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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: 87102 (+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: 22 (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
Name Holding Trade Value Shares
Change
Change in
Stake
TGA
1
TPG GP A
Texas
$48.9M
GC
2
Greenvale Capital
United Kingdom
$34.4M +$776K +218,300 +3%
Goldman Sachs
3
Goldman Sachs
New York
$22.9M -$1.35M -380,653 -6%
Franklin Resources
4
Franklin Resources
California
$17.9M +$112K +31,585 +0.7%
BlackRock
5
BlackRock
New York
$16.5M +$4.18M +1,176,441 +42%
TCMV
6
Technology Crossover Management VIII
California
$16M
LSCM
7
Light Street Capital Management
California
$14.3M -$1.51M -425,344 -11%
Vanguard Group
8
Vanguard Group
Pennsylvania
$11.9M +$197K +55,420 +2%
KLC
9
Kent Lake Capital
Nevada
$8.53M +$1.05M +295,779 +17%
GIPM
10
G2 Investment Partners Management
New York
$7.89M +$2.53M +712,307 +60%
PCM
11
Portolan Capital Management
Massachusetts
$7.26M +$6.19M +1,740,782 New
CS
12
Credit Suisse
Switzerland
$7.09M -$1.18M -331,755 -16%
DSCM
13
Divisadero Street Capital Management
Florida
$5.84M +$764K +215,000 +18%
Geode Capital Management
14
Geode Capital Management
Massachusetts
$4.77M +$236K +66,544 +6%
State Street
15
State Street
Massachusetts
$4.25M +$404K +113,840 +13%
Millennium Management
16
Millennium Management
New York
$3.67M +$3.13M +880,673 New
SAM
17
Soviero Asset Management
New York
$3.67M +$1.6M +450,000 +105%
CC
18
Clearline Capital
New York
$3.06M -$498K -140,085 -16%
N
19
Nuveen
North Carolina
$2.99M +$1.81M +510,160 +247%
Fuller & Thaler Asset Management
20
Fuller & Thaler Asset Management
California
$2.85M +$7.73K +2,175 +0.3%
AACR
21
ACR Alpine Capital Research
Missouri
$2.74M +$28.2K +7,944 +1%
KL
22
KIM LLC
Kansas
$2.5M -$632K -177,790 -23%
Renaissance Technologies
23
Renaissance Technologies
New York
$2.3M +$651K +183,200 +50%
Northern Trust
24
Northern Trust
Illinois
$2.12M +$128K +35,906 +8%
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
25
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$2.02M +$1.03M +290,600 +151%

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.