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NerdWallet
NRDS

Overview Fund Activity

103 hedge funds and large institutions have $444M invested in NerdWallet in 2023 Q4 according to their latest regulatory filings, with 22 funds opening new positions, 42 increasing their positions, 25 reducing their positions, and 14 closing their positions.

Holders
103
Holders Change
+8
Holders Change %
+8.42%
% of All Funds
1.51%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
22
Increased
42
Reduced
25
Closed
14
Calls
$3.79M
Puts
$2.67M
Net Calls
+$1.13M
Net Calls Change
+$1.29M

Top Buyers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$64.3M
2
Morgan Stanley
2
Morgan Stanley
New York
$8.33M
3
Lord, Abbett & Co
3
Lord, Abbett & Co
New Jersey
$6.55M
4
Invesco
4
Invesco
Georgia
$5.26M
5
ACL
5
Azora Capital LP
Florida
$15.5M

Top Sellers

1
SCP
1
Steamboat Capital Partners
New York
$3.5M
2
BGIM
2
Brandywine Global Investment Management
Pennsylvania
$15.2M
3
Qube Research & Technologies (QRT)
3
Qube Research & Technologies (QRT)
United Kingdom
$745K
4
SC
4
Samlyn Capital
New York
$24.1M
5
Millennium Management
5
Millennium Management
New York
$1.59M
Name Market Value Shares Shares
Change 		Shares
Change %
ICM
1
Innovius Capital Management
California
$76.7M 5,209,366 – –
Fidelity Investments
2
Fidelity Investments
Massachusetts
$64.3M 4,364,834 +878,447 +25%
Vanguard Group
3
Vanguard Group
Pennsylvania
$52.6M 3,573,185 +46,497 +1%
BlackRock
4
BlackRock
New York
$37.4M 2,538,168 +135,053 +6%
T. Rowe Price Investment Management
5
T. Rowe Price Investment Management
Maryland
$34.1M 2,317,150 +157,277 +7%
SC
6
Samlyn Capital
New York
$24.1M 1,639,479 -151,206 -8%
ACL
7
Azora Capital LP
Florida
$15.5M 1,054,105 +202,149 +24%
BGIM
8
Brandywine Global Investment Management
Pennsylvania
$15.2M 1,033,290 -194,756 -16%
Geode Capital Management
9
Geode Capital Management
Massachusetts
$11.8M 799,053 +37,705 +5%
State Street
10
State Street
Massachusetts
$10.1M 683,732 +46,172 +7%
Dimensional Fund Advisors
11
Dimensional Fund Advisors
Texas
$9.29M 630,778 +143,964 +30%
Morgan Stanley
12
Morgan Stanley
New York
$8.33M 566,096 +491,500 +659%
Lord, Abbett & Co
13
Lord, Abbett & Co
New Jersey
$6.55M 444,638 +444,638 New
CF
14
Centaurus Financial
California
$5.32M 361,696 – –
Invesco
15
Invesco
Georgia
$5.26M 357,468 +342,546 +2,296%
Northern Trust
16
Northern Trust
Illinois
$4.82M 327,343 +264 +0.1%
Charles Schwab
17
Charles Schwab
California
$4.45M 302,444 +17,020 +6%
Connor, Clark & Lunn Investment Management (CC&L)
18
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$4.01M 272,303 +113,144 +71%
D.E. Shaw & Co
19
D.E. Shaw & Co
New York
$3.82M 259,506 +70,865 +38%
SCP
20
Steamboat Capital Partners
New York
$3.5M 238,003 -204,758 -46%
Renaissance Technologies
21
Renaissance Technologies
New York
$3.04M 206,300 -29,300 -12%
T. Rowe Price Associates
22
T. Rowe Price Associates
Maryland
$2.96M 200,947 -65,529 -25%
Marshall Wace
23
Marshall Wace
United Kingdom
$2.55M 173,448 -81,097 -32%
GIPM
24
G2 Investment Partners Management
New York
$2.46M 167,328 +167,328 New
Royal Bank of Canada
25
Royal Bank of Canada
Ontario, Canada
$1.93M 131,136 -6,353 -5%
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