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NerdWallet
NRDS

Overview Fund Activity

95 hedge funds and large institutions have $245M invested in NerdWallet in 2023 Q3 according to their latest regulatory filings, with 11 funds opening new positions, 34 increasing their positions, 32 reducing their positions, and 21 closing their positions.

Holders
95
Holders Change
-10
Holders Change %
-9.52%
% of All Funds
1.52%
Holding in Top 10
1
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-66.67%
% of All Funds
0.02%
New
11
Increased
34
Reduced
32
Closed
21
Calls
$1.17M
Puts
$1.33M
Net Calls
-$159K
Net Calls Change
+$1.89M

Top Buyers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$31M
2
BGIM
2
Brandywine Global Investment Management
Pennsylvania
$10.9M
3
SC
3
Samlyn Capital
New York
$15.9M
4
Vanguard Group
4
Vanguard Group
Pennsylvania
$31.4M
5
T. Rowe Price Investment Management
5
T. Rowe Price Investment Management
Maryland
$19.2M

Top Sellers

1
IVMX
1
Institutional Venture Management XIV
California
$0
2
Morgan Stanley
2
Morgan Stanley
New York
$663K
3
Millennium Management
3
Millennium Management
New York
$1.78M
4
Lord, Abbett & Co
4
Lord, Abbett & Co
New Jersey
$0
5
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
5
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$66.7K
Name Market Value Shares Shares
Change 		Shares
Change %
ICM
1
Innovius Capital Management
California
$46.3M 5,209,366 – –
Vanguard Group
2
Vanguard Group
Pennsylvania
$31.4M 3,526,688 +187,422 +6%
Fidelity Investments
3
Fidelity Investments
Massachusetts
$31M 3,486,387 +1,638,515 +89%
BlackRock
4
BlackRock
New York
$21.4M 2,403,115 +92,124 +4%
T. Rowe Price Investment Management
5
T. Rowe Price Investment Management
Maryland
$19.2M 2,159,873 +174,173 +9%
SC
6
Samlyn Capital
New York
$15.9M 1,790,685 +217,451 +14%
BGIM
7
Brandywine Global Investment Management
Pennsylvania
$10.9M 1,228,046 +233,975 +24%
ACL
8
Azora Capital LP
Florida
$7.57M 851,956 -12,882 -1%
Geode Capital Management
9
Geode Capital Management
Massachusetts
$6.77M 761,348 +85,192 +13%
State Street
10
State Street
Massachusetts
$5.67M 637,560 +46,776 +8%
Dimensional Fund Advisors
11
Dimensional Fund Advisors
Texas
$4.33M 486,814 +152,319 +46%
SCP
12
Steamboat Capital Partners
New York
$3.94M 442,761 +8,215 +2%
CF
13
Centaurus Financial
California
$3.22M 361,696 – –
Northern Trust
14
Northern Trust
Illinois
$2.91M 327,079 +12,031 +4%
Charles Schwab
15
Charles Schwab
California
$2.54M 285,424 +36,886 +15%
T. Rowe Price Associates
16
T. Rowe Price Associates
Maryland
$2.37M 266,476 +30,735 +13%
Marshall Wace
17
Marshall Wace
United Kingdom
$2.26M 254,545 +79,923 +46%
Renaissance Technologies
18
Renaissance Technologies
New York
$2.09M 235,600 -75,266 -24%
Qube Research & Technologies (QRT)
19
Qube Research & Technologies (QRT)
United Kingdom
$2.09M 235,025 -61,710 -21%
Millennium Management
20
Millennium Management
New York
$1.78M 200,718 -229,657 -53%
D.E. Shaw & Co
21
D.E. Shaw & Co
New York
$1.68M 188,641 -215,062 -53%
Connor, Clark & Lunn Investment Management (CC&L)
22
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$1.41M 159,159 +65,931 +71%
WCA
23
Whetstone Capital Advisors
Kansas
$1.28M 143,944 +143,944 New
Royal Bank of Canada
24
Royal Bank of Canada
Ontario, Canada
$1.22M 137,489 +109,023 +383%
QOP
25
Quinn Opportunity Partners
Virginia
$950K 106,883 +80,422 +304%
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