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111 hedge funds and large institutions have $201M invested in Nerdy in 2024 Q1 according to their latest regulatory filings, with 15 funds opening new positions, 32 increasing their positions, 39 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

3% less funds holding

Funds holding: 114111 (-3)

4.04% less ownership

Funds ownership: 68.65%64.61% (-4%)

17% less first-time investments, than exits

New positions opened: 15 | Existing positions closed: 18

18% less repeat investments, than reductions

Existing positions increased: 32 | Existing positions reduced: 39

18% less capital invested

Capital invested by funds: $246M → $201M (-$44.5M)

26% less call options, than puts

Call options by funds: $100K | Put options by funds: $135K

33% less funds holding in top 10

Funds holding in top 10: 32 (-1)

Holders
111
Holders Change
-3
Holders Change %
-2.63%
% of All Funds
1.6%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.03%
New
15
Increased
32
Reduced
39
Closed
18
Calls
$100K
Puts
$135K
Net Calls
-$35K
Net Calls Change
-$77K
Name Holding Trade Value Shares
Change
Change in
Stake
FDCDDQ
101
Federation des caisses Desjardins du Quebec
Quebec, Canada
$2.91K
MWA
102
Moser Wealth Advisors
Washington
$2.72K
WTA
103
Washington Trust Advisors
Massachusetts
$2.66K
HI
104
Harbour Investments
Wisconsin
$1.82K +$1.93K +625 New
NFSG
105
Newbridge Financial Services Group
Florida
$1.46K
JFA
106
JNBA Financial Advisors
Minnesota
$1.46K +$1.54K +500 New
CIBC Private Wealth Group
107
CIBC Private Wealth Group
Georgia
$740 +$771 +250 New
Nisa Investment Advisors
108
Nisa Investment Advisors
Missouri
$515 +$83 +27 +18%
NECFA
109
New England Capital Financial Advisors
Connecticut
$251
AWM
110
Avior Wealth Management
Nebraska
$37 +$40 +13 New
GIPM
111
G2 Investment Partners Management
New York
-$2.74M -800,000 Closed
Fuller & Thaler Asset Management
112
Fuller & Thaler Asset Management
California
-$2.26M -658,270 Closed
DSCM
113
Divisadero Street Capital Management
Florida
-$858K -250,000 Closed
CCM
114
Connective Capital Management
California
-$542K -157,961 Closed
Walleye Capital
115
Walleye Capital
New York
-$341K -99,509 Closed
AQR Capital Management
116
AQR Capital Management
Connecticut
-$246K -71,839 Closed
EC
117
EntryPoint Capital
New York
-$192K -55,971 Closed
Man Group
118
Man Group
United Kingdom
-$110K -31,977 Closed
PMEF
119
Point72 Middle East FZE
United Arab Emirates
-$106K -30,941 Closed
GCM
120
Graham Capital Management
Connecticut
-$93.5K -27,249 Closed
WCM
121
Wildcat Capital Management
New York
-$84.5K -24,646 Closed
TI
122
Tidal Investments
Wisconsin
-$61.7K -17,988 Closed
State Board of Administration of Florida Retirement System
123
State Board of Administration of Florida Retirement System
Florida
-$59.6K -17,370 Closed
SPA
124
Sherbrooke Park Advisers
New York
-$53.6K -15,618 Closed
SG Americas Securities
125
SG Americas Securities
New York
-$50K -14,574 Closed

NRDY Hedge Fund Activity: Q1 2024 in Review

111 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Nerdy (NRDY) for Q1 2024, worth a combined $201M — down 18% from $246M a quarter earlier.

Sellers outnumbered buyers: 18 funds closed out of NRDY and 15 opened new positions — a net loss of 3 holders — while 39 trimmed existing stakes and 32 added.

The largest buyer was Divisar Capital Management, adding an estimated $11.7M. The largest seller was Morgan Stanley, cutting an estimated $10.7M.

  • 111 institutional investors held Nerdy (NRDY) as of Q1 2024, down from 114 in Q4 2023.
  • Funds reported $201M of Nerdy stock for Q1 2024, down 18% quarter-over-quarter.
  • 15 funds opened new Nerdy positions in Q1 2024 and 18 closed out, a net change of -3 holders.
  • The largest Nerdy buyer in Q1 2024 was Divisar Capital Management, an estimated $11.7M added.
  • The largest Nerdy seller in Q1 2024 was Morgan Stanley, an estimated $10.7M sold.

Based on aggregated 13F filings for Q1 2024.