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Nasdaq
NDAQ

Overview Fund Activity

682 hedge funds and large institutions have $19.8B invested in Nasdaq in 2023 Q1 according to their latest regulatory filings, with 66 funds opening new positions, 255 increasing their positions, 246 reducing their positions, and 86 closing their positions.

Holders
682
Holders Change
-30
Holders Change %
-4.21%
% of All Funds
10.92%
Holding in Top 10
7
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+40%
% of All Funds
0.11%
New
66
Increased
255
Reduced
246
Closed
86
Calls
$51.6M
Puts
$58.5M
Net Calls
-$6.93M
Net Calls Change
-$23M

Top Buyers

1
Vanguard Group
1
Vanguard Group
Pennsylvania
$2.46B
2
Goldman Sachs
2
Goldman Sachs
New York
$322M
3
Bank Julius Baer & Co
3
Bank Julius Baer & Co
Switzerland
$88.9M
4
PL
4
Perpetual Ltd
Australia
$79.3M
5
Renaissance Technologies
5
Renaissance Technologies
New York
$69M

Top Sellers

1
Capital Research Global Investors
1
Capital Research Global Investors
California
$604M
2
Artisan Partners
2
Artisan Partners
Wisconsin
$195M
3
VOYA Investment Management
3
VOYA Investment Management
Georgia
$19.6M
4
AIM
4
Artemis Investment Management
United Kingdom
$0
5
BCPEMI
5
Bain Capital Public Equity Management II
Massachusetts
$0
Name Market Value Shares Shares
Change 		Shares
Change %
SWA
651
Sutton Wealth Advisors
Florida
$3.83K 70 -34 -33%
HCP
652
Hexagon Capital Partners
Arkansas
$3.83K 70 +70 New
WPWM
653
Western Pacific Wealth Management
Illinois
$3.77K 69 – –
TCA
654
Trifecta Capital Advisors
Illinois
$3.61K 66 – –
AWM
655
Abound Wealth Management
Tennessee
$3.61K 66 +36 +120%
CFD
656
Creative Financial Designs
Indiana
$3.12K 57 +57 New
BWM
657
BerganKDV Wealth Management
Minnesota
$2.98K 55 – –
BWA
658
BDO Wealth Advisors
Florida
$2.46K 45 – –
Commonwealth Equity Services
659
Commonwealth Equity Services
Massachusetts
$2.32K 42,449 +1,381 +3%
CTB
660
Country Trust Bank
Illinois
$2.3K 42 – –
JFA
661
JNBA Financial Advisors
Minnesota
$2.24K 41 +41 New
AssetMark Inc
662
AssetMark Inc
California
$2.02K 37 +37 New
TFGT
663
TS Financial Group (TSFG)
Illinois
$2K 31 – –
CMP
664
Coston McIsaac & Partners
Maine
$2K 40 – –
SIA
665
SkyView Investment Advisors
New Jersey
$2K 30 +30 New
DI
666
Disciplined Investments
Oklahoma
$1.97K 36 -10 -22%
GWM
667
Geneos Wealth Management
Colorado
$1.97K 36 – –
ETC
668
Exchange Traded Concepts
Oklahoma
$1.75K 32 +5 +19%
LCM
669
Logan Capital Management
Pennsylvania
$1.67K 31 – –
JGIA
670
Jackson Grant Investment Advisers
Connecticut
$1.64K 30 +30 New
CTA
671
Colonial Trust Advisors
South Carolina
$1.37K 25 -5 -17%
NSG
672
Nalls Sherbakoff Group
Tennessee
$973 18 +18 New
SIC
673
SJS Investment Consulting
Ohio
$821 15 -32 -68%
AWM
674
Avior Wealth Management
Nebraska
$765 14 +4 +40%
FGAM
675
Financial Gravity Asset Management
Texas
$752 55 -6 -10%
25 26
27
28 29