We are live on ! Find out more

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
TRCT
76
Tower Research Capital (TRC)
New York
$10.1K -$4.29K -3,458 -36%
California State Teachers Retirement System (CalSTRS)
77
California State Teachers Retirement System (CalSTRS)
California
$8.55K
AIP
78
Ameritas Investment Partners
Nebraska
$6.58K
MWA
79
Medallion Wealth Advisors
Connecticut
$3.19K +$2.44K +1,967 New
AB
80
Amalgamated Bank
New York
$3K
Carson Wealth (CWM LLC)
81
Carson Wealth (CWM LLC)
Nebraska
$3K +$1.85K +1,495 +487%
Nisa Investment Advisors
82
Nisa Investment Advisors
Missouri
$1.95K -$556 -448 -27%
Comerica Bank
83
Comerica Bank
Texas
$1.79K
MWA
84
Moser Wealth Advisors
Washington
$1.51K
WTA
85
Washington Trust Advisors
Massachusetts
$1.48K
IA
86
IFP Advisors
Florida
$1.01K -$93 -75 -11%
DRP
87
Decker Retirement Planning
Utah
$810 +$620 +500 New
CIBC Private Wealth Group
88
CIBC Private Wealth Group
Georgia
$420
NECFA
89
New England Capital Financial Advisors
Connecticut
$140
SS
90
SBI Securities
Japan
$125 +$95 +77 New
SCM
91
Sterling Capital Management
North Carolina
$120
PNC Financial Services Group
92
PNC Financial Services Group
Pennsylvania
$8 +$6 +5 New
TGA
93
TPG GP A
Texas
-$10.4M -10,595,472 Closed
Marshall Wace
94
Marshall Wace
United Kingdom
-$1.19M -1,209,548 Closed
AACR
95
ACR Alpine Capital Research
Missouri
-$929K -944,866 Closed
CC
96
Clearline Capital
New York
-$621K -632,007 Closed
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
97
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
-$590K -600,000 Closed
WCA
98
Whetstone Capital Advisors
Kansas
-$582K -592,024 Closed
ECM
99
ExodusPoint Capital Management
New York
-$293K -298,097 Closed
PAM
100
Panagora Asset Management
Massachusetts
-$95.2K -96,848 Closed

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.