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590 hedge funds and large institutions have $18B invested in Nasdaq in 2021 Q1 according to their latest regulatory filings, with 75 funds opening new positions, 205 increasing their positions, 212 reducing their positions, and 71 closing their positions.

New
Increased
Maintained
Reduced
Closed

439% more call options, than puts

Call options by funds: $337M | Put options by funds: $62.5M

33% more funds holding in top 10

Funds holding in top 10: 34 (+1)

9% more capital invested

Capital invested by funds: $16.5B → $18B (+$1.49B)

6% more first-time investments, than exits

New positions opened: 75 | Existing positions closed: 71

0% more funds holding

Funds holding: 589590 (+1)

3% less repeat investments, than reductions

Existing positions increased: 205 | Existing positions reduced: 212

2.76% less ownership

Funds ownership: 225.86%223.1% (-2.8%)

Holders
590
Holders Change
+1
Holders Change %
+0.17%
% of All Funds
10.36%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.07%
New
75
Increased
205
Reduced
212
Closed
71
Calls
$337M
Puts
$62.5M
Net Calls
+$274M
Net Calls Change
+$615K
Name Holding Trade Value Shares
Change
Change in
Stake
WTC
526
WhitTier Trust Company
Nevada
$17K
HFM
527
Harvest Fund Management
China
$15K
NFG
528
Next Financial Group
Texas
$15K
GRP
529
Global Retirement Partners
California
$14K -$14.4K -303 -51%
AWM
530
AllSquare Wealth Management
New York
$14K
VCM
531
Versant Capital Management
Arizona
$14K
WAP
532
Wealthcare Advisory Partners
Pennsylvania
$14K +$13.8K +291 New
NIC
533
Northwest Investment Counselors
Oregon
$14K +$14K +294 New
EI
534
Ellevest Inc
New York
$13K
CAL
535
Capital Advisors Ltd
Ohio
$12K
CHC
536
City Holding Co
West Virginia
$12K
HIA
537
Harbor Investment Advisory
Maryland
$12K
TFO
538
Tarbox Family Office
California
$12K
TF
539
Tompkins Financial
New York
$12K
PSIWM
540
Paradigm Strategies in Wealth Management
Minnesota
$12K +$11.4K +240 New
EW
541
Evoke Wealth
California
$11K
SL
542
Savior LLC
Massachusetts
$10K
SLF
543
Sun Life Financial
Ontario, Canada
$10K
SIS
544
Sound Income Strategies
Florida
$9.29K +$712 +15 +9%
LC
545
Lindbrook Capital
California
$9K +$2.42K +51 +39%
EFSCE
546
Enterprise Financial Services Corp (EFSC)
Missouri
$9K +$3.7K +78 +72%
WPA
547
West Paces Advisors
Georgia
$8.85K
AIG
548
American International Group
New York
$8.71K +$11.3K +237 +0.1%
AIC
549
Ameritas Investment Company
Nebraska
$8.4K +$8.12K +171 New
Nisa Investment Advisors
550
Nisa Investment Advisors
Missouri
$8.09K -$1.01M -21,330 -11%

NDAQ Hedge Fund Activity: Q1 2021 in Review

590 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in Nasdaq (NDAQ) for Q1 2021, worth a combined $18B — up 9% from $16.5B a quarter earlier.

Buyers outnumbered sellers: 75 funds opened new NDAQ positions and 71 closed out — a net gain of 4 holders — while 205 added to existing stakes and 212 trimmed.

The largest buyer was Artisan Partners, opening a new position worth an estimated $267M. The largest seller was Vanguard Group, cutting an estimated $291M.

  • 590 institutional investors held Nasdaq (NDAQ) as of Q1 2021, up from 589 in Q4 2020.
  • Funds reported $18B of Nasdaq stock for Q1 2021, up 9% quarter-over-quarter.
  • 75 funds opened new Nasdaq positions in Q1 2021 and 71 closed out, a net change of +4 holders.
  • The largest Nasdaq buyer in Q1 2021 was Artisan Partners, an estimated $267M added.
  • The largest Nasdaq seller in Q1 2021 was Vanguard Group, an estimated $291M sold.

Based on aggregated 13F filings for Q1 2021.