We are live on ! Find out more

535 hedge funds and large institutions have $11.8B invested in Nasdaq in 2020 Q1 according to their latest regulatory filings, with 65 funds opening new positions, 200 increasing their positions, 182 reducing their positions, and 68 closing their positions.

New
Increased
Maintained
Reduced
Closed

797% more call options, than puts

Call options by funds: $228M | Put options by funds: $25.4M

10% more repeat investments, than reductions

Existing positions increased: 200 | Existing positions reduced: 182

0% more funds holding in top 10

Funds holding in top 10: 55 (0)

4% less first-time investments, than exits

New positions opened: 65 | Existing positions closed: 68

2% less funds holding

Funds holding: 545535 (-10)

5.36% less ownership

Funds ownership: 231.43%226.07% (-5.4%)

13% less capital invested

Capital invested by funds: $13.5B → $11.8B (-$1.73B)

Holders
535
Holders Change
-10
Holders Change %
-1.83%
% of All Funds
11.79%
Holding in Top 10
5
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.11%
New
65
Increased
200
Reduced
182
Closed
68
Calls
$228M
Puts
$25.4M
Net Calls
+$203M
Net Calls Change
-$7.85M
Name Holding Trade Value Shares
Change
Change in
Stake
AAMU
51
Amundi Asset Management US
Massachusetts
$25.8M -$13.6M -383,100 -32%
CS
52
Credit Suisse
Switzerland
$25.2M -$2.22M -62,706 -7%
Principal Financial Group
53
Principal Financial Group
Iowa
$24.8M +$10.3M +291,672 +59%
ACB
54
Aristotle Capital Boston
Massachusetts
$24.8M -$2.87M -80,934 -9%
DP
55
Dearborn Partners
Illinois
$24.7M +$572K +16,158 +2%
Royal Bank of Canada
56
Royal Bank of Canada
Ontario, Canada
$24.4M -$24.7M -697,296 -48%
Harris Associates
57
Harris Associates
Illinois
$23.4M +$3.33M +93,930 +15%
PI
58
PGGM Investments
Netherlands
$22.4M -$3.1M -87,441 -11%
Envestnet Asset Management
59
Envestnet Asset Management
Illinois
$22.2M +$464K +13,092 +2%
WorldQuant Millennium Advisors
60
WorldQuant Millennium Advisors
New York
$22.1M -$1.44M -40,650 -6%
Natixis Advisors
61
Natixis Advisors
Massachusetts
$22M +$330K +9,333 +1%
New York State Common Retirement Fund
62
New York State Common Retirement Fund
New York
$21.7M -$1.13M -31,800 -4%
UBS Group
63
UBS Group
Switzerland
$21.7M -$15.2M -428,526 -38%
State of Wisconsin Investment Board
64
State of Wisconsin Investment Board
Wisconsin
$21.1M +$896K +25,320 +4%
Victory Capital Management
65
Victory Capital Management
Texas
$20.8M +$8.13M +229,479 +54%
Ameriprise
66
Ameriprise
Minnesota
$20.6M -$1.59M -44,919 -6%
JIC
67
Johnson Investment Counsel
Ohio
$20.4M +$22.8M +643,695 New
Janus Henderson Group
68
Janus Henderson Group
United Kingdom
$20.4M -$6.1M -172,413 -21%
RhumbLine Advisers
69
RhumbLine Advisers
Massachusetts
$20.1M +$1.11M +31,365 +5%
RJA
70
Raymond James & Associates
Florida
$19.6M +$742K +20,949 +3%
UCFA
71
United Capital Financial Advisors
Texas
$19.6M -$79K -2,232 -0.4%
Fidelity International
72
Fidelity International
Bermuda
$19.4M +$1.15M +32,523 +6%
National Pension Service
73
National Pension Service
South Korea
$19M
California State Teachers Retirement System (CalSTRS)
74
California State Teachers Retirement System (CalSTRS)
California
$18.9M +$1.43M +40,335 +7%
Manulife (Manufacturers Life Insurance)
75
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$18.8M +$9.06M +255,786 +76%

NDAQ Hedge Fund Activity: Q1 2020 in Review

535 of the 4,538 institutional investors tracked by Wall St. Rank reported a position in Nasdaq (NDAQ) for Q1 2020, worth a combined $11.8B — down 13% from $13.5B a quarter earlier.

Sellers outnumbered buyers: 68 funds closed out of NDAQ and 65 opened new positions — a net loss of 3 holders — while 182 trimmed existing stakes and 200 added.

The largest buyer was Massachusetts Financial Services, adding an estimated $133M. The largest seller was Capital Research Global Investors, cutting an estimated $261M.

  • 535 institutional investors held Nasdaq (NDAQ) as of Q1 2020, down from 545 in Q4 2019.
  • Funds reported $11.8B of Nasdaq stock for Q1 2020, down 13% quarter-over-quarter.
  • 65 funds opened new Nasdaq positions in Q1 2020 and 68 closed out, a net change of -3 holders.
  • The largest Nasdaq buyer in Q1 2020 was Massachusetts Financial Services, an estimated $133M added.
  • The largest Nasdaq seller in Q1 2020 was Capital Research Global Investors, an estimated $261M sold.

Based on aggregated 13F filings for Q1 2020.