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NerdWallet
NRDS

Overview Fund Activity

105 hedge funds and large institutions have $266M invested in NerdWallet in 2023 Q2 according to their latest regulatory filings, with 27 funds opening new positions, 45 increasing their positions, 21 reducing their positions, and 21 closing their positions.

Holders
105
Holders Change
+6
Holders Change %
+6.06%
% of All Funds
1.66%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.05%
New
27
Increased
45
Reduced
21
Closed
21
Calls
$780K
Puts
$2.83M
Net Calls
-$2.05M
Net Calls Change
-$6.76M

Top Buyers

1
BlackRock
1
BlackRock
New York
$21.7M
2
SC
2
Samlyn Capital
New York
$14.8M
3
BGIM
3
Brandywine Global Investment Management
Pennsylvania
$9.35M
4
Dimensional Fund Advisors
4
Dimensional Fund Advisors
Texas
$3.15M
5
ACL
5
Azora Capital LP
Florida
$8.14M

Top Sellers

1
Lord, Abbett & Co
1
Lord, Abbett & Co
New Jersey
$2.01M
2
Fidelity Investments
2
Fidelity Investments
Massachusetts
$17.4M
3
IVMX
3
Institutional Venture Management XIV
California
$10.5M
4
DCM
4
Driehaus Capital Management
Illinois
$0
5
SSA
5
Schonfeld Strategic Advisors
New York
$0
Name Market Value Shares Shares
Change 		Shares
Change %
OAM
26
Oberweis Asset Management
Illinois
$1.77M 187,700 -42,000 -18%
Norges Bank
27
Norges Bank
Norway
$1.68M 178,500 – –
Osaic Holdings
28
Osaic Holdings
Arizona
$1.66M 176,668 +125,150 +243%
Marshall Wace
29
Marshall Wace
United Kingdom
$1.64M 174,622 +74,434 +74%
EAM
30
Eventide Asset Management
Massachusetts
$1.41M 150,000 +150,000 New
JPMorgan Chase & Co
31
JPMorgan Chase & Co
New York
$1.41M 149,360 +54,929 +58%
Federated Hermes
32
Federated Hermes
Pennsylvania
$1.39M 147,814 -3,711 -2%
Bank of America
33
Bank of America
North Carolina
$1.27M 135,365 -20,712 -13%
GIPM
34
G2 Investment Partners Management
New York
$1.09M 115,477 -164,302 -59%
PCM
35
Pathway Capital Management
California
$1.03M 109,043 +109,043 New
Susquehanna International Group
36
Susquehanna International Group
Pennsylvania
$952K 101,216 +67,561 +201%
Bank of New York Mellon
37
Bank of New York Mellon
New York
$938K 99,703 +12,086 +14%
Jane Street
38
Jane Street
New York
$881K 93,625 +4,844 +5%
Connor, Clark & Lunn Investment Management (CC&L)
39
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$877K 93,228 +6,286 +7%
Jacobs Levy Equity Management
40
Jacobs Levy Equity Management
New Jersey
$713K 75,823 +75,823 New
Swiss National Bank
41
Swiss National Bank
Switzerland
$693K 73,600 +73,600 New
DFCM
42
Dark Forest Capital Management
Puerto Rico
$599K 63,622 +63,622 New
PI
43
PineBridge Investments
New York
$520K 55,222 +55,222 New
URS
44
Utah Retirement Systems
Utah
$471K 50,056 +21,939 +78%
DTL
45
Dynamic Technology Lab
Singapore
$469K 49,816 +2,128 +4%
AllianceBernstein
46
AllianceBernstein
Tennessee
$459K 48,730 +23,730 +95%
TI
47
Trexquant Investment
Connecticut
$456K 48,424 +28,204 +139%
Vontobel Holding
48
Vontobel Holding
Switzerland
$421K 44,700 +44,700 New
RhumbLine Advisers
49
RhumbLine Advisers
Massachusetts
$396K 42,091 +7,545 +22%
Goldman Sachs
50
Goldman Sachs
New York
$389K 41,340 -10,640 -20%
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