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Nasdaq
NDAQ

Overview Fund Activity

512 hedge funds and large institutions have $10.7B invested in Nasdaq in 2018 Q3 according to their latest regulatory filings, with 51 funds opening new positions, 164 increasing their positions, 193 reducing their positions, and 47 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
512
Holders Change
–
Holders Change %
0%
% of All Funds
11.72%
Holding in Top 10
4
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-42.86%
% of All Funds
0.09%
New
51
Increased
164
Reduced
193
Closed
47
Calls
$180M
Puts
$41.1M
Net Calls
+$139M
Net Calls Change
-$13.8M

Top Buyers

1
Capital World Investors
Capital World Investors
California
$333M
2
Janus Henderson Group
Janus Henderson Group
United Kingdom
$81.7M
3
UBS Group
UBS Group
Switzerland
$47.5M
4
SCM
Segantii Capital Management
Hong Kong
$19.3M
5
Norges Bank
Norges Bank
Norway
$96M

Top Sellers

1
Capital International Investors
Capital International Investors
California
$190M
2
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$62.2M
3
AQR Capital Management
AQR Capital Management
Connecticut
$76.6M
4
O
OppenheimerFunds
New York
$30.6M
5
Wellington Management Group
Wellington Management Group
Massachusetts
$78.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
Rockefeller Capital Management
476
Rockefeller Capital Management
New York
$8K – – –
Carson Wealth (CWM LLC)
477
Carson Wealth (CWM LLC)
Nebraska
$7K -$1.37K -48 -16%
CHC
478
City Holding Co
West Virginia
$7K – – –
CAL
479
Capital Advisors Ltd
Ohio
$7K – – –
CAW
480
Cornerstone Advisors (Washington)
Washington
$7K – – –
VFA
481
Valeo Financial Advisors
Indiana
$6K -$2.42K -81 -29%
QCG
482
Quadrant Capital Group
Ohio
$6K – – –
WPA
483
West Paces Advisors
Georgia
$5.15K – – –
TFO
484
Tarbox Family Office
California
$5K – – –
IFAM
485
Institutional & Family Asset Management
Colorado
$4K – – –
ATC
486
Adirondack Trust Company
New York
$4K – – –
FMII
487
Farmers & Merchants Investments Inc
Nebraska
$4K +$174 +6 +5%
ZB
488
Zions Bancorporation
Utah
$4K +$4K +132 New
GP
489
Girard Partners
Pennsylvania
$4K +$4K +150 New
MFT
490
Moisand Fitzgerald Tamayo
Florida
$3K – – –
CCM
491
Covington Capital Management
California
$3K – – –
JCM
492
Jacobi Capital Management
Pennsylvania
$3K – – –
SWM
493
SeaCrest Wealth Management
New York
$3K – – –
EARNEST Partners
494
EARNEST Partners
Georgia
$3K – – –
PFBT
495
Parkside Financial Bank & Trust
Missouri
$3K +$231 +9 +8%
OC
496
Oakworth Capital
Alabama
$3K +$3K +105 New
LWM
497
Lenox Wealth Management
Ohio
$3K +$3K +210 New
ED
498
Exane Derivatives
France
$2.42K -$1.73K -60 -42%
Lazard Asset Management
499
Lazard Asset Management
New York
$2K -$288K -14,703 -99%
JA
500
JOYN Advisors
Georgia
$2K -$148 -6 -7%
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