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NerdWallet
NRDS

Overview Fund Activity

112 hedge funds and large institutions have $339M invested in NerdWallet in 2024 Q3 according to their latest regulatory filings, with 24 funds opening new positions, 38 increasing their positions, 30 reducing their positions, and 18 closing their positions.

Holders
112
Holders Change
+5
Holders Change %
+4.67%
% of All Funds
1.62%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
24
Increased
38
Reduced
30
Closed
18
Calls
$5.17M
Puts
$706K
Net Calls
+$4.47M
Net Calls Change
+$2.05M

Top Buyers

1
BCM
1
Basswood Capital Management
New York
$6.45M
2
Jacobs Levy Equity Management
2
Jacobs Levy Equity Management
New Jersey
$6.33M
3
Arrowstreet Capital
3
Arrowstreet Capital
Massachusetts
$3.85M
4
Renaissance Technologies
4
Renaissance Technologies
New York
$6.32M
5
TI
5
Trexquant Investment
Connecticut
$2.6M

Top Sellers

1
ACL
1
Azora Capital LP
Florida
$0
2
SC
2
Samlyn Capital
New York
$0
3
Lord, Abbett & Co
3
Lord, Abbett & Co
New Jersey
$0
4
Fidelity Investments
4
Fidelity Investments
Massachusetts
$16.9M
5
Morgan Stanley
5
Morgan Stanley
New York
$3M
Name Market Value Shares Shares
Change 		Shares
Change %
PAS
101
Point72 Asia (Singapore)
Singapore
$3.8K 299 +299 New
Nisa Investment Advisors
102
Nisa Investment Advisors
Missouri
$3.19K 251 +211 +528%
Osaic Holdings
103
Osaic Holdings
Arizona
$2.91K 229 -89 -28%
VCM
104
Versant Capital Management
Arizona
$1.47K 116 +116 New
CFGS
105
Concourse Financial Group Securities
Alabama
$1.27K 100 +100 New
Carson Wealth (CWM LLC)
106
Carson Wealth (CWM LLC)
Nebraska
$1K 106 +52 +96%
RIL
107
Rothschild Investment LLC
Illinois
$508 40 +10 +33%
SCM
108
Sterling Capital Management
North Carolina
$508 40 +40 New
OLVIG
109
Oliver Lagore Vanvalin Investment Group
Michigan
$229 18 – –
GI
110
GAMMA Investing
California
$216 17 -29 -63%
FFA
111
Farther Finance Advisors
California
$64 5 – –
CPA
112
Capital Performance Advisors
California
$13 1 +1 New
ACL
113
Azora Capital LP
Florida
– – -2,496,656 Closed
SC
114
Samlyn Capital
New York
– – -1,968,302 Closed
Lord, Abbett & Co
115
Lord, Abbett & Co
New Jersey
– – -896,768 Closed
Qube Research & Technologies (QRT)
116
Qube Research & Technologies (QRT)
United Kingdom
– – -111,842 Closed
EIM
117
Essex Investment Management
Massachusetts
– – -110,656 Closed
Marshall Wace
118
Marshall Wace
United Kingdom
– – -105,802 Closed
Susquehanna International Group
119
Susquehanna International Group
Pennsylvania
– – -42,833 Closed
LCM
120
Legato Capital Management
California
– – -38,019 Closed
Norges Bank
121
Norges Bank
Norway
– – -37,500 Closed
JF
122
Jump Financial
Illinois
– – -24,400 Closed
AG
123
Algert Global
California
– – -13,437 Closed
A
124
AlphaQuest
New York
– – -13,385 Closed
PA
125
Parallel Advisors
California
– – -4,500 Closed
2 3 4
5
6