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NerdWallet
NRDS

113 hedge funds and large institutions have $340M invested in NerdWallet in 2024 Q3 according to their latest regulatory filings, with 24 funds opening new positions, 38 increasing their positions, 30 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

633% more call options, than puts

Call options by funds: $5.17M | Put options by funds: $706K

33% more first-time investments, than exits

New positions opened: 24 | Existing positions closed: 18

27% more repeat investments, than reductions

Existing positions increased: 38 | Existing positions reduced: 30

5% more funds holding

Funds holding: 108 → 113 (+5)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

9.35% less ownership

Funds ownership: 66.33% → 56.99% (-9.3%)

24% less capital invested

Capital invested by funds: $446M → $340M (-$106M)

Holders
113
Holders Change
+5
Holders Change %
+4.63%
% of All Funds
1.62%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
24
Increased
38
Reduced
30
Closed
18
Calls
$5.17M
Puts
$706K
Net Calls
+$4.47M
Net Calls Change
+$2.05M

Top Buyers

Rank Fund Capital Flow
1
BCM
Basswood Capital Management
New York
+$6.71M
2
Jacobs Levy Equity Management
Jacobs Levy Equity Management
New Jersey
+$5.12M
3
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
+$4.01M
4
Renaissance Technologies
Renaissance Technologies
New York
+$3.25M
5
TI
Trexquant Investment
Connecticut
+$2.31M

Top Sellers

Rank Fund Capital Flow
1
ACL
Azora Capital LP
Florida
-$36.5M
2
SC
Samlyn Capital
New York
-$28.7M
3
Lord, Abbett & Co
Lord, Abbett & Co
New Jersey
-$13.1M
4
Fidelity Investments
Fidelity Investments
Massachusetts
-$5.48M
5
Morgan Stanley
Morgan Stanley
New York
-$3.2M
Name Holding Trade Value Shares
Change 		Change in
Stake
PP
51
PDT Partners
New York
$363K -$491K -37,073 -56%
Citigroup
52
Citigroup
New York
$362K +$247K +18,668 +190%
Tudor Investment Corp
53
Tudor Investment Corp
Connecticut
$359K +$374K +28,260 New
SO
54
STRS Ohio
Ohio
$337K +$128K +9,700 +58%
QOP
55
Quinn Opportunity Partners
Virginia
$332K +$345K +26,100 New
Squarepoint
56
Squarepoint
New York
$319K +$54.1K +4,092 +19%
T. Rowe Price Associates
57
T. Rowe Price Associates
Maryland
$310K +$13.2K +1,000 +4%
MIM
58
MetLife Investment Management
New Jersey
$277K – – –
Los Angeles Capital Management
59
Los Angeles Capital Management
California
$277K +$15.7K +1,190 +6%
AllianceBernstein
60
AllianceBernstein
Tennessee
$276K -$288K -21,730 -50%
SOW
61
State of Wyoming
Wyoming
$270K -$41.5K -3,139 -13%
Mirae Asset Global ETFs Holdings
62
Mirae Asset Global ETFs Holdings
Hong Kong
$270K +$43.9K +3,315 +19%
Deutsche Bank
63
Deutsche Bank
Germany
$270K +$73.4K +5,548 +35%
CF
64
Corebridge Financial
Texas
$269K +$4.06K +307 +1%
CMF
65
Counterpoint Mutual Funds
California
$263K +$274K +20,682 New
Vontobel Holding
66
Vontobel Holding
Switzerland
$257K -$10.7K -806 -4%
PP
67
Paloma Partners
Connecticut
$253K +$264K +19,914 New
American Century Companies
68
American Century Companies
Missouri
$250K -$397 -30 -0.2%
BJL
69
Brighton Jones LLC
Washington
$241K – – –
MFIM
70
Mesirow Financial Investment Management
Illinois
$240K +$250K +18,913 New
Janus Henderson Group
71
Janus Henderson Group
United Kingdom
$234K – – –
XT
72
XTX Topco
Cayman Islands
$220K +$229K +17,325 New
MAM
73
Meeder Asset Management
Ohio
$214K – – –
OR
74
Olympiad Research
Connecticut
$212K +$65.7K +4,967 +42%
PCM
75
Prelude Capital Management
New York
$212K +$71.9K +5,437 +48%
1 2
3
4 5

NRDS Hedge Fund Activity: Q3 2024 in Review

113 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in NerdWallet (NRDS) for Q3 2024, worth a combined $340M — down 24% from $446M a quarter earlier.

Buyers outnumbered sellers: 24 funds opened new NRDS positions and 18 closed out — a net gain of 6 holders — while 38 added to existing stakes and 30 trimmed.

The largest buyer was Basswood Capital Management, opening a new position worth an estimated $6.71M. The largest seller was Azora Capital LP, exiting entirely with an estimated $36.5M sold.

  • 113 institutional investors held NerdWallet (NRDS) as of Q3 2024, up from 108 in Q2 2024.
  • Funds reported $340M of NerdWallet stock for Q3 2024, down 24% quarter-over-quarter.
  • 24 funds opened new NerdWallet positions in Q3 2024 and 18 closed out, a net change of +6 holders.
  • The largest NerdWallet buyer in Q3 2024 was Basswood Capital Management, an estimated $6.71M added.
  • The largest NerdWallet seller in Q3 2024 was Azora Capital LP, an estimated $36.5M sold.

Based on aggregated 13F filings for Q3 2024.