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NerdWallet
NRDS

Overview Fund Activity

113 hedge funds and large institutions have $453M invested in NerdWallet in 2024 Q1 according to their latest regulatory filings, with 21 funds opening new positions, 32 increasing their positions, 41 reducing their positions, and 11 closing their positions.

Holders
113
Holders Change
+10
Holders Change %
+9.71%
% of All Funds
1.64%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
21
Increased
32
Reduced
41
Closed
11
Calls
$2.86M
Puts
$3.24M
Net Calls
-$377K
Net Calls Change
-$1.51M

Top Buyers

1
ACL
1
Azora Capital LP
Florida
$29M
2
Lord, Abbett & Co
2
Lord, Abbett & Co
New Jersey
$13.6M
3
Vanguard Group
3
Vanguard Group
Pennsylvania
$58.9M
4
SC
4
Samlyn Capital
New York
$29.1M
5
T. Rowe Price Investment Management
5
T. Rowe Price Investment Management
Maryland
$38M

Top Sellers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$51.9M
2
Morgan Stanley
2
Morgan Stanley
New York
$2.73M
3
Invesco
3
Invesco
Georgia
$898K
4
BGIM
4
Brandywine Global Investment Management
Pennsylvania
$11.5M
5
CF
5
Centaurus Financial
California
$2.66M
Name Market Value Shares Shares
Change 		Shares
Change %
ICM
1
Innovius Capital Management
California
$76.6M 5,209,366 – –
Vanguard Group
2
Vanguard Group
Pennsylvania
$58.9M 4,005,447 +432,262 +12%
Fidelity Investments
3
Fidelity Investments
Massachusetts
$51.9M 3,532,702 -832,132 -19%
T. Rowe Price Investment Management
4
T. Rowe Price Investment Management
Maryland
$38M 2,584,380 +267,230 +12%
BlackRock
5
BlackRock
New York
$35.7M 2,429,836 -108,332 -4%
SC
6
Samlyn Capital
New York
$29.1M 1,980,018 +340,539 +21%
ACL
7
Azora Capital LP
Florida
$29M 1,972,114 +918,009 +87%
Lord, Abbett & Co
8
Lord, Abbett & Co
New Jersey
$13.6M 926,596 +481,958 +108%
Geode Capital Management
9
Geode Capital Management
Massachusetts
$12M 813,163 +14,110 +2%
BGIM
10
Brandywine Global Investment Management
Pennsylvania
$11.5M 780,938 -252,352 -24%
State Street
11
State Street
Massachusetts
$10.2M 696,081 +12,349 +2%
Dimensional Fund Advisors
12
Dimensional Fund Advisors
Texas
$10M 683,455 +52,677 +8%
Northern Trust
13
Northern Trust
Illinois
$4.7M 319,652 -7,691 -2%
Charles Schwab
14
Charles Schwab
California
$4.42M 300,941 -1,503 -0.5%
Millennium Management
15
Millennium Management
New York
$3.72M 253,004 +145,302 +135%
Goldman Sachs
16
Goldman Sachs
New York
$3.63M 247,148 +173,951 +238%
Connor, Clark & Lunn Investment Management (CC&L)
17
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$3.63M 246,706 -25,597 -9%
SCP
18
Steamboat Capital Partners
New York
$3.56M 242,033 +4,030 +2%
Citadel Advisors
19
Citadel Advisors
Florida
$3.56M 241,979 +155,587 +180%
D.E. Shaw & Co
20
D.E. Shaw & Co
New York
$3.34M 227,455 -32,051 -12%
Renaissance Technologies
21
Renaissance Technologies
New York
$3.11M 211,200 +4,900 +2%
Ameriprise
22
Ameriprise
Minnesota
$2.84M 193,437 +93,321 +93%
T. Rowe Price Associates
23
T. Rowe Price Associates
Maryland
$2.79M 189,686 -11,261 -6%
Morgan Stanley
24
Morgan Stanley
New York
$2.73M 185,389 -380,707 -67%
CF
25
Centaurus Financial
California
$2.66M 180,848 -180,848 -50%
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