690 hedge funds and large institutions have $18B invested in Nasdaq in 2023 Q2 according to their latest regulatory filings, with 72 funds opening new positions, 259 increasing their positions, 251 reducing their positions, and 61 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
690
Holders Change
+8
Holders Change %
+1.17%
% of All Funds
10.88%
Holding in Top 10
7
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.11%
New
72
Increased
259
Reduced
251
Closed
61
Calls
$53.5M
Puts
$60.6M
Net Calls
-$7.14M
Net Calls Change
-$202K
Name Holding Trade Value Shares
Change
Shares
Change %
FMLI
501
Fukoku Mutual Life Insurance
Japan
$290K
FFM
502
Forum Financial Management
Illinois
$288K +$748 +15 +0.3%
MIC
503
Means Investment Company
Maine
$288K
RPCONE
504
Retirement Planning Company of New England
Rhode Island
$286K +$24.4K +490 +9%
ACM
505
Allred Capital Management
Texas
$284K +$1.15K +23 +0.4%
TNB
506
Thomasville National Bank
Georgia
$279K +$9.47K +190 +4%
PFO
507
Pathstone Family Office
New Jersey
$276K +$72.4K +1,460 +36%
ECM
508
Evergreen Capital Management
Washington
$276K -$46.8K -938 -14%
HCA
509
Harbor Capital Advisors
Illinois
$272K
ANBT
510
American National Bank & Trust
Texas
$270K
VFA
511
Values First Advisors
Tennessee
$270K +$12K +241 +5%
MHR
512
Matthew Hamilton Rosenberg
$269K +$50 +1 +0%
DI
513
Diligent Investors
California
$269K
BAM
514
Boyar Asset Management
New York
$266K -$46.7K -936 -15%
CW
515
CreativeOne Wealth
Kansas
$266K -$55.2K -1,106 -17%
SI
516
Sapience Investments
California
$263K -$321K -6,432 -55%
FNT
517
First National Trust
Pennsylvania
$262K
WG
518
Welch Group
Alabama
$247K
BFG
519
Bleakley Financial Group
New Jersey
$243K -$70.7K -1,419 -23%
DEA
520
DoubleLine ETF Adviser
Florida
$242K -$33.7K -676 -12%
PA
521
Parallel Advisors
California
$240K +$18.5K +372 +8%
LA
522
Legacy Advisors
Pennsylvania
$238K +$238K +4,781 New
LFAS
523
Level Four Advisory Services
Texas
$237K +$28.7K +575 +14%
FFP
524
FourThought Financial Partners
Florida
$236K +$25.3K +507 +12%
FA
525
FDx Advisors
Illinois
$232K -$1.5K -30 -0.6%