We are live on ! Find out more

501 hedge funds and large institutions have $9.79B invested in Nasdaq in 2017 Q4 according to their latest regulatory filings, with 82 funds opening new positions, 182 increasing their positions, 161 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed

156% more first-time investments, than exits

New positions opened: 82 | Existing positions closed: 32

13% more repeat investments, than reductions

Existing positions increased: 182 | Existing positions reduced: 161

11% more funds holding

Funds holding: 453501 (+48)

2.71% more ownership

Funds ownership: 227.3%230.01% (+2.7%)

0% less capital invested

Capital invested by funds: $9.8B → $9.79B (-$12.2M)

33% less funds holding in top 10

Funds holding in top 10: 32 (-1)

52% less call options, than puts

Call options by funds: $29.4M | Put options by funds: $61.2M

Holders
501
Holders Change
+48
Holders Change %
+10.6%
% of All Funds
11.36%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.05%
New
82
Increased
182
Reduced
161
Closed
32
Calls
$29.4M
Puts
$61.2M
Net Calls
-$31.8M
Net Calls Change
-$35.6M
Name Holding Trade Value Shares
Change
Change in
Stake
WPA
476
West Paces Advisors
Georgia
$4.61K
AssetMark Inc
477
AssetMark Inc
California
$4K -$16K -633 -82%
ATC
478
Adirondack Trust Company
New York
$4K
AFIA
479
America First Investment Advisors
Nebraska
$4K +$3.79K +150 New
PW
480
Price Wealth
Texas
$4K +$4.39K +174 New
CB
481
Community Bank
New York
$3K
JCM
482
Jacobi Capital Management
Pennsylvania
$3K
PFBT
483
Parkside Financial Bank & Trust
Missouri
$3K
FMII
484
Farmers & Merchants Investments Inc
Nebraska
$3K +$984 +39 +42%
SWM
485
SeaCrest Wealth Management
New York
$3K +$2.73K +108 New
EARNEST Partners
486
EARNEST Partners
Georgia
$3K +$2.8K +111 New
MOS
487
MGO One Seven
Ohio
$3K +$3.41K +135 New
CTA
488
Carillon Tower Advisers
Florida
$2.79K +$2.75M +109,041 New
WT
489
Whittier Trust
California
$2K -$10.2K -405 -84%
LWCFA
490
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$2K
MFT
491
Moisand Fitzgerald Tamayo
Florida
$2K
VIA
492
Vantage Investment Advisors
Pennsylvania
$2K
SQA
493
Simon Quick Advisors
New Jersey
$2K +$2.19K +87 New
EFSCE
494
Enterprise Financial Services Corp (EFSC)
Missouri
$1K
TCOV
495
Trust Company of Vermont
Vermont
$1K
TL
496
TrueWealth LLC
Georgia
$1K +$833 +33 New
NIM
497
NuWave Investment Management
New Jersey
$1K +$908 +36 New
CB
498
CNB Bank
Pennsylvania
$1K +$984 +39 New
GWM
499
Geneos Wealth Management
Colorado
$1K +$1.36K +54 New
SWA
500
Sutton Wealth Advisors
Florida
$768

NDAQ Hedge Fund Activity: Q4 2017 in Review

501 of the 4,409 institutional investors tracked by Wall St. Rank reported a position in Nasdaq (NDAQ) for Q4 2017, worth a combined $9.79B — down 0.12% from $9.8B a quarter earlier.

Buyers outnumbered sellers: 82 funds opened new NDAQ positions and 32 closed out — a net gain of 50 holders — while 182 added to existing stakes and 161 trimmed.

The largest buyer was Capital International Investors, adding an estimated $175M. The largest seller was ClearBridge Investments, cutting an estimated $325M.

  • 501 institutional investors held Nasdaq (NDAQ) as of Q4 2017, up from 453 in Q3 2017.
  • Funds reported $9.79B of Nasdaq stock for Q4 2017, down 0.12% quarter-over-quarter.
  • 82 funds opened new Nasdaq positions in Q4 2017 and 32 closed out, a net change of +50 holders.
  • The largest Nasdaq buyer in Q4 2017 was Capital International Investors, an estimated $175M added.
  • The largest Nasdaq seller in Q4 2017 was ClearBridge Investments, an estimated $325M sold.

Based on aggregated 13F filings for Q4 2017.