NDAQ icon

Nasdaq
NDAQ

Overview Fund Activity

585 hedge funds and large institutions have $18B invested in Nasdaq in 2021 Q1 according to their latest regulatory filings, with 74 funds opening new positions, 204 increasing their positions, 210 reducing their positions, and 71 closing their positions.

Holders
585
Holders Change
–
Holders Change %
0%
% of All Funds
10.3%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.07%
New
74
Increased
204
Reduced
210
Closed
71
Calls
$337M
Puts
$62.5M
Net Calls
+$274M
Net Calls Change
+$615K

Top Buyers

1
Artisan Partners
1
Artisan Partners
Wisconsin
$276M
2
First Trust Advisors
2
First Trust Advisors
Illinois
$169M
3
Ameriprise
3
Ameriprise
Minnesota
$127M
4
Mackenzie Financial
4
Mackenzie Financial
Ontario, Canada
$161M
5
Swedbank
5
Swedbank
Sweden
$59.1M

Top Sellers

1
Vanguard Group
1
Vanguard Group
Pennsylvania
$1.82B
2
Massachusetts Financial Services
2
Massachusetts Financial Services
Massachusetts
$1.85B
3
FPP
3
Findlay Park Partners
United Kingdom
$0
4
Fidelity Investments
4
Fidelity Investments
Massachusetts
$66.9M
5
Truist Financial
5
Truist Financial
North Carolina
$57.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
IFAM
551
Institutional & Family Asset Management
Colorado
$6K – – –
SSB
552
Sandy Spring Bank
Maryland
$6K – – –
JMF
553
Johnson Midwest Financial
Iowa
$6K – – –
GWS
554
Glassman Wealth Services
Virginia
$6K +$1.08K +21 +22%
Jones Financial Companies
555
Jones Financial Companies
Missouri
$5K -$15K -279 -75%
JCM
556
Jacobi Capital Management
Pennsylvania
$5K -$469 -9 -9%
BWM
557
BerganKDV Wealth Management
Minnesota
$5K – – –
OC
558
Oakworth Capital
Alabama
$5K – – –
EARNEST Partners
559
EARNEST Partners
Georgia
$5K – – –
TWA
560
TCI Wealth Advisors
Arizona
$5K +$4.44K +96 +800%
MF
561
Manchester Financial
California
$4K – – –
FPS
562
Fieldpoint Private Securities
Connecticut
$4K – – –
EWA
563
Evolution Wealth Advisors
Florida
$4K – – –
VNA
564
Valley National Advisers
Pennsylvania
$4K – – –
IPW
565
IronBridge Private Wealth
Texas
$4K – – –
MWP
566
Meridian Wealth Partners
Pennsylvania
$4K +$4K +72 New
MIM
567
Macroview Investment Management
Maryland
$4K +$4K +78 New
VBCG
568
Valley Brook Capital Group
Pennsylvania
$4K +$4K +93 New
FNBOSM
569
First National Bank of South Miami
Florida
$3K – – –
CFO
570
CVA Family Office
Colorado
$3K +$3K +60 New
SWA
571
Sutton Wealth Advisors
Florida
$2.8K +$885 +18 +46%
HI
572
Hudock Inc
Pennsylvania
$2K – – –
AF
573
Allworth Financial
California
$2K – – –
ZB
574
Zions Bancorporation
Utah
$2K +$1.2K +27 +150%
DI
575
Disciplined Investments
Oklahoma
$2K +$2K +45 New
21 22
23
24 25