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583 hedge funds and large institutions have $15.1B invested in Nasdaq in 2020 Q3 according to their latest regulatory filings, with 85 funds opening new positions, 210 increasing their positions, 183 reducing their positions, and 40 closing their positions.

New
Increased
Maintained
Reduced
Closed

262% more call options, than puts

Call options by funds: $295M | Put options by funds: $81.5M

113% more first-time investments, than exits

New positions opened: 85 | Existing positions closed: 40

15% more repeat investments, than reductions

Existing positions increased: 210 | Existing positions reduced: 183

8% more funds holding

Funds holding: 541583 (+42)

2% more capital invested

Capital invested by funds: $14.9B → $15.1B (+$230M)

2.58% less ownership

Funds ownership: 227.23%224.65% (-2.6%)

50% less funds holding in top 10

Funds holding in top 10: 63 (-3)

Holders
583
Holders Change
+42
Holders Change %
+7.76%
% of All Funds
11.76%
Holding in Top 10
3
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-50%
% of All Funds
0.06%
New
85
Increased
210
Reduced
183
Closed
40
Calls
$295M
Puts
$81.5M
Net Calls
+$214M
Net Calls Change
-$25.2M
Name Holding Trade Value Shares
Change
Change in
Stake
CCM
551
Chiron Capital Management
Florida
$6K +$6.4K +150 New
ETC
552
Exchange Traded Concepts
Oklahoma
$6K +$6.4K +150 New
QT
553
Quantbot Technologies
New York
$6K +$6.4K +150 New
EARNEST Partners
554
EARNEST Partners
Georgia
$5K
HPC
555
HM Payson & Co
Maine
$5K
IFAM
556
Institutional & Family Asset Management
Colorado
$5K
LC
557
Lindbrook Capital
California
$5K
SSB
558
Sandy Spring Bank
Maryland
$5K
EFSCE
559
Enterprise Financial Services Corp (EFSC)
Missouri
$4K -$9.72K -228 -68%
CFD
560
Creative Financial Designs
Indiana
$4K
EWA
561
Evolution Wealth Advisors
Florida
$4K
GWS
562
Glassman Wealth Services
Virginia
$4K
JCM
563
Jacobi Capital Management
Pennsylvania
$4K
MF
564
Manchester Financial
California
$4K
OC
565
Oakworth Capital
Alabama
$4K
VNA
566
Valley National Advisers
Pennsylvania
$4K
LWCFA
567
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$3K
RG
568
Retirement Group
California
$3K
BWM
569
BerganKDV Wealth Management
Minnesota
$2K
PFWA
570
Paces Ferry Wealth Advisors
Georgia
$2K +$2.05K +48 New
SWA
571
Sutton Wealth Advisors
Florida
$1.59K
CFA
572
Carroll Financial Associates
North Carolina
$1K -$36.6K -858 -96%
ARMC
573
American Research & Management Company
Massachusetts
$1K
M
574
MOTCO
Texas
$1K
GWM
575
Geneos Wealth Management
Colorado
$1K +$128 +3 +9%

NDAQ Hedge Fund Activity: Q3 2020 in Review

583 of the 4,956 institutional investors tracked by Wall St. Rank reported a position in Nasdaq (NDAQ) for Q3 2020, worth a combined $15.1B — up 1.5% from $14.9B a quarter earlier.

Buyers outnumbered sellers: 85 funds opened new NDAQ positions and 40 closed out — a net gain of 45 holders — while 210 added to existing stakes and 183 trimmed.

The largest buyer was Franklin Resources, adding an estimated $95.2M. The largest seller was JP Morgan Chase, cutting an estimated $149M.

  • 583 institutional investors held Nasdaq (NDAQ) as of Q3 2020, up from 541 in Q2 2020.
  • Funds reported $15.1B of Nasdaq stock for Q3 2020, up 1.5% quarter-over-quarter.
  • 85 funds opened new Nasdaq positions in Q3 2020 and 40 closed out, a net change of +45 holders.
  • The largest Nasdaq buyer in Q3 2020 was Franklin Resources, an estimated $95.2M added.
  • The largest Nasdaq seller in Q3 2020 was JP Morgan Chase, an estimated $149M sold.

Based on aggregated 13F filings for Q3 2020.