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583 hedge funds and large institutions have $15.1B invested in Nasdaq in 2020 Q3 according to their latest regulatory filings, with 85 funds opening new positions, 210 increasing their positions, 183 reducing their positions, and 40 closing their positions.

New
Increased
Maintained
Reduced
Closed

262% more call options, than puts

Call options by funds: $295M | Put options by funds: $81.5M

113% more first-time investments, than exits

New positions opened: 85 | Existing positions closed: 40

15% more repeat investments, than reductions

Existing positions increased: 210 | Existing positions reduced: 183

8% more funds holding

Funds holding: 541583 (+42)

2% more capital invested

Capital invested by funds: $14.9B → $15.1B (+$230M)

2.58% less ownership

Funds ownership: 227.23%224.65% (-2.6%)

50% less funds holding in top 10

Funds holding in top 10: 63 (-3)

Holders
583
Holders Change
+42
Holders Change %
+7.76%
% of All Funds
11.76%
Holding in Top 10
3
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-50%
% of All Funds
0.06%
New
85
Increased
210
Reduced
183
Closed
40
Calls
$295M
Puts
$81.5M
Net Calls
+$214M
Net Calls Change
-$25.2M
Name Holding Trade Value Shares
Change
Change in
Stake
SA
526
SRH Advisors
Kansas
$12K
VCM
527
Versant Capital Management
Arizona
$12K
FCH
528
Freestone Capital Holdings
Washington
$11.8K +$12.3K +288 New
AWM
529
AllSquare Wealth Management
New York
$11K
EI
530
Ellevest Inc
New York
$10K -$1.66K -39 -14%
CAL
531
Capital Advisors Ltd
Ohio
$10K
CHC
532
City Holding Co
West Virginia
$10K
HIA
533
Harbor Investment Advisory
Maryland
$10K
TFO
534
Tarbox Family Office
California
$10K
SGAM
535
Smith Group Asset Management
Texas
$10K +$10.2K +240 New
RIM
536
Rampart Investment Management
Connecticut
$9K -$260K -6,105 -96%
EW
537
Evoke Wealth
California
$9K
SL
538
Savior LLC
Massachusetts
$9K
Millennium Management
539
Millennium Management
New York
$8.21K -$193K -4,515 -2%
BWA
540
Burt Wealth Advisors
Maryland
$8K
SLF
541
Sun Life Financial
Ontario, Canada
$8K
WPA
542
West Paces Advisors
Georgia
$7.36K
TFGT
543
TS Financial Group (TSFG)
Illinois
$7K -$256 -6 -3%
FMII
544
Farmers & Merchants Investments Inc
Nebraska
$7K
TF
545
Tompkins Financial
New York
$7K
SIS
546
Sound Income Strategies
Florida
$7K +$7.42K +174 New
ATC
547
Adirondack Trust Company
New York
$6K
CAL
548
Capital Analysts LLC
Pennsylvania
$6K
FMP
549
Financial Management Professionals
Texas
$6K
CA
550
Crewe Advisors
Utah
$6K +$6.01K +141 New

NDAQ Hedge Fund Activity: Q3 2020 in Review

583 of the 4,956 institutional investors tracked by Wall St. Rank reported a position in Nasdaq (NDAQ) for Q3 2020, worth a combined $15.1B — up 1.5% from $14.9B a quarter earlier.

Buyers outnumbered sellers: 85 funds opened new NDAQ positions and 40 closed out — a net gain of 45 holders — while 210 added to existing stakes and 183 trimmed.

The largest buyer was Franklin Resources, adding an estimated $95.2M. The largest seller was JP Morgan Chase, cutting an estimated $149M.

  • 583 institutional investors held Nasdaq (NDAQ) as of Q3 2020, up from 541 in Q2 2020.
  • Funds reported $15.1B of Nasdaq stock for Q3 2020, up 1.5% quarter-over-quarter.
  • 85 funds opened new Nasdaq positions in Q3 2020 and 40 closed out, a net change of +45 holders.
  • The largest Nasdaq buyer in Q3 2020 was Franklin Resources, an estimated $95.2M added.
  • The largest Nasdaq seller in Q3 2020 was JP Morgan Chase, an estimated $149M sold.

Based on aggregated 13F filings for Q3 2020.