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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
TCMV
1
Technology Crossover Management VIII
California
$90.1M +$116M +16,187,373 +421%
TGA
2
TPG GP A
Texas
$59.5M +$94.5M +13,223,250 New
LSCM
3
Light Street Capital Management
California
$44.8M +$4.02M +563,063 +6%
GC
4
Greenvale Capital
United Kingdom
$34.6M +$5.18M +725,000 +10%
Franklin Resources
5
Franklin Resources
California
$21.6M +$32.3M +4,522,197 +1,579%
Goldman Sachs
6
Goldman Sachs
New York
$21.1M +$5.83M +816,575 +21%
RCMNY
7
Rubric Capital Management (New York)
New York
$14.9M +$23.6M +3,300,330 New
Morgan Stanley
8
Morgan Stanley
New York
$13.1M +$844K +118,118 +4%
PF
9
Phoenix Financial
Israel
$10.6M +$4.01M +561,563 +31%
Vanguard Group
10
Vanguard Group
Pennsylvania
$10.2M +$16.2M +2,267,794 New
WP
11
Woodline Partners
California
$6.91M -$358K -50,155 -3%
AWG
12
Alpha Wave Global
New York
$6.76M -$9.3M -1,301,560 -46%
CC
13
Clearline Capital
New York
$5.15M +$10.6M +1,480,022 +2,021%
JGC
14
J. Goldman & Co
New York
$4.84M +$7.68M +1,074,703 New
Hudson Bay Capital Management
15
Hudson Bay Capital Management
Connecticut
$3.77M +$975K +136,509 +19%
SCC
16
Spring Creek Capital
Kansas
$3.6M
CM
17
Caption Management
Oklahoma
$3.46M +$5.5M +770,000 New
ICM
18
Invenomic Capital Management
Massachusetts
$3.44M +$5.45M +763,494 New
Citadel Advisors
19
Citadel Advisors
Florida
$3.17M +$4.86M +680,706 +2,805%
CI
20
Clal Insurance
Israel
$3.15M +$5M +700,000 New
ACM
21
Archon Capital Management
Washington
$2.84M -$5.4M -755,746 -55%
Millennium Management
22
Millennium Management
New York
$2.78M +$2.8M +391,644 +173%
Geode Capital Management
23
Geode Capital Management
Massachusetts
$2.66M +$4.22M +590,894 New
WCM
24
Wildcat Capital Management
New York
$2.46M
ECP
25
Empyrean Capital Partners
California
$2.25M -$2.63M -368,288 -42%

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.