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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 %
CSPIA
101
Cary Street Partners Investment Advisory
Virginia
$376 40 – –
Russell Investments Group
102
Russell Investments Group
United Kingdom
$320 34 +34 New
Nisa Investment Advisors
103
Nisa Investment Advisors
Missouri
$263 28 -27,272 -100%
OLVIG
104
Oliver Lagore Vanvalin Investment Group
Michigan
$169 18 – –
DCM
105
Driehaus Capital Management
Illinois
– – -395,691 Closed
SSA
106
Schonfeld Strategic Advisors
New York
– – -370,800 Closed
EI
107
EAM Investors
California
– – -139,626 Closed
CSS
108
Cubist Systematic Strategies
Connecticut
– – -104,784 Closed
JF
109
Jump Financial
Illinois
– – -101,528 Closed
Squarepoint
110
Squarepoint
New York
– – -74,277 Closed
EGM
111
Engineers Gate Manager
New York
– – -55,022 Closed
N
112
Numerai
California
– – -45,960 Closed
SWM
113
Spire Wealth Management
Virginia
– – -38,561 Closed
QT
114
Quantbot Technologies
New York
– – -34,753 Closed
Verition Fund Management
115
Verition Fund Management
Connecticut
– – -34,191 Closed
SG Americas Securities
116
SG Americas Securities
New York
– – -33,944 Closed
First Trust Advisors
117
First Trust Advisors
Illinois
– – -31,262 Closed
Wellington Management Group
118
Wellington Management Group
Massachusetts
– – -30,694 Closed
Acadian Asset Management
119
Acadian Asset Management
Massachusetts
– – -26,118 Closed
VF
120
Virtu Financial
New York
– – -24,684 Closed
SEI Investments
121
SEI Investments
Pennsylvania
– – -22,225 Closed
Walleye Trading
122
Walleye Trading
New York
– – -13,564 Closed
B
123
Bailard
California
– – -13,427 Closed
PMEF
124
Point72 Middle East FZE
United Arab Emirates
– – -7,004 Closed
CMF
125
Counterpoint Mutual Funds
California
– – -5,906 Closed
2 3 4
5
6