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Nasdaq
NDAQ

545 hedge funds and large institutions have $13.5B invested in Nasdaq in 2019 Q4 according to their latest regulatory filings, with 84 funds opening new positions, 189 increasing their positions, 180 reducing their positions, and 41 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,300% more call options, than puts

Call options by funds: $227M | Put options by funds: $16.2M

105% more first-time investments, than exits

New positions opened: 84 | Existing positions closed: 41

9% more capital invested

Capital invested by funds: $12.5B → $13.5B (+$1.08B)

6% more funds holding

Funds holding: 514 → 545 (+31)

2.97% more ownership

Funds ownership: 228.47% → 231.43% (+3%)

5% more repeat investments, than reductions

Existing positions increased: 189 | Existing positions reduced: 180

0% more funds holding in top 10

Funds holding in top 10: 5 → 5 (0)

Holders
545
Holders Change
+31
Holders Change %
+6.03%
% of All Funds
10.74%
Holding in Top 10
5
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.1%
New
84
Increased
189
Reduced
180
Closed
41
Calls
$227M
Puts
$16.2M
Net Calls
+$211M
Net Calls Change
+$36.9M

Top Buyers

1
Capital Research Global Investors
Capital Research Global Investors
California
+$215M
2
Truist Financial
Truist Financial
North Carolina
+$70.5M
3
Capital World Investors
Capital World Investors
California
+$62.9M
4
HIIFS
Harel Insurance Investments & Financial Services
Israel
+$29.4M
5
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
+$21.1M

Top Sellers

1
Invesco
Invesco
Georgia
-$112M
2
First Trust Advisors
First Trust Advisors
Illinois
-$45.2M
3
CS
Credit Suisse
Switzerland
-$45M
4
Janus Henderson Group
Janus Henderson Group
United Kingdom
-$37.5M
5
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$24.5M
Name Holding Trade Value Shares
Change 		Change in
Stake
TPSF
201
Texas Permanent School Fund
Texas
$2.17M -$120K -3,513 -5%
Public Sector Pension Investment Board (PSP Investments)
202
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$2.13M -$260K -7,620 -11%
Los Angeles Capital Management
203
Los Angeles Capital Management
California
$2.1M -$135K -3,966 -6%
LPL Financial
204
LPL Financial
California
$2.07M +$117K +3,447 +6%
Mercer Global Advisors
205
Mercer Global Advisors
Colorado
$2.03M -$7.87K -231 -0.4%
Rafferty Asset Management
206
Rafferty Asset Management
New York
$2.01M +$133K +3,900 +7%
MCM
207
Monument Capital Management
Virginia
$1.97M +$34.7K +1,017 +2%
LCAM
208
Lee Capital Asset Management
New York
$1.89M +$1.81M +53,010 New
BFEC
209
Benjamin F. Edwards & Company
Missouri
$1.88M -$5.32K -156 -0.3%
IEFM
210
IQ EQ Fund Management
Ireland
$1.88M -$248K -7,269 -12%
HNB
211
Huntington National Bank
Ohio
$1.87M -$72.4K -2,124 -4%
MSL
212
Mackay Shields LLC
New York
$1.87M -$71.5K -2,097 -4%
SFI
213
Susquehanna Fundamental Investments
Pennsylvania
$1.86M – – –
TAMH
214
Taikang Asset Management (HK)
Hong Kong
$1.86M – – –
MLICM
215
Metropolitan Life Insurance Company (MetLife)
New York
$1.85M +$1.64K +48 +0.1%
AB
216
Amalgamated Bank
New York
$1.85M +$102K +2,994 +6%
SMDAM
217
Sumitomo Mitsui DS Asset Management
Japan
$1.84M +$47.3K +1,389 +3%
Public Employees Retirement Association of Colorado
218
Public Employees Retirement Association of Colorado
Colorado
$1.82M – – –
Skandinaviska Enskilda Banken (SEB)
219
Skandinaviska Enskilda Banken (SEB)
Sweden
$1.75M +$20.4K +600 +1%
MSA
220
Mason Street Advisors
Wisconsin
$1.75M -$5.42K -159 -0.3%
GWM
221
Greenwich Wealth Management
Connecticut
$1.75M +$3.78K +111 +0.2%
M&T Bank
222
M&T Bank
New York
$1.73M +$93.5K +2,742 +6%
HIM
223
Hotaling Investment Management
Pennsylvania
$1.71M +$24.2K +711 +2%
MLIC
224
Mandatum Life Insurance Company
Finland
$1.68M +$233K +6,837 +17%
BC
225
Brinker Capital
Pennsylvania
$1.68M +$45.8K +1,344 +3%
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9
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NDAQ Hedge Fund Activity: Q4 2019 in Review

545 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in Nasdaq (NDAQ) for Q4 2019, worth a combined $13.5B — up 8.7% from $12.5B a quarter earlier.

Buyers outnumbered sellers: 84 funds opened new NDAQ positions and 41 closed out — a net gain of 43 holders — while 189 added to existing stakes and 180 trimmed.

The largest buyer was Capital Research Global Investors, adding an estimated $215M. The largest seller was Invesco, cutting an estimated $112M.

  • 545 institutional investors held Nasdaq (NDAQ) as of Q4 2019, up from 514 in Q3 2019.
  • Funds reported $13.5B of Nasdaq stock for Q4 2019, up 8.7% quarter-over-quarter.
  • 84 funds opened new Nasdaq positions in Q4 2019 and 41 closed out, a net change of +43 holders.
  • The largest Nasdaq buyer in Q4 2019 was Capital Research Global Investors, an estimated $215M added.
  • The largest Nasdaq seller in Q4 2019 was Invesco, an estimated $112M sold.

Based on aggregated 13F filings for Q4 2019.