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NerdWallet
NRDS

42 hedge funds and large institutions have $269M invested in NerdWallet in 2021 Q4 according to their latest regulatory filings, with 42 funds opening new positions, increasing their positions, reducing their positions, and closing their positions.

New
Increased
Maintained
Reduced
Closed

83% more call options, than puts

Call options by funds: $2.15M | Put options by funds: $1.18M

52.48% more ownership

Funds ownership: 0% → 52.48% (+52%)

Holders
42
Holders Change
+42
Holders Change %
–
% of All Funds
0.65%
Holding in Top 10
4
Holding in Top 10 Change
+4
Holding in Top 10 Change %
% of All Funds
0.06%
New
42
Increased
–
Reduced
–
Closed
–
Calls
$2.15M
Puts
$1.18M
Net Calls
+$972K
Net Calls Change
+$972K

Top Buyers

Rank Fund Capital Flow
1
IVMX
Institutional Venture Management XIV
California
+$87.1M
2
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$39.1M
3
OAM
Ophir Asset Management
Australia
+$25.1M
4
Fidelity Investments
Fidelity Investments
Massachusetts
+$22.2M
5
Vanguard Group
Vanguard Group
Pennsylvania
+$11.5M

Top Sellers

No sellers this quarter
Name Holding Trade Value Shares
Change 		Change in
Stake
AGM
26
Alpine Global Management
New York
$258K +$325K +16,603 New
D.E. Shaw & Co
27
D.E. Shaw & Co
New York
$230K +$289K +14,776 New
Northern Trust
28
Northern Trust
Illinois
$199K +$250K +12,783 New
Susquehanna International Group
29
Susquehanna International Group
Pennsylvania
$186K +$234K +11,974 New
Commonwealth Equity Services
30
Commonwealth Equity Services
Massachusetts
$177K +$223K +11,400 New
Citadel Advisors
31
Citadel Advisors
Florida
$170K +$214K +10,960 New
WG
32
Winton Group
United Kingdom
$162K +$203K +10,402 New
SM
33
SG3 Management
Puerto Rico
$156K +$196K +10,000 New
WP
34
Woodline Partners
California
$156K +$196K +10,000 New
State of Tennessee, Department of Treasury
35
State of Tennessee, Department of Treasury
Tennessee
$146K +$184K +9,400 New
Bank of America
36
Bank of America
North Carolina
$109K +$137K +7,015 New
Citigroup
37
Citigroup
New York
$84K +$106K +5,403 New
UBS Group
38
UBS Group
Switzerland
$40K +$50.7K +2,592 New
PE
39
Point72 Europe
United Kingdom
$16K +$19.6K +1,000 New
Wells Fargo
40
Wells Fargo
California
$1K +$900 +46 New
Carson Wealth (CWM LLC)
41
Carson Wealth (CWM LLC)
Nebraska
– +$59 +3 New
Osaic Holdings
42
Osaic Holdings
Arizona
– +$274 +14 New
1
2

NRDS Hedge Fund Activity: Q4 2021 in Review

42 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in NerdWallet (NRDS) for Q4 2021, worth a combined $269M.

Buyers outnumbered sellers: 42 funds opened new NRDS positions and 0 closed out — a net gain of 42 holders — while 0 added to existing stakes and 0 trimmed.

The largest buyer was Institutional Venture Management XIV, opening a new position worth an estimated $87.1M.

  • 42 institutional investors held NerdWallet (NRDS) as of Q4 2021, up from 0 in Q3 2021.
  • Funds reported $269M of NerdWallet stock for Q4 2021.
  • 42 funds opened new NerdWallet positions in Q4 2021 and 0 closed out, a net change of +42 holders.
  • The largest NerdWallet buyer in Q4 2021 was Institutional Venture Management XIV, an estimated $87.1M added.

Based on aggregated 13F filings for Q4 2021.