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NerdWallet
NRDS

Overview Fund Activity

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.

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

1
ICM
1
Innovius Capital Management
California
$81M
2
IVMX
2
Institutional Venture Management XIV
California
$69.3M
3
T. Rowe Price Associates
3
T. Rowe Price Associates
Maryland
$30.2M
4
OAM
4
Ophir Asset Management
Australia
$20M
5
Fidelity Investments
5
Fidelity Investments
Massachusetts
$17.7M

Top Sellers

No sellers this quarter
Name Market Value Shares Shares
Change 		Shares
Change %
AGM
26
Alpine Global Management
New York
$258K 16,603 +16,603 New
D.E. Shaw & Co
27
D.E. Shaw & Co
New York
$230K 14,776 +14,776 New
Northern Trust
28
Northern Trust
Illinois
$199K 12,783 +12,783 New
Susquehanna International Group
29
Susquehanna International Group
Pennsylvania
$186K 11,974 +11,974 New
Commonwealth Equity Services
30
Commonwealth Equity Services
Massachusetts
$177K 11,400 +11,400 New
Citadel Advisors
31
Citadel Advisors
Florida
$170K 10,960 +10,960 New
WG
32
Winton Group
United Kingdom
$162K 10,402 +10,402 New
WP
33
Woodline Partners
California
$156K 10,000 +10,000 New
SM
34
SG3 Management
Puerto Rico
$156K 10,000 +10,000 New
State of Tennessee, Department of Treasury
35
State of Tennessee, Department of Treasury
Tennessee
$146K 9,400 +9,400 New
Bank of America
36
Bank of America
North Carolina
$109K 7,015 +7,015 New
Citigroup
37
Citigroup
New York
$84K 5,403 +5,403 New
UBS Group
38
UBS Group
Switzerland
$40K 2,592 +2,592 New
PE
39
Point72 Europe
United Kingdom
$16K 1,000 +1,000 New
Wells Fargo
40
Wells Fargo
California
$1K 46 +46 New
CFGS
41
Concourse Financial Group Securities
Alabama
– – – –
Simplex Trading
42
Simplex Trading
Illinois
– – – –
Wolverine Trading
43
Wolverine Trading
Illinois
– – – –
Group One Trading
44
Group One Trading
Illinois
– – – –
Carson Wealth (CWM LLC)
45
Carson Wealth (CWM LLC)
Nebraska
$0 3 +3 New
Osaic Holdings
46
Osaic Holdings
Arizona
$0 14 +14 New
1
2