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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 %
FLII
451
First Long Island Investors
New York
$475K – – –
Verition Fund Management
452
Verition Fund Management
Connecticut
$471K +$471K +6,723 New
FNT
453
First National Trust
Pennsylvania
$469K -$10.5K -150 -2%
V
454
Veritable
Delaware
$469K +$15.1K +216 +3%
FMLI
455
Fukoku Mutual Life Insurance
Japan
$466K -$1.03M -14,700 -69%
OSAM
456
O'Shaughnessy Asset Management
Connecticut
$465K -$1.05K -15 -0.2%
ACM
457
Allred Capital Management
Texas
$465K +$840 +12 +0.2%
SC
458
Settian Capital
New York
$462K +$462K +6,600 New
CWA
459
Clarus Wealth Advisors
Arizona
$461K +$461K +7,155 New
LWP
460
Lumature Wealth Partners
Georgia
$460K +$35.1K +501 +8%
FDCDDQ
461
Federation des caisses Desjardins du Quebec
Quebec, Canada
$460K +$78.9K +1,128 +21%
B
462
Bellecapital
Switzerland
$449K -$181K -2,580 -29%
EWM
463
Empirical Wealth Management
Washington
$446K +$14.7K +210 +3%
SW
464
SteelPeak Wealth
California
$446K +$89.2K +1,275 +25%
SI
465
Sapience Investments
California
$439K – – –
PFS
466
Prospera Financial Services
Texas
$432K +$432K +6,165 New
ESCM
467
Echo Street Capital Management
New York
$432K +$432K +6,177 New
OIA
468
OneDigital Investment Advisors
Kansas
$425K +$54.4K +777 +15%
American Century Companies
469
American Century Companies
Missouri
$421K -$7.68M -109,623 -95%
JWA
470
JFS Wealth Advisors
Pennsylvania
$420K +$3.78K +54 +0.9%
MHR
471
Matthew Hamilton Rosenberg
$417K – – –
Fifth Third Bancorp
472
Fifth Third Bancorp
Ohio
$416K +$51.7K +738 +14%
EF
473
Empirical Finance
Pennsylvania
$416K +$112K +1,605 +37%
IRF
474
IBM Retirement Fund
New York
$409K -$270K -3,849 -40%
Grantham, Mayo, Van Otterloo & Co (GMO)
475
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$408K +$408K +5,826 New
17 18
19
20 21