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NerdWallet
NRDS

Overview Fund Activity

107 hedge funds and large institutions have $445M invested in NerdWallet in 2024 Q2 according to their latest regulatory filings, with 18 funds opening new positions, 50 increasing their positions, 25 reducing their positions, and 22 closing their positions.

Holders
107
Holders Change
-6
Holders Change %
-5.31%
% of All Funds
1.56%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
18
Increased
50
Reduced
25
Closed
22
Calls
$2.64M
Puts
$224K
Net Calls
+$2.42M
Net Calls Change
+$2.8M

Top Buyers

1
ACL
1
Azora Capital LP
Florida
$36.5M
2
Morgan Stanley
2
Morgan Stanley
New York
$6.97M
3
BlackRock
3
BlackRock
New York
$39.4M
4
Nuveen Asset Management
4
Nuveen Asset Management
Illinois
$4.61M
5
D.E. Shaw & Co
5
D.E. Shaw & Co
New York
$6.44M

Top Sellers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$25.5M
2
Millennium Management
2
Millennium Management
New York
$325K
3
T. Rowe Price Associates
3
T. Rowe Price Associates
Maryland
$341K
4
Goldman Sachs
4
Goldman Sachs
New York
$1.71M
5
BGIM
5
Brandywine Global Investment Management
Pennsylvania
$10.6M
Name Market Value Shares Shares
Change 		Shares
Change %
ICM
1
Innovius Capital Management
California
$76.1M 5,209,366 – –
Vanguard Group
2
Vanguard Group
Pennsylvania
$58.9M 4,037,237 +31,790 +0.8%
BlackRock
3
BlackRock
New York
$39.4M 2,698,835 +268,999 +11%
T. Rowe Price Investment Management
4
T. Rowe Price Investment Management
Maryland
$38.6M 2,640,667 +56,287 +2%
ACL
5
Azora Capital LP
Florida
$36.5M 2,496,656 +524,542 +27%
SC
6
Samlyn Capital
New York
$28.7M 1,968,302 -11,716 -0.6%
Fidelity Investments
7
Fidelity Investments
Massachusetts
$25.5M 1,744,666 -1,788,036 -51%
Geode Capital Management
8
Geode Capital Management
Massachusetts
$13.2M 905,093 +91,930 +11%
Lord, Abbett & Co
9
Lord, Abbett & Co
New Jersey
$13.1M 896,768 -29,828 -3%
State Street
10
State Street
Massachusetts
$11.3M 770,736 +74,655 +11%
Dimensional Fund Advisors
11
Dimensional Fund Advisors
Texas
$11.2M 769,831 +86,376 +13%
BGIM
12
Brandywine Global Investment Management
Pennsylvania
$10.6M 722,638 -58,300 -7%
Morgan Stanley
13
Morgan Stanley
New York
$6.97M 477,524 +292,135 +158%
D.E. Shaw & Co
14
D.E. Shaw & Co
New York
$6.44M 440,953 +213,498 +94%
Charles Schwab
15
Charles Schwab
California
$4.73M 324,235 +23,294 +8%
Nuveen Asset Management
16
Nuveen Asset Management
Illinois
$4.61M 316,046 +233,175 +281%
Northern Trust
17
Northern Trust
Illinois
$4.55M 311,934 -7,718 -2%
Connor, Clark & Lunn Investment Management (CC&L)
18
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$3.9M 267,110 +20,404 +8%
Renaissance Technologies
19
Renaissance Technologies
New York
$3.66M 251,000 +39,800 +19%
SCP
20
Steamboat Capital Partners
New York
$3.65M 249,926 +7,893 +3%
Citadel Advisors
21
Citadel Advisors
Florida
$3.02M 206,732 -35,247 -15%
CF
22
Centaurus Financial
California
$2.64M 180,848 – –
Ameriprise
23
Ameriprise
Minnesota
$2.17M 148,535 -44,902 -23%
Bank of New York Mellon
24
Bank of New York Mellon
New York
$1.79M 122,873 +26,572 +28%
Goldman Sachs
25
Goldman Sachs
New York
$1.71M 117,203 -129,945 -53%
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