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599 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, 206 increasing their positions, 231 reducing their positions, and 53 closing their positions.

New
Increased
Maintained
Reduced
Closed

32% more first-time investments, than exits

New positions opened: 70 | Existing positions closed: 53

25% more funds holding in top 10

Funds holding in top 10: 45 (+1)

18% more capital invested

Capital invested by funds: $18B → $21.3B (+$3.31B)

2% more funds holding

Funds holding: 590599 (+9)

7% less call options, than puts

Call options by funds: $50.7M | Put options by funds: $54.6M

1.54% less ownership

Funds ownership: 223.1%221.56% (-1.5%)

11% less repeat investments, than reductions

Existing positions increased: 206 | Existing positions reduced: 231

Holders
599
Holders Change
+9
Holders Change %
+1.53%
% of All Funds
10.43%
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
206
Reduced
231
Closed
53
Calls
$50.7M
Puts
$54.6M
Net Calls
-$3.88M
Net Calls Change
-$278M
Name Holding Trade Value Shares
Change
Change in
Stake
GLLW
526
Graves Light Lenhart Wealth
Virginia
$29K
ONST
527
Old North State Trust
North Carolina
$28K +$6.27K +114 +32%
GAM
528
Gemmer Asset Management
California
$26K
CCM
529
Covington Capital Management
California
$24K
NFG
530
Next Financial Group
Texas
$24K +$5.45K +99 +32%
PFBT
531
Parkside Financial Bank & Trust
Missouri
$23K -$495 -9 -2%
CWM
532
Cranbrook Wealth Management
Michigan
$23K
FFA
533
Freedman Financial Associates
Massachusetts
$22K +$20.6K +375 New
FHA
534
First Horizon Advisors
Tennessee
$22K +$21.1K +384 New
TPCW
535
TD Private Client Wealth
New York
$21.8K -$2.64K -48 -11%
WTC
536
WhitTier Trust Company
Nevada
$20K
SGAM
537
Smith Group Asset Management
Texas
$18K -$3.47K -63 -17%
HFM
538
Harvest Fund Management
China
$18K
GRP
539
Global Retirement Partners
California
$17K +$495 +9 +3%
AWM
540
AllSquare Wealth Management
New York
$16K
EI
541
Ellevest Inc
New York
$15K
HIA
542
Harbor Investment Advisory
Maryland
$15K
DMBA
543
Deseret Mutual Benefit Administrators
Utah
$15K +$13.9K +252 New
CAL
544
Capital Advisors Ltd
Ohio
$14K
CHC
545
City Holding Co
West Virginia
$14K
PSIWM
546
Paradigm Strategies in Wealth Management
Minnesota
$14K
TFO
547
Tarbox Family Office
California
$14K
EW
548
Evoke Wealth
California
$14K +$495 +9 +4%
CFO
549
CVA Family Office
Colorado
$14K +$9.91K +180 +300%
SL
550
Savior LLC
Massachusetts
$12K

NDAQ Hedge Fund Activity: Q2 2021 in Review

599 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in Nasdaq (NDAQ) for Q2 2021, worth a combined $21.3B — up 18% from $18B a quarter earlier.

Buyers outnumbered sellers: 70 funds opened new NDAQ positions and 53 closed out — a net gain of 17 holders — while 206 added to existing stakes and 231 trimmed.

The largest buyer was Robeco Institutional Asset Management, adding an estimated $93M. The largest seller was Capital International Investors, cutting an estimated $139M.

  • 599 institutional investors held Nasdaq (NDAQ) as of Q2 2021, up from 590 in Q1 2021.
  • Funds reported $21.3B of Nasdaq stock for Q2 2021, up 18% quarter-over-quarter.
  • 70 funds opened new Nasdaq positions in Q2 2021 and 53 closed out, a net change of +17 holders.
  • The largest Nasdaq buyer in Q2 2021 was Robeco Institutional Asset Management, an estimated $93M added.
  • The largest Nasdaq seller in Q2 2021 was Capital International Investors, an estimated $139M sold.

Based on aggregated 13F filings for Q2 2021.