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NerdWallet
NRDS

42 hedge funds and large institutions have $269M invested in NerdWallet in 2021 Q4 according to their latest regulatory filings, with 42 funds opening new positions, increasing their positions, reducing their positions, and closing their positions.

New
Increased
Maintained
Reduced
Closed

83% more call options, than puts

Call options by funds: $2.15M | Put options by funds: $1.18M

52.48% more ownership

Funds ownership: 0% → 52.48% (+52%)

Holders
42
Holders Change
+42
Holders Change %
–
% of All Funds
0.65%
Holding in Top 10
4
Holding in Top 10 Change
+4
Holding in Top 10 Change %
% of All Funds
0.06%
New
42
Increased
–
Reduced
–
Closed
–
Calls
$2.15M
Puts
$1.18M
Net Calls
+$972K
Net Calls Change
+$972K

Top Buyers

Rank Fund Capital Flow
1
IVMX
Institutional Venture Management XIV
California
+$87.1M
2
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$39.1M
3
OAM
Ophir Asset Management
Australia
+$25.1M
4
Fidelity Investments
Fidelity Investments
Massachusetts
+$22.2M
5
Vanguard Group
Vanguard Group
Pennsylvania
+$11.5M

Top Sellers

No sellers this quarter
Name Holding Trade Value Shares
Change 		Change in
Stake
ICM
1
Innovius Capital Management
California
$81M +$102M +5,209,366 New
IVMX
2
Institutional Venture Management XIV
California
$69.3M +$87.1M +4,454,541 New
T. Rowe Price Associates
3
T. Rowe Price Associates
Maryland
$30.2M +$39.1M +1,996,578 New
OAM
4
Ophir Asset Management
Australia
$20M +$25.1M +1,283,452 New
Fidelity Investments
5
Fidelity Investments
Massachusetts
$17.7M +$22.2M +1,136,833 New
Vanguard Group
6
Vanguard Group
Pennsylvania
$9.14M +$11.5M +587,935 New
Point72 Asset Management
7
Point72 Asset Management
Connecticut
$9.1M +$11.4M +585,134 New
SSA
8
Schonfeld Strategic Advisors
New York
$5.62M +$7.07M +361,547 New
RCP
9
RIT Capital Partners
United Kingdom
$3.89M +$4.89M +250,000 New
HV
10
HST Ventures
Utah
$3.17M +$3.99M +203,910 New
BlackRock
11
BlackRock
New York
$3M +$3.78M +193,270 New
Balyasny Asset Management
12
Balyasny Asset Management
Illinois
$2.63M +$3.31M +169,180 New
Marshall Wace
13
Marshall Wace
United Kingdom
$2.01M +$2.53M +129,242 New
Morgan Stanley
14
Morgan Stanley
New York
$1.69M +$2.12M +108,312 New
BC
15
Brookfield Corp
Ontario, Canada
$1.55M +$1.96M +100,000 New
Geode Capital Management
16
Geode Capital Management
Massachusetts
$1.26M +$1.59M +81,229 New
GIPM
17
G2 Investment Partners Management
New York
$987K +$1.24M +63,448 New
PCM
18
Prana Capital Management
Connecticut
$787K +$990K +50,592 New
GCM
19
Ghisallo Capital Management
Massachusetts
$778K +$978K +50,000 New
CSS
20
Cubist Systematic Strategies
Connecticut
$702K +$883K +45,134 New
NFSG
21
Newbridge Financial Services Group
Florida
$576K +$725K +37,065 New
Jane Street
22
Jane Street
New York
$546K +$687K +35,139 New
Charles Schwab
23
Charles Schwab
California
$543K +$683K +34,919 New
Tudor Investment Corp
24
Tudor Investment Corp
Connecticut
$404K +$508K +25,962 New
Qube Research & Technologies (QRT)
25
Qube Research & Technologies (QRT)
United Kingdom
$371K +$466K +23,842 New
1
2

NRDS Hedge Fund Activity: Q4 2021 in Review

42 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in NerdWallet (NRDS) for Q4 2021, worth a combined $269M.

Buyers outnumbered sellers: 42 funds opened new NRDS positions and 0 closed out — a net gain of 42 holders — while 0 added to existing stakes and 0 trimmed.

The largest buyer was Institutional Venture Management XIV, opening a new position worth an estimated $87.1M.

  • 42 institutional investors held NerdWallet (NRDS) as of Q4 2021, up from 0 in Q3 2021.
  • Funds reported $269M of NerdWallet stock for Q4 2021.
  • 42 funds opened new NerdWallet positions in Q4 2021 and 0 closed out, a net change of +42 holders.
  • The largest NerdWallet buyer in Q4 2021 was Institutional Venture Management XIV, an estimated $87.1M added.

Based on aggregated 13F filings for Q4 2021.