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NerdWallet
NRDS

Overview Fund Activity

99 hedge funds and large institutions have $498M invested in NerdWallet in 2023 Q1 according to their latest regulatory filings, with 33 funds opening new positions, 39 increasing their positions, 17 reducing their positions, and 15 closing their positions.

Holders
99
Holders Change
+17
Holders Change %
+20.73%
% of All Funds
1.58%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
33
Increased
39
Reduced
17
Closed
15
Calls
$8.64M
Puts
$3.93M
Net Calls
+$4.71M
Net Calls Change
+$362K

Top Buyers

1
SC
1
Samlyn Capital
New York
$19M
2
Lord, Abbett & Co
2
Lord, Abbett & Co
New Jersey
$26.9M
3
ACL
3
Azora Capital LP
Florida
$10.9M
4
Millennium Management
4
Millennium Management
New York
$9.65M
5
Morgan Stanley
5
Morgan Stanley
New York
$9.48M

Top Sellers

1
IVMX
1
Institutional Venture Management XIV
California
$36M
2
BGIM
2
Brandywine Global Investment Management
Pennsylvania
$10.6M
3
GIPM
3
G2 Investment Partners Management
New York
$4.53M
4
RVPG
4
Relative Value Partners Group
$0
5
T. Rowe Price Associates
5
T. Rowe Price Associates
Maryland
$3.69M
Name Market Value Shares Shares
Change 		Shares
Change %
Charles Schwab
26
Charles Schwab
California
$3.62M 223,951 -513 -0.2%
Norges Bank
27
Norges Bank
Norway
$2.89M 178,500 +178,500 New
Nuveen Asset Management
28
Nuveen Asset Management
Illinois
$2.68M 165,790 +87,210 +111%
Two Sigma Investments
29
Two Sigma Investments
New York
$2.53M 156,457 +156,457 New
Bank of America
30
Bank of America
North Carolina
$2.53M 156,077 +102,687 +192%
Federated Hermes
31
Federated Hermes
Pennsylvania
$2.45M 151,525 +151,525 New
EI
32
EAM Investors
California
$2.26M 139,626 +139,626 New
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
33
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$2.22M 137,500 +137,500 New
Invesco
34
Invesco
Georgia
$1.99M 123,186 +101,258 +462%
Qube Research & Technologies (QRT)
35
Qube Research & Technologies (QRT)
United Kingdom
$1.99M 123,114 +123,114 New
CSS
36
Cubist Systematic Strategies
Connecticut
$1.7M 104,784 +64,482 +160%
JF
37
Jump Financial
Illinois
$1.64M 101,528 +81,528 +408%
Marshall Wace
38
Marshall Wace
United Kingdom
$1.62M 100,188 +86,888 +653%
JPMorgan Chase & Co
39
JPMorgan Chase & Co
New York
$1.53M 94,431 +79,208 +520%
Jane Street
40
Jane Street
New York
$1.44M 88,781 +88,781 New
Bank of New York Mellon
41
Bank of New York Mellon
New York
$1.42M 87,617 +8,725 +11%
Connor, Clark & Lunn Investment Management (CC&L)
42
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$1.41M 86,942 +86,942 New
Dimensional Fund Advisors
43
Dimensional Fund Advisors
Texas
$1.25M 76,981 +76,981 New
Squarepoint
44
Squarepoint
New York
$1.2M 74,277 +59,521 +403%
EGM
45
Engineers Gate Manager
New York
$890K 55,022 +20,855 +61%
Goldman Sachs
46
Goldman Sachs
New York
$841K 51,980 +34,487 +197%
Osaic Holdings
47
Osaic Holdings
Arizona
$834K 51,518 +51,500 +286,111%
DTL
48
Dynamic Technology Lab
Singapore
$772K 47,688 +47,688 New
N
49
Numerai
California
$744K 45,960 +26,457 +136%
SWM
50
Spire Wealth Management
Virginia
$624K 38,561 +38,561 New
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