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Nasdaq
NDAQ

Overview Fund Activity

682 hedge funds and large institutions have $19.8B invested in Nasdaq in 2023 Q1 according to their latest regulatory filings, with 66 funds opening new positions, 255 increasing their positions, 246 reducing their positions, and 86 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
682
Holders Change
-30
Holders Change %
-4.21%
% of All Funds
10.92%
Holding in Top 10
7
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+40%
% of All Funds
0.11%
New
66
Increased
255
Reduced
246
Closed
86
Calls
$51.6M
Puts
$58.5M
Net Calls
-$6.93M
Net Calls Change
-$23M

Top Buyers

1
Vanguard Group
1
Vanguard Group
Pennsylvania
$2.46B
2
Goldman Sachs
2
Goldman Sachs
New York
$322M
3
Bank Julius Baer & Co
3
Bank Julius Baer & Co
Switzerland
$88.9M
4
Renaissance Technologies
4
Renaissance Technologies
New York
$69M
5
Qube Research & Technologies (QRT)
5
Qube Research & Technologies (QRT)
United Kingdom
$52.5M

Top Sellers

1
Capital Research Global Investors
1
Capital Research Global Investors
California
$604M
2
Artisan Partners
2
Artisan Partners
Wisconsin
$195M
3
VOYA Investment Management
3
VOYA Investment Management
Georgia
$19.6M
4
AIM
4
Artemis Investment Management
United Kingdom
$0
5
BCPEMI
5
Bain Capital Public Equity Management II
Massachusetts
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
FIM
451
Freedom Investment Management
Connecticut
$410K -$72.1K -1,318 -15%
QIM
452
Quantitative Investment Management
Virginia
$401K +$401K +7,351 New
HWA
453
Heritage Wealth Advisors
Virginia
$401K – – –
IRC
454
Investors Research Corp
Georgia
$400K – – –
Rockefeller Capital Management
455
Rockefeller Capital Management
New York
$400K +$50.6K +930 +14%
HPM
456
Hoxton Planning & Management
West Virginia
$393K -$820 -15 -0.2%
BPC
457
Banque Pictet & Cie
Switzerland
$391K -$177K -3,239 -31%
SC
458
Savant Capital
Illinois
$391K +$32.3K +591 +9%
CAN
459
Cetera Advisor Networks
California
$388K +$29.5K +540 +8%
TMAM
460
Tokio Marine Asset Management
Japan
$381K – – –
ALWM
461
Andrews Lucia Wealth Management
California
$378K – – –
KPWS
462
Kestra Private Wealth Services
Texas
$377K +$52.8K +966 +16%
SCM
463
Shelton Capital Management
Colorado
$363K +$363K +6,647 New
GIA
464
Gateway Investment Advisers
Ohio
$362K -$55.1K -1,007 -13%
WCM
465
Washington Capital Management
Washington
$361K +$361K +6,600 New
JAG
466
Journey Advisory Group
Kentucky
$361K -$35.5K -649 -9%
NGA
467
Naples Global Advisors
Florida
$359K – – –
ECM
468
Evergreen Capital Management
Washington
$354K +$43.5K +796 +14%
CIM
469
Chiron Investment Management
New York
$353K +$353K +6,449 New
CW
470
CreativeOne Wealth
Kansas
$352K +$122K +2,233 +53%
SC
471
SRB Corp
Massachusetts
$348K +$348K +6,369 New
MML Investors Services
472
MML Investors Services
Massachusetts
$348K -$115K -2,111 -25%
SS
473
Simplicity Solutions
Minnesota
$345K +$140K +2,566 +69%
AIMCA
474
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$344K +$344K +6,300 New
BFG
475
Bleakley Financial Group
New Jersey
$344K -$48.2K -881 -12%
17 18
19
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