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Nasdaq
NDAQ

Overview Fund Activity

708 hedge funds and large institutions have $25.9B invested in Nasdaq in 2021 Q4 according to their latest regulatory filings, with 140 funds opening new positions, 262 increasing their positions, 204 reducing their positions, and 34 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
708
Holders Change
+99
Holders Change %
+16.26%
% of All Funds
10.93%
Holding in Top 10
7
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-12.5%
% of All Funds
0.11%
New
140
Increased
262
Reduced
204
Closed
34
Calls
$204M
Puts
$199M
Net Calls
+$4.84M
Net Calls Change
+$102M

Top Buyers

1
Diamond Hill Capital Management
Diamond Hill Capital Management
Ohio
+$104M
2
BlackRock
BlackRock
New York
+$76.2M
3
Robeco Institutional Asset Management
Robeco Institutional Asset Management
Netherlands
+$41.5M
4
Acadian Asset Management
Acadian Asset Management
Massachusetts
+$40.2M
5
Morgan Stanley
Morgan Stanley
New York
+$39.5M

Top Sellers

1
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
-$144M
2
Capital Research Global Investors
Capital Research Global Investors
California
-$118M
3
Mackenzie Financial
Mackenzie Financial
Ontario, Canada
-$62M
4
Capital World Investors
Capital World Investors
California
-$59M
5
Citadel Advisors
Citadel Advisors
Florida
-$38.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
CAN
551
Cetera Advisor Networks
California
$236K +$15.8K +225 +7%
TAM
552
Trust Asset Management
Texas
$235K – – –
CS
553
Candriam SCA
Luxembourg
$235K – – –
BTWM
554
Baker Tilly Wealth Management
Wisconsin
$228K +$228K +3,264 New
ASN
555
Advisory Services Network
Georgia
$227K -$3.14K -45 -1%
WG
556
Winton Group
United Kingdom
$227K +$227K +3,240 New
TMAM
557
Tokio Marine Asset Management
Japan
$225K +$225K +3,213 New
SW
558
SVB Wealth
Massachusetts
$224K +$224K +3,198 New
CGL
559
Clarius Group LLC
Washington
$222K +$222K +3,171 New
HI
560
Horizon Investments
North Carolina
$217K -$227K -3,240 -51%
SIM
561
Sentry Investment Management
Wisconsin
$217K – – –
BC
562
Burney Company
Virginia
$217K +$217K +3,096 New
MGP
563
Metis Global Partners
California
$215K +$215K +3,069 New
CI
564
CX Institutional
Indiana
$214K -$4.73M -67,623 -96%
FIM
565
Fruth Investment Management
Texas
$210K +$210K +3,000 New
VFA
566
Values First Advisors
Tennessee
$209K +$209K +2,979 New
PFO
567
Pathstone Family Office
New Jersey
$207K +$207K +2,931 New
MWM
568
Mission Wealth Management
California
$207K +$207K +2,955 New
CWA
569
Canvas Wealth Advisors
Kansas
$207K +$207K +2,961 New
BP
570
Ballentine Partners
Massachusetts
$207K +$207K +2,964 New
OCM
571
Orser Capital Management
Texas
$206K +$206K +2,940 New
MAM
572
Mystic Asset Management
Rhode Island
$201K +$201K +2,880 New
Rockefeller Capital Management
573
Rockefeller Capital Management
New York
$199K -$16.7K -240 -8%
FF
574
FourThought Financial
Florida
$194K -$160K -2,289 -45%
CA
575
Clearstead Advisors
Ohio
$189K – – –
21 22
23
24 25