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Nu Holdings

350 hedge funds and large institutions have $20.2B invested in Nu Holdings in 2023 Q2 according to their latest regulatory filings, with 89 funds opening new positions, 102 increasing their positions, 96 reducing their positions, and 39 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
350
Holders Change
+50
Holders Change %
+16.67%
% of All Funds
5.52%
Holding in Top 10
48
Holding in Top 10 Change
+12
Holding in Top 10 Change %
+33.33%
% of All Funds
0.76%
New
89
Increased
102
Reduced
96
Closed
39
Calls
$393M
Puts
$364M
Net Calls
+$28.9M
Net Calls Change
-$61.4M
Name Holding Trade Value Shares
Change
Shares
Change %
O
226
Ossiam
France
$393K +$223K +28,239 +131%
CSPAM
227
Cary Street Partners Asset Management
Virginia
$383K
Handelsbanken Fonder
228
Handelsbanken Fonder
Sweden
$382K +$94.7K +12,000 +33%
CIBC Private Wealth Group
229
CIBC Private Wealth Group
Georgia
$358K +$130K +16,428 +57%
IIA
230
IPG Investment Advisors
California
$357K +$47.3K +6,000 +15%
OIA
231
OneDigital Investment Advisors
Kansas
$355K
FRM
232
Fox Run Management
Connecticut
$355K +$355K +44,932 New
PCM
233
Prelude Capital Management
New York
$316K -$2.86M -362,050 -90%
SOA
234
Sea Otter Advisors
Florida
$316K +$11.8K +1,500 +4%
BFM
235
Boothbay Fund Management
New York
$307K +$307K +38,963 New
SPW
236
Sonoma Private Wealth
California
$299K +$299K +37,936 New
Mackenzie Financial
237
Mackenzie Financial
Ontario, Canada
$296K -$84.4K -10,603 -22%
GC
238
Guggenheim Capital
Illinois
$290K -$14.2K -1,803 -5%
BCI
239
Brinker Capital Investments
Pennsylvania
$290K
OPS
240
Orion Portfolio Solutions
Nebraska
$290K
AIG
241
American International Group
New York
$283K +$283K +35,861 New
PAMS
242
Pictet Asset Management (Switzerland)
Switzerland
$261K +$261K +33,135 New
GAM
243
Gotham Asset Management
New York
$261K -$250K -31,714 -49%
EH
244
Equitable Holdings
New York
$260K
SG Americas Securities
245
SG Americas Securities
New York
$257K +$19.4K +2,450 +8%
Osaic Holdings
246
Osaic Holdings
Arizona
$256K -$155K -19,714 -38%
OSAM
247
O'Shaughnessy Asset Management
Connecticut
$254K +$74.6K +9,458 +42%
CMF
248
Counterpoint Mutual Funds
California
$253K +$253K +32,007 New
YMRC
249
Yorktown Management & Research Company
Virginia
$250K
CA
250
Claro Advisors
Massachusetts
$242K +$1.72K +218 +0.7%