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Nasdaq
NDAQ

Overview Fund Activity

682 hedge funds and large institutions have $19.8B invested in Nasdaq in 2023 Q1 according to their latest regulatory filings, with 66 funds opening new positions, 255 increasing their positions, 246 reducing their positions, and 86 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
682
Holders Change
-30
Holders Change %
-4.21%
% of All Funds
10.92%
Holding in Top 10
7
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+40%
% of All Funds
0.11%
New
66
Increased
255
Reduced
246
Closed
86
Calls
$51.6M
Puts
$58.5M
Net Calls
-$6.93M
Net Calls Change
-$23M

Top Buyers

1
Vanguard Group
1
Vanguard Group
Pennsylvania
$2.46B
2
Goldman Sachs
2
Goldman Sachs
New York
$322M
3
Bank Julius Baer & Co
3
Bank Julius Baer & Co
Switzerland
$88.9M
4
Renaissance Technologies
4
Renaissance Technologies
New York
$69M
5
Qube Research & Technologies (QRT)
5
Qube Research & Technologies (QRT)
United Kingdom
$52.5M

Top Sellers

1
Capital Research Global Investors
1
Capital Research Global Investors
California
$604M
2
Artisan Partners
2
Artisan Partners
Wisconsin
$195M
3
VOYA Investment Management
3
VOYA Investment Management
Georgia
$19.6M
4
AIM
4
Artemis Investment Management
United Kingdom
$0
5
BCPEMI
5
Bain Capital Public Equity Management II
Massachusetts
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
FA
501
FDx Advisors
Illinois
$288K – – –
FNT
502
First National Trust
Pennsylvania
$287K -$10.4K -190 -3%
RPCONE
503
Retirement Planning Company of New England
Rhode Island
$287K +$2.62K +48 +0.9%
CG
504
Caprock Group
Idaho
$286K -$56.5K -1,033 -16%
OWM
505
OneAscent Wealth Management
Alabama
$284K -$45.9K -840 -14%
VFA
506
Values First Advisors
Tennessee
$282K -$63.5K -1,162 -18%
WG
507
Welch Group
Alabama
$270K – – –
PGFC
508
Peapack-Gladstone Financial Corp
New Jersey
$270K -$4K -73 -1%
OFS
509
OneAscent Financial Services
Alabama
$266K -$50.1K -918 -16%
CGPCS
510
Capital Group Private Client Services
California
$264K -$15.7M -286,934 -98%
CCM
511
Coldstream Capital Management
Washington
$257K -$34.1K -624 -12%
PWM
512
Perigon Wealth Management
California
$247K -$56.9K -1,041 -19%
BCM
513
Brookstone Capital Management
Illinois
$246K +$14.8K +265 +6%
SWA
514
SFMG Wealth Advisors
Texas
$245K +$14.8K +270 +6%
PA
515
Parallel Advisors
California
$242K -$5.74K -105 -2%
CI Investments Inc
516
CI Investments Inc
Ontario, Canada
$241K -$7.34K -134 -3%
NC
517
NinePointTwo Capital
California
$240K +$240K +4,398 New
CIBC Private Wealth Group
518
CIBC Private Wealth Group
Georgia
$233K -$119K -2,178 -34%
HI
519
Horizon Investments
North Carolina
$233K -$366K -6,687 -61%
HWM
520
HB Wealth Management
Georgia
$232K -$54.8K -1,003 -19%
FFP
521
FourThought Financial Partners
Florida
$231K – – –
PAG
522
Private Advisor Group
New Jersey
$230K -$439K -8,025 -66%
OAM
523
Oppenheimer Asset Management
New York
$230K +$8.69K +159 +4%
MIG
524
McGuire Investment Group
Rhode Island
$230K – – –
LFAS
525
Level Four Advisory Services
Texas
$229K +$229K +4,185 New
19 20
21
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