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599 hedge funds and large institutions have $21.3B invested in Nasdaq in 2021 Q2 according to their latest regulatory filings, with 70 funds opening new positions, 206 increasing their positions, 231 reducing their positions, and 53 closing their positions.

New
Increased
Maintained
Reduced
Closed

32% more first-time investments, than exits

New positions opened: 70 | Existing positions closed: 53

25% more funds holding in top 10

Funds holding in top 10: 45 (+1)

18% more capital invested

Capital invested by funds: $18B → $21.3B (+$3.31B)

2% more funds holding

Funds holding: 590599 (+9)

7% less call options, than puts

Call options by funds: $50.7M | Put options by funds: $54.6M

1.54% less ownership

Funds ownership: 223.1%221.56% (-1.5%)

11% less repeat investments, than reductions

Existing positions increased: 206 | Existing positions reduced: 231

Holders
599
Holders Change
+9
Holders Change %
+1.53%
% of All Funds
10.43%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.09%
New
70
Increased
206
Reduced
231
Closed
53
Calls
$50.7M
Puts
$54.6M
Net Calls
-$3.88M
Net Calls Change
-$278M
Name Holding Trade Value Shares
Change
Change in
Stake
EWA
576
Evolution Wealth Advisors
Florida
$5K
FPS
577
Fieldpoint Private Securities
Connecticut
$5K
IPW
578
IronBridge Private Wealth
Texas
$5K
VNA
579
Valley National Advisers
Pennsylvania
$5K
EBSAM
580
Eubel Brady & Suttman Asset Management
Ohio
$5K +$6.11K +111 New
CFD
581
Creative Financial Designs
Indiana
$4K +$3.96K +72 New
RCA
582
Ranch Capital Advisors
Florida
$4K +$4.13K +75 New
SWA
583
Sutton Wealth Advisors
Florida
$3.34K
AF
584
Allworth Financial
California
$3K
DI
585
Disciplined Investments
Oklahoma
$3K
FNBOSM
586
First National Bank of South Miami
Florida
$3K
ZB
587
Zions Bancorporation
Utah
$3K
MCM
588
MV Capital Management
Maryland
$3K +$3.14K +57 New
GWM
589
Geneos Wealth Management
Colorado
$2K
HI
590
Hudock Inc
Pennsylvania
$2K
UFF
591
USA Financial Formulas
Michigan
$2K +$1.49K +27 New
LCM
592
Logan Capital Management
Pennsylvania
$2K +$1.65K +30 New
TFGT
593
TS Financial Group (TSFG)
Illinois
$2K +$1.65K +30 New
PMAS
594
PNC Managed Account Solutions
Texas
$2K +$2.15K +39 New
PI
595
PEAK6 Investments
Illinois
$1K -$685K -12,438 -100%
PWMG
596
Prestige Wealth Management Group
New Jersey
$1K
CA
597
Clearstead Advisors
Ohio
$1K +$1.16K +21 New
ED
598
Exane Derivatives
France
$537
BBHC
599
Brown Brothers Harriman & Co
New York
$270 +$58.8K +1,068 +30%
BGIM
600
Brandywine Global Investment Management
Pennsylvania
-$21.2M -431,967 Closed

NDAQ Hedge Fund Activity: Q2 2021 in Review

599 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in Nasdaq (NDAQ) for Q2 2021, worth a combined $21.3B — up 18% from $18B a quarter earlier.

Buyers outnumbered sellers: 70 funds opened new NDAQ positions and 53 closed out — a net gain of 17 holders — while 206 added to existing stakes and 231 trimmed.

The largest buyer was Robeco Institutional Asset Management, adding an estimated $93M. The largest seller was Capital International Investors, cutting an estimated $139M.

  • 599 institutional investors held Nasdaq (NDAQ) as of Q2 2021, up from 590 in Q1 2021.
  • Funds reported $21.3B of Nasdaq stock for Q2 2021, up 18% quarter-over-quarter.
  • 70 funds opened new Nasdaq positions in Q2 2021 and 53 closed out, a net change of +17 holders.
  • The largest Nasdaq buyer in Q2 2021 was Robeco Institutional Asset Management, an estimated $93M added.
  • The largest Nasdaq seller in Q2 2021 was Capital International Investors, an estimated $139M sold.

Based on aggregated 13F filings for Q2 2021.