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81 hedge funds and large institutions have $398M invested in Nerdy in 2021 Q4 according to their latest regulatory filings, with 50 funds opening new positions, 18 increasing their positions, 11 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

178% more first-time investments, than exits

New positions opened: 50 | Existing positions closed: 18

64% more repeat investments, than reductions

Existing positions increased: 18 | Existing positions reduced: 11

59% more funds holding

Funds holding: 5181 (+30)

25% more call options, than puts

Call options by funds: $10.7M | Put options by funds: $8.52M

20.75% more ownership

Funds ownership: 85.2%105.96% (+21%)

39% less capital invested

Capital invested by funds: $652M → $398M (-$254M)

67% less funds holding in top 10

Funds holding in top 10: 62 (-4)

Holders
81
Holders Change
+30
Holders Change %
+58.82%
% of All Funds
1.25%
Holding in Top 10
2
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-66.67%
% of All Funds
0.03%
New
50
Increased
18
Reduced
11
Closed
18
Calls
$10.7M
Puts
$8.52M
Net Calls
+$2.15M
Net Calls Change
-$3.38M
Name Holding Trade Value Shares
Change
Change in
Stake
WTA
76
Washington Trust Advisors
Massachusetts
$4K +$6.52K +913 New
BAM
77
Bellevue Asset Management
Washington
$2K +$1.03K +144 +53%
RWA
78
RGT Wealth Advisors
Texas
$1K +$807 +113 New
Royal Bank of Canada
79
Royal Bank of Canada
Ontario, Canada
$1K +$1.25K +175 New
Norges Bank
80
Norges Bank
Norway
-$18M -1,800,000 Closed
Ameriprise
81
Ameriprise
Minnesota
-$17.4M -1,740,653 Closed
CH
82
CVI Holdings
Delaware
-$15.7M -1,575,000 Closed
ECM
83
Element Capital Management
New York
-$11.1M -1,110,512 Closed
HP
84
Hartree Partners
New York
-$11M -1,100,000 Closed
MCM
85
Moore Capital Management
New York
-$7.99M -800,000 Closed
HI
86
HBK Investments
Texas
-$7.29M -750,000 Closed
IAM
87
Ion Asset Management
Israel
-$6.99M -700,000 Closed
PWAM
88
Park West Asset Management
California
-$6.88M -700,000 Closed
SCM
89
Suvretta Capital Management
New York
-$6.99M -700,000 Closed
Manulife (Manufacturers Life Insurance)
90
Manulife (Manufacturers Life Insurance)
Ontario, Canada
-$3.55M -355,000 Closed
Public Sector Pension Investment Board (PSP Investments)
91
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
-$439K -61,414 Closed
Bank of America
92
Bank of America
North Carolina
-$200K -27,928 -100%
EAM
93
Exos Asset Management
New York
-$228K -22,835 Closed
MSAM
94
Moloney Securities Asset Management
Missouri
-$111K -11,150 Closed
Capstone Investment Advisors
95
Capstone Investment Advisors
New York
-$108K -10,807 Closed
US Bancorp
96
US Bancorp
Minnesota
-$15K -1,562 Closed
HA
97
Herold Advisors
New York
-$2K -250 Closed
Osaic Holdings
98
Osaic Holdings
Arizona
+$186 +26 New

NRDY Hedge Fund Activity: Q4 2021 in Review

81 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in Nerdy (NRDY) for Q4 2021, worth a combined $398M — down 39% from $652M a quarter earlier.

Buyers outnumbered sellers: 50 funds opened new NRDY positions and 18 closed out — a net gain of 32 holders — while 18 added to existing stakes and 11 trimmed.

The largest buyer was Technology Crossover Management VIII, adding an estimated $116M. The largest seller was Norges Bank, exiting entirely with an estimated $18M sold.

  • 81 institutional investors held Nerdy (NRDY) as of Q4 2021, up from 51 in Q3 2021.
  • Funds reported $398M of Nerdy stock for Q4 2021, down 39% quarter-over-quarter.
  • 50 funds opened new Nerdy positions in Q4 2021 and 18 closed out, a net change of +32 holders.
  • The largest Nerdy buyer in Q4 2021 was Technology Crossover Management VIII, an estimated $116M added.
  • The largest Nerdy seller in Q4 2021 was Norges Bank, an estimated $18M sold.

Based on aggregated 13F filings for Q4 2021.