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716 hedge funds and large institutions have $22.3B invested in Nasdaq in 2022 Q4 according to their latest regulatory filings, with 103 funds opening new positions, 275 increasing their positions, 225 reducing their positions, and 56 closing their positions.

New
Increased
Maintained
Reduced
Closed

84% more first-time investments, than exits

New positions opened: 103 | Existing positions closed: 56

22% more repeat investments, than reductions

Existing positions increased: 275 | Existing positions reduced: 225

16% more call options, than puts

Call options by funds: $115M | Put options by funds: $99.3M

8% more capital invested

Capital invested by funds: $20.7B → $22.3B (+$1.64B)

5% more funds holding

Funds holding: 682716 (+34)

0.38% more ownership

Funds ownership: 74.06%74.44% (+0.38%)

29% less funds holding in top 10

Funds holding in top 10: 75 (-2)

Holders
716
Holders Change
+34
Holders Change %
+4.99%
% of All Funds
11.51%
Holding in Top 10
5
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-28.57%
% of All Funds
0.08%
New
103
Increased
275
Reduced
225
Closed
56
Calls
$115M
Puts
$99.3M
Net Calls
+$16.1M
Net Calls Change
+$28.1M
Name Holding Trade Value Shares
Change
Change in
Stake
MCM
551
MAI Capital Management
Ohio
$219K +$222K +3,566 New
MWM
552
Mission Wealth Management
California
$219K +$1.25K +20 +0.6%
CAM
553
Cubic Asset Management
Massachusetts
$216K +$220K +3,525 New
MNBTD
554
Moody National Bank Trust Division
Texas
$216K +$220K +3,525 New
DWT
555
Dorsey & Whitney Trust
South Dakota
$214K +$218K +3,494 New
PAS
556
Park Avenue Securities
New York
$213K +$216K +3,465 New
CAL
557
Capital Analysts LLC
Pennsylvania
$212K
KeyBank National Association
558
KeyBank National Association
Ohio
$212K +$215K +3,452 New
FHB
559
First Hawaiian Bank
Hawaii
$210K -$80K -1,284 -27%
CGL
560
Clarius Group LLC
Washington
$208K -$8.72K -140 -4%
AC
561
Addison Capital
Pennsylvania
$207K -$35.4K -568 -14%
CWG
562
Cornerstone Wealth Group
North Carolina
$205K +$208K +3,344 New
FCI
563
Financial Counselors Inc
Kansas
$203K +$206K +3,312 New
Los Angeles Capital Management
564
Los Angeles Capital Management
California
$203K -$18.9K -304 -8%
CWP
565
Curated Wealth Partners
California
$201K -$16.4K -263 -7%
GIA
566
Gladstone Institutional Advisory
Florida
$200K -$30.1K -484 -13%
SWM
567
Spire Wealth Management
Virginia
$200K +$436 +7 +0.2%
RBC
568
Romano Brothers & Co
Illinois
$189K +$192K +3,081 New
CSC
569
Caldwell Sutter Capital
California
$184K +$187K +3,000 New
HT
570
Headlands Technologies
Illinois
$177K +$179K +2,877 New
GI
571
Gradient Investments
Minnesota
$165K -$19.5K -313 -10%
EBA
572
Eagle Bay Advisors
New York
$158K +$29.1K +467 +22%
IAIM
573
International Assets Investment Management
Florida
$148K +$9.83M +157,747 New
HB
574
Horizon Bancorp
Indiana
$146K +$148K +2,383 New
Dimensional Fund Advisors
575
Dimensional Fund Advisors
Texas
$142K -$764K -12,261 -0.5%

NDAQ Hedge Fund Activity: Q4 2022 in Review

716 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in Nasdaq (NDAQ) for Q4 2022, worth a combined $22.3B — up 7.9% from $20.7B a quarter earlier.

Buyers outnumbered sellers: 103 funds opened new NDAQ positions and 56 closed out — a net gain of 47 holders — while 275 added to existing stakes and 225 trimmed.

The largest buyer was Vanguard Group, adding an estimated $247M. The largest seller was Massachusetts Financial Services, cutting an estimated $159M.

  • 716 institutional investors held Nasdaq (NDAQ) as of Q4 2022, up from 682 in Q3 2022.
  • Funds reported $22.3B of Nasdaq stock for Q4 2022, up 7.9% quarter-over-quarter.
  • 103 funds opened new Nasdaq positions in Q4 2022 and 56 closed out, a net change of +47 holders.
  • The largest Nasdaq buyer in Q4 2022 was Vanguard Group, an estimated $247M added.
  • The largest Nasdaq seller in Q4 2022 was Massachusetts Financial Services, an estimated $159M sold.

Based on aggregated 13F filings for Q4 2022.