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Nasdaq
NDAQ

Overview Fund Activity

712 hedge funds and large institutions have $22.3B invested in Nasdaq in 2022 Q4 according to their latest regulatory filings, with 103 funds opening new positions, 272 increasing their positions, 225 reducing their positions, and 55 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
712
Holders Change
+35
Holders Change %
+5.17%
% of All Funds
11.49%
Holding in Top 10
5
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-28.57%
% of All Funds
0.08%
New
103
Increased
272
Reduced
225
Closed
55
Calls
$115M
Puts
$99.3M
Net Calls
+$16.1M
Net Calls Change
+$28.1M

Top Buyers

1
Vanguard Group
Vanguard Group
Pennsylvania
$2.62B
2
BlackRock
BlackRock
New York
$1.64B
3
Morgan Stanley
Morgan Stanley
New York
$255M
4
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
$41.1M
5
AllianceBernstein
AllianceBernstein
Tennessee
$65.2M

Top Sellers

1
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
$2.09B
2
Invesco
Invesco
Georgia
$182M
3
BCPEMI
Bain Capital Public Equity Management II
Massachusetts
$53.1M
4
Bank of America
Bank of America
North Carolina
$192M
5
Goldman Sachs
Goldman Sachs
New York
$247M
Name Holding Trade Value Shares
Change 		Shares
Change %
JWA
476
JFS Wealth Advisors
Pennsylvania
$374K – – –
OWM
477
OneAscent Wealth Management
Alabama
$370K +$123K +1,999 +50%
VF
478
Virtu Financial
New York
$365K +$81.6K +1,331 +29%
KPWS
479
Kestra Private Wealth Services
Texas
$364K -$57K -929 -14%
DIA
480
Dana Investment Advisors
Wisconsin
$363K -$82.4K -1,343 -19%
NA
481
NewEdge Advisors
Louisiana
$362K -$260K -4,801 -42%
MHR
482
Matthew Hamilton Rosenberg
$361K – – –
CIC
483
Carnegie Investment Counsel
Ohio
$360K – – –
FFM
484
Forum Financial Management
Illinois
$358K +$8.34K +136 +2%
FMLI
485
Fukoku Mutual Life Insurance
Japan
$357K – – –
OFS
486
OneAscent Financial Services
Alabama
$355K +$127K +2,074 +56%
MIC
487
Means Investment Company
Maine
$354K – – –
BCV
488
Banque Cantonale Vaudoise
Switzerland
$350K – – –
AMC
489
Asset Management Corp
Illinois
$349K -$59.7K -973 -15%
ECM
490
Evergreen Capital Management
Washington
$349K +$3.56K +58 +1%
ACM
491
Allred Capital Management
Texas
$347K +$1.04K +17 +0.3%
Cerity Partners
492
Cerity Partners
New York
$342K -$675 -11 -0.2%
PWM
493
Perigon Wealth Management
California
$341K +$341K +5,550 New
AWS
494
Atria Wealth Solutions
New York
$340K +$61K +994 +22%
AWM
495
Apollon Wealth Management
South Carolina
$337K +$6.81K +111 +2%
IA
496
IFP Advisors
Florida
$337K -$9.41K -95 -3%
BL
497
Balentine LLC
Georgia
$336K +$59.7K +973 +22%
FNT
498
First National Trust
Pennsylvania
$334K – – –
ANBT
499
American National Bank & Trust
Texas
$332K +$332K +5,415 New
PFS
500
Prospera Financial Services
Texas
$331K -$84K -1,369 -20%
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