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Nasdaq
NDAQ

Overview Fund Activity

609 hedge funds and large institutions have $23.5B invested in Nasdaq in 2021 Q3 according to their latest regulatory filings, with 71 funds opening new positions, 213 increasing their positions, 216 reducing their positions, and 49 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
609
Holders Change
+15
Holders Change %
+2.53%
% of All Funds
10.7%
Holding in Top 10
8
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+60%
% of All Funds
0.14%
New
71
Increased
213
Reduced
216
Closed
49
Calls
$143M
Puts
$240M
Net Calls
-$97.1M
Net Calls Change
-$93.2M

Top Buyers

1
Diamond Hill Capital Management
Diamond Hill Capital Management
Ohio
$204M
2
Vanguard Group
Vanguard Group
Pennsylvania
$2.43B
3
Geode Capital Management
Geode Capital Management
Massachusetts
$470M
4
Goldman Sachs
Goldman Sachs
New York
$131M
5
Citadel Advisors
Citadel Advisors
Florida
$49.1M

Top Sellers

1
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
$2.28B
2
Capital International Investors
Capital International Investors
California
$61.1M
3
Invesco
Invesco
Georgia
$188M
4
Capital Research Global Investors
Capital Research Global Investors
California
$328M
5
Deutsche Bank
Deutsche Bank
Germany
$187M
Name Holding Trade Value Shares
Change 		Shares
Change %
IWM
476
IHT Wealth Management
Illinois
$270K -$18.7K -291 -6%
MIG
477
McGuire Investment Group
Rhode Island
$270K – – –
SPC
478
Sigma Planning Corp
Michigan
$263K +$263K +4,089 New
TPM
479
Triasima Portfolio Management
Quebec, Canada
$262K – – –
NA
480
Navellier & Associates
Nevada
$257K +$773 +12 +0.3%
DT
481
Diversified Trust
Tennessee
$255K +$255K +3,966 New
CANY
482
Caxton Associates (New York)
New York
$249K +$249K +3,876 New
RB
483
Renasant Bank
Mississippi
$247K – – –
CI
484
Conning Inc
Connecticut
$243K -$21.2K -330 -8%
MYAM
485
Meiji Yasuda Asset Management
Japan
$235K +$11.6K +180 +5%
CWM
486
Cahaba Wealth Management
Georgia
$234K +$234K +3,645 New
CAM
487
Cubic Asset Management
Massachusetts
$227K – – –
PAS
488
Park Avenue Securities
New York
$226K -$2.9K -45 -1%
Fiera Capital (Canada)
489
Fiera Capital (Canada)
Quebec, Canada
$221K – – –
SBIA
490
Sheaff Brock Investment Advisors
Indiana
$221K +$221K +3,435 New
CG
491
Caprock Group
Idaho
$219K +$219K +3,408 New
BRWM
492
B. Riley Wealth Management
Tennessee
$218K +$218K +3,387 New
CS
493
Candriam SCA
Luxembourg
$216K +$216K +3,351 New
TAM
494
Trust Asset Management
Texas
$216K +$216K +3,351 New
ASN
495
Advisory Services Network
Georgia
$212K +$25.3K +393 +14%
BCM
496
BlueCrest Capital Management
Jersey
$209K +$209K +3,249 New
PWM
497
Perigon Wealth Management
California
$205K -$498K -7,719 -71%
CAN
498
Cetera Advisor Networks
California
$202K +$202K +3,138 New
TI
499
Trexquant Investment
Connecticut
$201K +$201K +3,117 New
SIM
500
Sentry Investment Management
Wisconsin
$199K -$29.1K -453 -13%
18 19
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