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NerdWallet
NRDS

Overview Fund Activity

68 hedge funds and large institutions have $172M invested in NerdWallet in 2022 Q2 according to their latest regulatory filings, with 29 funds opening new positions, 23 increasing their positions, 10 reducing their positions, and 10 closing their positions.

Holders
68
Holders Change
+19
Holders Change %
+38.78%
% of All Funds
1.15%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.05%
New
29
Increased
23
Reduced
10
Closed
10
Calls
$2.03M
Puts
$871K
Net Calls
+$1.15M
Net Calls Change
+$823K

Top Buyers

1
Vanguard Group
1
Vanguard Group
Pennsylvania
$17M
2
BlackRock
2
BlackRock
New York
$10.1M
3
SSA
3
Schonfeld Strategic Advisors
New York
$4.83M
4
State Street
4
State Street
Massachusetts
$2.09M
5
Fidelity Investments
5
Fidelity Investments
Massachusetts
$12.7M

Top Sellers

1
OAM
1
Ophir Asset Management
Australia
$0
2
HV
2
HST Ventures
Utah
$0
3
Marshall Wace
3
Marshall Wace
United Kingdom
$393K
4
HF
4
HRT Financial
New York
$0
5
ECM
5
ExodusPoint Capital Management
New York
$150K
Name Market Value Shares Shares
Change 		Shares
Change %
ICM
1
Innovius Capital Management
California
$41.3M 5,209,366 – –
IVMX
2
Institutional Venture Management XIV
California
$35.3M 4,454,541 – –
T. Rowe Price Associates
3
T. Rowe Price Associates
Maryland
$18.4M 2,316,221 +49,443 +2%
Vanguard Group
4
Vanguard Group
Pennsylvania
$17M 2,139,900 +1,559,086 +268%
Fidelity Investments
5
Fidelity Investments
Massachusetts
$12.7M 1,599,489 +224,056 +16%
BlackRock
6
BlackRock
New York
$10.1M 1,279,341 +1,171,846 +1,090%
BGIM
7
Brandywine Global Investment Management
Pennsylvania
$8.69M 1,095,661 +216,835 +25%
Point72 Asset Management
8
Point72 Asset Management
Connecticut
$5.17M 651,782 +126,314 +24%
SSA
9
Schonfeld Strategic Advisors
New York
$4.83M 609,600 +571,600 +1,504%
Geode Capital Management
10
Geode Capital Management
Massachusetts
$2.28M 287,057 +205,828 +253%
State Street
11
State Street
Massachusetts
$2.09M 263,905 +238,760 +950%
RCP
12
RIT Capital Partners
United Kingdom
$1.98M 250,000 – –
Northern Trust
13
Northern Trust
Illinois
$1.48M 186,846 +174,063 +1,362%
Goldman Sachs
14
Goldman Sachs
New York
$1.3M 163,352 +136,144 +500%
Charles Schwab
15
Charles Schwab
California
$721K 90,868 +55,108 +154%
Nuveen Asset Management
16
Nuveen Asset Management
Illinois
$654K 82,513 +82,513 New
Renaissance Technologies
17
Renaissance Technologies
New York
$609K 76,800 -24,400 -24%
OQS
18
Occudo Quantitative Strategies
Florida
$441K 55,564 +55,564 New
Bank of New York Mellon
19
Bank of New York Mellon
New York
$433K 54,589 +54,589 New
NFSG
20
Newbridge Financial Services Group
Florida
$410K 51,739 -10,611 -17%
Marshall Wace
21
Marshall Wace
United Kingdom
$393K 49,615 -67,164 -58%
PCM
22
Prana Capital Management
Connecticut
$386K 48,630 +2,313 +5%
Walleye Trading
23
Walleye Trading
New York
$311K 39,170 +36,333 +1,281%
Morgan Stanley
24
Morgan Stanley
New York
$305K 38,362 +28,917 +306%
Citadel Advisors
25
Citadel Advisors
Florida
$305K 38,462 +38,462 New
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