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76 hedge funds and large institutions have $144M invested in Nerdy in 2022 Q4 according to their latest regulatory filings, with 9 funds opening new positions, 25 increasing their positions, 20 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

25% more repeat investments, than reductions

Existing positions increased: 25 | Existing positions reduced: 20

11% more capital invested

Capital invested by funds: $129M → $144M (+$14.6M)

1.56% more ownership

Funds ownership: 66.96%68.52% (+1.6%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

3% less funds holding

Funds holding: 7876 (-2)

10% less first-time investments, than exits

New positions opened: 9 | Existing positions closed: 10

Holders
76
Holders Change
-2
Holders Change %
-2.56%
% of All Funds
1.22%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
9
Increased
25
Reduced
20
Closed
10
Calls
$187K
Puts
Net Calls
+$187K
Net Calls Change
-$264K
Name Holding Trade Value Shares
Change
Change in
Stake
TGA
1
TPG GP A
Texas
$26.4M -$3.26M -1,500,000 -11%
GC
2
Greenvale Capital
United Kingdom
$18.1M +$77.7K +35,800 +0.4%
Goldman Sachs
3
Goldman Sachs
New York
$15.6M +$8.34M +3,839,995 +124%
LSCM
4
Light Street Capital Management
California
$11M +$51K +23,500 +0.5%
Franklin Resources
5
Franklin Resources
California
$11M -$55.6K -25,623 -0.5%
TCMV
6
Technology Crossover Management VIII
California
$8.65M
RCMNY
7
Rubric Capital Management (New York)
New York
$7.76M
BlackRock
8
BlackRock
New York
$6.37M +$344K +158,591 +6%
Vanguard Group
9
Vanguard Group
Pennsylvania
$6.3M +$27.1K +12,471 +0.4%
CS
10
Credit Suisse
Switzerland
$4.67M +$43.3K +19,939 +1%
CC
11
Clearline Capital
New York
$2.38M -$2.74M -1,264,014 -54%
KLC
12
Kent Lake Capital
Nevada
$2.31M +$2.23M +1,024,840 New
Geode Capital Management
13
Geode Capital Management
Massachusetts
$2.3M +$94.6K +43,587 +4%
Bank of Montreal
14
Bank of Montreal
Ontario, Canada
$2.11M +$2.02M +932,416 New
State Street
15
State Street
Massachusetts
$2.01M +$87.9K +40,484 +5%
KL
16
KIM LLC
Kansas
$1.76M
ICM
17
Invenomic Capital Management
Massachusetts
$1.75M +$1.69M +776,206 New
Fuller & Thaler Asset Management
18
Fuller & Thaler Asset Management
California
$1.53M +$18.5K +8,525 +1%
GIPM
19
G2 Investment Partners Management
New York
$1.44M -$465K -214,249 -25%
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
20
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$1.35M
AACR
21
ACR Alpine Capital Research
Missouri
$1.29M -$14.5K -6,673 -1%
WCM
22
Wildcat Capital Management
New York
$1.23M
Northern Trust
23
Northern Trust
Illinois
$1.05M +$30.1K +13,887 +3%
Renaissance Technologies
24
Renaissance Technologies
New York
$1M -$1.15M -530,812 -54%
GRIM
25
Greenhaven Road Investment Management
Connecticut
$794K

NRDY Hedge Fund Activity: Q4 2022 in Review

76 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in Nerdy (NRDY) for Q4 2022, worth a combined $144M — up 11% from $129M a quarter earlier.

Sellers outnumbered buyers: 10 funds closed out of NRDY and 9 opened new positions — a net loss of 1 holder — while 20 trimmed existing stakes and 25 added.

The largest buyer was Goldman Sachs, adding an estimated $8.34M. The largest seller was TPG GP A, cutting an estimated $3.26M.

  • 76 institutional investors held Nerdy (NRDY) as of Q4 2022, down from 78 in Q3 2022.
  • Funds reported $144M of Nerdy stock for Q4 2022, up 11% quarter-over-quarter.
  • 9 funds opened new Nerdy positions in Q4 2022 and 10 closed out, a net change of -1 holder.
  • The largest Nerdy buyer in Q4 2022 was Goldman Sachs, an estimated $8.34M added.
  • The largest Nerdy seller in Q4 2022 was TPG GP A, an estimated $3.26M sold.

Based on aggregated 13F filings for Q4 2022.