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Nasdaq
NDAQ

Overview Fund Activity

693 hedge funds and large institutions have $17.5B invested in Nasdaq in 2023 Q3 according to their latest regulatory filings, with 71 funds opening new positions, 222 increasing their positions, 295 reducing their positions, and 62 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
693
Holders Change
+3
Holders Change %
+0.43%
% of All Funds
11.05%
Holding in Top 10
6
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-14.29%
% of All Funds
0.1%
New
71
Increased
222
Reduced
295
Closed
62
Calls
$68M
Puts
$62.2M
Net Calls
+$5.86M
Net Calls Change
+$13M

Top Buyers

1
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$305M
2
Franklin Resources
Franklin Resources
California
$412M
3
Marshall Wace
Marshall Wace
United Kingdom
$97.2M
4
Balyasny Asset Management
Balyasny Asset Management
Illinois
$81.5M
5
Holocene Advisors
Holocene Advisors
New York
$60.6M

Top Sellers

1
First Trust Advisors
First Trust Advisors
Illinois
$69.7M
2
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
$1.24B
3
Capital World Investors
Capital World Investors
California
$386M
4
Schroder Investment Management Group
Schroder Investment Management Group
United Kingdom
$15M
5
Morgan Stanley
Morgan Stanley
New York
$199M
Name Holding Trade Value Shares
Change 		Shares
Change %
Jones Financial Companies
676
Jones Financial Companies
Missouri
$1.8K +$1.8K +37 New
PPC
677
Park Place Capital
Alabama
$1.75K +$1.75K +36 New
SIC
678
SJS Investment Consulting
Ohio
$1.56K +$340 +7 +28%
LCM
679
Logan Capital Management
Pennsylvania
$1.49K – – –
JGIA
680
Jackson Grant Investment Advisers
Connecticut
$1.46K – – –
AWM
681
Avior Wealth Management
Nebraska
$1.42K – – –
Kayne Anderson Rudnick Investment Management
682
Kayne Anderson Rudnick Investment Management
California
$1.31K – – –
AW
683
Avion Wealth
Texas
$1K +$314 +11 +46%
NSG
684
Nalls Sherbakoff Group
Tennessee
$875 – – –
TFM
685
TFC Financial Management
Massachusetts
$681 +$681 +14 New
CTA
686
Colonial Trust Advisors
South Carolina
$632 -$583 -12 -48%
UFF
687
USA Financial Formulas
Michigan
$583 – – –
CA
688
Crewe Advisors
Utah
$535 -$292 -6 -35%
PWMG
689
Prestige Wealth Management Group
New Jersey
$438 – – –
ECM
690
Everence Capital Management
Indiana
$413 – – –
TWP
691
TFO Wealth Partners
Ohio
$349 – – –
VAG
692
VisionPoint Advisory Group
Texas
$146 +$146 +3 New
NC
693
NewSquare Capital
Pennsylvania
$49 -$882 -18 -95%
PCFFS
694
Pacific Center for Financial Services
California
$8 -$8 – –
PL
695
Perpetual Ltd
Australia
– -$69.5M -1,394,857 Closed
Artisan Partners
696
Artisan Partners
Wisconsin
– -$14.9M -299,268 Closed
EAM
697
Eventide Asset Management
Massachusetts
– -$9.11M -182,708 Closed
VIA
698
Vident Investment Advisory
Georgia
– -$8.06M -161,636 Closed
SEC
699
Seven Eight Capital
New York
– -$7.26M -145,640 Closed
NEI
700
Northwest & Ethical Investments
Ontario, Canada
– -$7.03M -141,118 Closed
26 27
28
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