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NerdWallet
NRDS

Overview Fund Activity

113 hedge funds and large institutions have $453M invested in NerdWallet in 2024 Q1 according to their latest regulatory filings, with 21 funds opening new positions, 32 increasing their positions, 41 reducing their positions, and 11 closing their positions.

Holders
113
Holders Change
+10
Holders Change %
+9.71%
% of All Funds
1.64%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
21
Increased
32
Reduced
41
Closed
11
Calls
$2.86M
Puts
$3.24M
Net Calls
-$377K
Net Calls Change
-$1.51M

Top Buyers

1
ACL
1
Azora Capital LP
Florida
$29M
2
Lord, Abbett & Co
2
Lord, Abbett & Co
New Jersey
$13.6M
3
Vanguard Group
3
Vanguard Group
Pennsylvania
$58.9M
4
SC
4
Samlyn Capital
New York
$29.1M
5
T. Rowe Price Investment Management
5
T. Rowe Price Investment Management
Maryland
$38M

Top Sellers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$51.9M
2
Morgan Stanley
2
Morgan Stanley
New York
$2.73M
3
Invesco
3
Invesco
Georgia
$898K
4
BGIM
4
Brandywine Global Investment Management
Pennsylvania
$11.5M
5
CF
5
Centaurus Financial
California
$2.66M
Name Market Value Shares Shares
Change 		Shares
Change %
AP
76
Adero Partners
California
$172K 11,681 -3,355 -22%
VOYA Investment Management
77
VOYA Investment Management
Georgia
$162K 11,041 -2,965 -21%
OR
78
Olympiad Research
Connecticut
$158K 10,782 -964 -8%
PMA
79
Prudent Man Advisors
Illinois
$157K 10,708 -460 -4%
ASRS
80
Arizona State Retirement System
Arizona
$153K 10,381 +127 +1%
PCM
81
Prelude Capital Management
New York
$152K 10,350 -1,396 -12%
State of Wisconsin Investment Board
82
State of Wisconsin Investment Board
Wisconsin
$151K 10,252 +10,252 New
Wolverine Trading
83
Wolverine Trading
Illinois
$150K 10,233 +10,233 New
Wells Fargo
84
Wells Fargo
California
$149K 10,149 +1,353 +15%
UBS AM
85
UBS AM
Illinois
$147K 10,000 – –
SOW
86
State of Wyoming
Wyoming
$115K 7,822 -19,304 -71%
PD
87
Point72 (DIFC)
United Arab Emirates
$115K 7,809 +7,809 New
MAM
88
Meeder Asset Management
Ohio
$109K 7,440 – –
Zurich Cantonal Bank
89
Zurich Cantonal Bank
Switzerland
$99.7K 6,781 – –
Citigroup
90
Citigroup
New York
$82K 5,578 +786 +16%
Simplex Trading
91
Simplex Trading
Illinois
$67K 4,612 -10,458 -69%
PA
92
Parallel Advisors
California
$63.4K 4,315 +4,315 New
CFM
93
Catalyst Funds Management
Australia
$61.7K 4,200 +4,200 New
AIP
94
Ameritas Investment Partners
Nebraska
$51.4K 3,499 – –
C
95
Covestor
United Kingdom
$40K 2,701 -128 -5%
MLICM
96
Metropolitan Life Insurance Company (MetLife)
New York
$28.4K 1,933 – –
AB
97
Amalgamated Bank
New York
$17K 1,149 -3,433 -75%
PAS
98
Point72 Asia (Singapore)
Singapore
$16.1K 1,094 +1,094 New
SSG
99
Summit Securities Group
New York
$8K 559 +559 New
GRP
100
Global Retirement Partners
California
$6.59K 448 – –
2 3
4
5 6