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NerdWallet
NRDS

Overview Fund Activity

82 hedge funds and large institutions have $238M invested in NerdWallet in 2022 Q4 according to their latest regulatory filings, with 24 funds opening new positions, 33 increasing their positions, 10 reducing their positions, and 7 closing their positions.

Holders
82
Holders Change
+16
Holders Change %
+24.24%
% of All Funds
1.32%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.03%
New
24
Increased
33
Reduced
10
Closed
7
Calls
$5.15M
Puts
$797K
Net Calls
+$4.35M
Net Calls Change
+$2.46M

Top Buyers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$24M
2
GIPM
2
G2 Investment Partners Management
New York
$5.82M
3
SSA
3
Schonfeld Strategic Advisors
New York
$4.57M
4
Lord, Abbett & Co
4
Lord, Abbett & Co
New Jersey
$6.48M
5
RVPG
5
Relative Value Partners Group
$2.88M

Top Sellers

1
IVMX
1
Institutional Venture Management XIV
California
$35.1M
2
Point72 Asset Management
2
Point72 Asset Management
Connecticut
$0
3
Goldman Sachs
3
Goldman Sachs
New York
$168K
4
T. Rowe Price Associates
4
T. Rowe Price Associates
Maryland
$3.23M
5
RCP
5
RIT Capital Partners
United Kingdom
$0
Name Market Value Shares Shares
Change 		Shares
Change %
ICM
1
Innovius Capital Management
California
$50M 5,209,366 – –
IVMX
2
Institutional Venture Management XIV
California
$35.1M 3,654,541 -800,000 -18%
Vanguard Group
3
Vanguard Group
Pennsylvania
$30M 3,127,515 +63,468 +2%
Fidelity Investments
4
Fidelity Investments
Massachusetts
$24M 2,502,011 +758,445 +43%
T. Rowe Price Investment Management
5
T. Rowe Price Investment Management
Maryland
$18.9M 1,965,399 +175,422 +10%
BlackRock
6
BlackRock
New York
$16.5M 1,721,657 +101,601 +6%
BGIM
7
Brandywine Global Investment Management
Pennsylvania
$13.9M 1,453,004 +201,628 +16%
Lord, Abbett & Co
8
Lord, Abbett & Co
New Jersey
$6.48M 675,088 +330,680 +96%
GIPM
9
G2 Investment Partners Management
New York
$5.82M 606,306 +606,306 New
Geode Capital Management
10
Geode Capital Management
Massachusetts
$5.36M 558,218 +56,095 +11%
SSA
11
Schonfeld Strategic Advisors
New York
$4.57M 475,598 +445,355 +1,473%
State Street
12
State Street
Massachusetts
$4.1M 427,178 +80,809 +23%
T. Rowe Price Associates
13
T. Rowe Price Associates
Maryland
$3.23M 335,892 -192,116 -36%
RVPG
14
Relative Value Partners Group
$2.88M 300,000 +300,000 New
Northern Trust
15
Northern Trust
Illinois
$2.27M 236,707 +14,008 +6%
Charles Schwab
16
Charles Schwab
California
$2.15M 224,464 +7,325 +3%
OAM
17
Oberweis Asset Management
Illinois
$1.69M 175,900 +175,900 New
Bank of New York Mellon
18
Bank of New York Mellon
New York
$757K 78,892 +5,251 +7%
Nuveen Asset Management
19
Nuveen Asset Management
Illinois
$754K 78,580 -3,778 -5%
Morgan Stanley
20
Morgan Stanley
New York
$638K 66,482 +32,414 +95%
Renaissance Technologies
21
Renaissance Technologies
New York
$594K 61,900 -10,900 -15%
Bank of America
22
Bank of America
North Carolina
$513K 53,390 +28,796 +117%
Millennium Management
23
Millennium Management
New York
$401K 41,759 +41,759 New
Mackenzie Financial
24
Mackenzie Financial
Ontario, Canada
$400K 41,670 +41,670 New
CSS
25
Cubist Systematic Strategies
Connecticut
$387K 40,302 +37,234 +1,214%
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