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Nasdaq
NDAQ

Overview Fund Activity

594 hedge funds and large institutions have $21.3B invested in Nasdaq in 2021 Q2 according to their latest regulatory filings, with 70 funds opening new positions, 205 increasing their positions, 229 reducing their positions, and 53 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
594
Holders Change
+9
Holders Change %
+1.54%
% of All Funds
10.37%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.09%
New
70
Increased
205
Reduced
229
Closed
53
Calls
$50.7M
Puts
$54.6M
Net Calls
-$3.88M
Net Calls Change
-$278M

Top Buyers

1
Robeco Institutional Asset Management
Robeco Institutional Asset Management
Netherlands
$232M
2
Invesco
Invesco
Georgia
$213M
3
UBS Group
UBS Group
Switzerland
$157M
4
Capital World Investors
Capital World Investors
California
$1.68B
5
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
$62.1M

Top Sellers

1
Capital International Investors
Capital International Investors
California
$102M
2
Capital Research Global Investors
Capital Research Global Investors
California
$329M
3
Truist Financial
Truist Financial
North Carolina
$21.8M
4
Citadel Advisors
Citadel Advisors
Florida
$10.2M
5
Two Sigma Advisers
Two Sigma Advisers
New York
$8.63M
Name Holding Trade Value Shares
Change 		Shares
Change %
IP
501
Isthmus Partners
Wisconsin
$149K +$149K +2,550 New
CLOS
502
Compagnie Lombard Odier SCmA
Switzerland
$132K +$6.14K +105 +5%
AIM
503
Arcadia Investment Management
Michigan
$127K +$127K +2,175 New
OIA
504
Optimum Investment Advisors
Illinois
$105K – – –
Carson Wealth (CWM LLC)
505
Carson Wealth (CWM LLC)
Nebraska
$103K – – –
WWM
506
Wolff Wiese Magana
California
$102K – – –
EBA
507
Eagle Bay Advisors
New York
$95K +$95K +1,587 New
S
508
SignatureFD
Georgia
$92K +$1.4K +24 +2%
AIM
509
Anchor Investment Management
South Carolina
$87.9K – – –
HI
510
Harbour Investments
Wisconsin
$83K +$526 +9 +0.6%
IA
511
IFP Advisors
Florida
$73K -$72.8K -1,245 -50%
PCM
512
Penserra Capital Management
California
$65K +$1.73K +30 +3%
AA
513
Ancora Advisors
Ohio
$60K – – –
BCA
514
Berman Capital Advisors
Georgia
$60K +$1.04K +18 +2%
WT
515
Whittier Trust
California
$58K – – –
QCG
516
Quadrant Capital Group
Ohio
$53K +$355 +6 +0.7%
TLCM
517
Twin Lakes Capital Management
California
$44K – – –
MAM
518
Meeder Asset Management
Ohio
$43K +$10.9K +186 +34%
ST
519
Smithfield Trust
Pennsylvania
$42K – – –
BAM
520
Bellevue Asset Management
Washington
$30K – – –
GLLW
521
Graves Light Lenhart Wealth
Virginia
$29K – – –
ONST
522
Old North State Trust
North Carolina
$28K +$6.73K +114 +32%
GAM
523
Gemmer Asset Management
California
$26K – – –
CCM
524
Covington Capital Management
California
$24K – – –
NFG
525
Next Financial Group
Texas
$24K +$5.87K +99 +32%
19 20
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