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Nasdaq
NDAQ

Overview Fund Activity

718 hedge funds and large institutions have $25.5B invested in Nasdaq in 2023 Q4 according to their latest regulatory filings, with 113 funds opening new positions, 248 increasing their positions, 265 reducing their positions, and 79 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
718
Holders Change
+25
Holders Change %
+3.61%
% of All Funds
10.53%
Holding in Top 10
7
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+16.67%
% of All Funds
0.1%
New
113
Increased
248
Reduced
265
Closed
79
Calls
$63.6M
Puts
$71.4M
Net Calls
-$7.78M
Net Calls Change
-$13.6M

Top Buyers

1
TB
Thoma Bravo
Illinois
$4.17B
2
FCM
Farallon Capital Management
California
$382M
3
Morgan Stanley
Morgan Stanley
New York
$557M
4
Millennium Management
Millennium Management
New York
$345M
5
Man Group
Man Group
United Kingdom
$136M

Top Sellers

1
Marshall Wace
Marshall Wace
United Kingdom
$0
2
Two Sigma Investments
Two Sigma Investments
New York
$116M
3
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
$1.41B
4
Holocene Advisors
Holocene Advisors
New York
$0
5
Voloridge Investment Management
Voloridge Investment Management
Florida
$40.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
HGA
626
Hobbs Group Advisors
South Carolina
$24.9K +$24.9K +428 New
TAM
627
Tucker Asset Management
Colorado
$24.5K -$23.3K -400 -49%
BCWM
628
Bartlett & Co Wealth Management
Ohio
$23.4K +$23.4K +401 New
GWS
629
Glassman Wealth Services
Virginia
$23.2K +$2.27K +39 +11%
BC
630
Bartlett & Co
Ohio
$23K +$23K +401 New
RFA
631
Resurgent Financial Advisors
Georgia
$21.8K +$21.8K +375 New
PAS
632
Point72 Asia (Singapore)
Singapore
$21.3K +$21.3K +367 New
CPG
633
Cornerstone Planning Group
New Jersey
$19.8K – – –
MA
634
MCF Advisors
Kentucky
$18.7K -$3.43K -59 -16%
CWM
635
Compass Wealth Management
Connecticut
$18.3K – – –
OC
636
Oakworth Capital
Alabama
$17.2K -$1.98K -34 -10%
C
637
Covestor
United Kingdom
$17K +$288 +5 +2%
EWA
638
EverSource Wealth Advisors
Alabama
$16.4K +$2.91K +50 +22%
AWM
639
AllSquare Wealth Management
New York
$16K – – –
MCM
640
MV Capital Management
Maryland
$15.9K +$1.92K +33 +14%
AF
641
Arrow Financial
New York
$14.5K – – –
IBOK
642
Independence Bank of Kentucky
Kentucky
$14.5K +$14.5K +250 New
SA
643
Scarborough Advisors
Maryland
$14K +$14K +240 New
SIC
644
Salem Investment Counselors
North Carolina
$13.1K – – –
YDMI
645
Y.D. More Investments
Israel
$12.4K – – –
FMII
646
Farmers & Merchants Investments Inc
Nebraska
$12.2K – – –
CFD
647
Creative Financial Designs
Indiana
$12K – – –
BGAI
648
Bruce G. Allen Investments
Colorado
$11.3K +$11.3K +194 New
FGAM
649
Financial Gravity Asset Management
Texas
$11.1K +$249 +5 +2%
WPA
650
West Paces Advisors
Georgia
$11K +$523 +9 +5%
24 25
26
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