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Nasdaq
NDAQ

Overview Fund Activity

749 hedge funds and large institutions have $28.8B invested in Nasdaq in 2024 Q2 according to their latest regulatory filings, with 76 funds opening new positions, 319 increasing their positions, 250 reducing their positions, and 75 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
749
Holders Change
-9
Holders Change %
-1.19%
% of All Funds
10.89%
Holding in Top 10
8
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-20%
% of All Funds
0.12%
New
76
Increased
319
Reduced
250
Closed
75
Calls
$55.8M
Puts
$34M
Net Calls
+$21.8M
Net Calls Change
+$14.5M

Top Buyers

1
Harris Associates
Harris Associates
Illinois
+$452M
2
Wellington Management Group
Wellington Management Group
Massachusetts
+$244M
3
Capital World Investors
Capital World Investors
California
+$55.8M
4
EDRH
Edmond de Rothschild Holding
Switzerland
+$53.1M
5
UBS AM
UBS AM
Illinois
+$50.1M

Top Sellers

1
Millennium Management
Millennium Management
New York
-$258M
2
Citadel Advisors
Citadel Advisors
Florida
-$206M
3
Man Group
Man Group
United Kingdom
-$128M
4
Holocene Advisors
Holocene Advisors
New York
-$64.9M
5
SC
Samlyn Capital
New York
-$64.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
CIBC Private Wealth Group
501
CIBC Private Wealth Group
Georgia
$377K +$4.59K +76 +1%
Lazard Asset Management
502
Lazard Asset Management
New York
$376K -$5.92M -98,329 -94%
PTC
503
Private Trust Company
Ohio
$376K -$84.5K -1,403 -18%
HPM
504
Hoxton Planning & Management
West Virginia
$375K -$181 -3 -0%
NWA
505
New World Advisors
Massachusetts
$375K +$143K +2,370 +62%
IEFM
506
IQ EQ Fund Management
Ireland
$368K – – –
JWA
507
JFS Wealth Advisors
Pennsylvania
$364K -$181 -3 -0%
Fuller & Thaler Asset Management
508
Fuller & Thaler Asset Management
California
$359K -$139K -2,312 -28%
SWA
509
Stratos Wealth Advisors
Ohio
$357K +$4.28K +71 +1%
DIA
510
Dana Investment Advisors
Wisconsin
$355K – – –
NP
511
NorthRock Partners
Minnesota
$351K -$44.8K -743 -11%
GF
512
Gabelli Funds
New York
$350K +$3.01K +50 +0.9%
FFM
513
Forum Financial Management
Illinois
$349K +$964 +16 +0.3%
HWAM
514
Hennion & Walsh Asset Management
New Jersey
$349K -$300K -4,980 -46%
DCM
515
Donaldson Capital Management
Indiana
$349K -$181 -3 -0.1%
ACM
516
Allred Capital Management
Texas
$348K +$1.27K +21 +0.4%
MIC
517
Means Investment Company
Maine
$348K – – –
VFA
518
Valeo Financial Advisors
Indiana
$347K -$2.05K -34 -0.6%
SC
519
Savant Capital
Illinois
$342K -$482 -8 -0.1%
MPWT
520
MassMutual Private Wealth & Trust
Connecticut
$340K -$27K -448 -7%
QWP
521
Quotient Wealth Partners
Texas
$340K -$368K -6,113 -52%
PGFC
522
Peapack-Gladstone Financial Corp
New Jersey
$336K -$4.03K -67 -1%
GFPC
523
Global Financial Private Client
Florida
$335K +$335K +5,567 New
PA
524
Profund Advisors
Maryland
$334K -$7.47K -124 -2%
Nomura Holdings
525
Nomura Holdings
Japan
$332K +$332K +5,503 New
19 20
21
22 23