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Nu Holdings

253 hedge funds and large institutions have $10.2B invested in Nu Holdings in 2022 Q3 according to their latest regulatory filings, with 73 funds opening new positions, 96 increasing their positions, 45 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed

248% more first-time investments, than exits

New positions opened: 73 | Existing positions closed: 21

113% more repeat investments, than reductions

Existing positions increased: 96 | Existing positions reduced: 45

25% more funds holding

Funds holding: 202253 (+51)

17% more funds holding in top 10

Funds holding in top 10: 3035 (+5)

15% more capital invested

Capital invested by funds: $8.88B → $10.2B (+$1.3B)

6% more call options, than puts

Call options by funds: $71.5M | Put options by funds: $67.8M

1.8% less ownership

Funds ownership: 68.07%66.28% (-1.8%)

Holders
253
Holders Change
+51
Holders Change %
+25.25%
% of All Funds
4.36%
Holding in Top 10
35
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+16.67%
% of All Funds
0.6%
New
73
Increased
96
Reduced
45
Closed
21
Calls
$71.5M
Puts
$67.8M
Net Calls
+$3.77M
Net Calls Change
+$15.2M
Name Holding Trade Value Shares
Change
Change in
Stake
APA
226
American Portfolios Advisors
New York
$42.9K
FP
227
Financial Perspectives
Minnesota
$40.5K +$24K +5,233 +132%
PNC Financial Services Group
228
PNC Financial Services Group
Pennsylvania
$32K +$19.6K +4,270 +146%
LSA
229
Leonteq Securities AG
Switzerland
$24.4K
IA
230
IFP Advisors
Florida
$21K +$4.21K +916 +95%
WWMSC
231
Wagner Wealth Management (South Carolina)
South Carolina
$19K
AA
232
Ancora Advisors
Ohio
$19K +$19.8K +4,312 New
Credit Agricole
233
Credit Agricole
France
$13K
NFSG
234
Newbridge Financial Services Group
Florida
$13K
TWC
235
TD Waterhouse Canada
Ontario, Canada
$10.4K +$918 +200 +10%
EL
236
EMFO LLC
Florida
$9K +$6.81K +1,483 +330%
Amundi
237
Amundi
France
$8K
SG
238
StepStone Group
California
$7K +$7.02K +1,529 New
DFCM
239
Dark Forest Capital Management
Puerto Rico
$6K -$5.29K -1,153 -47%
CG
240
Cutler Group
California
$5K -$31.1K -6,767 -84%
FCA
241
FinTrust Capital Advisors
South Carolina
$5K +$2.58K +561 +83%
GWSG
242
GPS Wealth Strategies Group
Colorado
$4K
Carson Wealth (CWM LLC)
243
Carson Wealth (CWM LLC)
Nebraska
$3K
PSB
244
Piscataqua Savings Bank
New Hampshire
$3K
SWM
245
Spire Wealth Management
Virginia
$2K -$44.1K -9,600 -96%
US Bancorp
246
US Bancorp
Minnesota
$2K +$523 +114 +35%
PWMG
247
Prestige Wealth Management Group
New Jersey
$2K +$2.29K +500 New
GRP
248
Global Retirement Partners
California
$1K
BCMLT
249
Beacon Capital Management LLC (Tennessee)
Tennessee
$1K +$1.38K +300 New
KIP
250
Kayak Investment Partners
California
-$3.53M -945,000 Closed

NU Hedge Fund Activity: Q3 2022 in Review

253 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in Nu Holdings (NU) for Q3 2022, worth a combined $10.2B — up 15% from $8.88B a quarter earlier.

Buyers outnumbered sellers: 73 funds opened new NU positions and 21 closed out — a net gain of 52 holders — while 96 added to existing stakes and 45 trimmed.

The largest buyer was Baillie Gifford & Co, adding an estimated $265M. The largest seller was Tiger Global Management, cutting an estimated $719M.

  • 253 institutional investors held Nu Holdings (NU) as of Q3 2022, up from 202 in Q2 2022.
  • Funds reported $10.2B of Nu Holdings stock for Q3 2022, up 15% quarter-over-quarter.
  • 73 funds opened new Nu Holdings positions in Q3 2022 and 21 closed out, a net change of +52 holders.
  • The largest Nu Holdings buyer in Q3 2022 was Baillie Gifford & Co, an estimated $265M added.
  • The largest Nu Holdings seller in Q3 2022 was Tiger Global Management, an estimated $719M sold.

Based on aggregated 13F filings for Q3 2022.