Nu Holdings
301 hedge funds and large institutions have $11.7B invested in Nu Holdings in 2023 Q1 according to their latest regulatory filings, with 76 funds opening new positions, 107 increasing their positions, 57 reducing their positions, and 37 closing their positions.
116% more call options, than puts
Call options by funds: $168M | Put options by funds: $77.6M
105% more first-time investments, than exits
New positions opened: 76 | Existing positions closed: 37
88% more repeat investments, than reductions
Existing positions increased: 107 | Existing positions reduced: 57
18% more capital invested
Capital invested by funds: $9.93B → $11.7B (+$1.8B)
14% more funds holding
Funds holding: 264 → 301 (+37)
0.76% more ownership
Funds ownership: 69.96% → 70.72% (+0.76%)
0% more funds holding in top 10
Funds holding in top 10: 36 → 36 (0)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Capital Research Global Investors
Los Angeles,
California
|
+$102M |
| 2 |
JP Morgan Chase
New York
|
+$78.1M |
| 3 |
MC
Maverick Capital
Dallas,
Texas
|
+$57.3M |
| 4 |
DIGDR
Dynamo Internacional Gestao de Recursos
Rio De Janeiro,
Brazil
|
+$55M |
| 5 |
Norges Bank
Oslo,
Norway
|
+$50.9M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Jennison Associates
New York
|
-$284M |
| 2 |
AI
Advent International
Boston,
Massachusetts
|
-$136M |
| 3 |
T. Rowe Price Associates
Baltimore,
Maryland
|
-$109M |
| 4 |
SUT
SC US (TTGP)
Menlo Park,
California
|
-$92.1M |
| 5 |
ACGDR
Atmos Capital Gestao de Recursos
Leblon - Rio De Janeiro,
Brazil
|
-$58.4M |
NU Hedge Fund Activity: Q1 2023 in Review
301 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in Nu Holdings (NU) for Q1 2023, worth a combined $11.7B — up 18% from $9.93B a quarter earlier.
Buyers outnumbered sellers: 76 funds opened new NU positions and 37 closed out — a net gain of 39 holders — while 107 added to existing stakes and 57 trimmed.
The largest buyer was Capital Research Global Investors, adding an estimated $102M. The largest seller was Jennison Associates, cutting an estimated $284M.
- 301 institutional investors held Nu Holdings (NU) as of Q1 2023, up from 264 in Q4 2022.
- Funds reported $11.7B of Nu Holdings stock for Q1 2023, up 18% quarter-over-quarter.
- 76 funds opened new Nu Holdings positions in Q1 2023 and 37 closed out, a net change of +39 holders.
- The largest Nu Holdings buyer in Q1 2023 was Capital Research Global Investors, an estimated $102M added.
- The largest Nu Holdings seller in Q1 2023 was Jennison Associates, an estimated $284M sold.
Based on aggregated 13F filings for Q1 2023.