NerdWallet
NRDS
NRDS
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.
New
Increased
Maintained
Reduced
Closed
more repeat investments, than reductions
Existing positions increased: | Existing positions reduced:
more first-time investments, than exits
New positions opened: | Existing positions closed:
more call options, than puts
Call options by funds: $ | Put options by funds: $
more capital invested
Capital invested by funds: $ → $
21% more funds holding
Funds holding: 82 → 99 (+17)
11.57% more ownership
Funds ownership: 58.21% → 69.78% (+12%)
0% more funds holding in top 10
Funds holding in top 10: 2 → 2 (0)
Holders
99
Holding in Top 10
2
Calls
$8.64M
Puts
$3.93M
Top Buyers
| 1 | +$19M | |
| 2 | +$16M | |
| 3 | +$10.9M | |
| 4 |
Millennium Management
New York
|
+$8.97M |
| 5 |
Morgan Stanley
New York
|
+$8.4M |
Top Sellers
| 1 | -$23.1M | |
| 2 | -$12.9M | |
| 3 | -$5.28M | |
| 4 |
RVPG
Relative Value Partners Group
|
-$2.88M |
| 5 |
T. Rowe Price Associates
Baltimore,
Maryland
|
-$1.75M |