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NerdWallet
NRDS

68 hedge funds and large institutions have $172M invested in NerdWallet in 2022 Q2 according to their latest regulatory filings, with 29 funds opening new positions, 23 increasing their positions, 10 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

190% more first-time investments, than exits

New positions opened: 29 | Existing positions closed: 10

132% more call options, than puts

Call options by funds: $2.02M | Put options by funds: $871K

130% more repeat investments, than reductions

Existing positions increased: 23 | Existing positions reduced: 10

39% more funds holding

Funds holding: 49 → 68 (+19)

9.6% more ownership

Funds ownership: 51.5% → 61.1% (+9.6%)

0% more funds holding in top 10

Funds holding in top 10: 3 → 3 (0)

21% less capital invested

Capital invested by funds: $218M → $172M (-$45.9M)

Holders
68
Holders Change
+19
Holders Change %
+38.78%
% of All Funds
1.15%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.05%
New
29
Increased
23
Reduced
10
Closed
10
Calls
$2.02M
Puts
$871K
Net Calls
+$1.15M
Net Calls Change
+$823K

Top Buyers

Rank Fund Capital Flow
1
Vanguard Group
Vanguard Group
Pennsylvania
+$15.8M
2
BlackRock
BlackRock
New York
+$11.9M
3
SSA
Schonfeld Strategic Advisors
New York
+$5.8M
4
State Street
State Street
Massachusetts
+$2.42M
5
Fidelity Investments
Fidelity Investments
Massachusetts
+$2.28M

Top Sellers

Rank Fund Capital Flow
1
OAM
Ophir Asset Management
Australia
-$16M
2
HV
HST Ventures
Utah
-$2.65M
3
Marshall Wace
Marshall Wace
United Kingdom
-$682K
4
HF
HRT Financial
New York
-$516K
5
ECM
ExodusPoint Capital Management
New York
-$486K
Name Holding Trade Value Shares
Change 		Change in
Stake
AP
26
Adero Partners
California
$289K +$346K +34,036 New
State of Tennessee, Department of Treasury
27
State of Tennessee, Department of Treasury
Tennessee
$270K +$51.8K +5,100 +18%
MFIM
28
Mesirow Financial Investment Management
Illinois
$249K -$843 -83 -0.3%
Franklin Resources
29
Franklin Resources
California
$242K +$310K +30,480 New
CSS
30
Cubist Systematic Strategies
Connecticut
$237K -$114K -11,187 -27%
RhumbLine Advisers
31
RhumbLine Advisers
Massachusetts
$233K +$299K +29,409 New
Bank of America
32
Bank of America
North Carolina
$176K +$55.8K +5,490 +33%
EGM
33
Engineers Gate Manager
New York
$172K +$220K +21,650 New
TRCT
34
Tower Research Capital (TRC)
New York
$168K +$216K +21,245 New
Millennium Management
35
Millennium Management
New York
$160K -$313K -30,862 -60%
PP
36
PDT Partners
New York
$157K +$201K +19,751 New
ECM
37
ExodusPoint Capital Management
New York
$150K -$486K -47,871 -72%
Susquehanna International Group
38
Susquehanna International Group
Pennsylvania
$146K -$91.8K -9,040 -33%
New York State Common Retirement Fund
39
New York State Common Retirement Fund
New York
$144K +$184K +18,100 New
MIM
40
MetLife Investment Management
New Jersey
$120K +$154K +15,148 New
CIP
41
Cornerstone Investment Partners
Georgia
$117K – – –
CMF
42
Counterpoint Mutual Funds
California
$113K +$144K +14,214 New
UBS Group
43
UBS Group
Switzerland
$111K +$126K +12,431 +763%
Invesco
44
Invesco
Georgia
$111K +$142K +14,000 New
JP Morgan Chase
45
JP Morgan Chase
New York
$109K +$90.1K +8,870 +184%
Deutsche Bank
46
Deutsche Bank
Germany
$102K +$130K +12,847 New
AIG
47
American International Group
New York
$95K +$122K +11,991 New
AllianceBernstein
48
AllianceBernstein
Tennessee
$95K +$122K +12,000 New
Commonwealth Equity Services
49
Commonwealth Equity Services
Massachusetts
$91K – – –
California State Teachers Retirement System (CalSTRS)
50
California State Teachers Retirement System (CalSTRS)
California
$87K +$111K +10,955 New
1
2
3 4

NRDS Hedge Fund Activity: Q2 2022 in Review

68 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in NerdWallet (NRDS) for Q2 2022, worth a combined $172M — down 21% from $218M a quarter earlier.

Buyers outnumbered sellers: 29 funds opened new NRDS positions and 10 closed out — a net gain of 19 holders — while 23 added to existing stakes and 10 trimmed.

The largest buyer was Vanguard Group, adding an estimated $15.8M. The largest seller was Ophir Asset Management, exiting entirely with an estimated $16M sold.

  • 68 institutional investors held NerdWallet (NRDS) as of Q2 2022, up from 49 in Q1 2022.
  • Funds reported $172M of NerdWallet stock for Q2 2022, down 21% quarter-over-quarter.
  • 29 funds opened new NerdWallet positions in Q2 2022 and 10 closed out, a net change of +19 holders.
  • The largest NerdWallet buyer in Q2 2022 was Vanguard Group, an estimated $15.8M added.
  • The largest NerdWallet seller in Q2 2022 was Ophir Asset Management, an estimated $16M sold.

Based on aggregated 13F filings for Q2 2022.