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583 hedge funds and large institutions have $15.1B invested in Nasdaq in 2020 Q3 according to their latest regulatory filings, with 85 funds opening new positions, 210 increasing their positions, 183 reducing their positions, and 40 closing their positions.

New
Increased
Maintained
Reduced
Closed

262% more call options, than puts

Call options by funds: $295M | Put options by funds: $81.5M

113% more first-time investments, than exits

New positions opened: 85 | Existing positions closed: 40

15% more repeat investments, than reductions

Existing positions increased: 210 | Existing positions reduced: 183

8% more funds holding

Funds holding: 541583 (+42)

2% more capital invested

Capital invested by funds: $14.9B → $15.1B (+$230M)

2.58% less ownership

Funds ownership: 227.23%224.65% (-2.6%)

50% less funds holding in top 10

Funds holding in top 10: 63 (-3)

Holders
583
Holders Change
+42
Holders Change %
+7.76%
% of All Funds
11.76%
Holding in Top 10
3
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-50%
% of All Funds
0.06%
New
85
Increased
210
Reduced
183
Closed
40
Calls
$295M
Puts
$81.5M
Net Calls
+$214M
Net Calls Change
-$25.2M
Name Holding Trade Value Shares
Change
Change in
Stake
RJT
601
Raymond James Trust
Florida
-$229K -5,760 Closed
FA
602
FDx Advisors
Illinois
-$225K -5,649 Closed
PA
603
Profund Advisors
Maryland
-$206K -5,184 Closed
PAS
604
Partnervest Advisory Services
California
-$205K -5,148 Closed
AI
605
Atom Investors
Texas
-$202K -5,073 Closed
QI
606
QS Investors
New York
-$181K -4,521 Closed
FC
607
FORA Capital
Florida
-$88K -2,214 Closed
CAN
608
Cetera Advisor Networks
California
-$58K -1,455 Closed
CFG
609
Citizens Financial Group
Rhode Island
-$54K -1,347 Closed
NIT
610
NumerixS Investment Technologies
British Columbia, Canada
-$36K -900 Closed
CSS
611
Cubist Systematic Strategies
Connecticut
-$26K -660 Closed
OPS
612
Orion Portfolio Solutions
Nebraska
-$10K -258 Closed
LWM
613
Liberty Wealth Management
California
-$8K -195 Closed
MC
614
Maverick Capital
Texas
-$7K -165 Closed
TI
615
tru Independence
Oregon
-$6 -150 Closed
BL
616
Balentine LLC
Georgia
-$4K -93 Closed
JWM
617
Janiczek Wealth Management
Colorado
-$3K -84 Closed
VFA
618
Valeo Financial Advisors
Indiana
-$3K -72 Closed
KPW
619
Kore Private Wealth
New York
-$1K -42 Closed
AWM
620
Apollon Wealth Management
South Carolina
-$1K -30 Closed

NDAQ Hedge Fund Activity: Q3 2020 in Review

583 of the 4,956 institutional investors tracked by Wall St. Rank reported a position in Nasdaq (NDAQ) for Q3 2020, worth a combined $15.1B — up 1.5% from $14.9B a quarter earlier.

Buyers outnumbered sellers: 85 funds opened new NDAQ positions and 40 closed out — a net gain of 45 holders — while 210 added to existing stakes and 183 trimmed.

The largest buyer was Franklin Resources, adding an estimated $95.2M. The largest seller was JP Morgan Chase, cutting an estimated $149M.

  • 583 institutional investors held Nasdaq (NDAQ) as of Q3 2020, up from 541 in Q2 2020.
  • Funds reported $15.1B of Nasdaq stock for Q3 2020, up 1.5% quarter-over-quarter.
  • 85 funds opened new Nasdaq positions in Q3 2020 and 40 closed out, a net change of +45 holders.
  • The largest Nasdaq buyer in Q3 2020 was Franklin Resources, an estimated $95.2M added.
  • The largest Nasdaq seller in Q3 2020 was JP Morgan Chase, an estimated $149M sold.

Based on aggregated 13F filings for Q3 2020.