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Nasdaq
NDAQ

Overview Fund Activity

712 hedge funds and large institutions have $22.3B invested in Nasdaq in 2022 Q4 according to their latest regulatory filings, with 103 funds opening new positions, 272 increasing their positions, 225 reducing their positions, and 55 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
712
Holders Change
+35
Holders Change %
+5.17%
% of All Funds
11.49%
Holding in Top 10
5
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-28.57%
% of All Funds
0.08%
New
103
Increased
272
Reduced
225
Closed
55
Calls
$115M
Puts
$99.3M
Net Calls
+$16.1M
Net Calls Change
+$28.1M

Top Buyers

1
Vanguard Group
Vanguard Group
Pennsylvania
+$243M
2
BlackRock
BlackRock
New York
+$90.1M
3
Morgan Stanley
Morgan Stanley
New York
+$47.6M
4
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
+$40.2M
5
AllianceBernstein
AllianceBernstein
Tennessee
+$37.9M

Top Sellers

1
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
-$157M
2
Invesco
Invesco
Georgia
-$56.9M
3
BCPEMI
Bain Capital Public Equity Management II
Massachusetts
-$55M
4
Bank of America
Bank of America
North Carolina
-$43.6M
5
Goldman Sachs
Goldman Sachs
New York
-$39.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
CI
526
Cigna Investments
Connecticut
$258K – – –
MIG
527
McGuire Investment Group
Rhode Island
$258K – – –
BCM
528
Brookstone Capital Management
Illinois
$256K -$247 -4 -0.1%
CAG
529
Crestwood Advisors Group
Massachusetts
$255K +$255K +4,163 New
MC
530
Maverick Capital
Texas
$255K +$255K +4,152 New
NA
531
Navellier & Associates
Nevada
$249K +$1.66K +27 +0.7%
OAM
532
Oppenheimer Asset Management
New York
$248K +$9.14K +149 +4%
NP
533
NorthRock Partners
Minnesota
$247K +$14.2K +232 +6%
TAM
534
Trust Asset Management
Texas
$245K – – –
BBHC
535
Brown Brothers Harriman & Co
New York
$240K -$3.68K -60 -2%
IWM
536
IHT Wealth Management
Illinois
$238K -$1.78K -29 -0.7%
EI
537
Ellevest Inc
New York
$237K +$90.3K +1,472 +62%
AWE
538
Avidian Wealth Enterprises
Texas
$235K +$736 +12 +0.3%
PA
539
Profund Advisors
Maryland
$235K +$675 +11 +0.3%
SSA
540
Schonfeld Strategic Advisors
New York
$233K +$233K +3,793 New
CTC
541
Central Trust Company
Missouri
$231K +$13.2K +215 +6%
DT
542
Diversified Trust
Tennessee
$231K -$19.5K -318 -8%
SS
543
Simplicity Solutions
Minnesota
$229K +$229K +3,739 New
FMAEN1
544
Fund Management at Engine No 1
California
$229K +$229K +3,731 New
PWPS
545
Pinnacle Wealth Planning Services
Ohio
$225K +$225K +3,666 New
PI
546
PFS Investments
Georgia
$223K +$919 +15 +0.4%
IAIM
547
Industrial Alliance Investment Management
Quebec, Canada
$222K +$222K +3,614 New
SBIA
548
Sheaff Brock Investment Advisors
Indiana
$221K -$27.5K -448 -11%
MCM
549
MAI Capital Management
Ohio
$219K +$219K +3,566 New
MWM
550
Mission Wealth Management
California
$219K +$1.23K +20 +0.6%
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