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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
Robeco Institutional Asset Management
26
Robeco Institutional Asset Management
Netherlands
$111M +$21.5M +453,672 +25%
PG
27
Pendal Group
Australia
$109M -$11.9M -250,104 -10%
Handelsbanken Fonder
28
Handelsbanken Fonder
Sweden
$103M +$8.21M +172,800 +9%
Invesco
29
Invesco
Georgia
$103M +$15.4M +323,508 +18%
UBS AM
30
UBS AM
Illinois
$81.1M +$1.01M +21,216 +1%
Morgan Stanley
31
Morgan Stanley
New York
$79.7M -$8.49M -178,776 -10%
Allianz Asset Management
32
Allianz Asset Management
Germany
$78.4M +$4.68M +98,580 +7%
Wells Fargo
33
Wells Fargo
California
$74.9M -$2.39M -50,358 -3%
Charles Schwab
34
Charles Schwab
California
$73.9M +$1.88M +39,501 +3%
JIC
35
Johnson Investment Counsel
Ohio
$67.8M +$2.25M +47,424 +4%
N
36
Nuveen
North Carolina
$67M -$3.79M -79,779 -6%
Fidelity Investments
37
Fidelity Investments
Massachusetts
$66.9M -$66.8M -1,407,309 -51%
CB
38
Commerce Bank
Missouri
$66M -$28.8K -606 -0%
Goldman Sachs
39
Goldman Sachs
New York
$64.9M +$5.43M +114,426 +9%
CS
40
Credit Suisse
Switzerland
$60.7M +$10.1M +213,375 +21%
HIIFS
41
Harel Insurance Investments & Financial Services
Israel
$59.8M
Envestnet Asset Management
42
Envestnet Asset Management
Illinois
$59.8M +$12.8M +268,977 +28%
PNC Financial Services Group
43
PNC Financial Services Group
Pennsylvania
$59.5M +$318K +6,702 +0.6%
UBS Group
44
UBS Group
Switzerland
$59.1M +$1.16M +24,327 +2%
Swedbank
45
Swedbank
Sweden
$59.1M +$57.1M +1,202,172 New
AAM
46
Ardevora Asset Management
United Kingdom
$59.1M -$4.37M -92,100 -7%
Truist Financial
47
Truist Financial
North Carolina
$57.2M -$49.1M -1,034,304 -47%
AAMU
48
Amundi Asset Management US
Massachusetts
$57.2M +$19M +400,893 +53%
VOYA Investment Management
49
VOYA Investment Management
Georgia
$57.1M -$11.3M -238,356 -17%
Chevy Chase Trust
50
Chevy Chase Trust
Maryland
$55.9M +$76.6K +1,614 +0.1%

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.