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NerdWallet
NRDS

Overview Fund Activity

95 hedge funds and large institutions have $245M invested in NerdWallet in 2023 Q3 according to their latest regulatory filings, with 11 funds opening new positions, 34 increasing their positions, 32 reducing their positions, and 21 closing their positions.

Holders
95
Holders Change
-10
Holders Change %
-9.52%
% of All Funds
1.51%
Holding in Top 10
1
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-66.67%
% of All Funds
0.02%
New
11
Increased
34
Reduced
32
Closed
21
Calls
$1.17M
Puts
$1.33M
Net Calls
-$159K
Net Calls Change
+$1.89M

Top Buyers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$31M
2
BGIM
2
Brandywine Global Investment Management
Pennsylvania
$10.9M
3
SC
3
Samlyn Capital
New York
$15.9M
4
Vanguard Group
4
Vanguard Group
Pennsylvania
$31.4M
5
T. Rowe Price Investment Management
5
T. Rowe Price Investment Management
Maryland
$19.2M

Top Sellers

1
IVMX
1
Institutional Venture Management XIV
California
$0
2
Morgan Stanley
2
Morgan Stanley
New York
$663K
3
Millennium Management
3
Millennium Management
New York
$1.78M
4
Lord, Abbett & Co
4
Lord, Abbett & Co
New Jersey
$0
5
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
5
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$66.7K
Name Market Value Shares Shares
Change 		Shares
Change %
Legal & General Group
51
Legal & General Group
United Kingdom
$231K 26,022 +2,379 +10%
JPMorgan Chase & Co
52
JPMorgan Chase & Co
New York
$210K 23,675 -125,685 -84%
CAM
53
Cresset Asset Management
Illinois
$201K 22,631 +1,097 +5%
SOW
54
State of Wyoming
Wyoming
$197K 22,214 -1,738 -7%
VCM
55
Vetamer Capital Management
California
$193K 21,748 +21,748 New
MIM
56
MetLife Investment Management
New Jersey
$166K 18,653 – –
Janus Henderson Group
57
Janus Henderson Group
United Kingdom
$165K 18,615 +39 +0.2%
DFCM
58
Dark Forest Capital Management
Puerto Rico
$154K 17,354 -46,268 -73%
AIG
59
American International Group
New York
$152K 17,092 +609 +4%
Deutsche Bank
60
Deutsche Bank
Germany
$149K 16,737 +2,531 +18%
AP
61
Adero Partners
California
$138K 15,536 – –
SO
62
STRS Ohio
Ohio
$138K 15,600 -11,300 -42%
CC
63
Cipher Capital
New York
$136K 15,309 +15,309 New
Invesco
64
Invesco
Georgia
$133K 14,922 – –
RWP
65
Ridgecrest Wealth Partners
California
$126K 14,218 – –
New York State Common Retirement Fund
66
New York State Common Retirement Fund
New York
$126K 14,179 +67 +0.5%
Manulife (Manufacturers Life Insurance)
67
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$125K 14,050 – –
VOYA Investment Management
68
VOYA Investment Management
Georgia
$125K 14,006 +522 +4%
CC
69
Centiva Capital
New York
$119K 13,428 +13,428 New
PMA
70
Prudent Man Advisors
Illinois
$111K 12,495 +12,495 New
Barclays
71
Barclays
United Kingdom
$108K 12,117 -776 -6%
Balyasny Asset Management
72
Balyasny Asset Management
Illinois
$107K 12,080 +12,080 New
Mirae Asset Global Investments
73
Mirae Asset Global Investments
South Korea
$103K 11,611 – –
ECM
74
ExodusPoint Capital Management
New York
$100K 11,219 +11,219 New
UBS AM
75
UBS AM
Illinois
$88.9K 10,000 +10,000 New
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3
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