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NerdWallet
NRDS

Overview Fund Activity

107 hedge funds and large institutions have $445M 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.

Holders
107
Holders Change
-6
Holders Change %
-5.31%
% 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

1
ACL
1
Azora Capital LP
Florida
$36.5M
2
Morgan Stanley
2
Morgan Stanley
New York
$6.97M
3
BlackRock
3
BlackRock
New York
$39.4M
4
Nuveen Asset Management
4
Nuveen Asset Management
Illinois
$4.61M
5
D.E. Shaw & Co
5
D.E. Shaw & Co
New York
$6.44M

Top Sellers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$25.5M
2
Millennium Management
2
Millennium Management
New York
$325K
3
T. Rowe Price Associates
3
T. Rowe Price Associates
Maryland
$341K
4
Goldman Sachs
4
Goldman Sachs
New York
$1.71M
5
BGIM
5
Brandywine Global Investment Management
Pennsylvania
$10.6M
Name Market Value Shares Shares
Change 		Shares
Change %
AG
76
Algert Global
California
$196K 13,437 +13,437 New
A
77
AlphaQuest
New York
$195K 13,385 -10,043 -43%
VOYA Investment Management
78
VOYA Investment Management
Georgia
$194K 13,313 +2,272 +21%
Wells Fargo
79
Wells Fargo
California
$181K 12,390 +2,241 +22%
OR
80
Olympiad Research
Connecticut
$171K 11,744 +962 +9%
AP
81
Adero Partners
California
$171K 11,681 – –
PCM
82
Prelude Capital Management
New York
$165K 11,274 +924 +9%
PMA
83
Prudent Man Advisors
Illinois
$162K 11,100 +392 +4%
ASRS
84
Arizona State Retirement System
Arizona
$160K 10,952 +571 +6%
Russell Investments Group
85
Russell Investments Group
United Kingdom
$156K 10,657 +10,623 +31,244%
Citigroup
86
Citigroup
New York
$144K 9,840 +4,262 +76%
Zurich Cantonal Bank
87
Zurich Cantonal Bank
Switzerland
$99K 6,781 – –
TRCT
88
Tower Research Capital (TRC)
New York
$92.3K 6,319 +5,907 +1,434%
NFSG
89
Newbridge Financial Services Group
Florida
$90K 6,164 -5,941 -49%
PA
90
Parallel Advisors
California
$65.7K 4,500 +185 +4%
AIP
91
Ameritas Investment Partners
Nebraska
$51.1K 3,499 – –
C
92
Covestor
United Kingdom
$37K 2,547 -154 -6%
QL
93
Quarry LP
New York
$30.6K 2,094 +2,094 New
CA
94
CoreCap Advisors
Michigan
$17.5K 1,200 +1,000 +500%
AB
95
Amalgamated Bank
New York
$17K 1,149 – –
GRP
96
Global Retirement Partners
California
$6.54K 448 – –
FFO
97
Fortitude Family Office
Arizona
$5.1K 349 – –
Osaic Holdings
98
Osaic Holdings
Arizona
$4.64K 318 +293 +1,172%
Northwestern Mutual Wealth Management
99
Northwestern Mutual Wealth Management
Wisconsin
$1.83K 125 +125 New
Carson Wealth (CWM LLC)
100
Carson Wealth (CWM LLC)
Nebraska
$1K 54 +20 +59%
2 3
4
5 6