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Nasdaq
NDAQ

Overview Fund Activity

531 hedge funds and large institutions have $11.8B invested in Nasdaq in 2020 Q1 according to their latest regulatory filings, with 64 funds opening new positions, 198 increasing their positions, 182 reducing their positions, and 68 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
531
Holders Change
-11
Holders Change %
-2.03%
% of All Funds
11.73%
Holding in Top 10
5
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.11%
New
64
Increased
198
Reduced
182
Closed
68
Calls
$228M
Puts
$25.4M
Net Calls
+$203M
Net Calls Change
-$7.85M

Top Buyers

1
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
$1.43B
2
Capital World Investors
Capital World Investors
California
$786M
3
Deutsche Bank
Deutsche Bank
Germany
$180M
4
Vanguard Group
Vanguard Group
Pennsylvania
$1.24B
5
FPP
Findlay Park Partners
United Kingdom
$198M

Top Sellers

1
Capital Research Global Investors
Capital Research Global Investors
California
$227M
2
Capital International Investors
Capital International Investors
California
$206M
3
NAMA
Nikko Asset Management Americas
New York
$0
4
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$24.4M
5
Invesco
Invesco
Georgia
$211M
Name Holding Trade Value Shares
Change 		Shares
Change %
PFBT
476
Parkside Financial Bank & Trust
Missouri
$9K +$1.45K +45 +19%
TFO
477
Tarbox Family Office
California
$9K +$2.09K +69 +30%
VCM
478
Versant Capital Management
Arizona
$9K +$3.12K +102 +53%
CFFP
479
Center for Financial Planning
Michigan
$9K +$9K +276 New
GWM
480
Geneos Wealth Management
Colorado
$8K -$5.46K -180 -41%
CHC
481
City Holding Co
West Virginia
$8K – – –
HIA
482
Harbor Investment Advisory
Maryland
$8K – – –
CAL
483
Capital Advisors Ltd
Ohio
$8K – – –
EW
484
Evoke Wealth
California
$7.6K -$380 -12 -5%
FGAM
485
Financial Gravity Asset Management
Texas
$7.04K -$3.9K -123 -36%
SL
486
Savior LLC
Massachusetts
$7K -$3.7K -111 -35%
DWM
487
Darwin Wealth Management
Florida
$7K +$7K +255 New
LWM
488
Liberty Wealth Management
California
$6K -$13.2K -429 -69%
MIFH
489
Migdal Insurance & Financial Holdings
Israel
$6K -$2.56K -87 -30%
SLF
490
Sun Life Financial
Ontario, Canada
$6K -$182 -6 -3%
TFGT
491
TS Financial Group (TSFG)
Illinois
$6K +$1.1K +33 +22%
AW
492
Avion Wealth
Texas
$6K +$6K +186 New
BWA
493
Burt Wealth Advisors
Maryland
$6K +$6K +186 New
AS
494
Altshuler Shaham
Israel
$6K +$6K +204 New
WPA
495
West Paces Advisors
Georgia
$5.7K – – –
TC
496
Trust Company
Kansas
$5K -$7.73K -255 -61%
OPS
497
Orion Portfolio Solutions
Nebraska
$5K – – –
CAL
498
Capital Analysts LLC
Pennsylvania
$5K – – –
TF
499
Tompkins Financial
New York
$5K – – –
ATC
500
Adirondack Trust Company
New York
$5K – – –
18 19
20
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