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NerdWallet
NRDS

Overview Fund Activity

99 hedge funds and large institutions have $498M invested in NerdWallet in 2023 Q1 according to their latest regulatory filings, with 33 funds opening new positions, 39 increasing their positions, 17 reducing their positions, and 15 closing their positions.

Holders
99
Holders Change
+17
Holders Change %
+20.73%
% of All Funds
1.58%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
33
Increased
39
Reduced
17
Closed
15
Calls
$8.64M
Puts
$3.93M
Net Calls
+$4.71M
Net Calls Change
+$362K

Top Buyers

1
SC
1
Samlyn Capital
New York
$19M
2
Lord, Abbett & Co
2
Lord, Abbett & Co
New Jersey
$26.9M
3
ACL
3
Azora Capital LP
Florida
$10.9M
4
Millennium Management
4
Millennium Management
New York
$9.65M
5
Morgan Stanley
5
Morgan Stanley
New York
$9.48M

Top Sellers

1
IVMX
1
Institutional Venture Management XIV
California
$36M
2
BGIM
2
Brandywine Global Investment Management
Pennsylvania
$10.6M
3
GIPM
3
G2 Investment Partners Management
New York
$4.53M
4
RVPG
4
Relative Value Partners Group
$0
5
T. Rowe Price Associates
5
T. Rowe Price Associates
Maryland
$3.69M
Name Market Value Shares Shares
Change 		Shares
Change %
TRCT
76
Tower Research Capital (TRC)
New York
$238K 14,725 +9,976 +210%
RWP
77
Ridgecrest Wealth Partners
California
$230K 14,218 – –
Walleye Trading
78
Walleye Trading
New York
$219K 13,564 -17,387 -56%
New York State Common Retirement Fund
79
New York State Common Retirement Fund
New York
$219K 13,522 -6,124 -31%
B
80
Bailard
California
$217K 13,427 +13,427 New
Barclays
81
Barclays
United Kingdom
$213K 13,142 +6,163 +88%
AIG
82
American International Group
New York
$203K 12,545 +249 +2%
Mirae Asset Global Investments
83
Mirae Asset Global Investments
South Korea
$188K 11,611 +1,053 +10%
Manulife (Manufacturers Life Insurance)
84
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$175K 10,830 – –
VOYA Investment Management
85
VOYA Investment Management
Georgia
$171K 10,561 – –
California State Teachers Retirement System (CalSTRS)
86
California State Teachers Retirement System (CalSTRS)
California
$156K 9,664 -713 -7%
PMEF
87
Point72 Middle East FZE
United Arab Emirates
$113K 7,004 +5,603 +400%
CMF
88
Counterpoint Mutual Funds
California
$95.6K 5,906 +5,906 New
CMBA
89
C.M. Bidwell & Associates
Hawaii
$60.7K 3,753 +3,753 New
AB
90
Amalgamated Bank
New York
$58K 3,610 -502 -12%
Legal & General Group
91
Legal & General Group
United Kingdom
$50.3K 3,113 +222 +8%
AIP
92
Ameritas Investment Partners
Nebraska
$31.1K 1,921 – –
Royal Bank of Canada
93
Royal Bank of Canada
Ontario, Canada
$27K 1,668 -1,560 -48%
MLICM
94
Metropolitan Life Insurance Company (MetLife)
New York
$25K 1,544 -214 -12%
Citigroup
95
Citigroup
New York
$3.3K 204 -4,431 -96%
CSPIA
96
Cary Street Partners Investment Advisory
Virginia
$647 40 – –
OLVIG
97
Oliver Lagore Vanvalin Investment Group
Michigan
$291 18 – –
Commonwealth Equity Services
98
Commonwealth Equity Services
Massachusetts
$187 11,600 – –
RVPG
99
Relative Value Partners Group
– – -300,000 Closed
Mackenzie Financial
100
Mackenzie Financial
Ontario, Canada
– – -41,670 Closed
1 2 3
4
5