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NerdWallet
NRDS

Overview Fund Activity

105 hedge funds and large institutions have $266M invested in NerdWallet in 2023 Q2 according to their latest regulatory filings, with 27 funds opening new positions, 45 increasing their positions, 21 reducing their positions, and 21 closing their positions.

Holders
105
Holders Change
+6
Holders Change %
+6.06%
% of All Funds
1.66%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.05%
New
27
Increased
45
Reduced
21
Closed
21
Calls
$780K
Puts
$2.83M
Net Calls
-$2.05M
Net Calls Change
-$6.76M

Top Buyers

1
BlackRock
1
BlackRock
New York
$21.7M
2
SC
2
Samlyn Capital
New York
$14.8M
3
BGIM
3
Brandywine Global Investment Management
Pennsylvania
$9.35M
4
Dimensional Fund Advisors
4
Dimensional Fund Advisors
Texas
$3.15M
5
ACL
5
Azora Capital LP
Florida
$8.14M

Top Sellers

1
Lord, Abbett & Co
1
Lord, Abbett & Co
New Jersey
$2.01M
2
Fidelity Investments
2
Fidelity Investments
Massachusetts
$17.4M
3
IVMX
3
Institutional Venture Management XIV
California
$10.5M
4
DCM
4
Driehaus Capital Management
Illinois
$0
5
SSA
5
Schonfeld Strategic Advisors
New York
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Invesco
76
Invesco
Georgia
$140K 14,922 -108,264 -88%
RWP
77
Ridgecrest Wealth Partners
California
$134K 14,218 – –
Deutsche Bank
78
Deutsche Bank
Germany
$134K 14,206 -2,926 -17%
New York State Common Retirement Fund
79
New York State Common Retirement Fund
New York
$133K 14,112 +590 +4%
Manulife (Manufacturers Life Insurance)
80
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$132K 14,050 +3,220 +30%
VOYA Investment Management
81
VOYA Investment Management
Georgia
$127K 13,484 +2,923 +28%
Bank of Montreal
82
Bank of Montreal
Ontario, Canada
$125K 11,472 +11,472 New
Citadel Advisors
83
Citadel Advisors
Florida
$121K 12,879 -272,598 -95%
Barclays
84
Barclays
United Kingdom
$121K 12,893 -249 -2%
Mirae Asset Global Investments
85
Mirae Asset Global Investments
South Korea
$109K 11,611 – –
Commonwealth Equity Services
86
Commonwealth Equity Services
Massachusetts
$109K 11,600 – –
Citigroup
87
Citigroup
New York
$104K 11,047 +10,843 +5,315%
OR
88
Olympiad Research
Connecticut
$104K 11,033 +11,033 New
PCM
89
Prelude Capital Management
New York
$104K 11,033 +11,033 New
GC
90
Globeflex Capital
California
$67.2K 7,145 +7,145 New
AB
91
Amalgamated Bank
New York
$46K 4,847 +1,237 +34%
CMBA
92
C.M. Bidwell & Associates
Hawaii
$35.3K 3,753 – –
Zurich Cantonal Bank
93
Zurich Cantonal Bank
Switzerland
$33.8K 3,590 +3,590 New
AIP
94
Ameritas Investment Partners
Nebraska
$26.6K 2,828 +907 +47%
ACM
95
Aquatic Capital Management
Illinois
$24K 2,500 +2,500 New
QL
96
Quarry LP
New York
$22.2K 2,360 +2,360 New
MLICM
97
Metropolitan Life Insurance Company (MetLife)
New York
$18.2K 1,933 +389 +25%
TRCT
98
Tower Research Capital (TRC)
New York
$10.1K 1,075 -13,650 -93%
Simplex Trading
99
Simplex Trading
Illinois
$6K 674 +674 New
GRP
100
Global Retirement Partners
California
$4.22K 448 +448 New
2 3
4
5 6