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NerdWallet
NRDS

Overview Fund Activity

103 hedge funds and large institutions have $444M invested in NerdWallet in 2023 Q4 according to their latest regulatory filings, with 22 funds opening new positions, 42 increasing their positions, 25 reducing their positions, and 14 closing their positions.

Holders
103
Holders Change
+8
Holders Change %
+8.42%
% of All Funds
1.51%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
22
Increased
42
Reduced
25
Closed
14
Calls
$3.79M
Puts
$2.67M
Net Calls
+$1.13M
Net Calls Change
+$1.29M

Top Buyers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$64.3M
2
Morgan Stanley
2
Morgan Stanley
New York
$8.33M
3
Lord, Abbett & Co
3
Lord, Abbett & Co
New Jersey
$6.55M
4
Invesco
4
Invesco
Georgia
$5.26M
5
ACL
5
Azora Capital LP
Florida
$15.5M

Top Sellers

1
SCP
1
Steamboat Capital Partners
New York
$3.5M
2
BGIM
2
Brandywine Global Investment Management
Pennsylvania
$15.2M
3
Qube Research & Technologies (QRT)
3
Qube Research & Technologies (QRT)
United Kingdom
$745K
4
SC
4
Samlyn Capital
New York
$24.1M
5
Millennium Management
5
Millennium Management
New York
$1.59M
Name Market Value Shares Shares
Change 		Shares
Change %
Legal & General Group
51
Legal & General Group
United Kingdom
$430K 29,227 +3,205 +12%
AR
52
Advisory Research
Illinois
$421K 28,607 +28,607 New
MFIM
53
Mesirow Financial Investment Management
Illinois
$410K 29,823 – –
CC
54
Cipher Capital
New York
$400K 27,168 +11,859 +77%
SOW
55
State of Wyoming
Wyoming
$399K 27,126 +4,912 +22%
American Century Companies
56
American Century Companies
Missouri
$362K 24,603 +24,603 New
JPMorgan Chase & Co
57
JPMorgan Chase & Co
New York
$342K 23,203 -472 -2%
Balyasny Asset Management
58
Balyasny Asset Management
Illinois
$334K 22,660 +10,580 +88%
Vontobel Holding
59
Vontobel Holding
Switzerland
$332K 22,541 -17,804 -44%
Group One Trading
60
Group One Trading
Illinois
$326K 22,128 +14,500 +190%
Jacobs Levy Equity Management
61
Jacobs Levy Equity Management
New Jersey
$277K 18,822 -57,001 -75%
MIM
62
MetLife Investment Management
New Jersey
$275K 18,653 – –
Janus Henderson Group
63
Janus Henderson Group
United Kingdom
$273K 18,580 -35 -0.2%
Deutsche Bank
64
Deutsche Bank
Germany
$250K 16,968 +231 +1%
AIG
65
American International Group
New York
$247K 16,804 -288 -2%
DTL
66
Dynamic Technology Lab
Singapore
$239K 16,218 +16,218 New
NFSG
67
Newbridge Financial Services Group
Florida
$236K 16,044 -10,470 -39%
SO
68
STRS Ohio
Ohio
$229K 15,600 – –
Mirae Asset Global Investments
69
Mirae Asset Global Investments
South Korea
$227K 15,407 +3,796 +33%
AQR Capital Management
70
AQR Capital Management
Connecticut
$224K 15,237 +15,237 New
AP
71
Adero Partners
California
$221K 15,036 -500 -3%
Simplex Trading
72
Simplex Trading
Illinois
$221K 15,070 +13,829 +1,114%
RWP
73
Ridgecrest Wealth Partners
California
$209K 14,218 – –
VOYA Investment Management
74
VOYA Investment Management
Georgia
$206K 14,006 – –
RJFSA
75
Raymond James Financial Services Advisors
Florida
$205K 13,928 +13,928 New
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