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599 hedge funds and large institutions have $21.3B invested in Nasdaq in 2021 Q2 according to their latest regulatory filings, with 70 funds opening new positions, 206 increasing their positions, 231 reducing their positions, and 53 closing their positions.

New
Increased
Maintained
Reduced
Closed

32% more first-time investments, than exits

New positions opened: 70 | Existing positions closed: 53

25% more funds holding in top 10

Funds holding in top 10: 45 (+1)

18% more capital invested

Capital invested by funds: $18B → $21.3B (+$3.31B)

2% more funds holding

Funds holding: 590599 (+9)

7% less call options, than puts

Call options by funds: $50.7M | Put options by funds: $54.6M

1.54% less ownership

Funds ownership: 223.1%221.56% (-1.5%)

11% less repeat investments, than reductions

Existing positions increased: 206 | Existing positions reduced: 231

Holders
599
Holders Change
+9
Holders Change %
+1.53%
% of All Funds
10.43%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.09%
New
70
Increased
206
Reduced
231
Closed
53
Calls
$50.7M
Puts
$54.6M
Net Calls
-$3.88M
Net Calls Change
-$278M
Name Holding Trade Value Shares
Change
Change in
Stake
MYIA
626
Mount Yale Investment Advisors
Colorado
-$245K -4,992 Closed
BCM
627
Bayesian Capital Management
New York
-$227K -4,614 Closed
UR
628
USCA RIA
Texas
-$221K -4,500 Closed
LIA
629
LS Investment Advisors
Michigan
-$217K -4,410 Closed
OTPPB
630
Ontario Teachers' Pension Plan Board
Ontario, Canada
-$205K -4,170 Closed
SFS
631
Sowell Financial Services
Arkansas
-$206K -3,771 Closed
PI
632
PineBridge Investments
New York
-$104K -2,109 Closed
VFA
633
Valeo Financial Advisors
Indiana
-$94K -1,908 Closed
RCG
634
Rock Creek Group
District of Columbia
-$52K -1,050 Closed
GAM
635
Grandview Asset Management
Pennsylvania
-$46K -939 Closed
TCWM
636
Total Clarity Wealth Management
Illinois
-$44K -900 Closed
PMFA
637
Plante Moran Financial Advisors
Michigan
-$38K -765 Closed
Acadian Asset Management
638
Acadian Asset Management
Massachusetts
-$26K -522 Closed
M1FG
639
Mach-1 Financial Group
Arkansas
-$22K -456 Closed
HWMA
640
Heritage Wealth Management (Arizona)
Arizona
-$21K -420 Closed
NIC
641
Northwest Investment Counselors
Oregon
-$14K -294 Closed
WAP
642
Wealthcare Advisory Partners
Pennsylvania
-$14K -291 Closed
SLF
643
Sun Life Financial
Ontario, Canada
-$10K -204 Closed
SIS
644
Sound Income Strategies
Florida
-$9.29K -189 Closed
AIC
645
Ameritas Investment Company
Nebraska
-$8.4K -171 Closed
VBCG
646
Valley Brook Capital Group
Pennsylvania
-$4K -93 Closed
MF
647
Manchester Financial
California
-$4K -90 Closed
MIM
648
Macroview Investment Management
Maryland
-$4K -78 Closed
MWP
649
Meridian Wealth Partners
Pennsylvania
-$4K -72 Closed
RG
650
Retirement Group
California
-$1K -21 Closed

NDAQ Hedge Fund Activity: Q2 2021 in Review

599 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in Nasdaq (NDAQ) for Q2 2021, worth a combined $21.3B — up 18% from $18B a quarter earlier.

Buyers outnumbered sellers: 70 funds opened new NDAQ positions and 53 closed out — a net gain of 17 holders — while 206 added to existing stakes and 231 trimmed.

The largest buyer was Robeco Institutional Asset Management, adding an estimated $93M. The largest seller was Capital International Investors, cutting an estimated $139M.

  • 599 institutional investors held Nasdaq (NDAQ) as of Q2 2021, up from 590 in Q1 2021.
  • Funds reported $21.3B of Nasdaq stock for Q2 2021, up 18% quarter-over-quarter.
  • 70 funds opened new Nasdaq positions in Q2 2021 and 53 closed out, a net change of +17 holders.
  • The largest Nasdaq buyer in Q2 2021 was Robeco Institutional Asset Management, an estimated $93M added.
  • The largest Nasdaq seller in Q2 2021 was Capital International Investors, an estimated $139M sold.

Based on aggregated 13F filings for Q2 2021.