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Nasdaq
NDAQ

Overview Fund Activity

758 hedge funds and large institutions have $30.3B invested in Nasdaq in 2024 Q1 according to their latest regulatory filings, with 111 funds opening new positions, 292 increasing their positions, 239 reducing their positions, and 63 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
758
Holders Change
+40
Holders Change %
+5.57%
% of All Funds
10.99%
Holding in Top 10
10
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+42.86%
% of All Funds
0.14%
New
111
Increased
292
Reduced
239
Closed
63
Calls
$46.8M
Puts
$39.6M
Net Calls
+$7.23M
Net Calls Change
+$15M

Top Buyers

1
TB
Thoma Bravo
Illinois
$5.4B
2
Wellington Management Group
Wellington Management Group
Massachusetts
$675M
3
Vanguard Group
Vanguard Group
Pennsylvania
$3.04B
4
BlackRock
BlackRock
New York
$2.1B
5
FCM
Farallon Capital Management
California
$532M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
$264M
2
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
$1.34B
3
Capital World Investors
Capital World Investors
California
$332M
4
Nordea Investment Management
Nordea Investment Management
Sweden
$1.53M
5
Fidelity Investments
Fidelity Investments
Massachusetts
$63M
Name Holding Trade Value Shares
Change 		Shares
Change %
DCM
501
Delta Capital Management
New Jersey
$398K – – –
AIMCA
502
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$398K -$601K -9,525 -60%
IWP
503
Insight Wealth Partners
Texas
$396K +$164K +2,595 +70%
HPM
504
Hoxton Planning & Management
West Virginia
$393K -$379 -6 -0.1%
CA
505
Cetera Advisors
Colorado
$393K +$120K +1,894 +44%
CAL
506
Capital Analysts LLC
Pennsylvania
$392K +$170K +2,690 +76%
HWM
507
HB Wealth Management
Georgia
$391K +$9.47K +150 +2%
IEFM
508
IQ EQ Fund Management
Ireland
$385K – – –
EF
509
Empowered Funds
Pennsylvania
$385K +$102K +1,609 +36%
MPWT
510
MassMutual Private Wealth & Trust
Connecticut
$384K -$38.2K -605 -9%
S
511
SignatureFD
Georgia
$384K -$1.96K -31 -0.5%
CIBC Private Wealth Group
512
CIBC Private Wealth Group
Georgia
$384K -$50.7K -814 -12%
JWA
513
JFS Wealth Advisors
Pennsylvania
$382K -$568 -9 -0.1%
EAM
514
Empirical Asset Management
Massachusetts
$381K +$381K +6,030 New
CCM
515
Coldstream Capital Management
Washington
$377K -$13.7K -217 -4%
AC
516
ASB Consultores
Florida
$375K +$375K +5,939 New
DIA
517
Dana Investment Advisors
Wisconsin
$372K -$13.6K -215 -4%
SWA
518
Stratos Wealth Advisors
Ohio
$369K +$757 +12 +0.2%
DEA
519
DoubleLine ETF Adviser
Florida
$366K +$7.57K +120 +2%
DCM
520
Donaldson Capital Management
Indiana
$366K -$37.6K -596 -9%
FFM
521
Forum Financial Management
Illinois
$365K – – –
MIC
522
Means Investment Company
Maine
$364K – – –
ACM
523
Allred Capital Management
Texas
$363K +$1.14K +18 +0.3%
GF
524
Gabelli Funds
New York
$363K -$47.3K -750 -12%
PAS
525
Park Avenue Securities
New York
$363K -$505 -8 -0.1%
19 20
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