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111 hedge funds and large institutions have $201M invested in Nerdy in 2024 Q1 according to their latest regulatory filings, with 15 funds opening new positions, 32 increasing their positions, 39 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

3% less funds holding

Funds holding: 114111 (-3)

4.04% less ownership

Funds ownership: 68.65%64.61% (-4%)

17% less first-time investments, than exits

New positions opened: 15 | Existing positions closed: 18

18% less repeat investments, than reductions

Existing positions increased: 32 | Existing positions reduced: 39

18% less capital invested

Capital invested by funds: $246M → $201M (-$44.5M)

26% less call options, than puts

Call options by funds: $100K | Put options by funds: $135K

33% less funds holding in top 10

Funds holding in top 10: 32 (-1)

Holders
111
Holders Change
-3
Holders Change %
-2.63%
% of All Funds
1.6%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.03%
New
15
Increased
32
Reduced
39
Closed
18
Calls
$100K
Puts
$135K
Net Calls
-$35K
Net Calls Change
-$77K
Name Holding Trade Value Shares
Change
Change in
Stake
KL
26
KIM LLC
Kansas
$1.12M
SAM
27
Soviero Asset Management
New York
$1.02M +$30.8K +10,000 +3%
BFM
28
Boothbay Fund Management
New York
$846K -$302K -97,909 -25%
HF
29
HRT Financial
New York
$594K +$344K +111,672 +120%
Bank of New York Mellon
30
Bank of New York Mellon
New York
$593K -$25.4K -8,249 -4%
GCP
31
GSA Capital Partners
United Kingdom
$501K -$399K -129,311 -43%
Charles Schwab
32
Charles Schwab
California
$490K
Tudor Investment Corp
33
Tudor Investment Corp
Connecticut
$437K -$856K -277,567 -65%
Renaissance Technologies
34
Renaissance Technologies
New York
$416K -$1.14M -368,700 -72%
Susquehanna International Group
35
Susquehanna International Group
Pennsylvania
$393K +$182K +58,931 +78%
UBS Group
36
UBS Group
Switzerland
$339K +$170K +55,054 +90%
SST
37
S Squared Technology
New York
$291K -$323K -104,786 -51%
PAM
38
Panagora Asset Management
Massachusetts
$277K -$30.8K -9,990 -10%
LOAMU
39
Lombard Odier Asset Management (USA)
New York
$242K +$257K +83,297 New
MGIA
40
Moneta Group Investment Advisors
Missouri
$231K +$1.54K +499 +0.6%
RhumbLine Advisers
41
RhumbLine Advisers
Massachusetts
$221K +$4.08K +1,324 +2%
ECM
42
ExodusPoint Capital Management
New York
$211K -$238K -77,330 -52%
CSS
43
Cubist Systematic Strategies
Connecticut
$196K -$399K -129,428 -66%
JP Morgan Chase
44
JP Morgan Chase
New York
$166K +$39.7K +12,870 +29%
BJL
45
Brighton Jones LLC
Washington
$143K +$9 +3 +0%
Barclays
46
Barclays
United Kingdom
$133K -$124K -40,193 -47%
AG
47
Algert Global
California
$119K +$12K +3,896 +11%
Two Sigma Investments
48
Two Sigma Investments
New York
$115K -$178K -57,636 -59%
SO
49
STRS Ohio
Ohio
$114K -$7.71K -2,500 -6%
BCM
50
Bayesian Capital Management
New York
$101K +$107K +34,800 New

NRDY Hedge Fund Activity: Q1 2024 in Review

111 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Nerdy (NRDY) for Q1 2024, worth a combined $201M — down 18% from $246M a quarter earlier.

Sellers outnumbered buyers: 18 funds closed out of NRDY and 15 opened new positions — a net loss of 3 holders — while 39 trimmed existing stakes and 32 added.

The largest buyer was Divisar Capital Management, adding an estimated $11.7M. The largest seller was Morgan Stanley, cutting an estimated $10.7M.

  • 111 institutional investors held Nerdy (NRDY) as of Q1 2024, down from 114 in Q4 2023.
  • Funds reported $201M of Nerdy stock for Q1 2024, down 18% quarter-over-quarter.
  • 15 funds opened new Nerdy positions in Q1 2024 and 18 closed out, a net change of -3 holders.
  • The largest Nerdy buyer in Q1 2024 was Divisar Capital Management, an estimated $11.7M added.
  • The largest Nerdy seller in Q1 2024 was Morgan Stanley, an estimated $10.7M sold.

Based on aggregated 13F filings for Q1 2024.