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102 hedge funds and large institutions have $271M invested in Nerdy in 2023 Q2 according to their latest regulatory filings, with 27 funds opening new positions, 40 increasing their positions, 22 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

3,349% more call options, than puts

Call options by funds: $4.69M | Put options by funds: $136K

125% more first-time investments, than exits

New positions opened: 27 | Existing positions closed: 12

82% more repeat investments, than reductions

Existing positions increased: 40 | Existing positions reduced: 22

17% more funds holding

Funds holding: 87102 (+15)

1.11% more ownership

Funds ownership: 65.3%66.41% (+1.1%)

4% more capital invested

Capital invested by funds: $260M → $271M (+$11.6M)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

Holders
102
Holders Change
+15
Holders Change %
+17.24%
% of All Funds
1.6%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
27
Increased
40
Reduced
22
Closed
12
Calls
$4.69M
Puts
$136K
Net Calls
+$4.55M
Net Calls Change
+$1.38M
Name Holding Trade Value Shares
Change
Change in
Stake
SO
51
STRS Ohio
Ohio
$173K
Two Sigma Investments
52
Two Sigma Investments
New York
$144K +$123K +34,592 New
PI
53
PFS Investments
Georgia
$143K +$12.3K +3,460 +11%
MIM
54
MetLife Investment Management
New Jersey
$135K
AIG
55
American International Group
New York
$119K +$5.64K +1,587 +6%
Deutsche Bank
56
Deutsche Bank
Germany
$117K -$27.9K -7,839 -22%
IEFM
57
IQ EQ Fund Management
Ireland
$112K -$6.82K -1,920 -7%
Manulife (Manufacturers Life Insurance)
58
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$109K +$6.03K +1,698 +7%
Wells Fargo
59
Wells Fargo
California
$106K +$49.5K +13,935 +121%
Verition Fund Management
60
Verition Fund Management
Connecticut
$104K +$89K +25,053 New
Invesco
61
Invesco
Georgia
$103K +$5.93K +1,668 +7%
VOYA Investment Management
62
VOYA Investment Management
Georgia
$100K +$9.07K +2,554 +12%
Allspring Global Investments
63
Allspring Global Investments
North Carolina
$87.9K +$26.6K +7,475 +55%
TI
64
Tidal Investments
Wisconsin
$87K -$114 -32 -0.2%
SSA
65
Schonfeld Strategic Advisors
New York
$85.9K +$5.33K +1,500 +8%
LSA
66
Leonteq Securities AG
Switzerland
$84.6K +$20.6K +5,791 +40%
MAM
67
Marotta Asset Management
Virginia
$83.4K +$71.1K +20,000 New
California State Teachers Retirement System (CalSTRS)
68
California State Teachers Retirement System (CalSTRS)
California
$82.2K -$3.69K -1,038 -5%
Susquehanna International Group
69
Susquehanna International Group
Pennsylvania
$74K -$24.3K -6,845 -28%
Citigroup
70
Citigroup
New York
$73.6K +$62.7K +17,652 New
Belvedere Trading
71
Belvedere Trading
Illinois
$71.2K +$60.7K +17,082 New
State Board of Administration of Florida Retirement System
72
State Board of Administration of Florida Retirement System
Florida
$70.2K +$59.8K +16,830 New
BCM
73
Bayesian Capital Management
New York
$61K +$52K +14,622 New
SG Americas Securities
74
SG Americas Securities
New York
$55K +$46.9K +13,205 New
AQR Capital Management
75
AQR Capital Management
Connecticut
$54.1K +$46.1K +12,975 New

NRDY Hedge Fund Activity: Q2 2023 in Review

102 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in Nerdy (NRDY) for Q2 2023, worth a combined $271M — up 4.5% from $260M a quarter earlier.

Buyers outnumbered sellers: 27 funds opened new NRDY positions and 12 closed out — a net gain of 15 holders — while 40 added to existing stakes and 22 trimmed.

The largest buyer was Portolan Capital Management, opening a new position worth an estimated $6.19M. The largest seller was Rubric Capital Management (New York), exiting entirely with an estimated $10.9M sold.

  • 102 institutional investors held Nerdy (NRDY) as of Q2 2023, up from 87 in Q1 2023.
  • Funds reported $271M of Nerdy stock for Q2 2023, up 4.5% quarter-over-quarter.
  • 27 funds opened new Nerdy positions in Q2 2023 and 12 closed out, a net change of +15 holders.
  • The largest Nerdy buyer in Q2 2023 was Portolan Capital Management, an estimated $6.19M added.
  • The largest Nerdy seller in Q2 2023 was Rubric Capital Management (New York), an estimated $10.9M sold.

Based on aggregated 13F filings for Q2 2023.