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Nasdaq
NDAQ

Overview Fund Activity

609 hedge funds and large institutions have $23.5B invested in Nasdaq in 2021 Q3 according to their latest regulatory filings, with 71 funds opening new positions, 213 increasing their positions, 216 reducing their positions, and 49 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
609
Holders Change
+15
Holders Change %
+2.53%
% of All Funds
10.7%
Holding in Top 10
8
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+60%
% of All Funds
0.14%
New
71
Increased
213
Reduced
216
Closed
49
Calls
$143M
Puts
$240M
Net Calls
-$97.1M
Net Calls Change
-$93.2M

Top Buyers

1
Diamond Hill Capital Management
Diamond Hill Capital Management
Ohio
+$204M
2
Vanguard Group
Vanguard Group
Pennsylvania
+$54.1M
3
Geode Capital Management
Geode Capital Management
Massachusetts
+$47.4M
4
Goldman Sachs
Goldman Sachs
New York
+$39.2M
5
Citadel Advisors
Citadel Advisors
Florida
+$37.9M

Top Sellers

1
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
-$104M
2
Capital International Investors
Capital International Investors
California
-$51.2M
3
Invesco
Invesco
Georgia
-$45.9M
4
Capital Research Global Investors
Capital Research Global Investors
California
-$33M
5
Deutsche Bank
Deutsche Bank
Germany
-$32.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
HWA
376
Heritage Wealth Advisors
Virginia
$655K -$164K -2,550 -20%
AIL
377
AGF Investments LLC
Ontario, Canada
$641K -$80.7K -1,254 -11%
TW
378
TrinityPoint Wealth
Connecticut
$639K +$15.1K +234 +2%
LHC
379
Little House Capital
Massachusetts
$634K -$27.8K -432 -4%
SF
380
Synovus Financial
Georgia
$634K -$12K -186 -2%
IEFM
381
IQ EQ Fund Management
Ireland
$628K -$2.43M -37,764 -79%
DCM
382
Donaldson Capital Management
Indiana
$628K -$561K -8,727 -47%
ACP
383
Aviance Capital Partners
Florida
$624K -$64.7K -1,005 -9%
IRF
384
IBM Retirement Fund
New York
$623K – – –
AWM
385
AE Wealth Management
Kansas
$599K +$118K +1,839 +25%
KRSITF
386
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$591K +$13.9K +216 +2%
P
387
Pitcairn
Pennsylvania
$587K -$2.7K -42 -0.5%
Wolverine Trading
388
Wolverine Trading
Illinois
$586K +$337K +5,208 +135%
B
389
Bellecapital
Switzerland
$579K – – –
RJT
390
Raymond James Trust
Florida
$577K +$238K +3,702 +70%
DCM
391
Delta Capital Management
New Jersey
$573K +$9.65K +150 +2%
CDH
392
Charles D. Hyman
$565K – – –
ETC
393
Exchange Traded Concepts
Oklahoma
$554K +$90.9K +1,413 +20%
VIA
394
Vident Investment Advisory
Georgia
$551K -$3.5M -54,288 -86%
VFP
395
Verus Financial Partners
Virginia
$547K – – –
CRCM
396
Corbett Road Capital Management
Virginia
$544K -$17.4K -270 -3%
PDN
397
Pensionfund DSM Netherlands
Netherlands
$540K +$540K +8,400 New
BAM
398
Boyar Asset Management
New York
$534K -$117K -1,824 -18%
FT
399
Fiduciary Trust
Massachusetts
$534K +$104K +1,620 +24%
KWM
400
Kingsview Wealth Management
Oregon
$520K – – –
14 15
16
17 18