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590 hedge funds and large institutions have $18B invested in Nasdaq in 2021 Q1 according to their latest regulatory filings, with 75 funds opening new positions, 205 increasing their positions, 212 reducing their positions, and 71 closing their positions.

New
Increased
Maintained
Reduced
Closed

439% more call options, than puts

Call options by funds: $337M | Put options by funds: $62.5M

33% more funds holding in top 10

Funds holding in top 10: 34 (+1)

9% more capital invested

Capital invested by funds: $16.5B → $18B (+$1.49B)

6% more first-time investments, than exits

New positions opened: 75 | Existing positions closed: 71

0% more funds holding

Funds holding: 589590 (+1)

3% less repeat investments, than reductions

Existing positions increased: 205 | Existing positions reduced: 212

2.76% less ownership

Funds ownership: 225.86%223.1% (-2.8%)

Holders
590
Holders Change
+1
Holders Change %
+0.17%
% of All Funds
10.36%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.07%
New
75
Increased
205
Reduced
212
Closed
71
Calls
$337M
Puts
$62.5M
Net Calls
+$274M
Net Calls Change
+$615K
Name Holding Trade Value Shares
Change
Change in
Stake
WAM
401
World Asset Management
Michigan
$441K -$31.8K -669 -8%
Neuberger Berman Group
402
Neuberger Berman Group
New York
$440K +$441K +9,285 New
AII
403
AGF Investments Inc
Ontario, Canada
$438K +$423K +8,913 New
CI Investments Inc
404
CI Investments Inc
Ontario, Canada
$435K -$131K -2,751 -24%
Wolverine Trading
405
Wolverine Trading
Illinois
$435K +$420K +8,844 New
CDH
406
Charles D. Hyman
$432K
DCM
407
Delta Capital Management
New Jersey
$431K +$7.12K +150 +2%
DCM
408
Dupont Capital Management
Delaware
$431K +$28.9K +609 +7%
BAM
409
Blueshift Asset Management
New Jersey
$407K +$393K +8,286 New
KAS
410
Kestra Advisory Services
Texas
$406K +$55.4K +1,167 +16%
KWM
411
Kingsview Wealth Management
Oregon
$403K +$29.8K +627 +8%
ACA
412
Atlas Capital Advisors
Wyoming
$398K
SI
413
Sapience Investments
California
$389K
GI
414
Gradient Investments
Minnesota
$386K +$339K +7,149 +1,027%
BMC
415
Beaton Management Company
Massachusetts
$383K
AS
416
Altshuler Shaham
Israel
$381K +$369K +7,761 New
EI
417
Ethic Inc
New York
$377K +$364K +7,662 New
CANY
418
Caxton Associates (New York)
New York
$372K +$359K +7,566 New
ACM
419
Allred Capital Management
Texas
$366K -$34.6K -729 -9%
ClearBridge Investments
420
ClearBridge Investments
New York
$357K -$8.55K -180 -2%
Nomura Holdings
421
Nomura Holdings
Japan
$356K -$220K -4,635 -39%
EWM
422
Empirical Wealth Management
Washington
$353K +$341K +7,188 New
NGA
423
Naples Global Advisors
Florida
$352K
GEA
424
Glen Eagle Advisors
New Jersey
$345K +$24.2K +510 +8%
FRM
425
Fox Run Management
Connecticut
$338K +$327K +6,885 New

NDAQ Hedge Fund Activity: Q1 2021 in Review

590 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in Nasdaq (NDAQ) for Q1 2021, worth a combined $18B — up 9% from $16.5B a quarter earlier.

Buyers outnumbered sellers: 75 funds opened new NDAQ positions and 71 closed out — a net gain of 4 holders — while 205 added to existing stakes and 212 trimmed.

The largest buyer was Artisan Partners, opening a new position worth an estimated $267M. The largest seller was Vanguard Group, cutting an estimated $291M.

  • 590 institutional investors held Nasdaq (NDAQ) as of Q1 2021, up from 589 in Q4 2020.
  • Funds reported $18B of Nasdaq stock for Q1 2021, up 9% quarter-over-quarter.
  • 75 funds opened new Nasdaq positions in Q1 2021 and 71 closed out, a net change of +4 holders.
  • The largest Nasdaq buyer in Q1 2021 was Artisan Partners, an estimated $267M added.
  • The largest Nasdaq seller in Q1 2021 was Vanguard Group, an estimated $291M sold.

Based on aggregated 13F filings for Q1 2021.