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92 hedge funds and large institutions have $45.9M invested in Nerdy in 2024 Q4 according to their latest regulatory filings, with 23 funds opening new positions, 31 increasing their positions, 16 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed

165% more call options, than puts

Call options by funds: $135K | Put options by funds: $51K

94% more repeat investments, than reductions

Existing positions increased: 31 | Existing positions reduced: 16

2% more funds holding

Funds holding: 9092 (+2)

10% more first-time investments, than exits

New positions opened: 23 | Existing positions closed: 21

1% more capital invested

Capital invested by funds: $45.6M → $45.9M (+$318K)

16.46% less ownership

Funds ownership: 41.02%24.56% (-16%)

50% less funds holding in top 10

Funds holding in top 10: 21 (-1)

Holders
92
Holders Change
+2
Holders Change %
+2.22%
% of All Funds
1.21%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.01%
New
23
Increased
31
Reduced
16
Closed
21
Calls
$135K
Puts
$51K
Net Calls
+$84K
Net Calls Change
+$28K
Name Holding Trade Value Shares
Change
Change in
Stake
Invesco
51
Invesco
Georgia
$38.7K +$778 +627 +3%
VF
52
Virtu Financial
New York
$38K +$10.7K +8,655 +59%
PFSRSONJ
53
Police & Firemen's Retirement System of New Jersey
New Jersey
$37.1K +$28.4K +22,889 New
AQR Capital Management
54
AQR Capital Management
Connecticut
$36.3K +$27.8K +22,426 New
ProShare Advisors
55
ProShare Advisors
Maryland
$34.6K +$9.42K +7,594 +55%
SRF
56
Silver Rock Financial
California
$28.6K
VPIM
57
Vanguard Personalized Indexing Management
California
$27.2K +$20.8K +16,798 New
C
58
Covestor
United Kingdom
$26K +$19.9K +16,059 New
PWMG
59
Prestige Wealth Management Group
New Jersey
$25.9K -$620 -500 -3%
KPWS
60
Kestra Private Wealth Services
Texas
$25.3K +$5.7K +4,600 +42%
Focus Partners Wealth
61
Focus Partners Wealth
Massachusetts
$25.1K +$21 +17 +0.1%
Fidelity Investments
62
Fidelity Investments
Massachusetts
$23.6K +$7.58K +6,115 +73%
AG
63
AlTi Global
New York
$19.4K +$14.9K +12,000 New
AI
64
Atom Investors
Texas
$18.1K +$13.8K +11,154 New
CCB
65
Cutter & Co Brokerage
Missouri
$17.8K
HA
66
Huntleigh Advisors
Missouri
$17.8K +$13.6K +11,000 New
FFP
67
FourThought Financial Partners
Florida
$17.8K +$13.6K +10,990 New
Manulife (Manufacturers Life Insurance)
68
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$17.4K +$13.3K +10,744 New
BNP Paribas Financial Markets
69
BNP Paribas Financial Markets
France
$16.6K +$12.7K +10,233 New
Ameriprise
70
Ameriprise
Minnesota
$16.4K +$12.5K +10,095 New
SW
71
SteelPeak Wealth
California
$16.2K +$12.4K +10,000 New
New York State Common Retirement Fund
72
New York State Common Retirement Fund
New York
$15.6K
Royal Bank of Canada
73
Royal Bank of Canada
Ontario, Canada
$12K -$7.34K -5,919 -44%
Legal & General Group
74
Legal & General Group
United Kingdom
$11.1K
Osaic Holdings
75
Osaic Holdings
Arizona
$10.2K +$5.81K +4,687 +294%

NRDY Hedge Fund Activity: Q4 2024 in Review

92 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Nerdy (NRDY) for Q4 2024, worth a combined $45.9M — up 0.7% from $45.6M a quarter earlier.

Buyers outnumbered sellers: 23 funds opened new NRDY positions and 21 closed out — a net gain of 2 holders — while 31 added to existing stakes and 16 trimmed.

The largest buyer was Citadel Advisors, opening a new position worth an estimated $352K. The largest seller was TPG GP A, exiting entirely with an estimated $10.4M sold.

  • 92 institutional investors held Nerdy (NRDY) as of Q4 2024, up from 90 in Q3 2024.
  • Funds reported $45.9M of Nerdy stock for Q4 2024, up 0.7% quarter-over-quarter.
  • 23 funds opened new Nerdy positions in Q4 2024 and 21 closed out, a net change of +2 holders.
  • The largest Nerdy buyer in Q4 2024 was Citadel Advisors, an estimated $352K added.
  • The largest Nerdy seller in Q4 2024 was TPG GP A, an estimated $10.4M sold.

Based on aggregated 13F filings for Q4 2024.