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NerdWallet
NRDS

Overview Fund Activity

113 hedge funds and large institutions have $453M invested in NerdWallet in 2024 Q1 according to their latest regulatory filings, with 21 funds opening new positions, 32 increasing their positions, 41 reducing their positions, and 11 closing their positions.

Holders
113
Holders Change
+10
Holders Change %
+9.71%
% of All Funds
1.64%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
21
Increased
32
Reduced
41
Closed
11
Calls
$2.86M
Puts
$3.24M
Net Calls
-$377K
Net Calls Change
-$1.51M

Top Buyers

1
ACL
1
Azora Capital LP
Florida
$29M
2
Lord, Abbett & Co
2
Lord, Abbett & Co
New Jersey
$13.6M
3
Vanguard Group
3
Vanguard Group
Pennsylvania
$58.9M
4
SC
4
Samlyn Capital
New York
$29.1M
5
T. Rowe Price Investment Management
5
T. Rowe Price Investment Management
Maryland
$38M

Top Sellers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$51.9M
2
Morgan Stanley
2
Morgan Stanley
New York
$2.73M
3
Invesco
3
Invesco
Georgia
$898K
4
BGIM
4
Brandywine Global Investment Management
Pennsylvania
$11.5M
5
CF
5
Centaurus Financial
California
$2.66M
Name Market Value Shares Shares
Change 		Shares
Change %
Royal Bank of Canada
26
Royal Bank of Canada
Ontario, Canada
$1.7M 115,732 -15,404 -12%
JPMorgan Chase & Co
27
JPMorgan Chase & Co
New York
$1.58M 107,678 +84,475 +364%
Marshall Wace
28
Marshall Wace
United Kingdom
$1.52M 103,732 -69,716 -40%
Bank of New York Mellon
29
Bank of New York Mellon
New York
$1.42M 96,301 -14,030 -13%
Jane Street
30
Jane Street
New York
$1.26M 86,045 +20,268 +31%
RC
31
RBF Capital
California
$1.24M 84,282 – –
Nuveen Asset Management
32
Nuveen Asset Management
Illinois
$1.22M 82,871 -6,227 -7%
BPWM
33
Badgley Phelps Wealth Managers
Washington
$1.12M 76,232 – –
Swiss National Bank
34
Swiss National Bank
Switzerland
$1.08M 73,600 – –
Qube Research & Technologies (QRT)
35
Qube Research & Technologies (QRT)
United Kingdom
$1.08M 73,515 +22,924 +45%
PP
36
PDT Partners
New York
$965K 65,643 +8,038 +14%
Invesco
37
Invesco
Georgia
$898K 61,091 -296,377 -83%
DTL
38
Dynamic Technology Lab
Singapore
$815K 55,462 +39,244 +242%
Bank of America
39
Bank of America
North Carolina
$692K 47,068 -32,378 -41%
TCM
40
Tybourne Capital Management
Hong Kong
$662K 45,000 +45,000 New
RhumbLine Advisers
41
RhumbLine Advisers
Massachusetts
$655K 44,536 +1,089 +3%
TI
42
Trexquant Investment
Connecticut
$641K 43,581 +622 +1%
UBS Group
43
UBS Group
Switzerland
$605K 41,170 -8,436 -17%
AllianceBernstein
44
AllianceBernstein
Tennessee
$573K 39,000 -20,670 -35%
California State Teachers Retirement System (CalSTRS)
45
California State Teachers Retirement System (CalSTRS)
California
$549K 37,366 -854 -2%
Legal & General Group
46
Legal & General Group
United Kingdom
$534K 36,311 +7,084 +24%
CS
47
Credit Suisse
Switzerland
$520K 35,354 +414 +1%
American Century Companies
48
American Century Companies
Missouri
$500K 34,032 +9,429 +38%
BAM
49
Bosun Asset Management
Illinois
$467K 31,737 +31,737 New
Barclays
50
Barclays
United Kingdom
$458K 31,185 -22,309 -42%
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