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NerdWallet

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.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more funds holding

Funds holding:

more capital invested

Capital invested by funds: $ → $

more ownership

Funds ownership:

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

12% less call options, than puts

Call options by funds: $2.86M | Put options by funds: $3.24M

22% less repeat investments, than reductions

Existing positions increased: 32 | Existing positions reduced: 41

Holders
113
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$2.86M
Puts
$3.24M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
26
$1.7M
27
$1.58M
28
$1.52M
29
$1.42M
30
$1.26M
31
$1.24M
32
$1.22M
33
$1.12M
34
$1.08M
35
$1.08M
36
$965K
37
$898K
38
$815K
39
$692K
40
$662K
41
$655K
42
$641K
43
$605K
44
$573K
45
$549K
46
$534K
47
$520K
48
$500K
49
$467K
50
$458K