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142 hedge funds and large institutions have $1.31B invested in Nelnet in 2021 Q4 according to their latest regulatory filings, with 24 funds opening new positions, 40 increasing their positions, 49 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more first-time investments, than exits

New positions opened: 24 | Existing positions closed: 16

21% more capital invested

Capital invested by funds: $1.08B → $1.31B (+$230M)

6% more funds holding

Funds holding: 134142 (+8)

3% more call options, than puts

Call options by funds: $1.49M | Put options by funds: $1.45M

0.66% less ownership

Funds ownership: 49.23%48.57% (-0.66%)

18% less repeat investments, than reductions

Existing positions increased: 40 | Existing positions reduced: 49

50% less funds holding in top 10

Funds holding in top 10: 42 (-2)

Holders
142
Holders Change
+8
Holders Change %
+5.97%
% of All Funds
2.19%
Holding in Top 10
2
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-50%
% of All Funds
0.03%
New
24
Increased
40
Reduced
49
Closed
16
Calls
$1.49M
Puts
$1.45M
Net Calls
+$39K
Net Calls Change
-$215K
Name Holding Trade Value Shares
Change
Change in
Stake
Dimensional Fund Advisors
1
Dimensional Fund Advisors
Texas
$203M -$5.52M -62,339 -3%
MG
2
Magnolia Group
Nebraska
$186M
Vanguard Group
3
Vanguard Group
Pennsylvania
$169M +$10.8M +121,913 +8%
FMII
4
Farmers & Merchants Investments Inc
Nebraska
$153M -$79.6K -899 -0.1%
BlackRock
5
BlackRock
New York
$120M -$2.32M -26,193 -2%
ECP
6
Empyrean Capital Partners
California
$40.8M
Geode Capital Management
7
Geode Capital Management
Massachusetts
$34.7M -$2.36M -26,677 -7%
State Street
8
State Street
Massachusetts
$34M +$317K +3,580 +1%
Northern Trust
9
Northern Trust
Illinois
$28.7M +$57.2K +646 +0.2%
Fidelity Investments
10
Fidelity Investments
Massachusetts
$26M +$12M +135,547 +104%
GAI
11
General American Investors
New York
$23.8M
SCM
12
Snyder Capital Management
California
$21.6M +$19.6M +221,214 New
Charles Schwab
13
Charles Schwab
California
$19.4M +$284K +3,215 +2%
Boston Partners
14
Boston Partners
Massachusetts
$19.3M -$131K -1,485 -0.7%
JP Morgan Chase
15
JP Morgan Chase
New York
$17.8M +$1.16M +13,160 +8%
QF
16
QVT Financial
New York
$16.8M +$8.21M +92,805 +117%
Norges Bank
17
Norges Bank
Norway
$15.9M
Bank of New York Mellon
18
Bank of New York Mellon
New York
$13.2M +$1.08M +12,227 +10%
BHTS
19
Bar Harbor Trust Services
Maine
$9.55M +$1.81M +20,460 +26%
Ameriprise
20
Ameriprise
Minnesota
$8.06M +$5.53M +62,487 +312%
Prudential Financial
21
Prudential Financial
New Jersey
$8.03M -$2.19M -24,723 -23%
AllianceBernstein
22
AllianceBernstein
Tennessee
$6.72M
American Century Companies
23
American Century Companies
Missouri
$6.53M +$1.52M +17,166 +35%
BGIM
24
Brandywine Global Investment Management
Pennsylvania
$5.92M
Acadian Asset Management
25
Acadian Asset Management
Massachusetts
$5.79M +$2.3M +25,939 +77%

NNI Hedge Fund Activity: Q4 2021 in Review

142 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in Nelnet (NNI) for Q4 2021, worth a combined $1.31B — up 21% from $1.08B a quarter earlier.

Buyers outnumbered sellers: 24 funds opened new NNI positions and 16 closed out — a net gain of 8 holders — while 40 added to existing stakes and 49 trimmed.

The largest buyer was Snyder Capital Management, opening a new position worth an estimated $19.6M. The largest seller was Sycale Advisors, exiting entirely with an estimated $24.9M sold.

  • 142 institutional investors held Nelnet (NNI) as of Q4 2021, up from 134 in Q3 2021.
  • Funds reported $1.31B of Nelnet stock for Q4 2021, up 21% quarter-over-quarter.
  • 24 funds opened new Nelnet positions in Q4 2021 and 16 closed out, a net change of +8 holders.
  • The largest Nelnet buyer in Q4 2021 was Snyder Capital Management, an estimated $19.6M added.
  • The largest Nelnet seller in Q4 2021 was Sycale Advisors, an estimated $24.9M sold.

Based on aggregated 13F filings for Q4 2021.