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Nasdaq
NDAQ

Overview Fund Activity

585 hedge funds and large institutions have $18B invested in Nasdaq in 2021 Q1 according to their latest regulatory filings, with 74 funds opening new positions, 204 increasing their positions, 210 reducing their positions, and 71 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
585
Holders Change
–
Holders Change %
0%
% of All Funds
10.3%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.07%
New
74
Increased
204
Reduced
210
Closed
71
Calls
$337M
Puts
$62.5M
Net Calls
+$274M
Net Calls Change
+$615K

Top Buyers

1
Artisan Partners
1
Artisan Partners
Wisconsin
$276M
2
First Trust Advisors
2
First Trust Advisors
Illinois
$169M
3
Ameriprise
3
Ameriprise
Minnesota
$127M
4
Mackenzie Financial
4
Mackenzie Financial
Ontario, Canada
$161M
5
Swedbank
5
Swedbank
Sweden
$59.1M

Top Sellers

1
Vanguard Group
1
Vanguard Group
Pennsylvania
$1.82B
2
Massachusetts Financial Services
2
Massachusetts Financial Services
Massachusetts
$1.85B
3
FPP
3
Findlay Park Partners
United Kingdom
$0
4
Fidelity Investments
4
Fidelity Investments
Massachusetts
$66.9M
5
Truist Financial
5
Truist Financial
North Carolina
$57.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
WT
501
Whittier Trust
California
$49K – – –
GAM
502
Grandview Asset Management
Pennsylvania
$46K +$46K +939 New
QCG
503
Quadrant Capital Group
Ohio
$44K +$5.33K +108 +14%
TCWM
504
Total Clarity Wealth Management
Illinois
$44K +$44K +900 New
PMFA
505
Plante Moran Financial Advisors
Michigan
$38K – – –
TLCM
506
Twin Lakes Capital Management
California
$37K +$37K +750 New
ST
507
Smithfield Trust
Pennsylvania
$35K – – –
MAM
508
Meeder Asset Management
Ohio
$27K +$3.69K +75 +16%
Acadian Asset Management
509
Acadian Asset Management
Massachusetts
$26K -$191K -3,840 -88%
BAM
510
Bellevue Asset Management
Washington
$25K – – –
GLLW
511
Graves Light Lenhart Wealth
Virginia
$24K – – –
GAM
512
Gemmer Asset Management
California
$22K – – –
M1FG
513
Mach-1 Financial Group
Arkansas
$22K +$22K +456 New
HWMA
514
Heritage Wealth Management (Arizona)
Arizona
$21K +$21K +420 New
TPCW
515
TD Private Client Wealth
New York
$20.6K +$147 +3 +0.7%
CCM
516
Covington Capital Management
California
$20K – – –
PFBT
517
Parkside Financial Bank & Trust
Missouri
$19K +$290 +6 +2%
SGAM
518
Smith Group Asset Management
Texas
$19K +$3.17K +63 +20%
CWM
519
Cranbrook Wealth Management
Michigan
$19K +$19K +390 New
ONST
520
Old North State Trust
North Carolina
$18K – – –
WTC
521
WhitTier Trust Company
Nevada
$17K – – –
NFG
522
Next Financial Group
Texas
$15K – – –
HFM
523
Harvest Fund Management
China
$15K – – –
GRP
524
Global Retirement Partners
California
$14K -$14.7K -303 -51%
AWM
525
AllSquare Wealth Management
New York
$14K – – –
19 20
21
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