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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 %
TRCT
101
Tower Research Capital (TRC)
New York
$6.06K 412 -8,171 -95%
FFO
102
Fortitude Family Office
Arizona
$5.13K 349 – –
NC
103
nVerses Capital
Florida
$4.41K 300 +300 New
CA
104
CoreCap Advisors
Michigan
$2.94K 200 +200 New
Nisa Investment Advisors
105
Nisa Investment Advisors
Missouri
$794 54 +54 New
Russell Investments Group
106
Russell Investments Group
United Kingdom
$500 34 – –
Osaic Holdings
107
Osaic Holdings
Arizona
$367 25 – –
OLVIG
108
Oliver Lagore Vanvalin Investment Group
Michigan
$265 18 – –
AWM
109
Avior Wealth Management
Nebraska
$102 7 +7 New
FFA
110
Farther Finance Advisors
California
$72 5 – –
GI
111
GAMMA Investing
California
$44 3 – –
DF
112
DecisionPoint Financial
Arizona
$13 1 +1 New
GIPM
113
G2 Investment Partners Management
New York
– – -167,328 Closed
QOP
114
Quinn Opportunity Partners
Virginia
– – -83,040 Closed
PI
115
PineBridge Investments
New York
– – -74,509 Closed
BFM
116
Boothbay Fund Management
New York
– – -34,231 Closed
MFIM
117
Mesirow Financial Investment Management
Illinois
– – -29,823 Closed
AR
118
Advisory Research
Illinois
– – -28,607 Closed
Jacobs Levy Equity Management
119
Jacobs Levy Equity Management
New Jersey
– – -18,822 Closed
AQR Capital Management
120
AQR Capital Management
Connecticut
– – -15,237 Closed
SG Americas Securities
121
SG Americas Securities
New York
– – -9,012 Closed
CG
122
Cutler Group
California
– – -596 Closed
Allspring Global Investments
123
Allspring Global Investments
North Carolina
– – -18 Closed
Walleye Trading
124
Walleye Trading
New York
– – – –
Carson Wealth (CWM LLC)
125
Carson Wealth (CWM LLC)
Nebraska
$0 34 – –
2 3 4
5
6