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Nasdaq
NDAQ

Overview Fund Activity

585 hedge funds and large institutions have $16.5B invested in Nasdaq in 2020 Q4 according to their latest regulatory filings, with 79 funds opening new positions, 202 increasing their positions, 216 reducing their positions, and 69 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
585
Holders Change
+6
Holders Change %
+1.04%
% of All Funds
10.38%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.05%
New
79
Increased
202
Reduced
216
Closed
69
Calls
$315M
Puts
$41.4M
Net Calls
+$274M
Net Calls Change
+$60.3M

Top Buyers

1
Vanguard Group
Vanguard Group
Pennsylvania
$1.91B
2
Franklin Resources
Franklin Resources
California
$272M
3
KBC Group
KBC Group
Belgium
$118M
4
Capital Research Global Investors
Capital Research Global Investors
California
$325M
5
Balyasny Asset Management
Balyasny Asset Management
Illinois
$39.9M

Top Sellers

1
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
$1.83B
2
CIM
CCLA Investment Management
United Kingdom
$0
3
Schroder Investment Management Group
Schroder Investment Management Group
United Kingdom
$117M
4
Capital International Investors
Capital International Investors
California
$189M
5
FPP
Findlay Park Partners
United Kingdom
$81.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
AWM
301
AE Wealth Management
Kansas
$1.11M +$254K +5,742 +30%
NFG
302
Nations Financial Group
Iowa
$1.1M +$172K +3,876 +18%
CCM
303
Coldstream Capital Management
Washington
$1.1M +$247K +5,571 +29%
CGH
304
Crossmark Global Holdings
Texas
$1.09M -$26.6K -600 -2%
P
305
Pitcairn
Pennsylvania
$1.08M -$15.5K -351 -1%
MIA
306
MainStreet Investment Advisors
Illinois
$1.06M -$96.5K -2,181 -8%
PI
307
PFS Investments
Georgia
$1.04M +$259K +5,523 +33%
Caisse de Depot et Placement du Quebec (CDPQ)
308
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$1.04M +$1.04M +23,454 New
Janney Montgomery Scott
309
Janney Montgomery Scott
Pennsylvania
$1.04M +$604K +13,641 +140%
HF
310
Halpern Financial
Virginia
$1.02M – – –
PI
311
Pettee Investors
Connecticut
$1.02M – – –
FWC
312
First Washington Corp
Washington
$1.01M -$13.3K -300 -1%
MPWT
313
MassMutual Private Wealth & Trust
Connecticut
$995K -$86.9K -1,965 -8%
PTC
314
Private Trust Company
Ohio
$989K +$4.78K +108 +0.5%
SLI
315
Sumitomo Life Insurance
Japan
$983K +$983K +22,212 New
ATC
316
Argent Trust Co
Tennessee
$978K -$73.5K -1,662 -7%
FCM
317
Fairbanks Capital Management
California
$975K -$664 -15 -0.1%
BFM
318
Boothbay Fund Management
New York
$974K +$974K +22,002 New
NMERB
319
New Mexico Educational Retirement Board
New Mexico
$959K -$13.3K -300 -1%
Pacer Advisors
320
Pacer Advisors
Pennsylvania
$951K -$103K -2,322 -10%
LSERS
321
Louisiana State Employees Retirement System
Louisiana
$942K +$172K +3,900 +22%
OQS
322
Occudo Quantitative Strategies
Florida
$939K +$939K +21,222 New
KRS
323
Kentucky Retirement Systems
Kentucky
$929K +$38.5K +870 +4%
SIM
324
Sentry Investment Management
Wisconsin
$908K – – –
Cambridge Investment Research Advisors
325
Cambridge Investment Research Advisors
Iowa
$902K +$15.1K +342 +2%
11 12
13
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