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590 hedge funds and large institutions have $18B invested in Nasdaq in 2021 Q1 according to their latest regulatory filings, with 75 funds opening new positions, 205 increasing their positions, 212 reducing their positions, and 71 closing their positions.

New
Increased
Maintained
Reduced
Closed

439% more call options, than puts

Call options by funds: $337M | Put options by funds: $62.5M

33% more funds holding in top 10

Funds holding in top 10: 34 (+1)

9% more capital invested

Capital invested by funds: $16.5B → $18B (+$1.49B)

6% more first-time investments, than exits

New positions opened: 75 | Existing positions closed: 71

0% more funds holding

Funds holding: 589590 (+1)

3% less repeat investments, than reductions

Existing positions increased: 205 | Existing positions reduced: 212

2.76% less ownership

Funds ownership: 225.86%223.1% (-2.8%)

Holders
590
Holders Change
+1
Holders Change %
+0.17%
% of All Funds
10.36%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.07%
New
75
Increased
205
Reduced
212
Closed
71
Calls
$337M
Puts
$62.5M
Net Calls
+$274M
Net Calls Change
+$615K
Name Holding Trade Value Shares
Change
Change in
Stake
CG
626
Cutler Group
California
-$138K -2,901 Closed
PCA
627
Peddock Capital Advisors
Massachusetts
-$125K -2,829 Closed
ASN
628
Advisory Services Network
Georgia
-$123K -2,784 Closed
FMT
629
First Mercantile Trust
Tennessee
-$97K -2,193 Closed
NIM
630
NuWave Investment Management
New Jersey
-$91K -2,052 Closed
PWPS
631
Pinnacle Wealth Planning Services
Ohio
-$90K -2,040 Closed
Bank Julius Baer & Co
632
Bank Julius Baer & Co
Switzerland
-$40K -903 Closed
Twin Tree Management
633
Twin Tree Management
Texas
-$31K -699 Closed
VCG
634
Vantage Consulting Group
Virginia
-$22K -507 Closed
AIL
635
AGF Investments LLC
Ontario, Canada
-$14K -324 Closed
ICP
636
Interchange Capital Partners
Pennsylvania
-$13K -300 Closed
SA
637
SRH Advisors
Kansas
-$13K -300 Closed
FCH
638
Freestone Capital Holdings
Washington
-$12.7K -288 Closed
RPWA
639
Regent Peak Wealth Advisors
Georgia
-$12K -267 Closed
CAAS
640
Capital Asset Advisory Services
Michigan
-$10K -231 Closed
CCA
641
Childress Capital Advisors
Texas
-$9K -207 Closed
TWM
642
Tradition Wealth Management
Minnesota
-$9K -195 Closed
BWA
643
Burt Wealth Advisors
Maryland
-$8K -186 Closed
WAM
644
Wolverine Asset Management
Illinois
-$7K -180 Closed
TFGT
645
TS Financial Group (TSFG)
Illinois
-$7K -165 Closed
HPC
646
HM Payson & Co
Maine
-$5K -120 Closed
LWCFA
647
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
-$5K -117 Closed
MLFP
648
MPS Loria Financial Planners
Illinois
-$5K -108 Closed
CFD
649
Creative Financial Designs
Indiana
-$5K -105 Closed
IA
650
Inspire Advisors
Idaho
-$5K -102 Closed

NDAQ Hedge Fund Activity: Q1 2021 in Review

590 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in Nasdaq (NDAQ) for Q1 2021, worth a combined $18B — up 9% from $16.5B a quarter earlier.

Buyers outnumbered sellers: 75 funds opened new NDAQ positions and 71 closed out — a net gain of 4 holders — while 205 added to existing stakes and 212 trimmed.

The largest buyer was Artisan Partners, opening a new position worth an estimated $267M. The largest seller was Vanguard Group, cutting an estimated $291M.

  • 590 institutional investors held Nasdaq (NDAQ) as of Q1 2021, up from 589 in Q4 2020.
  • Funds reported $18B of Nasdaq stock for Q1 2021, up 9% quarter-over-quarter.
  • 75 funds opened new Nasdaq positions in Q1 2021 and 71 closed out, a net change of +4 holders.
  • The largest Nasdaq buyer in Q1 2021 was Artisan Partners, an estimated $267M added.
  • The largest Nasdaq seller in Q1 2021 was Vanguard Group, an estimated $291M sold.

Based on aggregated 13F filings for Q1 2021.