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NerdWallet
NRDS

Overview Fund Activity

95 hedge funds and large institutions have $245M invested in NerdWallet in 2023 Q3 according to their latest regulatory filings, with 11 funds opening new positions, 34 increasing their positions, 32 reducing their positions, and 21 closing their positions.

Holders
95
Holders Change
-10
Holders Change %
-9.52%
% of All Funds
1.51%
Holding in Top 10
1
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-66.67%
% of All Funds
0.02%
New
11
Increased
34
Reduced
32
Closed
21
Calls
$1.17M
Puts
$1.33M
Net Calls
-$159K
Net Calls Change
+$1.89M

Top Buyers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$31M
2
BGIM
2
Brandywine Global Investment Management
Pennsylvania
$10.9M
3
SC
3
Samlyn Capital
New York
$15.9M
4
Vanguard Group
4
Vanguard Group
Pennsylvania
$31.4M
5
T. Rowe Price Investment Management
5
T. Rowe Price Investment Management
Maryland
$19.2M

Top Sellers

1
IVMX
1
Institutional Venture Management XIV
California
$0
2
Morgan Stanley
2
Morgan Stanley
New York
$663K
3
Millennium Management
3
Millennium Management
New York
$1.78M
4
Lord, Abbett & Co
4
Lord, Abbett & Co
New Jersey
$0
5
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
5
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$66.7K
Name Market Value Shares Shares
Change 		Shares
Change %
Bank of New York Mellon
26
Bank of New York Mellon
New York
$899K 101,127 +1,424 +1%
Nuveen Asset Management
27
Nuveen Asset Management
Illinois
$784K 88,159 -161,220 -65%
Bank of America
28
Bank of America
North Carolina
$683K 76,854 -58,511 -43%
Jacobs Levy Equity Management
29
Jacobs Levy Equity Management
New Jersey
$674K 75,823 – –
Morgan Stanley
30
Morgan Stanley
New York
$663K 74,596 -265,889 -78%
Swiss National Bank
31
Swiss National Bank
Switzerland
$654K 73,600 – –
URS
32
Utah Retirement Systems
Utah
$640K 71,995 +21,939 +44%
Federated Hermes
33
Federated Hermes
Pennsylvania
$539K 60,671 -87,143 -59%
PP
34
PDT Partners
New York
$512K 57,605 +57,605 New
AllianceBernstein
35
AllianceBernstein
Tennessee
$400K 44,950 -3,780 -8%
Susquehanna International Group
36
Susquehanna International Group
Pennsylvania
$396K 44,496 -56,720 -56%
Goldman Sachs
37
Goldman Sachs
New York
$383K 43,038 +1,698 +4%
RhumbLine Advisers
38
RhumbLine Advisers
Massachusetts
$378K 42,497 +406 +1%
PI
39
PineBridge Investments
New York
$376K 42,313 -12,909 -23%
TI
40
Trexquant Investment
Connecticut
$372K 41,826 -6,598 -14%
Vontobel Holding
41
Vontobel Holding
Switzerland
$359K 40,345 -4,355 -10%
California State Teachers Retirement System (CalSTRS)
42
California State Teachers Retirement System (CalSTRS)
California
$333K 37,411 -3,680 -9%
State of Wisconsin Investment Board
43
State of Wisconsin Investment Board
Wisconsin
$302K 33,917 +33,917 New
Jane Street
44
Jane Street
New York
$294K 33,100 -60,525 -65%
CS
45
Credit Suisse
Switzerland
$282K 31,680 -3,790 -11%
MFIM
46
Mesirow Financial Investment Management
Illinois
$265K 29,823 – –
UBS Group
47
UBS Group
Switzerland
$251K 28,189 -5,249 -16%
YIH
48
Y-Intercept (HK)
Hong Kong
$248K 27,856 +8,180 +42%
NFSG
49
Newbridge Financial Services Group
Florida
$236K 26,514 +4,649 +21%
GCP
50
GSA Capital Partners
United Kingdom
$232K 26,122 -5,429 -17%
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