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NerdWallet
NRDS

Overview Fund Activity

105 hedge funds and large institutions have $266M invested in NerdWallet in 2023 Q2 according to their latest regulatory filings, with 27 funds opening new positions, 45 increasing their positions, 21 reducing their positions, and 21 closing their positions.

Holders
105
Holders Change
+6
Holders Change %
+6.06%
% of All Funds
1.66%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.05%
New
27
Increased
45
Reduced
21
Closed
21
Calls
$780K
Puts
$2.83M
Net Calls
-$2.05M
Net Calls Change
-$6.76M

Top Buyers

1
BlackRock
1
BlackRock
New York
$21.7M
2
SC
2
Samlyn Capital
New York
$14.8M
3
BGIM
3
Brandywine Global Investment Management
Pennsylvania
$9.35M
4
Dimensional Fund Advisors
4
Dimensional Fund Advisors
Texas
$3.15M
5
ACL
5
Azora Capital LP
Florida
$8.14M

Top Sellers

1
Lord, Abbett & Co
1
Lord, Abbett & Co
New Jersey
$2.01M
2
Fidelity Investments
2
Fidelity Investments
Massachusetts
$17.4M
3
IVMX
3
Institutional Venture Management XIV
California
$10.5M
4
DCM
4
Driehaus Capital Management
Illinois
$0
5
SSA
5
Schonfeld Strategic Advisors
New York
$0
Name Market Value Shares Shares
Change 		Shares
Change %
ICM
1
Innovius Capital Management
California
$49M 5,209,366 – –
Vanguard Group
2
Vanguard Group
Pennsylvania
$31.4M 3,339,266 +123,988 +4%
BlackRock
3
BlackRock
New York
$21.7M 2,310,991 +570,203 +33%
T. Rowe Price Investment Management
4
T. Rowe Price Investment Management
Maryland
$18.7M 1,985,700 – –
Fidelity Investments
5
Fidelity Investments
Massachusetts
$17.4M 1,847,872 -1,155,453 -38%
SC
6
Samlyn Capital
New York
$14.8M 1,573,234 +400,548 +34%
IVMX
7
Institutional Venture Management XIV
California
$10.5M 1,113,635 -1,113,635 -50%
BGIM
8
Brandywine Global Investment Management
Pennsylvania
$9.35M 994,071 +336,386 +51%
ACL
9
Azora Capital LP
Florida
$8.14M 864,838 +193,240 +29%
Geode Capital Management
10
Geode Capital Management
Massachusetts
$6.36M 676,156 +110,431 +20%
State Street
11
State Street
Massachusetts
$5.56M 590,784 +92,894 +19%
SCP
12
Steamboat Capital Partners
New York
$4.09M 434,546 +34,546 +9%
Millennium Management
13
Millennium Management
New York
$4.05M 430,375 -165,881 -28%
D.E. Shaw & Co
14
D.E. Shaw & Co
New York
$3.8M 403,703 -107,223 -21%
CF
15
Centaurus Financial
California
$3.4M 361,696 – –
Morgan Stanley
16
Morgan Stanley
New York
$3.2M 340,485 -245,268 -42%
Dimensional Fund Advisors
17
Dimensional Fund Advisors
Texas
$3.15M 334,495 +257,514 +335%
Northern Trust
18
Northern Trust
Illinois
$2.96M 315,048 +69,491 +28%
Renaissance Technologies
19
Renaissance Technologies
New York
$2.93M 310,866 +81,466 +36%
Qube Research & Technologies (QRT)
20
Qube Research & Technologies (QRT)
United Kingdom
$2.79M 296,735 +173,621 +141%
Nuveen Asset Management
21
Nuveen Asset Management
Illinois
$2.35M 249,379 +83,589 +50%
Charles Schwab
22
Charles Schwab
California
$2.34M 248,538 +24,587 +11%
T. Rowe Price Associates
23
T. Rowe Price Associates
Maryland
$2.22M 235,741 +7,898 +3%
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
24
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$2.13M 226,600 +89,100 +65%
Lord, Abbett & Co
25
Lord, Abbett & Co
New Jersey
$2.01M 214,023 -1,450,847 -87%
1
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