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Nasdaq
NDAQ

Overview Fund Activity

609 hedge funds and large institutions have $23.5B invested in Nasdaq in 2021 Q3 according to their latest regulatory filings, with 71 funds opening new positions, 213 increasing their positions, 216 reducing their positions, and 49 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
609
Holders Change
+15
Holders Change %
+2.53%
% of All Funds
10.7%
Holding in Top 10
8
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+60%
% of All Funds
0.14%
New
71
Increased
213
Reduced
216
Closed
49
Calls
$143M
Puts
$240M
Net Calls
-$97.1M
Net Calls Change
-$93.2M

Top Buyers

1
Diamond Hill Capital Management
Diamond Hill Capital Management
Ohio
$204M
2
Vanguard Group
Vanguard Group
Pennsylvania
$2.43B
3
Geode Capital Management
Geode Capital Management
Massachusetts
$470M
4
Goldman Sachs
Goldman Sachs
New York
$131M
5
Citadel Advisors
Citadel Advisors
Florida
$49.1M

Top Sellers

1
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
$2.28B
2
Capital International Investors
Capital International Investors
California
$61.1M
3
Invesco
Invesco
Georgia
$188M
4
Capital Research Global Investors
Capital Research Global Investors
California
$328M
5
Deutsche Bank
Deutsche Bank
Germany
$187M
Name Holding Trade Value Shares
Change 		Shares
Change %
AF
526
Advisornet Financial
Minnesota
$64K +$64K +987 New
TCWM
527
Total Clarity Wealth Management
Illinois
$58K +$58K +900 New
TLCM
528
Twin Lakes Capital Management
California
$48K – – –
ST
529
Smithfield Trust
Pennsylvania
$46K – – –
BAM
530
Bellevue Asset Management
Washington
$33K – – –
GLLW
531
Graves Light Lenhart Wealth
Virginia
$32K – – –
ONST
532
Old North State Trust
North Carolina
$30K – – –
GAM
533
Gemmer Asset Management
California
$29K – – –
CCM
534
Covington Capital Management
California
$27K +$579 +9 +2%
NFG
535
Next Financial Group
Texas
$27K +$777 +12 +3%
TPCW
536
TD Private Client Wealth
New York
$25.7K +$1.74K +27 +7%
PFBT
537
Parkside Financial Bank & Trust
Missouri
$25K – – –
CWM
538
Cranbrook Wealth Management
Michigan
$25K – – –
FFA
539
Freedman Financial Associates
Massachusetts
$24K – – –
WTC
540
WhitTier Trust Company
Nevada
$22K – – –
SGAM
541
Smith Group Asset Management
Texas
$22K +$1.56K +24 +8%
HFM
542
Harvest Fund Management
China
$20K – – –
GRP
543
Global Retirement Partners
California
$19K – – –
MMG
544
Monetary Management Group
Missouri
$19K +$19K +300 New
WT
545
Whittier Trust
California
$18K -$45K -705 -71%
AWM
546
AllSquare Wealth Management
New York
$18K – – –
EI
547
Ellevest Inc
New York
$17K -$198 -3 -1%
KIG
548
Kowal Investment Group
Wisconsin
$17K +$17K +264 New
CAL
549
Capital Advisors Ltd
Ohio
$16K – – –
TFO
550
Tarbox Family Office
California
$16K – – –
20 21
22
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