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Nasdaq
NDAQ

Overview Fund Activity

708 hedge funds and large institutions have $25.9B invested in Nasdaq in 2021 Q4 according to their latest regulatory filings, with 140 funds opening new positions, 262 increasing their positions, 204 reducing their positions, and 34 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
708
Holders Change
+99
Holders Change %
+16.26%
% of All Funds
10.93%
Holding in Top 10
7
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-12.5%
% of All Funds
0.11%
New
140
Increased
262
Reduced
204
Closed
34
Calls
$204M
Puts
$199M
Net Calls
+$4.84M
Net Calls Change
+$102M

Top Buyers

1
Diamond Hill Capital Management
Diamond Hill Capital Management
Ohio
$326M
2
BlackRock
BlackRock
New York
$1.79B
3
Robeco Institutional Asset Management
Robeco Institutional Asset Management
Netherlands
$335M
4
Acadian Asset Management
Acadian Asset Management
Massachusetts
$40.6M
5
Morgan Stanley
Morgan Stanley
New York
$177M

Top Sellers

1
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
$2.34B
2
Capital Research Global Investors
Capital Research Global Investors
California
$239M
3
Mackenzie Financial
Mackenzie Financial
Ontario, Canada
$160M
4
Capital World Investors
Capital World Investors
California
$1.95B
5
Citadel Advisors
Citadel Advisors
Florida
$14.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
IPW
676
IronBridge Private Wealth
Texas
$6K – – –
CYG
677
Clean Yield Group
Vermont
$6K +$6K +90 New
BHWM
678
Beaird Harris Wealth Management
Texas
$6K +$6K +90 New
CFD
679
Creative Financial Designs
Indiana
$5K – – –
LWCFA
680
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$5K – – –
SWA
681
Sutton Wealth Advisors
Florida
$4.2K – – –
FNBOSM
682
First National Bank of South Miami
Florida
$4K – – –
ZB
683
Zions Bancorporation
Utah
$4K +$1.14K +18 +40%
TC
684
TAP Consulting
Missouri
$4K +$4K +60 New
Lazard Asset Management
685
Lazard Asset Management
New York
$3K – – –
DI
686
Disciplined Investments
Oklahoma
$3K – – –
SC
687
Schubert & Co
Texas
$3K +$3K +36 New
BWA
688
BDO Wealth Advisors
Florida
$3K +$3K +45 New
BWM
689
Baystate Wealth Management
Massachusetts
$3K +$3K +45 New
CWS
690
Confluence Wealth Services
Pennsylvania
$3K +$3K +48 New
SFG
691
Steward Financial Group
Texas
$3K +$3K +51 New
CWM
692
Curi Wealth Management
North Carolina
$3K +$3K +57 New
LCM
693
Logan Capital Management
Pennsylvania
$2K – – –
GWM
694
Geneos Wealth Management
Colorado
$2K – – –
TFGT
695
TS Financial Group (TSFG)
Illinois
$2K – – –
LWA
696
Lenox Wealth Advisors
New York
$2K +$2K +24 New
FGAM
697
Financial Gravity Asset Management
Texas
$1.25K +$1.25K +12,582 +69,900%
PWMG
698
Prestige Wealth Management Group
New Jersey
$1K – – –
AA
699
Addison Advisors
Vermont
$1K +$1K +9 New
SC
700
Sierra Capital
Florida
$1K +$1K +15 New
26 27
28
29 30