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Nu Holdings

403 hedge funds and large institutions have $18.6B invested in Nu Holdings in 2023 Q3 according to their latest regulatory filings, with 89 funds opening new positions, 178 increasing their positions, 88 reducing their positions, and 34 closing their positions.

New
Increased
Maintained
Reduced
Closed

162% more first-time investments, than exits

New positions opened: 89 | Existing positions closed: 34

102% more repeat investments, than reductions

Existing positions increased: 178 | Existing positions reduced: 88

15% more funds holding

Funds holding: 351403 (+52)

15% more funds holding in top 10

Funds holding in top 10: 4855 (+7)

0.13% more ownership

Funds ownership: 71.08%71.21% (+0.13%)

8% less capital invested

Capital invested by funds: $20.2B → $18.6B (-$1.6B)

17% less call options, than puts

Call options by funds: $360M | Put options by funds: $431M

Holders
403
Holders Change
+52
Holders Change %
+14.81%
% of All Funds
6.4%
Holding in Top 10
55
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+14.58%
% of All Funds
0.87%
New
89
Increased
178
Reduced
88
Closed
34
Calls
$360M
Puts
$431M
Net Calls
-$71.3M
Net Calls Change
-$100M
Name Holding Trade Value Shares
Change
Change in
Stake
N
226
Numerai
California
$886K +$915K +122,270 New
Commonwealth Equity Services
227
Commonwealth Equity Services
Massachusetts
$864K +$173K +23,100 +24%
SA
228
SRN Advisors
Pennsylvania
$846K -$54.5K -7,288 -6%
CC
229
Centiva Capital
New York
$832K +$741K +99,017 +628%
MIM
230
MetLife Investment Management
New Jersey
$809K +$494 +66 +0.1%
IFLIT
231
Investmentaktiengesellschaft Fuer Langfristige Investoren TGV
Germany
$761K
Neuberger Berman Group
232
Neuberger Berman Group
New York
$760K -$39.7K -5,303 -5%
SO
233
STRS Ohio
Ohio
$753K +$778K +103,957 New
ACM
234
Ashford Capital Management
Delaware
$734K -$515K -68,800 -40%
Mariner
235
Mariner
Kansas
$716K +$118K +15,760 +19%
Handelsbanken Fonder
236
Handelsbanken Fonder
Sweden
$702K +$362K +48,400 +100%
Corient Private Wealth
237
Corient Private Wealth
Florida
$690K +$30.5K +4,079 +4%
DC
238
Diametric Capital
Massachusetts
$678K +$700K +93,514 New
PCM
239
Prelude Capital Management
New York
$653K +$374K +50,020 +125%
Aviva
240
Aviva
United Kingdom
$639K +$660K +88,193 New
Vontobel Holding
241
Vontobel Holding
Switzerland
$617K +$389 +52 +0.1%
Osaic Holdings
242
Osaic Holdings
Arizona
$616K +$393K +52,541 +162%
CM
243
Caption Management
Oklahoma
$589K +$608K +81,240 New
EAM
244
Eschler Asset Management
United Kingdom
$585K +$604K +80,736 New
HCA
245
Harbour Capital Advisors
Virginia
$559K +$102K +13,650 +22%
CWG
246
C WorldWide Group
Denmark
$558K -$151K -20,208 -21%
JSL
247
JT Stratford LLC
Georgia
$552K -$40.3K -5,390 -7%
FRA
248
Frank Rimerman Advisors
California
$545K
VU
249
Vanderbilt University
Tennessee
$524K +$541K +72,323 New
EI
250
Ethic Inc
New York
$521K +$538K +71,888 New

NU Hedge Fund Activity: Q3 2023 in Review

403 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in Nu Holdings (NU) for Q3 2023, worth a combined $18.6B — down 7.9% from $20.2B a quarter earlier.

Buyers outnumbered sellers: 89 funds opened new NU positions and 34 closed out — a net gain of 55 holders — while 178 added to existing stakes and 88 trimmed.

The largest buyer was Coatue Management, adding an estimated $374M. The largest seller was SC US (TTGP), cutting an estimated $1.21B.

  • 403 institutional investors held Nu Holdings (NU) as of Q3 2023, up from 351 in Q2 2023.
  • Funds reported $18.6B of Nu Holdings stock for Q3 2023, down 7.9% quarter-over-quarter.
  • 89 funds opened new Nu Holdings positions in Q3 2023 and 34 closed out, a net change of +55 holders.
  • The largest Nu Holdings buyer in Q3 2023 was Coatue Management, an estimated $374M added.
  • The largest Nu Holdings seller in Q3 2023 was SC US (TTGP), an estimated $1.21B sold.

Based on aggregated 13F filings for Q3 2023.