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Nasdaq
NDAQ

Overview Fund Activity

579 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, 207 increasing their positions, 183 reducing their positions, and 40 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
579
Holders Change
+42
Holders Change %
+7.82%
% of All Funds
11.71%
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
207
Reduced
183
Closed
40
Calls
$295M
Puts
$81.5M
Net Calls
+$214M
Net Calls Change
-$25.2M

Top Buyers

1
Franklin Resources
1
Franklin Resources
California
$168M
2
Two Sigma Investments
2
Two Sigma Investments
New York
$54.5M
3
Bank of America
3
Bank of America
North Carolina
$182M
4
BlackRock
4
BlackRock
New York
$983M
5
Marshall Wace
5
Marshall Wace
United Kingdom
$21.7M

Top Sellers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$44.7M
2
FPP
2
Findlay Park Partners
United Kingdom
$120M
3
Massachusetts Financial Services
3
Massachusetts Financial Services
Massachusetts
$1.83B
4
Fidelity Investments
4
Fidelity Investments
Massachusetts
$126M
5
Vanguard Group
5
Vanguard Group
Pennsylvania
$1.52B
Name Holding Trade Value Shares
Change 		Shares
Change %
IFAM
551
Institutional & Family Asset Management
Colorado
$5K – – –
LC
552
Lindbrook Capital
California
$5K – – –
EARNEST Partners
553
EARNEST Partners
Georgia
$5K – – –
HPC
554
HM Payson & Co
Maine
$5K – – –
EFSCE
555
Enterprise Financial Services Corp (EFSC)
Missouri
$4K -$8.44K -228 -68%
GWS
556
Glassman Wealth Services
Virginia
$4K – – –
JCM
557
Jacobi Capital Management
Pennsylvania
$4K – – –
EWA
558
Evolution Wealth Advisors
Florida
$4K – – –
VNA
559
Valley National Advisers
Pennsylvania
$4K – – –
CFD
560
Creative Financial Designs
Indiana
$4K – – –
MF
561
Manchester Financial
California
$4K – – –
OC
562
Oakworth Capital
Alabama
$4K – – –
RG
563
Retirement Group
California
$3K – – –
LWCFA
564
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$3K – – –
BWM
565
BerganKDV Wealth Management
Minnesota
$2K – – –
PFWA
566
Paces Ferry Wealth Advisors
Georgia
$2K +$2K +48 New
SWA
567
Sutton Wealth Advisors
Florida
$1.6K – – –
CFA
568
Carroll Financial Associates
North Carolina
$1K -$23.8K -858 -96%
ARMC
569
American Research & Management Company
Massachusetts
$1K – – –
M
570
MOTCO
Texas
$1K – – –
GWM
571
Geneos Wealth Management
Colorado
$1K +$83 +3 +9%
IAS
572
IMA Advisory Services
Colorado
$1K +$1K +30 New
AWM
573
Adams Wealth Management
Utah
$1K +$1K +33 New
ED
574
Exane Derivatives
France
$368 – – –
FCA
575
FinTrust Capital Advisors
South Carolina
$354 +$192 +4,713 +119%
21 22
23
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