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NerdWallet
NRDS

Overview Fund Activity

127 hedge funds and large institutions have $389M invested in NerdWallet in 2024 Q4 according to their latest regulatory filings, with 32 funds opening new positions, 47 increasing their positions, 35 reducing their positions, and 15 closing their positions.

Holders
127
Holders Change
+15
Holders Change %
+13.39%
% of All Funds
1.69%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
32
Increased
47
Reduced
35
Closed
15
Calls
$4.26M
Puts
$26.5M
Net Calls
-$22.3M
Net Calls Change
-$26.8M

Top Buyers

1
TCM
1
Topline Capital Management
California
$69.8M
2
QOP
2
Quinn Opportunity Partners
Virginia
$11.9M
3
AFCM
3
Alta Fox Capital Management
Texas
$10.8M
4
Connor, Clark & Lunn Investment Management (CC&L)
4
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$12.1M
5
Millennium Management
5
Millennium Management
New York
$9.31M

Top Sellers

1
T. Rowe Price Investment Management
1
T. Rowe Price Investment Management
Maryland
$0
2
BGIM
2
Brandywine Global Investment Management
Pennsylvania
$0
3
BlackRock
3
BlackRock
New York
$34.7M
4
Vanguard Group
4
Vanguard Group
Pennsylvania
$50.9M
5
SCP
5
Steamboat Capital Partners
New York
$532K
Name Market Value Shares Shares
Change 		Shares
Change %
Royal Bank of Canada
101
Royal Bank of Canada
Ontario, Canada
$125K 9,370 -101,962 -92%
Zurich Cantonal Bank
102
Zurich Cantonal Bank
Switzerland
$125K 9,380 +2,599 +38%
PFSRSONJ
103
Police & Firemen's Retirement System of New Jersey
New Jersey
$122K 9,139 +9,139 New
PD
104
Point72 (DIFC)
United Arab Emirates
$105K 7,875 +7,875 New
KK
105
KLP Kapitalforvaltning
Norway
$79.8K 6,000 +6,000 New
AIP
106
Ameritas Investment Partners
Nebraska
$46.5K 3,499 – –
TRCT
107
Tower Research Capital (TRC)
New York
$40.8K 3,069 -2,303 -43%
NFSG
108
Newbridge Financial Services Group
Florida
$23.3K 1,750 -500 -22%
CA
109
CoreCap Advisors
Michigan
$16K 1,200 – –
AB
110
Amalgamated Bank
New York
$15K 1,149 – –
GRP
111
Global Retirement Partners
California
$5.96K 448 – –
FFO
112
Fortitude Family Office
Arizona
$4.82K 362 +13 +4%
Nisa Investment Advisors
113
Nisa Investment Advisors
Missouri
$2.81K 211 -40 -16%
BIG
114
Brooklyn Investment Group
New York
$2.46K 185 +185 New
Carson Wealth (CWM LLC)
115
Carson Wealth (CWM LLC)
Nebraska
$2K 128 +22 +21%
Jones Financial Companies
116
Jones Financial Companies
Missouri
$1.6K 120 +120 New
VCM
117
Versant Capital Management
Arizona
$1.54K 116 – –
Osaic Holdings
118
Osaic Holdings
Arizona
$744 56 -173 -76%
SCM
119
Sterling Capital Management
North Carolina
$426 32 -8 -20%
SS
120
SBI Securities
Japan
$333 25 +25 New
OLVIG
121
Oliver Lagore Vanvalin Investment Group
Michigan
$239 18 – –
GI
122
GAMMA Investing
California
$226 17 – –
EWA
123
EverSource Wealth Advisors
Alabama
$173 13 +13 New
IA
124
IFP Advisors
Florida
$146 11 +11 New
RIL
125
Rothschild Investment LLC
Illinois
$133 10 -30 -75%
2 3 4
5
6