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NerdWallet
NRDS

Overview Fund Activity

99 hedge funds and large institutions have $498M invested in NerdWallet in 2023 Q1 according to their latest regulatory filings, with 33 funds opening new positions, 39 increasing their positions, 17 reducing their positions, and 15 closing their positions.

Holders
99
Holders Change
+17
Holders Change %
+20.73%
% of All Funds
1.58%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
33
Increased
39
Reduced
17
Closed
15
Calls
$8.64M
Puts
$3.93M
Net Calls
+$4.71M
Net Calls Change
+$362K

Top Buyers

1
SC
1
Samlyn Capital
New York
$19M
2
Lord, Abbett & Co
2
Lord, Abbett & Co
New Jersey
$26.9M
3
ACL
3
Azora Capital LP
Florida
$10.9M
4
Millennium Management
4
Millennium Management
New York
$9.65M
5
Morgan Stanley
5
Morgan Stanley
New York
$9.48M

Top Sellers

1
IVMX
1
Institutional Venture Management XIV
California
$36M
2
BGIM
2
Brandywine Global Investment Management
Pennsylvania
$10.6M
3
GIPM
3
G2 Investment Partners Management
New York
$4.53M
4
RVPG
4
Relative Value Partners Group
$0
5
T. Rowe Price Associates
5
T. Rowe Price Associates
Maryland
$3.69M
Name Market Value Shares Shares
Change 		Shares
Change %
ICM
1
Innovius Capital Management
California
$84.3M 5,209,366 – –
Vanguard Group
2
Vanguard Group
Pennsylvania
$52M 3,215,278 +87,763 +3%
Fidelity Investments
3
Fidelity Investments
Massachusetts
$48.6M 3,003,325 +501,314 +20%
IVMX
4
Institutional Venture Management XIV
California
$36M 2,227,270 -1,427,271 -39%
T. Rowe Price Investment Management
5
T. Rowe Price Investment Management
Maryland
$32.1M 1,985,700 +20,301 +1%
BlackRock
6
BlackRock
New York
$28.2M 1,740,788 +19,131 +1%
Lord, Abbett & Co
7
Lord, Abbett & Co
New Jersey
$26.9M 1,664,870 +989,782 +147%
SC
8
Samlyn Capital
New York
$19M 1,172,686 +1,172,686 New
ACL
9
Azora Capital LP
Florida
$10.9M 671,598 +671,598 New
BGIM
10
Brandywine Global Investment Management
Pennsylvania
$10.6M 657,685 -795,319 -55%
Millennium Management
11
Millennium Management
New York
$9.65M 596,256 +554,497 +1,328%
Morgan Stanley
12
Morgan Stanley
New York
$9.48M 585,753 +519,271 +781%
Geode Capital Management
13
Geode Capital Management
Massachusetts
$9.15M 565,725 +7,507 +1%
D.E. Shaw & Co
14
D.E. Shaw & Co
New York
$8.27M 510,926 +510,926 New
State Street
15
State Street
Massachusetts
$8.06M 497,890 +70,712 +17%
SCP
16
Steamboat Capital Partners
New York
$6.47M 400,000 +400,000 New
DCM
17
Driehaus Capital Management
Illinois
$6.4M 395,691 +395,691 New
SSA
18
Schonfeld Strategic Advisors
New York
$6M 370,800 -104,798 -22%
CF
19
Centaurus Financial
California
$5.85M 361,696 +326,917 +940%
Citadel Advisors
20
Citadel Advisors
Florida
$4.62M 285,477 +266,984 +1,444%
GIPM
21
G2 Investment Partners Management
New York
$4.53M 279,779 -326,527 -54%
Northern Trust
22
Northern Trust
Illinois
$3.97M 245,557 +8,850 +4%
OAM
23
Oberweis Asset Management
Illinois
$3.72M 229,700 +53,800 +31%
Renaissance Technologies
24
Renaissance Technologies
New York
$3.71M 229,400 +167,500 +271%
T. Rowe Price Associates
25
T. Rowe Price Associates
Maryland
$3.69M 227,843 -108,049 -32%
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