NDAQ icon

Nasdaq
NDAQ

Overview Fund Activity

693 hedge funds and large institutions have $17.5B invested in Nasdaq in 2023 Q3 according to their latest regulatory filings, with 71 funds opening new positions, 222 increasing their positions, 295 reducing their positions, and 62 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
693
Holders Change
+3
Holders Change %
+0.43%
% of All Funds
11.05%
Holding in Top 10
6
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-14.29%
% of All Funds
0.1%
New
71
Increased
222
Reduced
295
Closed
62
Calls
$68M
Puts
$62.2M
Net Calls
+$5.86M
Net Calls Change
+$13M

Top Buyers

1
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$305M
2
Franklin Resources
Franklin Resources
California
$412M
3
Marshall Wace
Marshall Wace
United Kingdom
$97.2M
4
Balyasny Asset Management
Balyasny Asset Management
Illinois
$81.5M
5
Holocene Advisors
Holocene Advisors
New York
$60.6M

Top Sellers

1
First Trust Advisors
First Trust Advisors
Illinois
$69.7M
2
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
$1.24B
3
Capital World Investors
Capital World Investors
California
$386M
4
Schroder Investment Management Group
Schroder Investment Management Group
United Kingdom
$15M
5
Morgan Stanley
Morgan Stanley
New York
$199M
Name Holding Trade Value Shares
Change 		Shares
Change %
GWM
726
Gitterman Wealth Management
New Jersey
– -$358K -7,187 Closed
AWE
727
Avidian Wealth Enterprises
Texas
– -$357K -7,159 Closed
SPA
728
Sherbrooke Park Advisers
New York
– -$324K -6,493 Closed
MAS
729
Meeder Advisory Services
Ohio
– -$306K -6,148 Closed
CG
730
Caprock Group
Idaho
– -$295K -5,915 Closed
FMLI
731
Fukoku Mutual Life Insurance
Japan
– -$290K -5,817 Closed
VFA
732
Values First Advisors
Tennessee
– -$270K -5,408 Closed
CW
733
CreativeOne Wealth
Kansas
– -$266K -5,332 Closed
FA
734
FDx Advisors
Illinois
– -$232K -4,657 Closed
MM
735
MQS Management
New York
– -$229K -4,601 Closed
KeyBank National Association
736
KeyBank National Association
Ohio
– -$219K -4,394 Closed
SWA
737
SFMG Wealth Advisors
Texas
– -$212K -4,254 Closed
CI
738
Cigna Investments
Connecticut
– -$207K -4,146 Closed
LNB
739
Ledyard National Bank
– -$205K -4,121 Closed
EFG
740
Everhart Financial Group
Ohio
– -$204K -4,100 Closed
NA
741
Navellier & Associates
Nevada
– -$203K -4,070 Closed
PA
742
Profund Advisors
Maryland
– -$202K -4,056 Closed
IUHSA
743
Itau Unibanco Holding S.A.
Brazil
– -$111K -2,229 Closed
FA
744
Fiduciary Alliance
South Carolina
– -$24.6K -493 Closed
SSG
745
Summit Securities Group
New York
– -$22K -443 Closed
HIIFS
746
Harel Insurance Investments & Financial Services
Israel
– -$16K -323 Closed
CAS
747
Coppell Advisory Solutions
Texas
– -$11.3K -226 Closed
FMP
748
Financial Management Professionals
Texas
– -$8K -157 Closed
CFO
749
CVA Family Office
Colorado
– -$5.73K -115 Closed
WP
750
WealthPLAN Partners
Nebraska
– -$2.69K -54 Closed
27 28 29
30
31