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583 hedge funds and large institutions have $15.1B invested in Nasdaq in 2020 Q3 according to their latest regulatory filings, with 85 funds opening new positions, 210 increasing their positions, 183 reducing their positions, and 40 closing their positions.

New
Increased
Maintained
Reduced
Closed

262% more call options, than puts

Call options by funds: $295M | Put options by funds: $81.5M

113% more first-time investments, than exits

New positions opened: 85 | Existing positions closed: 40

15% more repeat investments, than reductions

Existing positions increased: 210 | Existing positions reduced: 183

8% more funds holding

Funds holding: 541583 (+42)

2% more capital invested

Capital invested by funds: $14.9B → $15.1B (+$230M)

2.58% less ownership

Funds ownership: 227.23%224.65% (-2.6%)

50% less funds holding in top 10

Funds holding in top 10: 63 (-3)

Holders
583
Holders Change
+42
Holders Change %
+7.76%
% of All Funds
11.76%
Holding in Top 10
3
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-50%
% of All Funds
0.06%
New
85
Increased
210
Reduced
183
Closed
40
Calls
$295M
Puts
$81.5M
Net Calls
+$214M
Net Calls Change
-$25.2M
Name Holding Trade Value Shares
Change
Change in
Stake
FHB
451
First Hawaiian Bank
Hawaii
$245K +$41.8K +981 +20%
JWA
452
JFS Wealth Advisors
Pennsylvania
$237K
GT
453
Greenleaf Trust
Michigan
$235K +$6.78K +159 +3%
KWM
454
Kingsview Wealth Management
Oregon
$234K -$15.4K -360 -6%
DI
455
Diligent Investors
California
$233K
AIP
456
Ameritas Investment Partners
Nebraska
$230K
BC
457
Burney Company
Virginia
$230K
AC
458
Allstate Corporation
Illinois
$226K +$236K +5,526 New
KAS
459
Kestra Advisory Services
Texas
$225K +$2.69K +63 New
GIA
460
Gateway Investment Advisers
Ohio
$222K -$82.5K -1,935 -26%
PGFC
461
Peapack-Gladstone Financial Corp
New Jersey
$220K -$22.9K -537 -9%
MCM
462
Manchester Capital Management
Vermont
$217K
CI
463
Conning Inc
Connecticut
$217K +$2.56K +60 +1%
CCP
464
Corient Capital Partners
California
$214K -$7.93K -186 -3%
SC
465
Savant Capital
Illinois
$208K -$1.02K -24 -0.5%
TMAM
466
Tokio Marine Asset Management
Japan
$208K +$217K +5,079 New
C
467
Certuity
Florida
$207K +$215K +5,052 New
GAM
468
Guinness Asset Management
United Kingdom
$206K -$60.4K -1,416 -22%
CMBA
469
C.M. Bidwell & Associates
Hawaii
$201K +$210K +4,917 New
PAMP
470
Polar Asset Management Partners
Ontario, Canada
$201K +$210K +4,926 New
FMT
471
First Mercantile Trust
Tennessee
$190K -$68.8K -1,614 -27%
Fifth Third Bancorp
472
Fifth Third Bancorp
Ohio
$181K -$2.3K -54 -1%
SFS
473
Sowell Financial Services
Arkansas
$175K -$2.43K -57 -1%
LS
474
Livforsakringsbolaget Skandia
Sweden
$152K
ASN
475
Advisory Services Network
Georgia
$136K +$142K +3,339 New

NDAQ Hedge Fund Activity: Q3 2020 in Review

583 of the 4,956 institutional investors tracked by Wall St. Rank reported a position in Nasdaq (NDAQ) for Q3 2020, worth a combined $15.1B — up 1.5% from $14.9B a quarter earlier.

Buyers outnumbered sellers: 85 funds opened new NDAQ positions and 40 closed out — a net gain of 45 holders — while 210 added to existing stakes and 183 trimmed.

The largest buyer was Franklin Resources, adding an estimated $95.2M. The largest seller was JP Morgan Chase, cutting an estimated $149M.

  • 583 institutional investors held Nasdaq (NDAQ) as of Q3 2020, up from 541 in Q2 2020.
  • Funds reported $15.1B of Nasdaq stock for Q3 2020, up 1.5% quarter-over-quarter.
  • 85 funds opened new Nasdaq positions in Q3 2020 and 40 closed out, a net change of +45 holders.
  • The largest Nasdaq buyer in Q3 2020 was Franklin Resources, an estimated $95.2M added.
  • The largest Nasdaq seller in Q3 2020 was JP Morgan Chase, an estimated $149M sold.

Based on aggregated 13F filings for Q3 2020.