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87 hedge funds and large institutions have $260M invested in Nerdy in 2023 Q1 according to their latest regulatory filings, with 21 funds opening new positions, 31 increasing their positions, 22 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,619% more call options, than puts

Call options by funds: $3.37M | Put options by funds: $196K

133% more first-time investments, than exits

New positions opened: 21 | Existing positions closed: 9

100% more funds holding in top 10

Funds holding in top 10: 12 (+1)

81% more capital invested

Capital invested by funds: $144M → $260M (+$116M)

41% more repeat investments, than reductions

Existing positions increased: 31 | Existing positions reduced: 22

14% more funds holding

Funds holding: 7687 (+11)

3.22% less ownership

Funds ownership: 68.52%65.3% (-3.2%)

Holders
87
Holders Change
+11
Holders Change %
+14.47%
% of All Funds
1.39%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
21
Increased
31
Reduced
22
Closed
9
Calls
$3.37M
Puts
$196K
Net Calls
+$3.17M
Net Calls Change
+$2.99M
Name Holding Trade Value Shares
Change
Change in
Stake
TGA
1
TPG GP A
Texas
$49M
GC
2
Greenvale Capital
United Kingdom
$33.6M -$12.5K -4,100 -0.1%
Goldman Sachs
3
Goldman Sachs
New York
$24.5M -$3.26M -1,065,818 -15%
Franklin Resources
4
Franklin Resources
California
$17.9M -$1.88M -615,757 -13%
LSCM
5
Light Street Capital Management
California
$16.1M -$3.22M -1,052,895 -21%
TCMV
6
Technology Crossover Management VIII
California
$16.1M
Vanguard Group
7
Vanguard Group
Pennsylvania
$11.7M +$3.49K +1,143 +0%
BlackRock
8
BlackRock
New York
$11.6M -$182K -59,666 -2%
RCMNY
9
Rubric Capital Management (New York)
New York
$10.9M -$2.6M -849,288 -25%
CS
10
Credit Suisse
Switzerland
$8.49M -$129K -42,263 -2%
KLC
11
Kent Lake Capital
Nevada
$7.32M +$2.22M +725,160 +71%
DSCM
12
Divisadero Street Capital Management
Florida
$4.95M +$3.62M +1,185,000 New
GIPM
13
G2 Investment Partners Management
New York
$4.94M +$1.65M +540,686 +84%
Geode Capital Management
14
Geode Capital Management
Massachusetts
$4.5M +$165K +54,131 +5%
State Street
15
State Street
Massachusetts
$3.79M +$36.3K +11,886 +1%
CC
16
Clearline Capital
New York
$3.65M -$567K -185,653 -18%
KL
17
KIM LLC
Kansas
$3.25M -$8.86K -2,900 -0.4%
Fuller & Thaler Asset Management
18
Fuller & Thaler Asset Management
California
$2.85M -$1.8K -590 -0.1%
AACR
19
ACR Alpine Capital Research
Missouri
$2.71M +$229K +74,922 +13%
Morgan Stanley
20
Morgan Stanley
New York
$2.26M +$1.29M +421,085 +349%
Northern Trust
21
Northern Trust
Illinois
$1.98M +$23K +7,511 +2%
SAM
22
Soviero Asset Management
New York
$1.8M +$1.31M +430,000 New
ACM
23
AIGH Capital Management
Maryland
$1.67M +$1.22M +400,000 New
Renaissance Technologies
24
Renaissance Technologies
New York
$1.54M -$233K -76,385 -17%
D.E. Shaw & Co
25
D.E. Shaw & Co
New York
$1.12M +$281K +91,935 +52%

NRDY Hedge Fund Activity: Q1 2023 in Review

87 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in Nerdy (NRDY) for Q1 2023, worth a combined $260M — up 81% from $144M a quarter earlier.

Buyers outnumbered sellers: 21 funds opened new NRDY positions and 9 closed out — a net gain of 12 holders — while 31 added to existing stakes and 22 trimmed.

The largest buyer was Divisadero Street Capital Management, opening a new position worth an estimated $3.62M. The largest seller was Goldman Sachs, cutting an estimated $3.26M.

  • 87 institutional investors held Nerdy (NRDY) as of Q1 2023, up from 76 in Q4 2022.
  • Funds reported $260M of Nerdy stock for Q1 2023, up 81% quarter-over-quarter.
  • 21 funds opened new Nerdy positions in Q1 2023 and 9 closed out, a net change of +12 holders.
  • The largest Nerdy buyer in Q1 2023 was Divisadero Street Capital Management, an estimated $3.62M added.
  • The largest Nerdy seller in Q1 2023 was Goldman Sachs, an estimated $3.26M sold.

Based on aggregated 13F filings for Q1 2023.