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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
CHP
451
Cable Hill Partners
Oregon
$9K -$8.18K -303 -50%
MPPLM
452
Midwest Professional Planners Ltd (MPPL)
Wisconsin
$9K
RCAG
453
Rehmann Capital Advisory Group
Michigan
$9K +$8.34K +309 New
Carson Wealth (CWM LLC)
454
Carson Wealth (CWM LLC)
Nebraska
$8K +$1.3K +48 +20%
FMA
455
FNY Managed Accounts
New York
$7K -$27.5K -1,017 -80%
CAL
456
Capital Advisors Ltd
Ohio
$7K
CHC
457
City Holding Co
West Virginia
$7K
GFP
458
Gryphon Financial Partners
Ohio
$7K
AGA
459
Accuvest Global Advisors
Utah
$6K -$567 -21 -9%
CBT
460
Capital Bank & Trust
California
$6K
CAW
461
Cornerstone Advisors (Washington)
Washington
$6K
QCG
462
Quadrant Capital Group
Ohio
$6K
TFO
463
Tarbox Family Office
California
$6K
WPA
464
West Paces Advisors
Georgia
$5.17K
IIC
465
Integrated Investment Consultants
Michigan
$5K +$4.86K +180 New
RA
466
Rational Advisors
New York
$5K +$5.1K +189 New
ATC
467
Adirondack Trust Company
New York
$4K
CB
468
Community Bank
New York
$4K
FMII
469
Farmers & Merchants Investments Inc
Nebraska
$4K
IFAM
470
Institutional & Family Asset Management
Colorado
$4K +$3.48K +129 New
CFA
471
Carroll Financial Associates
North Carolina
$4K +$4.46K +165 New
MOS
472
MGO One Seven
Ohio
$3K -$405 -15 -11%
EARNEST Partners
473
EARNEST Partners
Georgia
$3K
JCM
474
Jacobi Capital Management
Pennsylvania
$3K
MFT
475
Moisand Fitzgerald Tamayo
Florida
$3K

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.