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Nasdaq
NDAQ

Overview Fund Activity

682 hedge funds and large institutions have $19.8B invested in Nasdaq in 2023 Q1 according to their latest regulatory filings, with 66 funds opening new positions, 255 increasing their positions, 246 reducing their positions, and 86 closing their positions.

Holders
682
Holders Change
-30
Holders Change %
-4.21%
% of All Funds
10.92%
Holding in Top 10
7
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+40%
% of All Funds
0.11%
New
66
Increased
255
Reduced
246
Closed
86
Calls
$51.6M
Puts
$58.5M
Net Calls
-$6.93M
Net Calls Change
-$23M

Top Buyers

1
Vanguard Group
1
Vanguard Group
Pennsylvania
$2.46B
2
Goldman Sachs
2
Goldman Sachs
New York
$322M
3
Bank Julius Baer & Co
3
Bank Julius Baer & Co
Switzerland
$88.9M
4
PL
4
Perpetual Ltd
Australia
$79.3M
5
Renaissance Technologies
5
Renaissance Technologies
New York
$69M

Top Sellers

1
Capital Research Global Investors
1
Capital Research Global Investors
California
$604M
2
Artisan Partners
2
Artisan Partners
Wisconsin
$195M
3
VOYA Investment Management
3
VOYA Investment Management
Georgia
$19.6M
4
AIM
4
Artemis Investment Management
United Kingdom
$0
5
BCPEMI
5
Bain Capital Public Equity Management II
Massachusetts
$0
Name Market Value Shares Shares
Change 		Shares
Change %
CT
601
Cambridge Trust
Massachusetts
$20.5K 375 -21 -5%
BWL
602
Bogart Wealth LLC
Virginia
$17.7K 324 +177 +120%
MA
603
MCF Advisors
Kentucky
$17.6K 321 – –
CWM
604
Compass Wealth Management
Connecticut
$17.2K 315 – –
C
605
Covestor
United Kingdom
$17K 305 -8 -3%
UB
606
UMB Bank
Missouri
$16.6K 304 -39 -11%
CA
607
Crewe Advisors
Utah
$16.6K 303 -90 -23%
MMG
608
Monetary Management Group
Missouri
$16.4K 300 – –
NIC
609
Northwest Investment Counselors
Oregon
$16.1K 294 – –
AWM
610
AllSquare Wealth Management
New York
$15.1K 276 – –
AF
611
Arrow Financial
New York
$13.7K 250 -50 -17%
RTC
612
Riverview Trust Company
Washington
$13.4K 246 – –
FMP
613
Financial Management Professionals
Texas
$13K 229 +43 +23%
SIC
614
Salem Investment Counselors
North Carolina
$12.3K 225 – –
CAC
615
Core Alternative Capital
Georgia
$12K 219 – –
MWM
616
Mascoma Wealth Management
New Hampshire
$11.8K 213 – –
YDMI
617
Y.D. More Investments
Israel
$11.6K 213 – –
MCM
618
MV Capital Management
Maryland
$11.5K 211 -78 -27%
FMII
619
Farmers & Merchants Investments Inc
Nebraska
$11.5K 210 – –
CAL
620
Capital Advisors Ltd
Ohio
$10K 192 -398 -67%
WPA
621
West Paces Advisors
Georgia
$9.84K 180 – –
VCM
622
Versant Capital Management
Arizona
$9.73K 178 – –
ZB
623
Zions Bancorporation
Utah
$9.4K 172 – –
WP
624
WealthPLAN Partners
Nebraska
$9.02K 165 +165 New
CP
625
Castleview Partners
Texas
$8.69K 159 – –
23 24
25
26 27