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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
Nisa Investment Advisors
201
Nisa Investment Advisors
Missouri
$6.91M
KK
202
KLP Kapitalforvaltning
Norway
$6.76M
NCM
203
Novare Capital Management
North Carolina
$6.76M
SMP
204
Santa Monica Partners
Florida
$6.63M
DPL
205
Danica Pension Livsforsikrings
$6.59M
SAW
206
Signal Advisors Wealth
Michigan
$6.58M
YIH
207
Y-Intercept (HK)
Hong Kong
$6.53M
BTW
208
Boston Trust Walden
Massachusetts
$6.5M
Jones Financial Companies
209
Jones Financial Companies
Missouri
$6.47M
Nomura Asset Management
210
Nomura Asset Management
Japan
$6.39M
AFA
211
Abacus FCF Advisors
Florida
$6.38M
COA
212
Crown Oak Advisors
California
$6.24M
RAM
213
Resona Asset Management
Japan
$6.21M
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
Ohio Public Employees Retirement System (OPERS)
216
Ohio Public Employees Retirement System (OPERS)
Ohio
$6.14M
BAMF
217
BI Asset Management Fondsmaeglerselskab
Denmark
$6.12M
LF
218
Lansforsakringar Fondforvaltning
Sweden
$6.07M
Cetera Investment Advisers
219
Cetera Investment Advisers
Illinois
$6.03M
XT
220
XTX Topco
Cayman Islands
$5.8M
NAAA
221
New Age Alpha Advisors
New York
$5.79M
EI
222
EFG International
$5.79M
SAM
223
SEB Asset Management
$5.7M
HighTower Advisors
224
HighTower Advisors
Illinois
$5.69M
NG
225
Northstar Group
New York
$5.65M