We are live on ! Find out more

590 hedge funds and large institutions have $18B invested in Nasdaq in 2021 Q1 according to their latest regulatory filings, with 75 funds opening new positions, 205 increasing their positions, 212 reducing their positions, and 71 closing their positions.

New
Increased
Maintained
Reduced
Closed

439% more call options, than puts

Call options by funds: $337M | Put options by funds: $62.5M

33% more funds holding in top 10

Funds holding in top 10: 34 (+1)

9% more capital invested

Capital invested by funds: $16.5B → $18B (+$1.49B)

6% more first-time investments, than exits

New positions opened: 75 | Existing positions closed: 71

0% more funds holding

Funds holding: 589590 (+1)

3% less repeat investments, than reductions

Existing positions increased: 205 | Existing positions reduced: 212

2.76% less ownership

Funds ownership: 225.86%223.1% (-2.8%)

Holders
590
Holders Change
+1
Holders Change %
+0.17%
% of All Funds
10.36%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.07%
New
75
Increased
205
Reduced
212
Closed
71
Calls
$337M
Puts
$62.5M
Net Calls
+$274M
Net Calls Change
+$615K
Name Holding Trade Value Shares
Change
Change in
Stake
CAL
551
Capital Analysts LLC
Pennsylvania
$8K
FMII
552
Farmers & Merchants Investments Inc
Nebraska
$8K
ATC
553
Adirondack Trust Company
New York
$7K
FMP
554
Financial Management Professionals
Texas
$7K
TSW
555
Thompson Siegel & Walmsley
Virginia
$7K +$6.98K +147 New
IFAM
556
Institutional & Family Asset Management
Colorado
$6K
JMF
557
Johnson Midwest Financial
Iowa
$6K
SSB
558
Sandy Spring Bank
Maryland
$6K
GWS
559
Glassman Wealth Services
Virginia
$6K +$997 +21 +22%
Jones Financial Companies
560
Jones Financial Companies
Missouri
$5K -$13.2K -279 -75%
JCM
561
Jacobi Capital Management
Pennsylvania
$5K -$427 -9 -9%
BWM
562
BerganKDV Wealth Management
Minnesota
$5K
EARNEST Partners
563
EARNEST Partners
Georgia
$5K
OC
564
Oakworth Capital
Alabama
$5K
TWA
565
TCI Wealth Advisors
Arizona
$5K +$4.56K +96 +800%
EWA
566
Evolution Wealth Advisors
Florida
$4K
FPS
567
Fieldpoint Private Securities
Connecticut
$4K
IPW
568
IronBridge Private Wealth
Texas
$4K
MF
569
Manchester Financial
California
$4K
VNA
570
Valley National Advisers
Pennsylvania
$4K
MWP
571
Meridian Wealth Partners
Pennsylvania
$4K +$3.42K +72 New
MIM
572
Macroview Investment Management
Maryland
$4K +$3.7K +78 New
VBCG
573
Valley Brook Capital Group
Pennsylvania
$4K +$4.42K +93 New
FNBOSM
574
First National Bank of South Miami
Florida
$3K
CFO
575
CVA Family Office
Colorado
$3K +$2.85K +60 New

NDAQ Hedge Fund Activity: Q1 2021 in Review

590 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in Nasdaq (NDAQ) for Q1 2021, worth a combined $18B — up 9% from $16.5B a quarter earlier.

Buyers outnumbered sellers: 75 funds opened new NDAQ positions and 71 closed out — a net gain of 4 holders — while 205 added to existing stakes and 212 trimmed.

The largest buyer was Artisan Partners, opening a new position worth an estimated $267M. The largest seller was Vanguard Group, cutting an estimated $291M.

  • 590 institutional investors held Nasdaq (NDAQ) as of Q1 2021, up from 589 in Q4 2020.
  • Funds reported $18B of Nasdaq stock for Q1 2021, up 9% quarter-over-quarter.
  • 75 funds opened new Nasdaq positions in Q1 2021 and 71 closed out, a net change of +4 holders.
  • The largest Nasdaq buyer in Q1 2021 was Artisan Partners, an estimated $267M added.
  • The largest Nasdaq seller in Q1 2021 was Vanguard Group, an estimated $291M sold.

Based on aggregated 13F filings for Q1 2021.