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Nasdaq
NDAQ

Overview Fund Activity

693 hedge funds and large institutions have $17.5B invested in Nasdaq in 2023 Q3 according to their latest regulatory filings, with 71 funds opening new positions, 222 increasing their positions, 295 reducing their positions, and 62 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
693
Holders Change
+3
Holders Change %
+0.43%
% of All Funds
11.05%
Holding in Top 10
6
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-14.29%
% of All Funds
0.1%
New
71
Increased
222
Reduced
295
Closed
62
Calls
$68M
Puts
$62.2M
Net Calls
+$5.86M
Net Calls Change
+$13M

Top Buyers

1
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$305M
2
Franklin Resources
Franklin Resources
California
$412M
3
Marshall Wace
Marshall Wace
United Kingdom
$97.2M
4
Balyasny Asset Management
Balyasny Asset Management
Illinois
$81.5M
5
Holocene Advisors
Holocene Advisors
New York
$60.6M

Top Sellers

1
First Trust Advisors
First Trust Advisors
Illinois
$69.7M
2
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
$1.24B
3
Capital World Investors
Capital World Investors
California
$386M
4
Schroder Investment Management Group
Schroder Investment Management Group
United Kingdom
$15M
5
Morgan Stanley
Morgan Stanley
New York
$199M
Name Holding Trade Value Shares
Change 		Shares
Change %
HCA
501
Harbor Capital Advisors
Illinois
$265K – – –
ANBT
502
American National Bank & Trust
Texas
$263K – – –
MHR
503
Matthew Hamilton Rosenberg
$263K – – –
GF
504
Gabelli Funds
New York
$263K +$48.6K +1,000 +23%
TNB
505
Thomasville National Bank
Georgia
$262K -$9.23K -190 -3%
DI
506
Diligent Investors
California
$262K – – –
BLC
507
Brown, Lisle/Cummings
Rhode Island
$261K +$254K +5,225 +3,483%
S
508
SignatureFD
Georgia
$261K -$115K -2,372 -31%
BAM
509
Boyar Asset Management
New York
$260K – – –
PTC
510
Petrus Trust Company
Texas
$259K -$271K -5,569 -51%
SI
511
Sapience Investments
California
$256K -$146 -3 -0.1%
FNT
512
First National Trust
Pennsylvania
$255K – – –
DEA
513
DoubleLine ETF Adviser
Florida
$254K +$17.5K +361 +7%
CAG
514
Crestwood Advisors Group
Massachusetts
$245K +$245K +5,040 New
RPCONE
515
Retirement Planning Company of New England
Rhode Island
$243K -$35.7K -735 -13%
WG
516
Welch Group
Alabama
$240K – – –
MYAM
517
Meiji Yasuda Asset Management
Japan
$237K +$237K +4,880 New
FMAEN1
518
Fund Management at Engine No 1
California
$236K +$21.2K +437 +10%
LA
519
Legacy Advisors
Pennsylvania
$233K +$1.02K +21 +0.4%
CCM
520
Coldstream Capital Management
Washington
$233K +$12.4K +255 +6%
HWM
521
HB Wealth Management
Georgia
$232K +$232K +4,776 New
FFP
522
FourThought Financial Partners
Florida
$230K – – –
AWM
523
Apollon Wealth Management
South Carolina
$229K +$229K +4,718 New
CI Investments Inc
524
CI Investments Inc
Ontario, Canada
$227K +$7.13K +147 +3%
HI
525
Horizon Investments
North Carolina
$227K +$2.92K +60 +1%
19 20
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