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494 hedge funds and large institutions have $10.9B invested in Nasdaq in 2018 Q1 according to their latest regulatory filings, with 58 funds opening new positions, 166 increasing their positions, 179 reducing their positions, and 54 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more funds holding in top 10

Funds holding in top 10: 24 (+2)

11% more capital invested

Capital invested by funds: $9.79B → $10.9B (+$1.08B)

7% more first-time investments, than exits

New positions opened: 58 | Existing positions closed: 54

7% less repeat investments, than reductions

Existing positions increased: 166 | Existing positions reduced: 179

1% less funds holding

Funds holding: 501494 (-7)

2.88% less ownership

Funds ownership: 230.01%227.13% (-2.9%)

86% less call options, than puts

Call options by funds: $27.3M | Put options by funds: $195M

Holders
494
Holders Change
-7
Holders Change %
-1.4%
% of All Funds
11.32%
Holding in Top 10
4
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+100%
% of All Funds
0.09%
New
58
Increased
166
Reduced
179
Closed
54
Calls
$27.3M
Puts
$195M
Net Calls
-$168M
Net Calls Change
-$136M
Name Holding Trade Value Shares
Change
Change in
Stake
FMLI
401
Fukoku Mutual Life Insurance
Japan
$155K
MCM
402
Manchester Capital Management
Vermont
$153K
APA
403
American Portfolios Advisors
New York
$150K +$141K +5,214 New
CTC
404
Central Trust Company
Missouri
$135K -$810 -30 -0.6%
WAM
405
Wealthspire Advisors (Maryland)
Maryland
$132K -$13.4K -495 -10%
DAM
406
Delta Asset Management
Tennessee
$123K
OIA
407
OneDigital Investment Advisors
Kansas
$110K +$162 +6 +0.2%
QI
408
QS Investors
New York
$98K
APP
409
Avantax Planning Partners
Iowa
$93K +$87.2K +3,231 New
FMTCOCP
410
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$86.6K
PGA
411
Premia Global Advisors
Florida
$84K
Northwestern Mutual Wealth Management
412
Northwestern Mutual Wealth Management
Wisconsin
$80K -$1.94K -72 -3%
HMS
413
Hanseatic Management Services
New Mexico
$79K +$13K +480 +21%
BBHC
414
Brown Brothers Harriman & Co
New York
$78K -$15K -555 -17%
LFA
415
Legacy Financial Advisors
Kentucky
$77K -$166K -6,141 -70%
DCM
416
Dupont Capital Management
Delaware
$72K +$13.8K +510 +26%
HT
417
Heritage Trust
Oklahoma
$69K
YWP
418
YorkBridge Wealth Partners
New York
$66K
NO
419
Ninety One
South Africa
$62K
CIBC Private Wealth Group
420
CIBC Private Wealth Group
Georgia
$61K -$891 -33 -2%
OIA
421
Optimum Investment Advisors
Illinois
$52K +$48.6K +1,800 New
FDCDDQ
422
Federation des caisses Desjardins du Quebec
Quebec, Canada
$51.7K
GRP
423
Global Retirement Partners
California
$49K +$4.86K +180 +12%
ARMT
424
Amica Retiree Medical Trust
Rhode Island
$47K +$43.8K +1,623 New
Fifth Third Bancorp
425
Fifth Third Bancorp
Ohio
$45K +$15.1K +561 +56%

NDAQ Hedge Fund Activity: Q1 2018 in Review

494 of the 4,363 institutional investors tracked by Wall St. Rank reported a position in Nasdaq (NDAQ) for Q1 2018, worth a combined $10.9B — up 11% from $9.79B a quarter earlier.

Buyers outnumbered sellers: 58 funds opened new NDAQ positions and 54 closed out — a net gain of 4 holders — while 166 added to existing stakes and 179 trimmed.

The largest buyer was Findlay Park Partners, opening a new position worth an estimated $89.1M. The largest seller was BlackRock, cutting an estimated $77.5M.

  • 494 institutional investors held Nasdaq (NDAQ) as of Q1 2018, down from 501 in Q4 2017.
  • Funds reported $10.9B of Nasdaq stock for Q1 2018, up 11% quarter-over-quarter.
  • 58 funds opened new Nasdaq positions in Q1 2018 and 54 closed out, a net change of +4 holders.
  • The largest Nasdaq buyer in Q1 2018 was Findlay Park Partners, an estimated $89.1M added.
  • The largest Nasdaq seller in Q1 2018 was BlackRock, an estimated $77.5M sold.

Based on aggregated 13F filings for Q1 2018.