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134 hedge funds and large institutions have $1.08B invested in Nelnet in 2021 Q3 according to their latest regulatory filings, with 12 funds opening new positions, 42 increasing their positions, 45 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

53% more call options, than puts

Call options by funds: $729K | Put options by funds: $475K

6% more capital invested

Capital invested by funds: $1.01B → $1.08B (+$63.4M)

0% more funds holding in top 10

Funds holding in top 10: 44 (0)

0.01% less ownership

Funds ownership: 49.24%49.23% (-0.01%)

7% less repeat investments, than reductions

Existing positions increased: 42 | Existing positions reduced: 45

8% less first-time investments, than exits

New positions opened: 12 | Existing positions closed: 13

1% less funds holding

Funds holding: 136134 (-2)

Holders
134
Holders Change
-2
Holders Change %
-1.47%
% of All Funds
2.35%
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.07%
New
12
Increased
42
Reduced
45
Closed
13
Calls
$729K
Puts
$475K
Net Calls
+$254K
Net Calls Change
+$2.38M
Name Holding Trade Value Shares
Change
Change in
Stake
Mitsubishi UFJ Trust & Banking
101
Mitsubishi UFJ Trust & Banking
Japan
$183K
Zurich Cantonal Bank
102
Zurich Cantonal Bank
Switzerland
$122K +$50K +646 +72%
AA
103
Ancora Advisors
Ohio
$118K
AIP
104
Ameritas Investment Partners
Nebraska
$111K
TRCT
105
Tower Research Capital (TRC)
New York
$110K +$44.6K +577 +71%
Ohio Public Employees Retirement System (OPERS)
106
Ohio Public Employees Retirement System (OPERS)
Ohio
$89K +$4.18K +54 +5%
Federated Hermes
107
Federated Hermes
Pennsylvania
$76K -$12.2K -158 -14%
KBC Group
108
KBC Group
Belgium
$73K -$71.5K -924 -50%
Canada Life
109
Canada Life
Manitoba, Canada
$68K
PAI
110
Pittenger & Anderson Inc
Nebraska
$40K
Osaic Holdings
111
Osaic Holdings
Arizona
$39K
PFBT
112
Parkside Financial Bank & Trust
Missouri
$29K +$464 +6 +2%
US Bancorp
113
US Bancorp
Minnesota
$26K
Lazard Asset Management
114
Lazard Asset Management
New York
$25K -$2.63K -34 -9%
GWM
115
Geneos Wealth Management
Colorado
$24K
Macquarie Group
116
Macquarie Group
Australia
$22K
PA
117
Parallel Advisors
California
$14K +$1.39K +18 +11%
Simplex Trading
118
Simplex Trading
Illinois
$12K
OAJ
119
Ogorek Anthony Joseph
New York
$10K
CAPTRUST Financial Advisors
120
CAPTRUST Financial Advisors
North Carolina
$9K
AF
121
Advisornet Financial
Minnesota
$8K
PHK
122
Point72 Hong Kong
Hong Kong
$6K +$6.19K +80 New
PWMG
123
Prestige Wealth Management Group
New Jersey
$4K
IA
124
IFP Advisors
Florida
$3K
MPWT
125
MassMutual Private Wealth & Trust
Connecticut
$2K

NNI Hedge Fund Activity: Q3 2021 in Review

134 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in Nelnet (NNI) for Q3 2021, worth a combined $1.08B — up 6.3% from $1.01B a quarter earlier.

Sellers outnumbered buyers: 13 funds closed out of NNI and 12 opened new positions — a net loss of 1 holder — while 45 trimmed existing stakes and 42 added.

The largest buyer was Fidelity Investments, adding an estimated $10.1M. The largest seller was Sycale Advisors, cutting an estimated $3.94M.

  • 134 institutional investors held Nelnet (NNI) as of Q3 2021, down from 136 in Q2 2021.
  • Funds reported $1.08B of Nelnet stock for Q3 2021, up 6.3% quarter-over-quarter.
  • 12 funds opened new Nelnet positions in Q3 2021 and 13 closed out, a net change of -1 holder.
  • The largest Nelnet buyer in Q3 2021 was Fidelity Investments, an estimated $10.1M added.
  • The largest Nelnet seller in Q3 2021 was Sycale Advisors, an estimated $3.94M sold.

Based on aggregated 13F filings for Q3 2021.