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NerdWallet
NRDS

Overview Fund Activity

107 hedge funds and large institutions have $445M invested in NerdWallet in 2024 Q2 according to their latest regulatory filings, with 18 funds opening new positions, 50 increasing their positions, 25 reducing their positions, and 22 closing their positions.

Holders
107
Holders Change
-6
Holders Change %
-5.31%
% of All Funds
1.56%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
18
Increased
50
Reduced
25
Closed
22
Calls
$2.64M
Puts
$224K
Net Calls
+$2.42M
Net Calls Change
+$2.8M

Top Buyers

1
ACL
1
Azora Capital LP
Florida
$36.5M
2
Morgan Stanley
2
Morgan Stanley
New York
$6.97M
3
BlackRock
3
BlackRock
New York
$39.4M
4
Nuveen Asset Management
4
Nuveen Asset Management
Illinois
$4.61M
5
D.E. Shaw & Co
5
D.E. Shaw & Co
New York
$6.44M

Top Sellers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$25.5M
2
Millennium Management
2
Millennium Management
New York
$325K
3
T. Rowe Price Associates
3
T. Rowe Price Associates
Maryland
$341K
4
Goldman Sachs
4
Goldman Sachs
New York
$1.71M
5
BGIM
5
Brandywine Global Investment Management
Pennsylvania
$10.6M
Name Market Value Shares Shares
Change 		Shares
Change %
Qube Research & Technologies (QRT)
26
Qube Research & Technologies (QRT)
United Kingdom
$1.63M 111,842 +38,327 +52%
Jacobs Levy Equity Management
27
Jacobs Levy Equity Management
New Jersey
$1.63M 111,598 +111,598 New
EIM
28
Essex Investment Management
Massachusetts
$1.62M 110,656 +110,656 New
Royal Bank of Canada
29
Royal Bank of Canada
Ontario, Canada
$1.59M 108,586 -7,146 -6%
Marshall Wace
30
Marshall Wace
United Kingdom
$1.54M 105,802 +2,070 +2%
RC
31
RBF Capital
California
$1.23M 84,282 – –
JPMorgan Chase & Co
32
JPMorgan Chase & Co
New York
$1.19M 81,299 -26,379 -24%
Swiss National Bank
33
Swiss National Bank
Switzerland
$1.12M 77,000 +3,400 +5%
BPWM
34
Badgley Phelps Wealth Managers
Washington
$1.11M 76,232 – –
PP
35
PDT Partners
New York
$958K 65,643 – –
Jane Street
36
Jane Street
New York
$950K 65,052 -20,993 -24%
UBS AM
37
UBS AM
Illinois
$896K 61,403 +51,403 +514%
Bank of America
38
Bank of America
North Carolina
$889K 60,857 +13,789 +29%
RhumbLine Advisers
39
RhumbLine Advisers
Massachusetts
$765K 52,373 +7,837 +18%
Invesco
40
Invesco
Georgia
$713K 48,859 -12,232 -20%
AllianceBernstein
41
AllianceBernstein
Tennessee
$634K 43,450 +4,450 +11%
Susquehanna International Group
42
Susquehanna International Group
Pennsylvania
$625K 42,833 +27,349 +177%
UBS Group
43
UBS Group
Switzerland
$580K 39,697 -1,473 -4%
CAM
44
Cresset Asset Management
Illinois
$577K 39,496 +10,409 +36%
Legal & General Group
45
Legal & General Group
United Kingdom
$573K 39,226 +2,915 +8%
California State Teachers Retirement System (CalSTRS)
46
California State Teachers Retirement System (CalSTRS)
California
$557K 38,134 +768 +2%
LCM
47
Legato Capital Management
California
$555K 38,019 +38,019 New
Norges Bank
48
Norges Bank
Norway
$548K 37,500 +37,500 New
SG Americas Securities
49
SG Americas Securities
New York
$445K 30,507 +30,507 New
TI
50
Trexquant Investment
Connecticut
$443K 30,359 -13,222 -30%
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