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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 %
TWC
676
TD Waterhouse Canada
Ontario, Canada
$19.3K -$3.69K -89 -16%
SIC
677
SJS Investment Consulting
Ohio
$19K +$17.4K +275 +1,058%
KFS
678
Kelly Financial Services
Massachusetts
$18.9K +$12.9K +204 +215%
OC
679
Oakworth Capital
Alabama
$18.7K – – –
NIC
680
Northwest Investment Counselors
Oregon
$18.6K +$18.6K +294 New
C
681
Covestor
United Kingdom
$18K -$310 -5 -2%
AWM
682
AllSquare Wealth Management
New York
$17.4K – – –
MCM
683
MV Capital Management
Maryland
$17.3K – – –
CAL
684
Capital Advisors Ltd
Ohio
$17K +$8.88K +139 +109%
AF
685
Arrow Financial
New York
$15.8K – – –
IBOK
686
Independence Bank of Kentucky
Kentucky
$15.8K – – –
RTC
687
Riverview Trust Company
Washington
$15.5K +$15.5K +246 New
BWL
688
Bogart Wealth LLC
Virginia
$13.7K +$2.39K +38 +21%
YDMI
689
Y.D. More Investments
Israel
$13.4K – – –
FMII
690
Farmers & Merchants Investments Inc
Nebraska
$13.3K – – –
CWM
691
Cedar Wealth Management
California
$12.7K +$12.7K +201 New
CA
692
Crewe Advisors
Utah
$12.1K +$12.1K +191 New
BCWM
693
Bartlett & Co Wealth Management
Ohio
$12.1K -$13.3K -210 -52%
DZ Bank
694
DZ Bank
Germany
$11.8K -$65.9K -1,046 -85%
RCM
695
Raleigh Capital Management
North Carolina
$11.8K +$7.38K +117 +167%
1832 Asset Management
696
1832 Asset Management
Ontario, Canada
$11.6K – – –
BGAI
697
Bruce G. Allen Investments
Colorado
$11.5K -$757 -12 -6%
WPA
698
West Paces Advisors
Georgia
$11.4K -$568 -9 -5%
VCM
699
Versant Capital Management
Arizona
$11K – – –
UB
700
UMB Bank
Missouri
$10.9K +$316 +5 +3%
26 27
28
29 30