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Nasdaq
NDAQ

Overview Fund Activity

693 hedge funds and large institutions have $17.5B invested in Nasdaq in 2023 Q3 according to their latest regulatory filings, with 71 funds opening new positions, 222 increasing their positions, 295 reducing their positions, and 62 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
693
Holders Change
+3
Holders Change %
+0.43%
% of All Funds
11.05%
Holding in Top 10
6
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-14.29%
% of All Funds
0.1%
New
71
Increased
222
Reduced
295
Closed
62
Calls
$68M
Puts
$62.2M
Net Calls
+$5.86M
Net Calls Change
+$13M

Top Buyers

1
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$305M
2
Franklin Resources
Franklin Resources
California
$412M
3
Marshall Wace
Marshall Wace
United Kingdom
$97.2M
4
Balyasny Asset Management
Balyasny Asset Management
Illinois
$81.5M
5
Holocene Advisors
Holocene Advisors
New York
$60.6M

Top Sellers

1
First Trust Advisors
First Trust Advisors
Illinois
$69.7M
2
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
$1.24B
3
Capital World Investors
Capital World Investors
California
$386M
4
Schroder Investment Management Group
Schroder Investment Management Group
United Kingdom
$15M
5
Morgan Stanley
Morgan Stanley
New York
$199M
Name Holding Trade Value Shares
Change 		Shares
Change %
HB
601
Horizon Bancorp
Indiana
$31K -$11.9K -241 -28%
NMG
602
New Millennium Group
Utah
$27.6K – – –
Loomis, Sayles & Company
603
Loomis, Sayles & Company
Massachusetts
$26K +$26K +538 New
BAM
604
Bellevue Asset Management
Washington
$24.5K – – –
AS
605
AM Squared
Hong Kong
$24.3K -$82.6K -1,700 -77%
TPCW
606
TD Private Client Wealth
New York
$23.4K -$9.77K -201 -29%
AF
607
Allworth Financial
California
$22.7K -$395K -8,132 -95%
BAAM
608
Baker Avenue Asset Management
California
$21.2K +$19.9K +409 +1,515%
MA
609
MCF Advisors
Kentucky
$18.5K +$2.87K +59 +18%
HI
610
Harbour Investments
Wisconsin
$18.4K -$3.6K -74 -16%
GWS
611
Glassman Wealth Services
Virginia
$17.5K -$4.76K -98 -21%
LC
612
Lindbrook Capital
California
$17K -$3.98K -82 -19%
CPG
613
Cornerstone Planning Group
New Jersey
$16.5K +$16.5K +340 New
OC
614
Oakworth Capital
Alabama
$16K – – –
AGWCA
615
Annis Gardner Whiting Capital Advisors
Florida
$15.6K +$15.6K +321 New
CWM
616
Compass Wealth Management
Connecticut
$15.3K – – –
MMG
617
Monetary Management Group
Missouri
$14.6K – – –
NIC
618
Northwest Investment Counselors
Oregon
$14.3K – – –
C
619
Covestor
United Kingdom
$14K -$821 -17 -6%
UB
620
UMB Bank
Missouri
$13.5K -$1.31K -27 -9%
AWM
621
AllSquare Wealth Management
New York
$13.4K – – –
JWM
622
Janiczek Wealth Management
Colorado
$13K +$13K +267 New
AF
623
Arrow Financial
New York
$12.1K – – –
RTC
624
Riverview Trust Company
Washington
$12K – – –
MCM
625
MV Capital Management
Maryland
$11.7K +$729 +15 +7%
23 24
25
26 27