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Nasdaq
NDAQ

Overview Fund Activity

690 hedge funds and large institutions have $18B invested in Nasdaq in 2023 Q2 according to their latest regulatory filings, with 72 funds opening new positions, 259 increasing their positions, 251 reducing their positions, and 61 closing their positions.

Holders
690
Holders Change
+8
Holders Change %
+1.17%
% of All Funds
10.88%
Holding in Top 10
7
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.11%
New
72
Increased
259
Reduced
251
Closed
61
Calls
$53.5M
Puts
$60.6M
Net Calls
-$7.14M
Net Calls Change
-$202K

Top Buyers

1
BlackRock
1
BlackRock
New York
$1.5B
2
Truist Financial
2
Truist Financial
North Carolina
$144M
3
Two Sigma Advisers
3
Two Sigma Advisers
New York
$203M
4
Millennium Management
4
Millennium Management
New York
$158M
5
Two Sigma Investments
5
Two Sigma Investments
New York
$191M

Top Sellers

1
Capital Research Global Investors
1
Capital Research Global Investors
California
$0
2
Massachusetts Financial Services
2
Massachusetts Financial Services
Massachusetts
$1.41B
3
Capital World Investors
3
Capital World Investors
California
$531M
4
Artisan Partners
4
Artisan Partners
Wisconsin
$14.9M
5
Lord, Abbett & Co
5
Lord, Abbett & Co
New Jersey
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
HWM
726
HB Wealth Management
Georgia
– -$232K -4,235 Closed
WPC
727
Wedmont Private Capital
Pennsylvania
– -$228K -4,184 Closed
IAA
728
Independent Advisor Alliance
North Carolina
– -$219K -4,002 Closed
CAG
729
Crestwood Advisors Group
Massachusetts
– -$218K -3,980 Closed
AWM
730
Apollon Wealth Management
South Carolina
– -$216K -3,958 Closed
TAM
731
Trust Asset Management
Texas
– -$214K -3,915 Closed
HR
732
Howe & Rusling
New York
– -$206K -3,774 Closed
SG
733
StoneX Group
New York
– -$204K -3,736 Closed
EI
734
Ellevest Inc
New York
– -$127K -2,328 Closed
QL
735
Quarry LP
New York
– -$68.6K -1,254 Closed
AAS
736
Ameritas Advisory Services
Nebraska
– -$61.2K -1,099 Closed
ONST
737
Old North State Trust
North Carolina
– -$44K -804 Closed
BAM
738
Belpointe Asset Management
Nevada
– -$37.2K -680 Closed
RFA
739
Resurgent Financial Advisors
Georgia
– -$20.9K -383 Closed
CT
740
Cambridge Trust
Massachusetts
– -$20.5K -375 Closed
MWM
741
Mascoma Wealth Management
New Hampshire
– -$11.8K -213 Closed
CAL
742
Capital Advisors Ltd
Ohio
– -$10K -192 Closed
TWA
743
TCI Wealth Advisors
Arizona
– -$7.55K -138 Closed
MIA
744
Milestone Investment Advisors
Wisconsin
– -$6.4K -117 Closed
SC
745
Schubert & Co
Texas
– -$5.14K -94 Closed
HCP
746
Hexagon Capital Partners
Arkansas
– -$3.83K -70 Closed
BWM
747
BerganKDV Wealth Management
Minnesota
– -$2.98K -55 Closed
JFA
748
JNBA Financial Advisors
Minnesota
– -$2.24K -41 Closed
AssetMark Inc
749
AssetMark Inc
California
– -$2.02K -37 Closed
ETC
750
Exchange Traded Concepts
Oklahoma
– -$1.75K -32 Closed
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30
31