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130 hedge funds and large institutions have $245M invested in Nerdy in 2023 Q3 according to their latest regulatory filings, with 36 funds opening new positions, 41 increasing their positions, 30 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

414% more first-time investments, than exits

New positions opened: 36 | Existing positions closed: 7

192% more call options, than puts

Call options by funds: $415K | Put options by funds: $142K

50% more funds holding in top 10

Funds holding in top 10: 23 (+1)

37% more repeat investments, than reductions

Existing positions increased: 41 | Existing positions reduced: 30

27% more funds holding

Funds holding: 102130 (+28)

0.88% less ownership

Funds ownership: 66.41%65.54% (-0.88%)

10% less capital invested

Capital invested by funds: $271M → $245M (-$26.4M)

Holders
130
Holders Change
+28
Holders Change %
+27.45%
% of All Funds
2.06%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.05%
New
36
Increased
41
Reduced
30
Closed
7
Calls
$415K
Puts
$142K
Net Calls
+$273K
Net Calls Change
-$4.28M
Name Holding Trade Value Shares
Change
Change in
Stake
Citadel Advisors
26
Citadel Advisors
Florida
$1.89M +$1.74M +400,478 +365%
KL
27
KIM LLC
Kansas
$1.55M -$780K -180,000 -30%
Squarepoint
28
Squarepoint
New York
$1.47M +$863K +199,114 +101%
BFM
29
Boothbay Fund Management
New York
$1.05M +$570K +131,455 +87%
Tudor Investment Corp
30
Tudor Investment Corp
Connecticut
$986K +$827K +190,804 +252%
Man Group
31
Man Group
United Kingdom
$913K
Prudential Financial
32
Prudential Financial
New Jersey
$837K +$85.8K +19,800 +10%
Bank of New York Mellon
33
Bank of New York Mellon
New York
$779K +$174K +40,132 +24%
Charles Schwab
34
Charles Schwab
California
$623K +$26.6K +6,129 +4%
Morgan Stanley
35
Morgan Stanley
New York
$501K -$544K -125,492 -48%
PAM
36
Panagora Asset Management
Massachusetts
$389K
ECM
37
ExodusPoint Capital Management
New York
$346K +$31.5K +7,267 +8%
MGIA
38
Moneta Group Investment Advisors
Missouri
$292K +$54.2K +12,500 +19%
RhumbLine Advisers
39
RhumbLine Advisers
Massachusetts
$277K +$5.12K +1,180 +2%
Two Sigma Investments
40
Two Sigma Investments
New York
$274K +$171K +39,463 +114%
CSS
41
Cubist Systematic Strategies
Connecticut
$244K -$103K -23,662 -26%
N
42
Numerai
California
$231K +$271K +62,492 New
Susquehanna International Group
43
Susquehanna International Group
Pennsylvania
$229K +$192K +44,237 +249%
AQR Capital Management
44
AQR Capital Management
Connecticut
$215K +$195K +45,021 +347%
HF
45
HRT Financial
New York
$212K +$248K +57,303 New
JF
46
Jump Financial
Illinois
$200K -$319K -73,513 -58%
MCM
47
Moore Capital Management
New York
$185K
MHP
48
Manatuck Hill Partners
Connecticut
$185K +$217K +50,000 New
UOC
49
UBS O'Connor
Illinois
$185K +$217K +50,000 New
BJL
50
Brighton Jones LLC
Washington
$182K

NRDY Hedge Fund Activity: Q3 2023 in Review

130 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in Nerdy (NRDY) for Q3 2023, worth a combined $245M — down 9.7% from $271M a quarter earlier.

Buyers outnumbered sellers: 36 funds opened new NRDY positions and 7 closed out — a net gain of 29 holders — while 41 added to existing stakes and 30 trimmed.

The largest buyer was Marshall Wace, adding an estimated $4.22M. The largest seller was Goldman Sachs, cutting an estimated $7.38M.

  • 130 institutional investors held Nerdy (NRDY) as of Q3 2023, up from 102 in Q2 2023.
  • Funds reported $245M of Nerdy stock for Q3 2023, down 9.7% quarter-over-quarter.
  • 36 funds opened new Nerdy positions in Q3 2023 and 7 closed out, a net change of +29 holders.
  • The largest Nerdy buyer in Q3 2023 was Marshall Wace, an estimated $4.22M added.
  • The largest Nerdy seller in Q3 2023 was Goldman Sachs, an estimated $7.38M sold.

Based on aggregated 13F filings for Q3 2023.