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Nasdaq
NDAQ

Overview Fund Activity

585 hedge funds and large institutions have $18B invested in Nasdaq in 2021 Q1 according to their latest regulatory filings, with 74 funds opening new positions, 204 increasing their positions, 210 reducing their positions, and 71 closing their positions.

Holders
585
Holders Change
–
Holders Change %
0%
% of All Funds
10.3%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.07%
New
74
Increased
204
Reduced
210
Closed
71
Calls
$337M
Puts
$62.5M
Net Calls
+$274M
Net Calls Change
+$615K

Top Buyers

1
Artisan Partners
1
Artisan Partners
Wisconsin
$276M
2
First Trust Advisors
2
First Trust Advisors
Illinois
$169M
3
Ameriprise
3
Ameriprise
Minnesota
$127M
4
Mackenzie Financial
4
Mackenzie Financial
Ontario, Canada
$161M
5
Swedbank
5
Swedbank
Sweden
$59.1M

Top Sellers

1
Vanguard Group
1
Vanguard Group
Pennsylvania
$1.82B
2
Massachusetts Financial Services
2
Massachusetts Financial Services
Massachusetts
$1.85B
3
FPP
3
Findlay Park Partners
United Kingdom
$0
4
Fidelity Investments
4
Fidelity Investments
Massachusetts
$66.9M
5
Truist Financial
5
Truist Financial
North Carolina
$57.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
PWPS
626
Pinnacle Wealth Planning Services
Ohio
– -$90K -2,040 Closed
Bank Julius Baer & Co
627
Bank Julius Baer & Co
Switzerland
– -$40K -903 Closed
Twin Tree Management
628
Twin Tree Management
Texas
– -$31K -699 Closed
VCG
629
Vantage Consulting Group
Virginia
– -$22K -507 Closed
AIL
630
AGF Investments LLC
Ontario, Canada
– -$14K -324 Closed
SA
631
SRH Advisors
Kansas
– -$13K -300 Closed
ICP
632
Interchange Capital Partners
Pennsylvania
– -$13K -300 Closed
FCH
633
Freestone Capital Holdings
Washington
– -$12.7K -288 Closed
RPWA
634
Regent Peak Wealth Advisors
Georgia
– -$12K -267 Closed
CAAS
635
Capital Asset Advisory Services
Michigan
– -$10K -231 Closed
CCA
636
Childress Capital Advisors
Texas
– -$9K -207 Closed
TWM
637
Tradition Wealth Management
Minnesota
– -$9K -195 Closed
BWA
638
Burt Wealth Advisors
Maryland
– -$8K -186 Closed
WAM
639
Wolverine Asset Management
Illinois
– -$7K -180 Closed
TFGT
640
TS Financial Group (TSFG)
Illinois
– -$7K -165 Closed
HPC
641
HM Payson & Co
Maine
– -$5K -120 Closed
LWCFA
642
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
– -$5K -117 Closed
MLFP
643
MPS Loria Financial Planners
Illinois
– -$5K -108 Closed
CFD
644
Creative Financial Designs
Indiana
– -$5K -105 Closed
IA
645
Inspire Advisors
Idaho
– -$5K -102 Closed
FFG
646
Fortem Financial Group
California
– -$3K -69 Closed
CWM
647
Curi Wealth Management
North Carolina
– -$2K -57 Closed
ARMC
648
American Research & Management Company
Massachusetts
– -$2K -36 Closed
BSSFA
649
Baron Silver Stevens Financial Advisors
Florida
– -$1K -27 Closed
MA
650
MUFG Americas
New York
– -$1K -27 Closed
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