We are live on ! Find out more

525 hedge funds and large institutions have $10.3B invested in Nasdaq in 2018 Q4 according to their latest regulatory filings, with 79 funds opening new positions, 156 increasing their positions, 195 reducing their positions, and 65 closing their positions.

New
Increased
Maintained
Reduced
Closed

509% more call options, than puts

Call options by funds: $180M | Put options by funds: $29.6M

25% more funds holding in top 10

Funds holding in top 10: 45 (+1)

22% more first-time investments, than exits

New positions opened: 79 | Existing positions closed: 65

2.65% more ownership

Funds ownership: 228.07%230.73% (+2.7%)

2% more funds holding

Funds holding: 514525 (+11)

4% less capital invested

Capital invested by funds: $10.7B → $10.3B (-$436M)

20% less repeat investments, than reductions

Existing positions increased: 156 | Existing positions reduced: 195

Holders
525
Holders Change
+11
Holders Change %
+2.14%
% of All Funds
11.7%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.11%
New
79
Increased
156
Reduced
195
Closed
65
Calls
$180M
Puts
$29.6M
Net Calls
+$151M
Net Calls Change
+$11.8M
Name Holding Trade Value Shares
Change
Change in
Stake
OC
276
Oppenheimer & Co
New York
$691K -$27.8K -975 -4%
LCM
277
Laurion Capital Management
New York
$682K -$17.2M -604,269 -96%
PI
278
Pettee Investors
Connecticut
$681K
PAM
279
Panagora Asset Management
Massachusetts
$669K
FCM
280
Flinton Capital Management
Pennsylvania
$663K -$84.3K -2,958 -11%
P
281
Pitcairn
Pennsylvania
$652K -$106K -3,720 -13%
AG
282
Advisor Group
Arizona
$622K +$92K +3,228 +16%
SMDAM
283
Sumitomo Mitsui DS Asset Management
Japan
$620K -$64.6K -2,268 -9%
JMPWA
284
JP Morgan Private Wealth Advisors
California
$618K -$18K -630 -3%
BC
285
Burney Company
Virginia
$612K -$122K -4,290 -16%
SIM
286
Sentry Investment Management
Wisconsin
$605K -$16.6K -582 -3%
SAM
287
Shell Asset Management
Netherlands
$595K -$143K -5,004 -19%
HI
288
HBK Investments
Texas
$585K +$614K +21,528 New
1832 Asset Management
289
1832 Asset Management
Ontario, Canada
$584K +$496K +17,403 +228%
CMBA
290
C.M. Bidwell & Associates
Hawaii
$582K +$610K +21,390 New
SSA
291
Schonfeld Strategic Advisors
New York
$575K +$602K +21,132 New
DCM
292
Donaldson Capital Management
Indiana
$573K -$23.7M -831,933 -98%
PC
293
Palo Capital
California
$573K -$128K -4,485 -18%
II
294
IFM Investors
Australia
$568K +$66.1K +2,319 +12%
WCM
295
Wedge Capital Management
North Carolina
$563K -$34.6K -1,215 -6%
CANY
296
Caxton Associates (New York)
New York
$560K +$212K +7,449 +57%
SWMG
297
Signature Wealth Management Group
Georgia
$549K +$24.2K +849 +4%
TAM
298
Tyers Asset Management
Texas
$546K -$69.4K -2,436 -11%
WS
299
Wedbush Securities
California
$544K -$42K -1,473 -7%
WAM
300
World Asset Management
Michigan
$538K -$28K -981 -5%

NDAQ Hedge Fund Activity: Q4 2018 in Review

525 of the 4,488 institutional investors tracked by Wall St. Rank reported a position in Nasdaq (NDAQ) for Q4 2018, worth a combined $10.3B — down 4.1% from $10.7B a quarter earlier.

Buyers outnumbered sellers: 79 funds opened new NDAQ positions and 65 closed out — a net gain of 14 holders — while 156 added to existing stakes and 195 trimmed.

The largest buyer was Capital World Investors, adding an estimated $223M. The largest seller was Mackenzie Financial, cutting an estimated $92.1M.

  • 525 institutional investors held Nasdaq (NDAQ) as of Q4 2018, up from 514 in Q3 2018.
  • Funds reported $10.3B of Nasdaq stock for Q4 2018, down 4.1% quarter-over-quarter.
  • 79 funds opened new Nasdaq positions in Q4 2018 and 65 closed out, a net change of +14 holders.
  • The largest Nasdaq buyer in Q4 2018 was Capital World Investors, an estimated $223M added.
  • The largest Nasdaq seller in Q4 2018 was Mackenzie Financial, an estimated $92.1M sold.

Based on aggregated 13F filings for Q4 2018.