We are live on ! Find out more
NRDY icon

Nerdy
NRDY

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: 87 → 102 (+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: 2 → 2 (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

Top Buyers

Rank Fund Capital Flow
1
PCM
Portolan Capital Management
Massachusetts
+$6.19M
2
BlackRock
BlackRock
New York
+$4.18M
3
Millennium Management
Millennium Management
New York
+$3.13M
4
GIPM
G2 Investment Partners Management
New York
+$2.53M
5
N
Nuveen
North Carolina
+$1.81M

Top Sellers

Rank Fund Capital Flow
1
RCMNY
Rubric Capital Management (New York)
New York
-$10.9M
2
ACM
AIGH Capital Management
Maryland
-$1.67M
3
LSCM
Light Street Capital Management
California
-$1.51M
4
Goldman Sachs
Goldman Sachs
New York
-$1.35M
5
CS
Credit Suisse
Switzerland
-$1.18M
Name Holding Trade Value Shares
Change 		Change in
Stake
NECFA
101
New England Capital Financial Advisors
Connecticut
$359 – – –
S
102
SignatureFD
Georgia
$204 +$174 +49 New
RCMNY
103
Rubric Capital Management (New York)
New York
– -$10.9M -2,601,118 Closed
ACM
104
AIGH Capital Management
Maryland
– -$1.67M -400,000 Closed
GRIM
105
Greenhaven Road Investment Management
Connecticut
– -$794K -352,903 Closed
EI
106
EAM Investors
California
– -$1.08M -257,655 Closed
WVP
107
Worth Venture Partners
New Jersey
– -$411K -98,400 Closed
AR
108
Advisory Research
Illinois
– -$370K -88,541 Closed
E
109
Ergoteles
New York
– -$211K -50,500 Closed
Mercer Global Advisors
110
Mercer Global Advisors
Colorado
– -$172K -41,264 Closed
GCP
111
GSA Capital Partners
United Kingdom
– -$100K -24,015 Closed
BSW
112
Buckingham Strategic Wealth
Missouri
– -$43.7K -19,415 Closed
CHAM
113
Clear Harbor Asset Management
Connecticut
– -$71.1K -17,000 Closed
Jane Street
114
Jane Street
New York
– -$36.3K -10,223 Closed
1 2 3 4
5

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.