LongBRJun 2026
Broadridge Financial Solutions
Merchant West rotated from Paychex into Broadridge because it views Broadridge's moat as structurally more durable. Its near-monopoly in proxy materials and investor…
BR
Which hedge funds are long BR?
2 published ideas on Broadridge Financial Solutions across 2 funds — 2 long and 0 short.
Each entry below comes from a hedge fund's own investor letter, not a 13F filing, so it carries the reasoning behind the position on Broadridge Financial Solutions: the full thesis, the risks the manager flagged, the conviction level and the time horizon. Positions may have changed since the letter was written.
Funds with a position view
Long theses
LongBRJun 2026
Broadridge Financial Solutions
Merchant West rotated from Paychex into Broadridge because it sees a materially more durable competitive moat. Broadridge processes more than 80% of US shares outstanding held in…