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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
SWA
576
Sutton Wealth Advisors
Florida
$2.8K +$855 +18 +46%
AF
577
Allworth Financial
California
$2K
HI
578
Hudock Inc
Pennsylvania
$2K
ZB
579
Zions Bancorporation
Utah
$2K +$1.28K +27 +150%
DI
580
Disciplined Investments
Oklahoma
$2K +$2.14K +45 New
FGAM
581
Financial Gravity Asset Management
Texas
$1.52K -$142 -3 -9%
GWM
582
Geneos Wealth Management
Colorado
$1K
RG
583
Retirement Group
California
$1K +$142 +3 +17%
AMC
584
Asset Management Corp
Illinois
$616 +$1.71K +36 +0.3%
ED
585
Exane Derivatives
France
$442
BBHC
586
Brown Brothers Harriman & Co
New York
$174 +$25.6K +540 +18%
FPP
587
Findlay Park Partners
United Kingdom
-$81.7M -1,845,936 Closed
Balyasny Asset Management
588
Balyasny Asset Management
Illinois
-$39.9M -901,392 Closed
FCM
589
Frontier Capital Management
Massachusetts
-$31.1M -703,455 Closed
MIFH
590
Migdal Insurance & Financial Holdings
Israel
-$15.6M -353,385 Closed
BAMF
591
BI Asset Management Fondsmaeglerselskab
Denmark
-$9.26M -209,316 Closed
MFS
592
Mirabella Financial Services
United Kingdom
-$7.31M -165,123 Closed
Point72 Asset Management
593
Point72 Asset Management
Connecticut
-$7.3M -165,000 Closed
Canada Pension Plan Investment Board
594
Canada Pension Plan Investment Board
Ontario, Canada
-$5.12M -115,626 Closed
OCM
595
Oribel Capital Management
New York
-$5.08M -114,900 Closed
BCM
596
BlueMar Capital Management
Florida
-$4.19M -94,755 Closed
EP
597
Edgestream Partners
New Jersey
-$3.79M -85,638 Closed
SH
598
Svenska Handelsbanken
Sweden
-$2.97M -67,200 Closed
D.E. Shaw & Co
599
D.E. Shaw & Co
New York
-$2.73M -61,572 Closed
DA
600
Duality Advisers
Florida
-$2.26M -51,060 Closed

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.