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716 hedge funds and large institutions have $22.3B invested in Nasdaq in 2022 Q4 according to their latest regulatory filings, with 103 funds opening new positions, 275 increasing their positions, 225 reducing their positions, and 56 closing their positions.

New
Increased
Maintained
Reduced
Closed

84% more first-time investments, than exits

New positions opened: 103 | Existing positions closed: 56

22% more repeat investments, than reductions

Existing positions increased: 275 | Existing positions reduced: 225

16% more call options, than puts

Call options by funds: $115M | Put options by funds: $99.3M

8% more capital invested

Capital invested by funds: $20.7B → $22.3B (+$1.64B)

5% more funds holding

Funds holding: 682716 (+34)

0.38% more ownership

Funds ownership: 74.06%74.44% (+0.38%)

29% less funds holding in top 10

Funds holding in top 10: 75 (-2)

Holders
716
Holders Change
+34
Holders Change %
+4.99%
% of All Funds
11.51%
Holding in Top 10
5
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-28.57%
% of All Funds
0.08%
New
103
Increased
275
Reduced
225
Closed
56
Calls
$115M
Puts
$99.3M
Net Calls
+$16.1M
Net Calls Change
+$28.1M
Name Holding Trade Value Shares
Change
Change in
Stake
SSG
626
Summit Securities Group
New York
$21K -$5.11K -82 -19%
UB
627
UMB Bank
Missouri
$21K
MA
628
MCF Advisors
Kentucky
$19.7K
CWM
629
Compass Wealth Management
Connecticut
$19.3K +$19.6K +315 New
QL
630
Quarry LP
New York
$19K +$19.3K +310 New
C
631
Covestor
United Kingdom
$19K -$747 -12 -4%
MMG
632
Monetary Management Group
Missouri
$18.4K
NIC
633
Northwest Investment Counselors
Oregon
$18K
AF
634
Arrow Financial
New York
$18K
MCM
635
MV Capital Management
Maryland
$17.7K +$5.36K +86 +42%
AWM
636
AllSquare Wealth Management
New York
$16.9K
RTC
637
Riverview Trust Company
Washington
$15K
PI
638
PineBridge Investments
New York
$14.4K -$24.6K -395 -63%
SIC
639
Salem Investment Counselors
North Carolina
$13.8K
CAC
640
Core Alternative Capital
Georgia
$13.4K
YDMI
641
Y.D. More Investments
Israel
$13.2K +$13.3K +213 New
MWM
642
Mascoma Wealth Management
New Hampshire
$13.1K -$21.9K -351 -62%
VCM
643
Vigilant Capital Management
Maine
$13K
FMII
644
Farmers & Merchants Investments Inc
Nebraska
$12.9K
MLM
645
Mount Lucas Management
Pennsylvania
$12.1K -$2.56M -41,051 -100%
MCC
646
Money Concepts Capital
Florida
$11.5K +$11.7K +188 New
WPA
647
West Paces Advisors
Georgia
$11K
FMP
648
Financial Management Professionals
Texas
$11K
VCM
649
Versant Capital Management
Arizona
$10.9K
ZB
650
Zions Bancorporation
Utah
$10.6K +$623 +10 +6%

NDAQ Hedge Fund Activity: Q4 2022 in Review

716 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in Nasdaq (NDAQ) for Q4 2022, worth a combined $22.3B — up 7.9% from $20.7B a quarter earlier.

Buyers outnumbered sellers: 103 funds opened new NDAQ positions and 56 closed out — a net gain of 47 holders — while 275 added to existing stakes and 225 trimmed.

The largest buyer was Vanguard Group, adding an estimated $247M. The largest seller was Massachusetts Financial Services, cutting an estimated $159M.

  • 716 institutional investors held Nasdaq (NDAQ) as of Q4 2022, up from 682 in Q3 2022.
  • Funds reported $22.3B of Nasdaq stock for Q4 2022, up 7.9% quarter-over-quarter.
  • 103 funds opened new Nasdaq positions in Q4 2022 and 56 closed out, a net change of +47 holders.
  • The largest Nasdaq buyer in Q4 2022 was Vanguard Group, an estimated $247M added.
  • The largest Nasdaq seller in Q4 2022 was Massachusetts Financial Services, an estimated $159M sold.

Based on aggregated 13F filings for Q4 2022.