Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Broadridge Finl Solutions In (BR)

1K + Investors. Track Smart Money conviction in BR. See who's accumulating, reducing, or initiating positions.

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↓ -66
Streak
1Q ▼
Buyers last Q
52%

Smart Money Signals — BR

Based on 1054 hedge funds · latest filing: 2026 Q1 · updated quarterly

📉

Selling streak — 1 quarter in a row

last 6Q
For 1 consecutive quarter, more hedge funds reduced or closed their BR positions than added to them. Sustained institutional selling is a meaningful warning sign — these are professionals with deep research teams collectively deciding to exit.
📊

High ownership — 94% of 3.0Y peak

94% of all-time peak
1,054 funds currently hold this stock — 94% of the 3.0-year high of 1,120 funds (reached 2025 Q4). Ownership is elevated but not yet at maximum concentration. Room to grow, but watch if the trend reverses.
〰️

Stable — ownership unchanged year-over-year

fund count last 6Q
The number of hedge funds holding BR is almost the same as a year ago (-33 funds, -3% change). No significant rush to buy or sell — institutional backing is holding steady.
🟡

Slight buying edge — 52% buying

575 buying529 selling
Last quarter: 575 funds bought or added vs 529 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.
📈

More new buyers each quarter (+7 vs last Q)

new funds entering per quarter
Funds opening a new BR position: 90 → 113 → 138 → 145. A growing influx of new institutional buyers means the asset is still gathering momentum — the consensus hasn't fully saturated yet.
🔒

65% of holders stayed for 2+ years

■ 65% conviction (2yr+) ■ 18% medium ■ 17% new
684 out of 1,054 hedge funds have held BR for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.
💎

Buying through price weakness — shares +1%, value -27%

Value
-26%
Shares
+1%
Last quarter: funds added +1% more shares while total portfolio value only changed -27%. Institutions were buying while the price was falling — a high-conviction accumulation signal. They're deliberately loading up on the dip.
📈

Growing discovery — still being found

133 → 90 → 113 → 138 → 145 new funds/Q
New funds entering each quarter: 90 → 113 → 138 → 145. A growing number of institutions are discovering BR each quarter. The narrative is still spreading — leaving room for ongoing capital accumulation.
🏛️

Veteran-anchored — 68% veterans vs 21% newcomers

■ 68% veterans ■ 11% 1-2yr ■ 21% new
Entry-cohort mix of 1,066 holders: 726 (68%) are 2+ year veterans, 119 entered 1–2 years ago, and 221 (21%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.
🏆

Elite ownership — 58% AUM from top-100 funds

58% from top-100 AUM funds
64 of 1051 holders are among the 100 largest funds by AUM, controlling 58% of total institutional value in BR. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.
3.1
out of 10
Low Exit Risk
Exit risk score 3.1/10 — low institutional crowding. Ownership is below peak levels, holder base is relatively sticky, and buying momentum is positive.

Methodology note: these Smart Money cards use consecutive 13F disclosure snapshots, not trade-by-trade execution data. "Buying", "selling", "new holders", and "trimmed" refer to quarter-over-quarter changes in reported holders, aggregate shares, or disclosed position values between filings. They are useful for ownership regime analysis and crowding, but they do not imply exact trade timing on the filing date.

Institutional Sentiment Summary — BR

In 2026 Q1, 575 hedge funds were net buyers of BR (145 opened a new position, 430 added to an existing one), while 529 reduced or exited (318 trimmed, 211 sold completely) — a 52% buyer ratio, indicating a slight buying edge. 58% of total institutional value in BR is held by top-100 AUM funds, reflecting elite-tier ownership quality. Net fund flow last quarter: -66 funds (more exits than new entries). Total institutional holders: 1054.

Hedge Fund Ownership: BR

How many hedge funds hold BR — quarterly history vs. share price
Quarterly hedge fund ownership of BR vs. share price

Market Analysis: BR

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: BR

-- --

Institutional ownership data sourced from SEC EDGAR Form 13F-HR filings.

Is It Too Late to Buy Broadridge Finl Solutions In (BR) Based on Hedge Fund 13F Filings?

Signal Freshness measures how much BR has moved relative to its sector benchmark (XLK) since the 2026 Q2 13F filing. A stock that has barely outrun its sector is still a relatively fresh entry point — the fund's thesis has not yet been priced in by the broader market.

Since Quarter End June 30, 2026 · 46d ago
BR
+24.9%
XLK
-0.3%

BR outperformed XLK by +25.2% since June 30, 2026.

Since 13F Filing Date August 14, 2026 · 1d ago
BR
+0.0%
XLK
+0.0%

Since the filing became public, BR outperformed XLK by +0.0% .

Interpretation: The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference. Learn more →

Smart Money Signal ?
Broad Consensus, Selective Conviction

Many quality funds hold this stock, but top-tier positions remain relatively small.

65 top-rated funds 1 high-conviction
Consensus
7.9
/ 10
breadth
×
Elite
2.3
/ 10
conviction
Hedge Fund Positioning: BR
2026 Q2 Stats Unlock in 4 days 1K + Investors

Track Smart Money conviction in BR. See who's accumulating, reducing, or initiating positions.

