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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
MCM
451
Manchester Capital Management
Vermont
$262K -$1.43K -30 -0.6%
GIA
452
Gateway Investment Advisers
Ohio
$259K
CAM
453
Cresset Asset Management
Illinois
$255K +$246K +5,178 New
GTCM
454
Gyon Technologies Capital Management
New Jersey
$254K +$245K +5,166 New
SC
455
Savant Capital
Illinois
$249K
MYIA
456
Mount Yale Investment Advisors
Colorado
$245K -$698K -14,697 -75%
RJT
457
Raymond James Trust
Florida
$244K -$4.99K -105 -2%
PGFC
458
Peapack-Gladstone Financial Corp
New Jersey
$241K -$2.71K -57 -1%
FHB
459
First Hawaiian Bank
Hawaii
$240K
FA
460
FDx Advisors
Illinois
$238K +$230K +4,851 New
AIP
461
Ameritas Investment Partners
Nebraska
$235K -$23.8K -501 -9%
GAM
462
Guinness Asset Management
United Kingdom
$232K
RB
463
Renasant Bank
Mississippi
$230K -$8.83K -186 -4%
BCM
464
Bayesian Capital Management
New York
$227K +$219K +4,614 New
QSS
465
Quantitative Systematic Strategies
Florida
$225K -$2.16M -45,588 -91%
OIA
466
OneDigital Investment Advisors
Kansas
$223K +$215K +4,533 New
CI
467
Conning Inc
Connecticut
$222K -$19.9K -420 -9%
UR
468
USCA RIA
Texas
$221K -$71.2K -1,500 -25%
OAM
469
Oppenheimer Asset Management
New York
$221K +$213K +4,494 New
CIC
470
Carnegie Investment Counsel
Ohio
$218K +$210K +4,431 New
LIA
471
LS Investment Advisors
Michigan
$217K -$97.6K -2,055 -32%
VPIM
472
Vanguard Personalized Indexing Management
California
$217K +$209K +4,407 New
TPM
473
Triasima Portfolio Management
Quebec, Canada
$217K +$209K +4,410 New
C
474
Certuity
Florida
$209K -$6.98K -147 -3%
Fifth Third Bancorp
475
Fifth Third Bancorp
Ohio
$209K +$6.27K +132 +3%

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.