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Nu Holdings

300 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, 56 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
300
Holders Change
+37
Holders Change %
+14.07%
% of All Funds
4.8%
Holding in Top 10
36
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.58%
New
76
Increased
107
Reduced
56
Closed
37
Calls
$168M
Puts
$77.6M
Net Calls
+$90.3M
Net Calls Change
+$75M
Name Holding Trade Value Shares
Change
Shares
Change %
SNN
226
Shen Neil Nanpeng
$111K +$51.7K +10,852 +87%
OSAM
227
O'Shaughnessy Asset Management
Connecticut
$108K +$14.8K +3,110 +16%
VPIM
228
Vanguard Personalized Indexing Management
California
$104K +$6.69K +1,406 +7%
First Trust Advisors
229
First Trust Advisors
Illinois
$104K -$47.6K -10,006 -31%
O
230
Ossiam
France
$103K +$103K +21,572 New
CWG
231
Cornerstone Wealth Group
North Carolina
$102K +$15.6K +3,286 +18%
LAS
232
LWM Advisory Services
Florida
$98K -$58.4K -12,262 -37%
FDCDDQ
233
Federation des caisses Desjardins du Quebec
Quebec, Canada
$95.2K -$4.76K -1,000 -5%
PHS
234
Pekin Hardy Strauss
Illinois
$91.4K
PA
235
Parallel Advisors
California
$89.6K
BS
236
Banco Santander
Spain
$87.3K
DP
237
DDD Partners
Washington
$83.4K
SRC
238
Shufro Rose & Co
New York
$81.1K
Cetera Investment Advisers
239
Cetera Investment Advisers
Illinois
$79K +$79K +16,607 New
KAS
240
Kestra Advisory Services
Texas
$77.4K +$8.78K +1,844 +13%
AP
241
Antipodes Partners
Australia
$76K +$76K +16,151 New
ECM
242
Evergreen Capital Management
Washington
$75.2K +$18.9K +3,966 +34%
LPL Financial
243
LPL Financial
California
$71.9K +$71.9K +15,111 New
LNC
244
Lincoln National Corp
Pennsylvania
$68.6K +$68.6K +14,409 New
CFO
245
Callan Family Office
Pennsylvania
$67.1K
FWM
246
FFT Wealth Management
Pennsylvania
$66.9K
PWP
247
Private Wealth Partners
California
$66.2K
GA
248
GFS Advisors
Texas
$63K
Zurich Cantonal Bank
249
Zurich Cantonal Bank
Switzerland
$62.1K
GSC
250
Ground Swell Capital
South Carolina
$62K +$62K +13,031 New