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Nasdaq
NDAQ

Overview Fund Activity

594 hedge funds and large institutions have $21.3B invested in Nasdaq in 2021 Q2 according to their latest regulatory filings, with 70 funds opening new positions, 205 increasing their positions, 229 reducing their positions, and 53 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
594
Holders Change
+9
Holders Change %
+1.54%
% of All Funds
10.37%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.09%
New
70
Increased
205
Reduced
229
Closed
53
Calls
$50.7M
Puts
$54.6M
Net Calls
-$3.88M
Net Calls Change
-$278M

Top Buyers

1
Robeco Institutional Asset Management
Robeco Institutional Asset Management
Netherlands
$232M
2
Invesco
Invesco
Georgia
$213M
3
UBS Group
UBS Group
Switzerland
$157M
4
Capital World Investors
Capital World Investors
California
$1.68B
5
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
$62.1M

Top Sellers

1
Capital International Investors
Capital International Investors
California
$102M
2
Capital Research Global Investors
Capital Research Global Investors
California
$329M
3
Truist Financial
Truist Financial
North Carolina
$21.8M
4
Citadel Advisors
Citadel Advisors
Florida
$10.2M
5
Two Sigma Advisers
Two Sigma Advisers
New York
$8.63M
Name Holding Trade Value Shares
Change 		Shares
Change %
PFBT
526
Parkside Financial Bank & Trust
Missouri
$23K -$539 -9 -2%
CWM
527
Cranbrook Wealth Management
Michigan
$23K – – –
FFA
528
Freedman Financial Associates
Massachusetts
$22K +$22K +375 New
FHA
529
First Horizon Advisors
Tennessee
$22K +$22K +384 New
TPCW
530
TD Private Client Wealth
New York
$21.8K -$2.81K -48 -11%
WTC
531
WhitTier Trust Company
Nevada
$20K – – –
SGAM
532
Smith Group Asset Management
Texas
$18K -$3.6K -63 -17%
HFM
533
Harvest Fund Management
China
$18K – – –
GRP
534
Global Retirement Partners
California
$17K +$515 +9 +3%
AWM
535
AllSquare Wealth Management
New York
$16K – – –
EI
536
Ellevest Inc
New York
$15K – – –
HIA
537
Harbor Investment Advisory
Maryland
$15K – – –
DMBA
538
Deseret Mutual Benefit Administrators
Utah
$15K +$15K +252 New
CHC
539
City Holding Co
West Virginia
$14K – – –
CAL
540
Capital Advisors Ltd
Ohio
$14K – – –
TFO
541
Tarbox Family Office
California
$14K – – –
PSIWM
542
Paradigm Strategies in Wealth Management
Minnesota
$14K – – –
EW
543
Evoke Wealth
California
$14K +$525 +9 +4%
CFO
544
CVA Family Office
Colorado
$14K +$10.5K +180 +300%
SL
545
Savior LLC
Massachusetts
$12K – – –
EFSCE
546
Enterprise Financial Services Corp (EFSC)
Missouri
$11K – – –
LC
547
Lindbrook Capital
California
$11K – – –
Jones Financial Companies
548
Jones Financial Companies
Missouri
$11K +$5.67K +99 +106%
TWM
549
Tradition Wealth Management
Minnesota
$11K +$11K +195 New
WPA
550
West Paces Advisors
Georgia
$10.5K – – –
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