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NerdWallet
NRDS

108 hedge funds and large institutions have $446M invested in NerdWallet in 2024 Q2 according to their latest regulatory filings, with 18 funds opening new positions, 50 increasing their positions, 25 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,080% more call options, than puts

Call options by funds: $2.64M | Put options by funds: $224K

100% more repeat investments, than reductions

Existing positions increased: 50 | Existing positions reduced: 25

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

2% less capital invested

Capital invested by funds: $454M → $446M (-$7.67M)

1.76% less ownership

Funds ownership: 68.09% → 66.33% (-1.8%)

5% less funds holding

Funds holding: 114 → 108 (-6)

18% less first-time investments, than exits

New positions opened: 18 | Existing positions closed: 22

Holders
108
Holders Change
-6
Holders Change %
-5.26%
% of All Funds
1.56%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
18
Increased
50
Reduced
25
Closed
22
Calls
$2.64M
Puts
$224K
Net Calls
+$2.42M
Net Calls Change
+$2.8M

Top Buyers

Rank Fund Capital Flow
1
ACL
Azora Capital LP
Florida
+$7.19M
2
Morgan Stanley
Morgan Stanley
New York
+$4M
3
BlackRock
BlackRock
New York
+$3.69M
4
N
Nuveen
North Carolina
+$3.2M
5
D.E. Shaw & Co
D.E. Shaw & Co
New York
+$2.93M

Top Sellers

Rank Fund Capital Flow
1
Fidelity Investments
Fidelity Investments
Massachusetts
-$24.5M
2
Millennium Management
Millennium Management
New York
-$3.16M
3
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$2.28M
4
Goldman Sachs
Goldman Sachs
New York
-$1.78M
5
DTL
Dynamic Technology Lab
Singapore
-$815K
Name Holding Trade Value Shares
Change 		Change in
Stake
TI
51
Trexquant Investment
Connecticut
$443K -$181K -13,222 -30%
JF
52
Jump Financial
Illinois
$356K +$89.8K +6,551 +37%
SOW
53
State of Wyoming
Wyoming
$356K +$227K +16,549 +212%
T. Rowe Price Associates
54
T. Rowe Price Associates
Maryland
$341K -$2.28M -166,371 -88%
Millennium Management
55
Millennium Management
New York
$325K -$3.16M -230,771 -91%
MIM
56
MetLife Investment Management
New Jersey
$319K +$43.6K +3,179 +17%
Vontobel Holding
57
Vontobel Holding
Switzerland
$307K -$11.1K -813 -4%
Squarepoint
58
Squarepoint
New York
$307K +$90.3K +6,585 +46%
CF
59
Corebridge Financial
Texas
$304K +$285K +20,820 New
GCP
60
GSA Capital Partners
United Kingdom
$302K +$284K +20,703 New
Los Angeles Capital Management
61
Los Angeles Capital Management
California
$301K +$282K +20,595 New
American Century Companies
62
American Century Companies
Missouri
$287K -$197K -14,341 -42%
BJL
63
Brighton Jones LLC
Washington
$277K +$2.62K +191 +1%
Janus Henderson Group
64
Janus Henderson Group
United Kingdom
$268K -$2.51K -183 -1%
Mirae Asset Global ETFs Holdings
65
Mirae Asset Global ETFs Holdings
Hong Kong
$261K +$245K +17,897 New
Natixis Advisors
66
Natixis Advisors
Massachusetts
$250K +$234K +17,096 New
MAM
67
Meeder Asset Management
Ohio
$246K +$129K +9,401 +126%
SFI
68
Susquehanna Fundamental Investments
Pennsylvania
$245K +$231K +16,815 New
SO
69
STRS Ohio
Ohio
$245K +$28.8K +2,100 +14%
CSS
70
Cubist Systematic Strategies
Connecticut
$229K +$21.4K +1,561 +11%
Deutsche Bank
71
Deutsche Bank
Germany
$229K -$22.9K -1,672 -10%
Manulife (Manufacturers Life Insurance)
72
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$219K +$29.8K +2,172 +17%
RWP
73
Ridgecrest Wealth Partners
California
$208K – – –
Barclays
74
Barclays
United Kingdom
$201K -$239K -17,432 -56%
New York State Common Retirement Fund
75
New York State Common Retirement Fund
New York
$200K +$315 +23 +0.2%
1 2
3
4 5

NRDS Hedge Fund Activity: Q2 2024 in Review

108 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in NerdWallet (NRDS) for Q2 2024, worth a combined $446M — down 1.7% from $454M a quarter earlier.

Sellers outnumbered buyers: 22 funds closed out of NRDS and 18 opened new positions — a net loss of 4 holders — while 25 trimmed existing stakes and 50 added.

The largest buyer was Azora Capital LP, adding an estimated $7.19M. The largest seller was Fidelity Investments, cutting an estimated $24.5M.

  • 108 institutional investors held NerdWallet (NRDS) as of Q2 2024, down from 114 in Q1 2024.
  • Funds reported $446M of NerdWallet stock for Q2 2024, down 1.7% quarter-over-quarter.
  • 18 funds opened new NerdWallet positions in Q2 2024 and 22 closed out, a net change of -4 holders.
  • The largest NerdWallet buyer in Q2 2024 was Azora Capital LP, an estimated $7.19M added.
  • The largest NerdWallet seller in Q2 2024 was Fidelity Investments, an estimated $24.5M sold.

Based on aggregated 13F filings for Q2 2024.