NRDS icon

NerdWallet
NRDS

Overview Fund Activity

66 hedge funds and large institutions have $206M invested in NerdWallet in 2022 Q3 according to their latest regulatory filings, with 11 funds opening new positions, 21 increasing their positions, 23 reducing their positions, and 13 closing their positions.

Holders
66
Holders Change
-2
Holders Change %
-2.94%
% of All Funds
1.14%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.05%
New
11
Increased
21
Reduced
23
Closed
13
Calls
$2.26M
Puts
$370K
Net Calls
+$1.89M
Net Calls Change
+$736K

Top Buyers

1
T. Rowe Price Investment Management
1
T. Rowe Price Investment Management
Maryland
$15.9M
2
Vanguard Group
2
Vanguard Group
Pennsylvania
$27.2M
3
Lord, Abbett & Co
3
Lord, Abbett & Co
New Jersey
$3.06M
4
BlackRock
4
BlackRock
New York
$14.4M
5
Geode Capital Management
5
Geode Capital Management
Massachusetts
$4.45M

Top Sellers

1
T. Rowe Price Associates
1
T. Rowe Price Associates
Maryland
$4.69M
2
SSA
2
Schonfeld Strategic Advisors
New York
$267K
3
Point72 Asset Management
3
Point72 Asset Management
Connecticut
$4.81M
4
RCP
4
RIT Capital Partners
United Kingdom
$1.38M
5
Marshall Wace
5
Marshall Wace
United Kingdom
$0
Name Market Value Shares Shares
Change 		Shares
Change %
ICM
1
Innovius Capital Management
California
$46.2M 5,209,366 – –
IVMX
2
Institutional Venture Management XIV
California
$39.5M 4,454,541 – –
Vanguard Group
3
Vanguard Group
Pennsylvania
$27.2M 3,064,047 +924,147 +43%
T. Rowe Price Investment Management
4
T. Rowe Price Investment Management
Maryland
$15.9M 1,789,977 +1,789,977 New
Fidelity Investments
5
Fidelity Investments
Massachusetts
$15.5M 1,743,566 +144,077 +9%
BlackRock
6
BlackRock
New York
$14.4M 1,620,056 +340,715 +27%
BGIM
7
Brandywine Global Investment Management
Pennsylvania
$11.1M 1,251,376 +155,715 +14%
Point72 Asset Management
8
Point72 Asset Management
Connecticut
$4.81M 542,382 -109,400 -17%
T. Rowe Price Associates
9
T. Rowe Price Associates
Maryland
$4.69M 528,008 -1,788,213 -77%
Geode Capital Management
10
Geode Capital Management
Massachusetts
$4.45M 502,123 +215,066 +75%
State Street
11
State Street
Massachusetts
$3.07M 346,369 +82,464 +31%
Lord, Abbett & Co
12
Lord, Abbett & Co
New Jersey
$3.06M 344,408 +344,408 New
Goldman Sachs
13
Goldman Sachs
New York
$2.74M 309,360 +146,008 +89%
Northern Trust
14
Northern Trust
Illinois
$1.98M 222,699 +35,853 +19%
Charles Schwab
15
Charles Schwab
California
$1.93M 217,139 +126,271 +139%
RCP
16
RIT Capital Partners
United Kingdom
$1.38M 155,741 -94,259 -38%
Nuveen Asset Management
17
Nuveen Asset Management
Illinois
$731K 82,358 -155 -0.2%
Bank of New York Mellon
18
Bank of New York Mellon
New York
$653K 73,641 +19,052 +35%
Renaissance Technologies
19
Renaissance Technologies
New York
$646K 72,800 -4,000 -5%
PGM
20
Parian Global Management
New York
$532K 60,000 +60,000 New
Walleye Trading
21
Walleye Trading
New York
$460K 51,888 +12,718 +32%
NFSG
22
Newbridge Financial Services Group
Florida
$456K 51,384 -355 -0.7%
CF
23
Centaurus Financial
California
$308K 34,779 +34,779 New
Morgan Stanley
24
Morgan Stanley
New York
$302K 34,068 -4,294 -11%
RhumbLine Advisers
25
RhumbLine Advisers
Massachusetts
$279K 31,505 +2,096 +7%
1
2 3 4