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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 %
FWM
676
Focused Wealth Management
New York
$5.81K – – –
KFS
677
Kelly Financial Services
Massachusetts
$5.52K +$5.52K +95 New
SSB
678
Sandy Spring Bank
Maryland
$5.41K – – –
RTL
679
Red Tortoise LLC
Georgia
$5.41K – – –
Jones Financial Companies
680
Jones Financial Companies
Missouri
$5.29K +$3.14K +54 +146%
PCMC
681
Planning Capital Management Corporation
Pennsylvania
$5.23K +$5.23K +90 New
VNA
682
Valley National Advisers
Pennsylvania
$5K – – –
LIWM
683
Long Island Wealth Management
New York
$5K +$5K +91 New
FFO
684
Fortitude Family Office
Arizona
$4.65K +$4.65K +80 New
AWM
685
Abound Wealth Management
Tennessee
$4.36K -$116 -2 -3%
RCM
686
Raleigh Capital Management
North Carolina
$4.07K +$4.07K +70 New
BIA
687
Bell Investment Advisors
California
$4.01K -$1.69K -29 -30%
TCA
688
Trifecta Capital Advisors
Illinois
$3.84K – – –
TVAMP
689
Tennessee Valley Asset Management Partners
Tennessee
$3.49K +$3.49K +60 New
LTI
690
Laffer Tengler Investments
Tennessee
$3.14K +$3.14K +54 New
CAS
691
Coppell Advisory Solutions
Texas
$3.08K +$3.08K +53 New
NCM
692
Northwest Capital Management
Oregon
$2.91K +$2.91K +50 New
BWM
693
Baystate Wealth Management
Massachusetts
$2.7K – – –
LF
694
Lee Financial
Texas
$2.68K +$2.68K +46 New
CTB
695
Country Trust Bank
Illinois
$2.44K – – –
LFG
696
Larson Financial Group
Missouri
$2.38K +$2.38K +41 New
DPW
697
DiNuzzo Private Wealth
Pennsylvania
$1.98K +$1.98K +34 New
LCM
698
Logan Capital Management
Pennsylvania
$1.78K – – –
SAM
699
Smartleaf Asset Management
Massachusetts
$1.75K +$1.75K +30 New
VWM
700
Venturi Wealth Management
Texas
$1.75K +$1.75K +30 New
26 27
28
29 30