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Nasdaq
NDAQ

716 hedge funds and large institutions have $22.3B invested in Nasdaq in 2022 Q4 according to their latest regulatory filings, with 103 funds opening new positions, 275 increasing their positions, 225 reducing their positions, and 56 closing their positions.

New
Increased
Maintained
Reduced
Closed

84% more first-time investments, than exits

New positions opened: 103 | Existing positions closed: 56

22% more repeat investments, than reductions

Existing positions increased: 275 | Existing positions reduced: 225

16% more call options, than puts

Call options by funds: $115M | Put options by funds: $99.3M

8% more capital invested

Capital invested by funds: $20.7B → $22.3B (+$1.64B)

5% more funds holding

Funds holding: 682 → 716 (+34)

0.38% more ownership

Funds ownership: 74.06% → 74.44% (+0.38%)

29% less funds holding in top 10

Funds holding in top 10: 7 → 5 (-2)

Holders
716
Holders Change
+34
Holders Change %
+4.99%
% of All Funds
11.51%
Holding in Top 10
5
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-28.57%
% of All Funds
0.08%
New
103
Increased
275
Reduced
225
Closed
56
Calls
$115M
Puts
$99.3M
Net Calls
+$16.1M
Net Calls Change
+$28.1M

Top Buyers

1
Vanguard Group
Vanguard Group
Pennsylvania
+$247M
2
BlackRock
BlackRock
New York
+$91.5M
3
Morgan Stanley
Morgan Stanley
New York
+$48.3M
4
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
+$40.8M
5
AllianceBernstein
AllianceBernstein
Tennessee
+$38.4M

Top Sellers

1
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
-$159M
2
Invesco
Invesco
Georgia
-$57.8M
3
BCPEMI
Bain Capital Public Equity Management II
Massachusetts
-$55.8M
4
Bank of America
Bank of America
North Carolina
-$44.3M
5
Goldman Sachs
Goldman Sachs
New York
-$39.8M
Name Holding Trade Value Shares
Change 		Change in
Stake
CTA
701
Colonial Trust Advisors
South Carolina
$1.84K +$1.87K +30 New
ETC
702
Exchange Traded Concepts
Oklahoma
$1.66K -$3.01M -48,251 -100%
RDFA
703
Ritter Daniher Financial Advisory
Ohio
$1.66K +$1.68K +27 New
RFS
704
Retirement Financial Solutions
Tennessee
$1.47K +$1.5K +24 New
SC
705
Sierra Capital
Florida
$1K – – –
EE
706
EWG Elevate
California
$920 +$934 +15 New
AWM
707
Avior Wealth Management
Nebraska
$613 +$62 +1 +11%
AA
708
Addison Advisors
Vermont
$552 – – –
PWMG
709
Prestige Wealth Management Group
New Jersey
$552 – – –
SCA
710
Stonebridge Capital Advisors
Minnesota
$552 +$561 +9 New
ECM
711
Everence Capital Management
Indiana
$525 +$4.36K +70 +0.8%
MYAM
712
Meiji Yasuda Asset Management
Japan
$209 -$10.6K -170 -5%
TWP
713
TFO Wealth Partners
Ohio
$72 +$4.05K +65 New
CMP
714
Coston McIsaac & Partners
Maine
$2 – – –
Balyasny Asset Management
715
Balyasny Asset Management
Illinois
– -$12.1M -213,595 Closed
Hudson Bay Capital Management
716
Hudson Bay Capital Management
Connecticut
– -$8.5M -150,000 Closed
IP
717
Interval Partners
New York
– -$7.32M -129,135 Closed
HF
718
HRT Financial
New York
– -$5.69M -100,356 Closed
JAM
719
Jupiter Asset Management
United Kingdom
– -$5.62M -99,132 Closed
QC
720
Quadrature Capital
United Kingdom
– -$5.24M -92,427 Closed
ACM
721
AlphaCrest Capital Management
New York
– -$4.35M -76,820 Closed
BC
722
Brookfield Corp
Ontario, Canada
– -$3.94M -69,488 Closed
OQS
723
Occudo Quantitative Strategies
Florida
– -$2.59M -45,628 Closed
CC
724
Cipher Capital
New York
– -$2.13M -37,586 Closed
TCM
725
Teza Capital Management
Illinois
– -$2.09M -36,912 Closed
27 28
29
30 31

NDAQ Hedge Fund Activity: Q4 2022 in Review

716 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in Nasdaq (NDAQ) for Q4 2022, worth a combined $22.3B — up 7.9% from $20.7B a quarter earlier.

Buyers outnumbered sellers: 103 funds opened new NDAQ positions and 56 closed out — a net gain of 47 holders — while 275 added to existing stakes and 225 trimmed.

The largest buyer was Vanguard Group, adding an estimated $247M. The largest seller was Massachusetts Financial Services, cutting an estimated $159M.

  • 716 institutional investors held Nasdaq (NDAQ) as of Q4 2022, up from 682 in Q3 2022.
  • Funds reported $22.3B of Nasdaq stock for Q4 2022, up 7.9% quarter-over-quarter.
  • 103 funds opened new Nasdaq positions in Q4 2022 and 56 closed out, a net change of +47 holders.
  • The largest Nasdaq buyer in Q4 2022 was Vanguard Group, an estimated $247M added.
  • The largest Nasdaq seller in Q4 2022 was Massachusetts Financial Services, an estimated $159M sold.

Based on aggregated 13F filings for Q4 2022.