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Nasdaq

501 hedge funds and large institutions have $9.79B invested in Nasdaq in 2017 Q4 according to their latest regulatory filings, with 82 funds opening new positions, 182 increasing their positions, 161 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed

156% more first-time investments, than exits

New positions opened: 82 | Existing positions closed: 32

13% more repeat investments, than reductions

Existing positions increased: 182 | Existing positions reduced: 161

11% more funds holding

Funds holding: 453501 (+48)

2.71% more ownership

Funds ownership: 227.3%230.01% (+2.7%)

0% less capital invested

Capital invested by funds: $9.8B → $9.79B (-$12.2M)

33% less funds holding in top 10

Funds holding in top 10: 32 (-1)

52% less call options, than puts

Call options by funds: $29.4M | Put options by funds: $61.2M

Holders
501
Holders Change
+48
Holders Change %
+10.6%
% of All Funds
11.36%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.05%
New
82
Increased
182
Reduced
161
Closed
32
Calls
$29.4M
Puts
$61.2M
Net Calls
-$31.8M
Net Calls Change
-$35.6M
Name Holding Trade Value Shares
Change
Change in
Stake
IA
1
Investor AB
Sweden
$1.49B
Massachusetts Financial Services
2
Massachusetts Financial Services
Massachusetts
$1.09B +$795K +31,488 +0.1%
Vanguard Group
3
Vanguard Group
Pennsylvania
$909M +$7.07M +280,311 +0.8%
BlackRock
4
BlackRock
New York
$695M -$14.2M -564,480 -2%
State Street
5
State Street
Massachusetts
$407M +$13.9M +549,048 +4%
Invesco
6
Invesco
Georgia
$246M -$24.9M -986,415 -9%
Capital International Investors
7
Capital International Investors
California
$212M +$175M +6,922,200 +515%
JP Morgan Chase
8
JP Morgan Chase
New York
$172M +$1.99M +78,786 +1%
Bessemer Group
9
Bessemer Group
New Jersey
$170M -$13.9M -549,195 -8%
Wellington Management Group
10
Wellington Management Group
Massachusetts
$167M -$7.24M -287,019 -4%
Deutsche Bank
11
Deutsche Bank
Germany
$161M +$46.8M +1,854,411 +42%
NIPH
12
NN Investment Partners Holdings
Netherlands
$129M +$38.2M +1,515,846 +43%
Millennium Management
13
Millennium Management
New York
$120M +$51.9M +2,057,310 +78%
PG
14
Pendal Group
Australia
$108M +$3.27M +129,750 +3%
Goldman Sachs
15
Goldman Sachs
New York
$108M -$33.1M -1,311,867 -24%
AQR Capital Management
16
AQR Capital Management
Connecticut
$104M +$104K +4,119 +0.1%
Northern Trust
17
Northern Trust
Illinois
$104M -$1.31M -51,948 -1%
Geode Capital Management
18
Geode Capital Management
Massachusetts
$103M +$3.72M +147,594 +4%
D.E. Shaw & Co
19
D.E. Shaw & Co
New York
$93.1M +$23.3M +922,071 +34%
Bank of America
20
Bank of America
North Carolina
$92.3M -$126M -5,006,127 -58%
FCM
21
Frontier Capital Management
Massachusetts
$90.9M -$5.06M -200,553 -5%
Renaissance Technologies
22
Renaissance Technologies
New York
$80.5M +$33.7M +1,335,900 +74%
American Century Companies
23
American Century Companies
Missouri
$79.4M +$58.9M +2,333,106 +304%
Mackenzie Financial
24
Mackenzie Financial
Ontario, Canada
$75.5M +$48.4M +1,919,529 +186%
Dimensional Fund Advisors
25
Dimensional Fund Advisors
Texas
$72.3M +$386K +15,279 +0.5%

NDAQ Hedge Fund Activity: Q4 2017 in Review

501 of the 4,409 institutional investors tracked by Wall St. Rank reported a position in Nasdaq (NDAQ) for Q4 2017, worth a combined $9.79B — down 0.12% from $9.8B a quarter earlier.

Buyers outnumbered sellers: 82 funds opened new NDAQ positions and 32 closed out — a net gain of 50 holders — while 182 added to existing stakes and 161 trimmed.

The largest buyer was Capital International Investors, adding an estimated $175M. The largest seller was ClearBridge Investments, cutting an estimated $325M.

  • 501 institutional investors held Nasdaq (NDAQ) as of Q4 2017, up from 453 in Q3 2017.
  • Funds reported $9.79B of Nasdaq stock for Q4 2017, down 0.12% quarter-over-quarter.
  • 82 funds opened new Nasdaq positions in Q4 2017 and 32 closed out, a net change of +50 holders.
  • The largest Nasdaq buyer in Q4 2017 was Capital International Investors, an estimated $175M added.
  • The largest Nasdaq seller in Q4 2017 was ClearBridge Investments, an estimated $325M sold.

Based on aggregated 13F filings for Q4 2017.