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Nasdaq
NDAQ

Overview Fund Activity

708 hedge funds and large institutions have $25.9B invested in Nasdaq in 2021 Q4 according to their latest regulatory filings, with 140 funds opening new positions, 262 increasing their positions, 204 reducing their positions, and 34 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
708
Holders Change
+99
Holders Change %
+16.26%
% of All Funds
10.93%
Holding in Top 10
7
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-12.5%
% of All Funds
0.11%
New
140
Increased
262
Reduced
204
Closed
34
Calls
$204M
Puts
$199M
Net Calls
+$4.84M
Net Calls Change
+$102M

Top Buyers

1
Diamond Hill Capital Management
Diamond Hill Capital Management
Ohio
+$104M
2
BlackRock
BlackRock
New York
+$76.2M
3
Robeco Institutional Asset Management
Robeco Institutional Asset Management
Netherlands
+$41.5M
4
Acadian Asset Management
Acadian Asset Management
Massachusetts
+$40.2M
5
Morgan Stanley
Morgan Stanley
New York
+$39.5M

Top Sellers

1
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
-$144M
2
Capital Research Global Investors
Capital Research Global Investors
California
-$118M
3
Mackenzie Financial
Mackenzie Financial
Ontario, Canada
-$62M
4
Capital World Investors
Capital World Investors
California
-$59M
5
Citadel Advisors
Citadel Advisors
Florida
-$38.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
IC
426
Inverness Counsel
New York
$565K -$272K -3,882 -32%
VFP
427
Verus Financial Partners
Virginia
$565K – – –
VIA
428
Vident Investment Advisory
Georgia
$564K -$34.2K -489 -6%
CI
429
Cigna Investments
Connecticut
$560K -$200K -2,850 -26%
GEA
430
Glen Eagle Advisors
New Jersey
$553K +$39.5K +564 +8%
TW
431
TrinityPoint Wealth
Connecticut
$551K -$143K -2,049 -21%
WWM
432
Western Wealth Management
Colorado
$551K +$551K +7,866 New
FCA
433
FinTrust Capital Advisors
South Carolina
$550K +$50.2K +717 +10%
BMC
434
Beaton Management Company
Massachusetts
$546K – – –
KWM
435
Kingsview Wealth Management
Oregon
$544K -$22K -315 -4%
IWP
436
Insight Wealth Partners
Texas
$536K +$536K +7,656 New
ALWM
437
Andrews Lucia Wealth Management
California
$530K +$530K +7,575 New
RIM
438
Redpoint Investment Management
Australia
$527K – – –
CCA
439
Checchi Capital Advisers
California
$510K +$16.8K +240 +3%
FTDI
440
First Trust Direct Indexing
Massachusetts
$510K +$125K +1,791 +33%
BCM
441
Brookstone Capital Management
Illinois
$510K +$216K +3,354 +74%
KAS
442
Kestra Advisory Services
Texas
$507K +$57.1K +816 +13%
CIBC Private Wealth Group
443
CIBC Private Wealth Group
Georgia
$505K +$505K +7,218 New
GCIA
444
Gabelli & Co Investment Advisers
New York
$504K -$21K -300 -4%
IRC
445
Investors Research Corp
Georgia
$504K – – –
NGA
446
Naples Global Advisors
Florida
$502K – – –
EGM
447
Engineers Gate Manager
New York
$494K +$494K +7,053 New
GIA
448
Gateway Investment Advisers
Ohio
$486K +$126K +1,800 +35%
RE
449
RBC Europe
United Kingdom
$481K -$5.71M -81,561 -92%
TI
450
Tidal Investments
Wisconsin
$478K +$38.7K +552 +9%
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