayman Islands
$5.8M +$6.78M +35,699 New
NAAA
221
New Age Alpha Advisors
New York
$5.79M -$243K -1,280 -3%
EI
222
EFG International
$5.79M +$286K +1,508 +4%
SAM
223
SEB Asset Management
$5.7M +$6.67M +35,091 New
HighTower Advisors
224
HighTower Advisors
Illinois
$5.69M -$1.62M -8,540 -20%
NG
225
Northstar Group
New York
$5.65M -$119K -626 -2%