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590 hedge funds and large institutions have $18B invested in Nasdaq in 2021 Q1 according to their latest regulatory filings, with 75 funds opening new positions, 205 increasing their positions, 212 reducing their positions, and 71 closing their positions.

New
Increased
Maintained
Reduced
Closed

439% more call options, than puts

Call options by funds: $337M | Put options by funds: $62.5M

33% more funds holding in top 10

Funds holding in top 10: 34 (+1)

9% more capital invested

Capital invested by funds: $16.5B → $18B (+$1.49B)

6% more first-time investments, than exits

New positions opened: 75 | Existing positions closed: 71

0% more funds holding

Funds holding: 589590 (+1)

3% less repeat investments, than reductions

Existing positions increased: 205 | Existing positions reduced: 212

2.76% less ownership

Funds ownership: 225.86%223.1% (-2.8%)

Holders
590
Holders Change
+1
Holders Change %
+0.17%
% of All Funds
10.36%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.07%
New
75
Increased
205
Reduced
212
Closed
71
Calls
$337M
Puts
$62.5M
Net Calls
+$274M
Net Calls Change
+$615K
Name Holding Trade Value Shares
Change
Change in
Stake
RCG
501
Rock Creek Group
District of Columbia
$52K +$49.9K +1,050 New
CIA
502
CSat Investment Advisory
Michigan
$51K +$2.85K +60 +6%
AA
503
Ancora Advisors
Ohio
$50K
BCA
504
Berman Capital Advisors
Georgia
$50K +$4.99K +105 +12%
WT
505
Whittier Trust
California
$49K
CT
506
Caldwell Trust
Florida
$48.4K
GAM
507
Grandview Asset Management
Pennsylvania
$46K +$44.6K +939 New
QCG
508
Quadrant Capital Group
Ohio
$44K +$5.13K +108 +14%
TCWM
509
Total Clarity Wealth Management
Illinois
$44K +$42.7K +900 New
PMFA
510
Plante Moran Financial Advisors
Michigan
$38K
TLCM
511
Twin Lakes Capital Management
California
$37K +$35.6K +750 New
ST
512
Smithfield Trust
Pennsylvania
$35K
MAM
513
Meeder Asset Management
Ohio
$27K +$3.56K +75 +16%
Acadian Asset Management
514
Acadian Asset Management
Massachusetts
$26K -$182K -3,840 -88%
BAM
515
Bellevue Asset Management
Washington
$25K
GLLW
516
Graves Light Lenhart Wealth
Virginia
$24K
GAM
517
Gemmer Asset Management
California
$22K
M1FG
518
Mach-1 Financial Group
Arkansas
$22K +$21.7K +456 New
HWMA
519
Heritage Wealth Management (Arizona)
Arizona
$21K +$19.9K +420 New
TPCW
520
TD Private Client Wealth
New York
$20.6K +$142 +3 +0.7%
CCM
521
Covington Capital Management
California
$20K
PFBT
522
Parkside Financial Bank & Trust
Missouri
$19K +$285 +6 +2%
SGAM
523
Smith Group Asset Management
Texas
$19K +$2.99K +63 +20%
CWM
524
Cranbrook Wealth Management
Michigan
$19K +$18.5K +390 New
ONST
525
Old North State Trust
North Carolina
$18K

NDAQ Hedge Fund Activity: Q1 2021 in Review

590 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in Nasdaq (NDAQ) for Q1 2021, worth a combined $18B — up 9% from $16.5B a quarter earlier.

Buyers outnumbered sellers: 75 funds opened new NDAQ positions and 71 closed out — a net gain of 4 holders — while 205 added to existing stakes and 212 trimmed.

The largest buyer was Artisan Partners, opening a new position worth an estimated $267M. The largest seller was Vanguard Group, cutting an estimated $291M.

  • 590 institutional investors held Nasdaq (NDAQ) as of Q1 2021, up from 589 in Q4 2020.
  • Funds reported $18B of Nasdaq stock for Q1 2021, up 9% quarter-over-quarter.
  • 75 funds opened new Nasdaq positions in Q1 2021 and 71 closed out, a net change of +4 holders.
  • The largest Nasdaq buyer in Q1 2021 was Artisan Partners, an estimated $267M added.
  • The largest Nasdaq seller in Q1 2021 was Vanguard Group, an estimated $291M sold.

Based on aggregated 13F filings for Q1 2021.