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NerdWallet
NRDS

Overview Fund Activity

105 hedge funds and large institutions have $266M invested in NerdWallet in 2023 Q2 according to their latest regulatory filings, with 27 funds opening new positions, 45 increasing their positions, 21 reducing their positions, and 21 closing their positions.

Holders
105
Holders Change
+6
Holders Change %
+6.06%
% of All Funds
1.66%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.05%
New
27
Increased
45
Reduced
21
Closed
21
Calls
$780K
Puts
$2.83M
Net Calls
-$2.05M
Net Calls Change
-$6.76M

Top Buyers

1
BlackRock
1
BlackRock
New York
$21.7M
2
SC
2
Samlyn Capital
New York
$14.8M
3
BGIM
3
Brandywine Global Investment Management
Pennsylvania
$9.35M
4
Dimensional Fund Advisors
4
Dimensional Fund Advisors
Texas
$3.15M
5
ACL
5
Azora Capital LP
Florida
$8.14M

Top Sellers

1
Lord, Abbett & Co
1
Lord, Abbett & Co
New Jersey
$2.01M
2
Fidelity Investments
2
Fidelity Investments
Massachusetts
$17.4M
3
IVMX
3
Institutional Venture Management XIV
California
$10.5M
4
DCM
4
Driehaus Capital Management
Illinois
$0
5
SSA
5
Schonfeld Strategic Advisors
New York
$0
Name Market Value Shares Shares
Change 		Shares
Change %
California State Teachers Retirement System (CalSTRS)
51
California State Teachers Retirement System (CalSTRS)
California
$387K 41,091 +31,427 +325%
Two Sigma Investments
52
Two Sigma Investments
New York
$365K 38,802 -117,655 -75%
CS
53
Credit Suisse
Switzerland
$334K 35,470 +35,470 New
UBS Group
54
UBS Group
Switzerland
$315K 33,438 +16,173 +94%
Wells Fargo
55
Wells Fargo
California
$300K 31,838 +7,357 +30%
GCP
56
GSA Capital Partners
United Kingdom
$297K 31,551 +10,897 +53%
MFIM
57
Mesirow Financial Investment Management
Illinois
$281K 29,823 -1,514 -5%
Royal Bank of Canada
58
Royal Bank of Canada
Ontario, Canada
$268K 28,466 +26,798 +1,607%
Mackenzie Financial
59
Mackenzie Financial
Ontario, Canada
$266K 27,940 +27,940 New
LOAMU
60
Lombard Odier Asset Management (USA)
New York
$263K 27,996 +27,996 New
SO
61
STRS Ohio
Ohio
$253K 26,900 +26,900 New
QOP
62
Quinn Opportunity Partners
Virginia
$249K 26,461 +3,354 +15%
SOW
63
State of Wyoming
Wyoming
$225K 23,952 -1,144 -5%
Legal & General Group
64
Legal & General Group
United Kingdom
$222K 23,643 +20,530 +659%
GCM
65
Graham Capital Management
Connecticut
$214K 22,773 +22,773 New
State of Tennessee, Department of Treasury
66
State of Tennessee, Department of Treasury
Tennessee
$206K 21,939 -6,178 -22%
NFSG
67
Newbridge Financial Services Group
Florida
$206K 21,865 +2,656 +14%
CAM
68
Cresset Asset Management
Illinois
$203K 21,534 +21,534 New
YIH
69
Y-Intercept (HK)
Hong Kong
$185K 19,676 +19,676 New
MIM
70
MetLife Investment Management
New Jersey
$176K 18,653 +3,505 +23%
Janus Henderson Group
71
Janus Henderson Group
United Kingdom
$174K 18,576 +18,576 New
CFG
72
Citizens Financial Group
Rhode Island
$168K 17,825 +17,825 New
AIG
73
American International Group
New York
$155K 16,483 +3,938 +31%
Group One Trading
74
Group One Trading
Illinois
$149K 15,874 +15,874 New
AP
75
Adero Partners
California
$146K 15,536 – –
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