NerdWallet
NRDS
NRDS
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.
New
Increased
Maintained
Reduced
Closed
more repeat investments, than reductions
Existing positions increased: | Existing positions reduced:
less ownership
Funds ownership: →
less capital invested
Capital invested by funds: $ → $
less funds holding
Funds holding: →
12% less call options, than puts
Call options by funds: $1.17M | Put options by funds: $1.33M
48% less first-time investments, than exits
New positions opened: 11 | Existing positions closed: 21
67% less funds holding in top 10
Funds holding in top 10: 3 → 1 (-2)
Holders
95
Holding in Top 10
1
Calls
$1.17M
Puts
$1.33M
Top Buyers
| 1 | +$14.6M | |
| 2 | +$2.08M | |
| 3 | +$1.93M | |
| 4 |
Vanguard Group
Malvern,
Pennsylvania
|
+$1.67M |
| 5 |
T. Rowe Price Investment Management
Baltimore,
Maryland
|
+$1.55M |
Top Sellers
| 1 | -$10.5M | |
| 2 | -$2.36M | |
| 3 | -$2.04M | |
| 4 |
Lord, Abbett & Co
Jersey City,
New Jersey
|
-$2.01M |
| 5 |
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Toronto,
Ontario, Canada
|
-$1.95M |