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Nasdaq
NDAQ

Overview Fund Activity

542 hedge funds and large institutions have $13.5B invested in Nasdaq in 2019 Q4 according to their latest regulatory filings, with 83 funds opening new positions, 188 increasing their positions, 179 reducing their positions, and 41 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
542
Holders Change
+30
Holders Change %
+5.86%
% of All Funds
10.7%
Holding in Top 10
5
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.1%
New
83
Increased
188
Reduced
179
Closed
41
Calls
$227M
Puts
$16.2M
Net Calls
+$211M
Net Calls Change
+$36.9M

Top Buyers

1
Capital Research Global Investors
Capital Research Global Investors
California
+$225M
2
Truist Financial
Truist Financial
North Carolina
+$73.8M
3
Capital World Investors
Capital World Investors
California
+$65.9M
4
HIIFS
Harel Insurance Investments & Financial Services
Israel
+$30.8M
5
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
+$22.1M

Top Sellers

1
Invesco
Invesco
Georgia
-$118M
2
First Trust Advisors
First Trust Advisors
Illinois
-$47.3M
3
CS
Credit Suisse
Switzerland
-$47.1M
4
Janus Henderson Group
Janus Henderson Group
United Kingdom
-$39.3M
5
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$25.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
ClearBridge Investments
376
ClearBridge Investments
New York
$293K – – –
TW
377
TrinityPoint Wealth
Connecticut
$292K +$15.5K +435 +6%
KRSITF
378
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$291K -$214 -6 -0.1%
OAM
379
Optimal Asset Management
California
$291K +$291K +8,142 New
BRWM
380
B. Riley Wealth Management
Tennessee
$290K +$62.3K +1,743 +27%
PI
381
PEAK6 Investments
Illinois
$290K +$290K +8,115 New
PSUF
382
People's United Financial
Connecticut
$289K +$214 +6 +0.1%
PHK
383
Point72 Hong Kong
Hong Kong
$288K +$288K +8,067 New
AWM
384
AE Wealth Management
Kansas
$285K +$285K +7,974 New
BC
385
Burney Company
Virginia
$281K -$35K -981 -11%
SPIA
386
Steward Partners Investment Advisory
New York
$280K -$8.25K -231 -3%
VAG
387
VisionPoint Advisory Group
Texas
$279K – – –
BMC
388
Beaton Management Company
Massachusetts
$278K – – –
WI
389
Wintrust Investments
Illinois
$272K -$4.08K -114 -1%
RWA
390
Redhawk Wealth Advisors
Minnesota
$271K – – –
LNB
391
Ledyard National Bank
$264K -$1.39K -39 -0.5%
CFA
392
Carroll Financial Associates
North Carolina
$262K +$262K +7,356 New
GAM
393
Guinness Asset Management
United Kingdom
$258K +$25.1K +705 +11%
GIA
394
Gateway Investment Advisers
Ohio
$256K -$16.8K -471 -6%
FLII
395
First Long Island Investors
New York
$253K – – –
Franklin Resources
396
Franklin Resources
California
$250K +$33.1K +927 +15%
RJT
397
Raymond James Trust
Florida
$249K +$2.03K +57 +0.8%
PA
398
Profund Advisors
Maryland
$248K -$21.9K -612 -8%
NA
399
NewEdge Advisors
Louisiana
$245K +$245K +6,867 New
SS
400
Simplicity Solutions
Minnesota
$244K +$244K +6,840 New
14 15
16
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