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NerdWallet
NRDS

Overview Fund Activity

99 hedge funds and large institutions have $498M invested in NerdWallet in 2023 Q1 according to their latest regulatory filings, with 33 funds opening new positions, 39 increasing their positions, 17 reducing their positions, and 15 closing their positions.

Holders
99
Holders Change
+17
Holders Change %
+20.73%
% of All Funds
1.58%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
33
Increased
39
Reduced
17
Closed
15
Calls
$8.64M
Puts
$3.93M
Net Calls
+$4.71M
Net Calls Change
+$362K

Top Buyers

1
SC
1
Samlyn Capital
New York
$19M
2
Lord, Abbett & Co
2
Lord, Abbett & Co
New Jersey
$26.9M
3
ACL
3
Azora Capital LP
Florida
$10.9M
4
Millennium Management
4
Millennium Management
New York
$9.65M
5
Morgan Stanley
5
Morgan Stanley
New York
$9.48M

Top Sellers

1
IVMX
1
Institutional Venture Management XIV
California
$36M
2
BGIM
2
Brandywine Global Investment Management
Pennsylvania
$10.6M
3
GIPM
3
G2 Investment Partners Management
New York
$4.53M
4
RVPG
4
Relative Value Partners Group
$0
5
T. Rowe Price Associates
5
T. Rowe Price Associates
Maryland
$3.69M
Name Market Value Shares Shares
Change 		Shares
Change %
QT
51
Quantbot Technologies
New York
$562K 34,753 +19,844 +133%
RhumbLine Advisers
52
RhumbLine Advisers
Massachusetts
$559K 34,546 +1,878 +6%
Verition Fund Management
53
Verition Fund Management
Connecticut
$553K 34,191 +34,191 New
SG Americas Securities
54
SG Americas Securities
New York
$549K 33,944 +33,944 New
Susquehanna International Group
55
Susquehanna International Group
Pennsylvania
$545K 33,655 +33,655 New
MFIM
56
Mesirow Financial Investment Management
Illinois
$507K 31,337 – –
First Trust Advisors
57
First Trust Advisors
Illinois
$506K 31,262 +31,262 New
Wellington Management Group
58
Wellington Management Group
Massachusetts
$497K 30,694 +30,694 New
URS
59
Utah Retirement Systems
Utah
$455K 28,117 +28,117 New
State of Tennessee, Department of Treasury
60
State of Tennessee, Department of Treasury
Tennessee
$455K 28,117 +28,117 New
Nisa Investment Advisors
61
Nisa Investment Advisors
Missouri
$442K 27,300 +27,300 New
Acadian Asset Management
62
Acadian Asset Management
Massachusetts
$421K 26,118 +26,118 New
SOW
63
State of Wyoming
Wyoming
$406K 25,096 +9,534 +61%
AllianceBernstein
64
AllianceBernstein
Tennessee
$405K 25,000 -4,200 -14%
VF
65
Virtu Financial
New York
$399K 24,684 +24,684 New
Wells Fargo
66
Wells Fargo
California
$396K 24,481 +22,764 +1,326%
QOP
67
Quinn Opportunity Partners
Virginia
$374K 23,107 +23,107 New
SEI Investments
68
SEI Investments
Pennsylvania
$360K 22,225 +22,225 New
GCP
69
GSA Capital Partners
United Kingdom
$334K 20,654 +20,654 New
TI
70
Trexquant Investment
Connecticut
$327K 20,220 +20,220 New
NFSG
71
Newbridge Financial Services Group
Florida
$311K 19,209 -7,700 -29%
UBS Group
72
UBS Group
Switzerland
$279K 17,265 +4,182 +32%
Deutsche Bank
73
Deutsche Bank
Germany
$277K 17,132 +5,830 +52%
AP
74
Adero Partners
California
$251K 15,536 -5,000 -24%
MIM
75
MetLife Investment Management
New Jersey
$245K 15,148 – –
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3
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