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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
AllianceBernstein
76
AllianceBernstein
Tennessee
$52.3K +$44.5K +12,530 New
MPCL
77
My Personal CFO LLC
Washington
$52K +$44.4K +12,482 New
Barclays
78
Barclays
United Kingdom
$49.2K -$58.3K -16,399 -58%
GCM
79
Graham Capital Management
Connecticut
$49.1K -$22.1K -6,211 -35%
RFA
80
Register Financial Advisors
Georgia
$48K
T. Rowe Price Associates
81
T. Rowe Price Associates
Maryland
$47K +$1.82K +513 +5%
MSAM
82
Moloney Securities Asset Management
Missouri
$43.3K
FFP
83
FourThought Financial Partners
Florida
$41.7K -$4.4K -1,239 -11%
DLG
84
Daniel L. Goodwin
$41.7K +$35.5K +10,000 New
New York State Common Retirement Fund
85
New York State Common Retirement Fund
New York
$39.8K -$199 -56 -0.6%
Royal Bank of Canada
86
Royal Bank of Canada
Ontario, Canada
$39K +$1.86K +524 +6%
AB
87
Amalgamated Bank
New York
$37K +$3.97K +1,117 +14%
Legal & General Group
88
Legal & General Group
United Kingdom
$30.3K -$12.9K -3,642 -33%
QCG
89
Quadrant Capital Group
Ohio
$28.1K
Russell Investments Group
90
Russell Investments Group
United Kingdom
$27.1K +$23.1K +6,500 New
Nisa Investment Advisors
91
Nisa Investment Advisors
Missouri
$20.7K
TRCT
92
Tower Research Capital (TRC)
New York
$19.9K -$5.22K -1,468 -24%
AIP
93
Ameritas Investment Partners
Nebraska
$17K
MLICM
94
Metropolitan Life Insurance Company (MetLife)
New York
$14.1K +$5.76K +1,622 +92%
Fidelity Investments
95
Fidelity Investments
Massachusetts
$8.33K -$785 -221 -10%
WTA
96
Washington Trust Advisors
Massachusetts
$3.81K
PFBT
97
Parkside Financial Bank & Trust
Missouri
$2.79K
Federated Hermes
98
Federated Hermes
Pennsylvania
$2.7K +$2.3K +647 New
BAM
99
Bellevue Asset Management
Washington
$1.38K
Osaic Holdings
100
Osaic Holdings
Arizona
$417 -$3.55K -1,000 -91%

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.