Metric All 13F Filers (2026 Q1) Prior (2025 Q4) Change
Funds Holding 1043 1118 -6.71%
13F Shares 108M 107M 1.14%
Total Value $16.85B $23.06B -26.93%
New Positions 139 138 +1
Increased Positions 424 354 +70
Closed Positions 214 106 +108
Reduced Positions 314 432 -118
Total Calls 7 4 75.0%
Total Puts 7 5 40.0%
PUT/CALL Ratio 1.0 1.25 Neutral

Statistics: BR

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Enterprise Value/EBITDA --
Beta (5Y Monthly) --
Short Ratio (Days to Cover) --
Short % of Float --

Financial Highlights

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Institutional Holders (2026 Q2)

1K + investors

Explore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in BR. Verified SEC 13F-HR filings.

QUARTER:
2026 Q2 filings are still coming in. Only funds that have filed so far are shown — top holders may not have reported yet. Full 13F data typically settles by ~50 days after quarter-end.
Top 25 BR holders by conviction (% of portfolio weight) — 2026 Q1 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Ivy Lane Capital Management, LLC 3.17% 16,000 $2.2M
2 Crown Oak Advisors, LLC 2.44% 38,283 $5.2M
3 Mcrae Capital Management Inc 1.90% 70,604 $9.7M
4 Kelly Lawrence W & Associates Inc/Ca 1.68% 57,355 $7.9M
5 Running Oak Capital LLC 1.56% 66,426 $9.1M
6 Yacktman Asset Management LP 1.49% 878,522 $120.3M
7 Hall Laurie J Trustee 1.47% 34,410 $4.7M
8 Schwartz Investment Counsel Inc 1.43% 315,630 $43.2M
9 Ceera Investments, LLC 1.38% 23,694 $3.2M
10 Evexia Wealth LLC 1.33% 31,281 $4.9M
11 Hendershot Investments Inc. 1.32% 73,692 $10.1M
12 Bontempo Ohly Capital Mgmt LLC 1.30% 22,250 $3.0M
13 Tandem Investment Advisors, Inc. 1.28% 139,968 $19.2M
14 Jensen Investment Management Inc 1.26% 380,126 $52.1M
15 Bath Savings Trust Co 1.25% 88,254 $12.1M
16 Confluence Investment Management LLC 1.12% 523,341 $71.7M
17 Mattern Capital Management, LLC 1.06% 66,397 $9.1M
18 Semanteon Capital Management, LP 1.05% 1,702 $233K
19 Abacus FCF Advisors LLC 1.00% 39,873 $5.5M
20 Brady Family Wealth, LLC 1.00% 25,244 $3.5M
21 Kensington Investment Counsel, LLC 0.98% 16,442 $2.3M
22 American Money Management, LLC 0.97% 49,350 $6.8M
23 R.m.sincerbeaux Capital Management LLC 0.94% 12,900 $1.8M
24 Bell Asset Management Ltd 0.91% 24,789 $3.4M
25 Qsemble Capital Management, LP 0.89% 50,954 $7.0M
Investor Ownership
History 		% of Portfolio Prev % Rank Conviction Avg Buy Price 13F Score™ 3Y / 7Y Sell Timing Shares Mkt Value Change Change % Source Quarter Filed

Frequently Asked Questions — Broadridge Finl Solutions In (BR)

What does the Smart Money Trend signal show for BR?

Selling streak — 1 quarter in a row: For 1 consecutive quarter, more hedge funds reduced or closed their BR positions than added to them. Sustained institutional selling is a meaningful warning sign — these are professionals with deep research teams collectively deciding to exit.

What is the institutional breadth score for BR?

Slight buying edge — 52% buying: Last quarter: 575 funds bought or added vs 529 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.

What is the fund quality score for BR holders?

Elite ownership — 58% AUM from top-100 funds: 64 of 1051 holders are among the 100 largest funds by AUM, controlling 58% of total institutional value in BR. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.

How long have hedge funds held BR?

65% of holders stayed for 2+ years: 684 out of 1,054 hedge funds have held BR for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.

Is it too late to buy Broadridge Finl Solutions In (BR) following the 2026 Q2 hedge fund 13F filings?

As of today, BR has moved +0.0% since the 2026 Q2 13F filing date (August 14, 2026), compared to +0.0% for the XLK sector ETF — an outperformance of +0.0%. Since the quarter end (June 30, 2026), BR has gained +24.9% vs -0.3% for XLK. The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference.

Where does this institutional ownership data come from?

All holdings data is sourced from SEC Form 13F filings, which institutional investment managers with over $100 million in assets are required to submit quarterly. Data is parsed directly from SEC EDGAR.

Disclaimer: The information on this page is for informational purposes only and does not constitute investment advice, a recommendation, or an offer to buy or sell any security. Institutional holdings data is sourced from SEC Form 13F filings and reflects positions as of the filing date. Past performance of any fund or portfolio is not indicative of future results. 13Foresight is not a registered investment adviser. Always conduct your own due diligence before making investment decisions.

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