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Nasdaq
NDAQ

Overview Fund Activity

537 hedge funds and large institutions have $14.8B invested in Nasdaq in 2020 Q2 according to their latest regulatory filings, with 70 funds opening new positions, 188 increasing their positions, 202 reducing their positions, and 60 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
537
Holders Change
+6
Holders Change %
+1.13%
% of All Funds
11.04%
Holding in Top 10
6
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+20%
% of All Funds
0.12%
New
70
Increased
188
Reduced
202
Closed
60
Calls
$271M
Puts
$32.2M
Net Calls
+$239M
Net Calls Change
+$36M

Top Buyers

1
Capital World Investors
Capital World Investors
California
$1.1B
2
Franklin Resources
Franklin Resources
California
$83.9M
3
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
$1.86B
4
Mackenzie Financial
Mackenzie Financial
Ontario, Canada
$60.5M
5
Bessemer Group
Bessemer Group
New Jersey
$192M

Top Sellers

1
Invesco
Invesco
Georgia
$53.1M
2
FPP
Findlay Park Partners
United Kingdom
$207M
3
Vanguard Group
Vanguard Group
Pennsylvania
$1.53B
4
Deutsche Bank
Deutsche Bank
Germany
$197M
5
Capital Research Global Investors
Capital Research Global Investors
California
$258M
Name Holding Trade Value Shares
Change 		Shares
Change %
BWA
501
Burt Wealth Advisors
Maryland
$7K – – –
TF
502
Tompkins Financial
New York
$7K – – –
TFGT
503
TS Financial Group (TSFG)
Illinois
$7K +$226 +6 +3%
MAM
504
Meeder Asset Management
Ohio
$7K +$4.32K +111 +161%
MC
505
Maverick Capital
Texas
$7K +$7K +165 New
CAL
506
Capital Analysts LLC
Pennsylvania
$6K – – –
IFAM
507
Institutional & Family Asset Management
Colorado
$5K – – –
HPC
508
HM Payson & Co
Maine
$5K – – –
SSB
509
Sandy Spring Bank
Maryland
$5K – – –
LC
510
Lindbrook Capital
California
$5K +$3.64K +96 +267%
FMP
511
Financial Management Professionals
Texas
$5K +$5K +138 New
JCM
512
Jacobi Capital Management
Pennsylvania
$4K – – –
EARNEST Partners
513
EARNEST Partners
Georgia
$4K – – –
MF
514
Manchester Financial
California
$4K – – –
OC
515
Oakworth Capital
Alabama
$4K – – –
BL
516
Balentine LLC
Georgia
$4K +$3.1K +72 +343%
CFD
517
Creative Financial Designs
Indiana
$4K +$4K +105 New
NIM
518
NuWave Investment Management
New Jersey
$3K -$66.9K -1,605 -96%
VNA
519
Valley National Advisers
Pennsylvania
$3K – – –
LWCFA
520
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$3K – – –
GWS
521
Glassman Wealth Services
Virginia
$3K +$517 +15 +21%
RG
522
Retirement Group
California
$3K +$3K +72 New
VFA
523
Valeo Financial Advisors
Indiana
$3K +$3K +72 New
JWM
524
Janiczek Wealth Management
Colorado
$3K +$3K +84 New
EWA
525
Evolution Wealth Advisors
Florida
$3K +$3K +87 New
19 20
21
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