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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 %
FMII
501
Farmers & Merchants Investments Inc
Nebraska
$5K – – –
HPC
502
HM Payson & Co
Maine
$4K – – –
SSB
503
Sandy Spring Bank
Maryland
$4K – – –
IFAM
504
Institutional & Family Asset Management
Colorado
$4K – – –
EARNEST Partners
505
EARNEST Partners
Georgia
$4K – – –
JCM
506
Jacobi Capital Management
Pennsylvania
$3K – – –
VNA
507
Valley National Advisers
Pennsylvania
$3K – – –
OC
508
Oakworth Capital
Alabama
$3K – – –
TCOV
509
Trust Company of Vermont
Vermont
$3K – – –
MF
510
Manchester Financial
California
$3K +$3K +90 New
BWM
511
BerganKDV Wealth Management
Minnesota
$2K – – –
AW
512
Alpha Windward
Massachusetts
$2K – – –
LWCFA
513
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$2K – – –
FCA
514
FinTrust Capital Advisors
South Carolina
$2K – – –
MAM
515
Meeder Asset Management
Ohio
$2K +$435 +15 +28%
SFSIG
516
San Francisco Sentry Investment Group
California
$2K +$1.18K +39 +144%
GWS
517
Glassman Wealth Services
Virginia
$2K +$2K +72 New
LC
518
Lindbrook Capital
California
$1K – – –
M
519
MOTCO
Texas
$1K +$1K +18 New
BL
520
Balentine LLC
Georgia
$1K +$1K +21 New
PW
521
Price Wealth
Texas
$1K +$1K +36 New
SC
522
Solstein Capital
California
$1K +$1K +45 New
SWA
523
Sutton Wealth Advisors
Florida
$950 – – –
OAM
524
Optimal Asset Management
California
$518 +$260 +8,226 +101%
ED
525
Exane Derivatives
France
$285 – – –
19 20
21
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