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76 hedge funds and large institutions have $144M invested in Nerdy in 2022 Q4 according to their latest regulatory filings, with 9 funds opening new positions, 25 increasing their positions, 20 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

25% more repeat investments, than reductions

Existing positions increased: 25 | Existing positions reduced: 20

11% more capital invested

Capital invested by funds: $129M → $144M (+$14.6M)

1.56% more ownership

Funds ownership: 66.96%68.52% (+1.6%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

3% less funds holding

Funds holding: 7876 (-2)

10% less first-time investments, than exits

New positions opened: 9 | Existing positions closed: 10

Holders
76
Holders Change
-2
Holders Change %
-2.56%
% of All Funds
1.22%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
9
Increased
25
Reduced
20
Closed
10
Calls
$187K
Puts
Net Calls
+$187K
Net Calls Change
-$264K
Name Holding Trade Value Shares
Change
Change in
Stake
D.E. Shaw & Co
26
D.E. Shaw & Co
New York
$397K +$55.5K +25,542 +17%
Bank of New York Mellon
27
Bank of New York Mellon
New York
$351K
Charles Schwab
28
Charles Schwab
California
$340K +$14.4K +6,629 +5%
Morgan Stanley
29
Morgan Stanley
New York
$272K -$59.9K -27,585 -19%
CHAM
30
Clear Harbor Asset Management
Connecticut
$227K -$161K -74,298 -42%
N
31
Nuveen
North Carolina
$204K +$29.6K +13,640 +18%
SO
32
STRS Ohio
Ohio
$167K
RhumbLine Advisers
33
RhumbLine Advisers
Massachusetts
$155K +$3.09K +1,423 +2%
Citadel Advisors
34
Citadel Advisors
Florida
$103K -$137K -62,872 -58%
Mercer Global Advisors
35
Mercer Global Advisors
Colorado
$93K
New York State Common Retirement Fund
36
New York State Common Retirement Fund
New York
$88.7K
IEFM
37
IQ EQ Fund Management
Ireland
$87.6K
Bank of America
38
Bank of America
North Carolina
$76.7K +$41.8K +19,245 +130%
MGIA
39
Moneta Group Investment Advisors
Missouri
$69.8K -$8.36K -3,849 -14%
JP Morgan Chase
40
JP Morgan Chase
New York
$69K +$2.44K +1,126 +4%
AIG
41
American International Group
New York
$59.4K +$1.47K +675 +3%
TI
42
Tidal Investments
Wisconsin
$57K
Manulife (Manufacturers Life Insurance)
43
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$55K +$25K +11,498 +89%
UBS Group
44
UBS Group
Switzerland
$54.9K -$28.4K -13,086 -35%
Deutsche Bank
45
Deutsche Bank
Germany
$54.5K +$1.23K +567 +2%
California State Teachers Retirement System (CalSTRS)
46
California State Teachers Retirement System (CalSTRS)
California
$50.1K +$1.94K +892 +4%
Invesco
47
Invesco
Georgia
$49.3K -$5.04K -2,319 -10%
VOYA Investment Management
48
VOYA Investment Management
Georgia
$48.4K
XT
49
XTX Topco
Cayman Islands
$48.1K +$3.97K +1,828 +9%
Jane Street
50
Jane Street
New York
$47.2K +$45.5K +20,973 New

NRDY Hedge Fund Activity: Q4 2022 in Review

76 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in Nerdy (NRDY) for Q4 2022, worth a combined $144M — up 11% from $129M a quarter earlier.

Sellers outnumbered buyers: 10 funds closed out of NRDY and 9 opened new positions — a net loss of 1 holder — while 20 trimmed existing stakes and 25 added.

The largest buyer was Goldman Sachs, adding an estimated $8.34M. The largest seller was TPG GP A, cutting an estimated $3.26M.

  • 76 institutional investors held Nerdy (NRDY) as of Q4 2022, down from 78 in Q3 2022.
  • Funds reported $144M of Nerdy stock for Q4 2022, up 11% quarter-over-quarter.
  • 9 funds opened new Nerdy positions in Q4 2022 and 10 closed out, a net change of -1 holder.
  • The largest Nerdy buyer in Q4 2022 was Goldman Sachs, an estimated $8.34M added.
  • The largest Nerdy seller in Q4 2022 was TPG GP A, an estimated $3.26M sold.

Based on aggregated 13F filings for Q4 2022.