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
↓ -39
Streak
2Q ▼
Buyers last Q
46%

Smart Money Signals — BR

Based on 1017 hedge funds · latest filing: 2026 Q2 · updated quarterly

📉

Selling streak — 2 quarters in a row

last 6Q
For 2 consecutive quarters, 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 — 91% of 3.0Y peak

91% of all-time peak
1,017 funds currently hold this stock — 91% of the 3.0-year high of 1,121 funds (reached 2025 Q4). Ownership is elevated but not yet at maximum concentration. Room to grow, but watch if the trend reverses.
📉

Outflows — 6% fewer funds vs a year ago

fund count last 6Q
62 fewer hedge funds hold BR compared to a year ago (-6% decline). When institutions consistently reduce their exposure, it's worth exploring the underlying fundamental reasons driving them away.
🟠

More sellers than buyers — 46% buying

485 buying569 selling
Last quarter: 569 funds reduced or exited vs 485 that bought or added. When more than half of active funds are selling, it's a caution flag — especially if the stock price hasn't moved down yet.
⚠️

Fewer new buyers each quarter (-22 vs last Q)

new funds entering per quarter
Funds opening this position for the first time: 113 → 139 → 145 → 123. Each quarter fewer new institutions are entering. This usually means most funds that wanted in are already in — the stock is well-known but the pool of potential new buyers is shrinking.
🔒

67% of holders stayed for 2+ years

■ 67% conviction (2yr+) ■ 16% medium ■ 17% new
680 out of 1,017 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 +24%, value -14%

Value
-13%
Shares
+23%
Last quarter: funds added +24% more shares while total portfolio value only changed -14%. Institutions were buying while the price was falling — a high-conviction accumulation signal. They're deliberately loading up on the dip.
➡️

Steady discovery — ~123 new funds/quarter

90 → 113 → 139 → 145 → 123 new funds/Q
New funds entering each quarter: 113 → 139 → 145 → 123. Consistent flow of new institutional buyers without clear acceleration or slowdown.
🏛️

Veteran-anchored — 69% veterans vs 19% newcomers

■ 69% veterans ■ 12% 1-2yr ■ 19% new
Entry-cohort mix of 1,031 holders: 715 (69%) are 2+ year veterans, 121 entered 1–2 years ago, and 195 (19%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.
🏆

Elite ownership — 60% AUM from top-100 funds

60% from top-100 AUM funds
67 of 1015 holders are among the 100 largest funds by AUM, controlling 60% 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.
3.2
out of 10
Low Exit Risk
Exit risk score 3.2/10 — 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 Q2, 485 hedge funds were net buyers of BR (123 opened a new position, 362 added to an existing one), while 569 reduced or exited (407 trimmed, 162 sold completely) — a 46% buyer ratio, indicating roughly balanced activity. Net selling has persisted for two consecutive quarters. 60% of total institutional value in BR is held by top-100 AUM funds, reflecting elite-tier ownership quality. Net fund flow last quarter: -39 funds (more exits than new entries). Total institutional holders: 1017.

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.

Loading signal freshness…
Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

29 top-rated funds 3 high-conviction
Consensus
6.4
/ 10
breadth
×
Elite
2.6
/ 10
conviction
Hedge Fund Positioning: BR
1K + Investors

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

Metric All 13F Filers (2026 Q2) Prior (2026 Q1) Change
Funds Holding 1001 1056 -5.21%
13F Shares 107M 108M -0.96%
Total Value $14.41B $16.97B -15.1%
New Positions 118 145 -27
Increased Positions 357 427 -70
Closed Positions 171 209 -38
Reduced Positions 400 316 +84
Total Calls 8 7 14.29%
Total Puts 6 7 -14.29%
PUT/CALL Ratio 0.75 1.0 Neutral

Statistics: BR

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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:
Top 25 BR holders by conviction (% of portfolio weight) — 2026 Q2 · 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 Tilia Fiduciary Partners, INC. 0.90% 13,884 $1.9M
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 — 2 quarters in a row: For 2 consecutive quarters, 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?

More sellers than buyers — 46% buying: Last quarter: 569 funds reduced or exited vs 485 that bought or added. When more than half of active funds are selling, it's a caution flag — especially if the stock price hasn't moved down yet.

What is the fund quality score for BR holders?

Elite ownership — 60% AUM from top-100 funds: 67 of 1015 holders are among the 100 largest funds by AUM, controlling 60% 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?

67% of holders stayed for 2+ years: 680 out of 1,017 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.

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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