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583 hedge funds and large institutions have $15.1B invested in Nasdaq in 2020 Q3 according to their latest regulatory filings, with 85 funds opening new positions, 210 increasing their positions, 183 reducing their positions, and 40 closing their positions.

New
Increased
Maintained
Reduced
Closed

262% more call options, than puts

Call options by funds: $295M | Put options by funds: $81.5M

113% more first-time investments, than exits

New positions opened: 85 | Existing positions closed: 40

15% more repeat investments, than reductions

Existing positions increased: 210 | Existing positions reduced: 183

8% more funds holding

Funds holding: 541583 (+42)

2% more capital invested

Capital invested by funds: $14.9B → $15.1B (+$230M)

2.58% less ownership

Funds ownership: 227.23%224.65% (-2.6%)

50% less funds holding in top 10

Funds holding in top 10: 63 (-3)

Holders
583
Holders Change
+42
Holders Change %
+7.76%
% of All Funds
11.76%
Holding in Top 10
3
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-50%
% of All Funds
0.06%
New
85
Increased
210
Reduced
183
Closed
40
Calls
$295M
Puts
$81.5M
Net Calls
+$214M
Net Calls Change
-$25.2M
Name Holding Trade Value Shares
Change
Change in
Stake
GRP
501
Global Retirement Partners
California
$37K +$128 +3 +0.3%
WAM
502
Wolverine Asset Management
Illinois
$36K +$37.9K +888 New
NIM
503
NuWave Investment Management
New Jersey
$34K +$31.6K +741 +1,029%
JWM
504
Jeppson Wealth Management
California
$31K +$32K +750 New
PMFA
505
Plante Moran Financial Advisors
Michigan
$31K +$32.6K +765 New
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
506
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$30K -$69.5K -1,629 -69%
ST
507
Smithfield Trust
Pennsylvania
$29K
GI
508
Gradient Investments
Minnesota
$28K +$128 +3 +0.4%
BAM
509
Bellevue Asset Management
Washington
$21K
AIM
510
AIA Investment Management
Singapore
$20K
OSAM
511
O'Shaughnessy Asset Management
Connecticut
$20K +$1.92K +45 +10%
TPCW
512
TD Private Client Wealth
New York
$18.8K
GAM
513
Gemmer Asset Management
California
$18K
CCM
514
Covington Capital Management
California
$17K
JSC
515
Jackson Square Capital
California
$17K
WCG
516
Weaver Consulting Group
California
$17K
PFBT
517
Parkside Financial Bank & Trust
Missouri
$16K -$384 -9 -2%
NIC
518
Northwest Investment Counselors
Oregon
$15K +$15.4K +360 New
ONST
519
Old North State Trust
North Carolina
$15K +$15.4K +360 New
AIL
520
AGF Investments LLC
Ontario, Canada
$13K -$10.9K -255 -44%
AW
521
Alpha Windward
Massachusetts
$13K -$8.31K -195 -39%
AA
522
AlphaMark Advisors
Kentucky
$13K
WEC
523
Winslow Evans & Crocker
Massachusetts
$13K
NFG
524
Next Financial Group
Texas
$13K +$13K +306 New
WT
525
Whittier Trust
California
$12K -$36.6K -858 -75%

NDAQ Hedge Fund Activity: Q3 2020 in Review

583 of the 4,956 institutional investors tracked by Wall St. Rank reported a position in Nasdaq (NDAQ) for Q3 2020, worth a combined $15.1B — up 1.5% from $14.9B a quarter earlier.

Buyers outnumbered sellers: 85 funds opened new NDAQ positions and 40 closed out — a net gain of 45 holders — while 210 added to existing stakes and 183 trimmed.

The largest buyer was Franklin Resources, adding an estimated $95.2M. The largest seller was JP Morgan Chase, cutting an estimated $149M.

  • 583 institutional investors held Nasdaq (NDAQ) as of Q3 2020, up from 541 in Q2 2020.
  • Funds reported $15.1B of Nasdaq stock for Q3 2020, up 1.5% quarter-over-quarter.
  • 85 funds opened new Nasdaq positions in Q3 2020 and 40 closed out, a net change of +45 holders.
  • The largest Nasdaq buyer in Q3 2020 was Franklin Resources, an estimated $95.2M added.
  • The largest Nasdaq seller in Q3 2020 was JP Morgan Chase, an estimated $149M sold.

Based on aggregated 13F filings for Q3 2020.