NDAQ icon

Nasdaq
NDAQ

Overview Fund Activity

585 hedge funds and large institutions have $18B invested in Nasdaq in 2021 Q1 according to their latest regulatory filings, with 74 funds opening new positions, 204 increasing their positions, 210 reducing their positions, and 71 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
585
Holders Change
–
Holders Change %
0%
% of All Funds
10.3%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.07%
New
74
Increased
204
Reduced
210
Closed
71
Calls
$337M
Puts
$62.5M
Net Calls
+$274M
Net Calls Change
+$615K

Top Buyers

1
Artisan Partners
1
Artisan Partners
Wisconsin
$276M
2
First Trust Advisors
2
First Trust Advisors
Illinois
$169M
3
Ameriprise
3
Ameriprise
Minnesota
$127M
4
Mackenzie Financial
4
Mackenzie Financial
Ontario, Canada
$161M
5
Swedbank
5
Swedbank
Sweden
$59.1M

Top Sellers

1
Vanguard Group
1
Vanguard Group
Pennsylvania
$1.82B
2
Massachusetts Financial Services
2
Massachusetts Financial Services
Massachusetts
$1.85B
3
FPP
3
Findlay Park Partners
United Kingdom
$0
4
Fidelity Investments
4
Fidelity Investments
Massachusetts
$66.9M
5
Truist Financial
5
Truist Financial
North Carolina
$57.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
VCM
526
Versant Capital Management
Arizona
$14K – – –
WAP
527
Wealthcare Advisory Partners
Pennsylvania
$14K +$14K +291 New
NIC
528
Northwest Investment Counselors
Oregon
$14K +$14K +294 New
EI
529
Ellevest Inc
New York
$13K – – –
HIA
530
Harbor Investment Advisory
Maryland
$12K – – –
CAL
531
Capital Advisors Ltd
Ohio
$12K – – –
TFO
532
Tarbox Family Office
California
$12K – – –
CHC
533
City Holding Co
West Virginia
$12K – – –
TF
534
Tompkins Financial
New York
$12K – – –
PSIWM
535
Paradigm Strategies in Wealth Management
Minnesota
$12K +$12K +240 New
EW
536
Evoke Wealth
California
$11K – – –
SLF
537
Sun Life Financial
Ontario, Canada
$10K – – –
SL
538
Savior LLC
Massachusetts
$10K – – –
SIS
539
Sound Income Strategies
Florida
$9.29K +$737 +15 +9%
LC
540
Lindbrook Capital
California
$9K +$2.51K +51 +39%
EFSCE
541
Enterprise Financial Services Corp (EFSC)
Missouri
$9K +$3.77K +78 +72%
WPA
542
West Paces Advisors
Georgia
$8.85K – – –
AIG
543
American International Group
New York
$8.72K +$12 +237 +0.1%
AIC
544
Ameritas Investment Company
Nebraska
$8.41K +$8.41K +171 New
Nisa Investment Advisors
545
Nisa Investment Advisors
Missouri
$8.09K -$1.05K -21,330 -11%
CAL
546
Capital Analysts LLC
Pennsylvania
$8K – – –
FMII
547
Farmers & Merchants Investments Inc
Nebraska
$8K – – –
FMP
548
Financial Management Professionals
Texas
$7K – – –
ATC
549
Adirondack Trust Company
New York
$7K – – –
TSW
550
Thompson Siegel & Walmsley
Virginia
$7K +$7K +147 New
20 21
22
23 24