We are live on ! Find out more
NDAQ icon

Nasdaq

514 hedge funds and large institutions have $11.5B invested in Nasdaq in 2018 Q2 according to their latest regulatory filings, with 67 funds opening new positions, 173 increasing their positions, 188 reducing their positions, and 42 closing their positions.

New
Increased
Maintained
Reduced
Closed

334% more call options, than puts

Call options by funds: $199M | Put options by funds: $45.7M

75% more funds holding in top 10

Funds holding in top 10: 47 (+3)

60% more first-time investments, than exits

New positions opened: 67 | Existing positions closed: 42

5% more capital invested

Capital invested by funds: $10.9B → $11.5B (+$584M)

4% more funds holding

Funds holding: 494514 (+20)

8% less repeat investments, than reductions

Existing positions increased: 173 | Existing positions reduced: 188

1.5% less ownership

Funds ownership: 227.13%225.63% (-1.5%)

Holders
514
Holders Change
+20
Holders Change %
+4.05%
% of All Funds
11.77%
Holding in Top 10
7
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+75%
% of All Funds
0.16%
New
67
Increased
173
Reduced
188
Closed
42
Calls
$199M
Puts
$45.7M
Net Calls
+$153M
Net Calls Change
+$321M
Name Holding Trade Value Shares
Change
Change in
Stake
PC
276
Palo Capital
California
$922K
MPWT
277
MassMutual Private Wealth & Trust
Connecticut
$917K -$10.2K -339 -1%
RC
278
RBF Capital
California
$913K
Creative Planning
279
Creative Planning
Kansas
$910K +$15.8K +525 +2%
NAM
280
Nissay Asset Management
Japan
$907K +$84.5K +2,811 +10%
P
281
Pitcairn
Pennsylvania
$862K -$49.9K -1,659 -6%
ACP
282
Aviance Capital Partners
Florida
$853K -$16.2K -540 -2%
CCMD
283
Cypress Capital Management (Delaware)
Delaware
$849K -$20.3K -675 -2%
FCM
284
Flinton Capital Management
Pennsylvania
$822K -$27.6K -918 -3%
GT
285
Glenmede Trust
Pennsylvania
$808K -$7.05M -234,444 -90%
OI
286
Oakbrook Investments
Illinois
$803K +$793K +26,385 New
Commonwealth Equity Services
287
Commonwealth Equity Services
Massachusetts
$782K +$184K +6,105 +31%
JMPWA
288
JP Morgan Private Wealth Advisors
California
$779K +$4.96K +165 +0.6%
PI
289
Pettee Investors
Connecticut
$762K
SMDAM
290
Sumitomo Mitsui DS Asset Management
Japan
$762K +$3.7K +123 +0.5%
Thrivent Financial for Lutherans
291
Thrivent Financial for Lutherans
Minnesota
$752K -$12.4M -414,051 -94%
PAM
292
Panagora Asset Management
Massachusetts
$750K -$52.8K -1,758 -7%
Walleye Trading
293
Walleye Trading
New York
$721K +$713K +23,706 New
PIM
294
Penobscot Investment Management
Massachusetts
$706K +$227K +7,560 +48%
WCM
295
Wedge Capital Management
North Carolina
$702K -$61.6K -2,049 -8%
JIP
296
Jaffetilchin Investment Partners
Florida
$696K +$78.6K +2,616 +13%
SIM
297
Sentry Investment Management
Wisconsin
$695K +$69K +2,295 +11%
PTC
298
Private Trust Company
Ohio
$691K -$2.89K -96 -0.4%
TAM
299
Tyers Asset Management
Texas
$677K -$22.7K -756 -3%
NB
300
Norinchukin Bank
Japan
$664K +$6.58K +219 +1%

NDAQ Hedge Fund Activity: Q2 2018 in Review

514 of the 4,368 institutional investors tracked by Wall St. Rank reported a position in Nasdaq (NDAQ) for Q2 2018, worth a combined $11.5B — up 5.4% from $10.9B a quarter earlier.

Buyers outnumbered sellers: 67 funds opened new NDAQ positions and 42 closed out — a net gain of 25 holders — while 173 added to existing stakes and 188 trimmed.

The largest buyer was Capital International Investors, adding an estimated $113M. The largest seller was Wellington Management Group, cutting an estimated $77.1M.

  • 514 institutional investors held Nasdaq (NDAQ) as of Q2 2018, up from 494 in Q1 2018.
  • Funds reported $11.5B of Nasdaq stock for Q2 2018, up 5.4% quarter-over-quarter.
  • 67 funds opened new Nasdaq positions in Q2 2018 and 42 closed out, a net change of +25 holders.
  • The largest Nasdaq buyer in Q2 2018 was Capital International Investors, an estimated $113M added.
  • The largest Nasdaq seller in Q2 2018 was Wellington Management Group, an estimated $77.1M sold.

Based on aggregated 13F filings for Q2 2018.