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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 %
UFF
801
USA Financial Formulas
Michigan
– -$103K -1,775 Closed
SOW
802
State of Wyoming
Wyoming
– -$96.3K -1,656 Closed
LA
803
LM Advisors
California
– -$78.5K -1,350 Closed
TWM
804
Tradition Wealth Management
Minnesota
– -$62K -1,063 Closed
KI
805
Kapitalo Investimentos
Brazil
– -$57.8K -994 Closed
CG
806
Cutler Group
California
– -$52K -900 Closed
WTG
807
West Tower Group
Virginia
– -$39.4K -677 Closed
NMG
808
New Millennium Group
Utah
– -$32.6K -560 Closed
TCWA
809
Turtle Creek Wealth Advisors
Texas
– -$28.9K -497 Closed
GWS
810
Glassman Wealth Services
Virginia
– -$23.2K -399 Closed
RFA
811
Resurgent Financial Advisors
Georgia
– -$21.8K -375 Closed
PAS
812
Point72 Asia (Singapore)
Singapore
– -$21.3K -367 Closed
SA
813
Scarborough Advisors
Maryland
– -$14K -240 Closed
AFS
814
Annapolis Financial Services
Maryland
– -$7.85K -135 Closed
TSW
815
Thompson Siegel & Walmsley
Virginia
– -$8K -129 Closed
RFG
816
RFP Financial Group
Georgia
– -$6.05K -104 Closed
EP
817
Elkhorn Partners
Nebraska
– -$6K -100 Closed
FWM
818
Focused Wealth Management
New York
– -$5.81K -100 Closed
LIWM
819
Long Island Wealth Management
New York
– -$5K -91 Closed
TVAMP
820
Tennessee Valley Asset Management Partners
Tennessee
– -$3.49K -60 Closed
LTI
821
Laffer Tengler Investments
Tennessee
– -$3.14K -54 Closed
LF
822
Lee Financial
Texas
– -$2.68K -46 Closed
AP
823
Aspect Partners
Virginia
– -$1.22K -21 Closed
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