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Nasdaq
NDAQ

Overview Fund Activity

758 hedge funds and large institutions have $30.3B invested in Nasdaq in 2024 Q1 according to their latest regulatory filings, with 111 funds opening new positions, 292 increasing their positions, 239 reducing their positions, and 63 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
758
Holders Change
+40
Holders Change %
+5.57%
% of All Funds
10.99%
Holding in Top 10
10
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+42.86%
% of All Funds
0.14%
New
111
Increased
292
Reduced
239
Closed
63
Calls
$46.8M
Puts
$39.6M
Net Calls
+$7.23M
Net Calls Change
+$15M

Top Buyers

1
TB
1
Thoma Bravo
Illinois
$5.4B
2
Wellington Management Group
2
Wellington Management Group
Massachusetts
$675M
3
Vanguard Group
3
Vanguard Group
Pennsylvania
$3.04B
4
BlackRock
4
BlackRock
New York
$2.1B
5
FCM
5
Farallon Capital Management
California
$532M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$264M
2
Massachusetts Financial Services
2
Massachusetts Financial Services
Massachusetts
$1.34B
3
Capital World Investors
3
Capital World Investors
California
$332M
4
Nordea Investment Management
4
Nordea Investment Management
Sweden
$1.53M
5
Fidelity Investments
5
Fidelity Investments
Massachusetts
$63M
Name Holding Trade Value Shares
Change 		Shares
Change %
EC
651
EntryPoint Capital
New York
$49.3K +$48.5K +769 +6,408%
WTC
652
WhitTier Trust Company
Nevada
$48.5K – – –
TLCM
653
Twin Lakes Capital Management
California
$47.3K – – –
LS
654
Livforsakringsbolaget Skandia
Sweden
$45.8K – – –
IA
655
IFP Advisors
Florida
$42.2K +$3.47K +55 +9%
AF
656
Advisornet Financial
Minnesota
$41.1K +$3.91K +62 +11%
WAG
657
Wiser Advisor Group
Arizona
$40.2K +$126 +2 +0.3%
QL
658
Quarry LP
New York
$37.7K +$37.7K +598 New
HB
659
Horizon Bancorp
Indiana
$37K -$2.25K -36 -6%
TPCW
660
TD Private Client Wealth
New York
$36.8K -$15.3K -242 -29%
RIL
661
Rothschild Investment LLC
Illinois
$36.6K +$1.26K +20 +4%
CA
662
CoreCap Advisors
Michigan
$35.5K +$35.5K +562 New
MFF
663
Mango Five Family
Nevada
$33.1K – – –
Federated Hermes
664
Federated Hermes
Pennsylvania
$33.1K -$138K -2,181 -81%
DMBA
665
Deseret Mutual Benefit Administrators
Utah
$32.2K -$1.33K -21 -4%
BAM
666
Bellevue Asset Management
Washington
$31.8K – – –
AWM
667
Avior Wealth Management
Nebraska
$31.4K +$29.7K +470 +1,679%
EBA
668
Eagle Bay Advisors
New York
$28.1K -$7.89K -125 -22%
SIC
669
Salem Investment Counselors
North Carolina
$26.9K +$12.7K +201 +89%
TAM
670
Tucker Asset Management
Colorado
$26.6K – – –
LFG
671
Larson Financial Group
Missouri
$22.4K +$19.8K +314 +766%
EWA
672
EverSource Wealth Advisors
Alabama
$21.2K +$4.31K +72 +26%
MA
673
MCF Advisors
Kentucky
$20.6K +$316 +5 +2%
SAM
674
Smartleaf Asset Management
Massachusetts
$20K +$18.1K +287 +957%
CWM
675
Compass Wealth Management
Connecticut
$19.9K – – –
25 26
27
28 29