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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
PP
251
Prudential plc
United Kingdom
$521K +$538K +71,882 New
RIA
252
Regal Investment Advisors
Michigan
$514K +$144K +19,250 +37%
VCM
253
Vetamer Capital Management
California
$495K -$71.7K -9,585 -12%
TSS
254
Two Sigma Securities
New York
$464K -$85.8K -11,468 -15%
CS
255
Credit Suisse
Switzerland
$454K -$622K -83,178 -57%
HI
256
Harbour Investments
Wisconsin
$449K +$456 +61 +0.1%
SEC
257
Seven Eight Capital
New York
$448K -$528K -70,610 -53%
GW
258
GW & Wade
Massachusetts
$446K +$460K +61,506 New
Pictet Asset Management
259
Pictet Asset Management
Switzerland
$439K +$453K +60,518 New
Prudential Financial
260
Prudential Financial
New Jersey
$431K +$4.49K +600 +1%
SWM
261
Salvus Wealth Management
New Jersey
$428K +$37.4K +5,000 +9%
JAM
262
Jupiter Asset Management
United Kingdom
$423K +$344K +46,049 +375%
OIA
263
OneDigital Investment Advisors
Kansas
$400K +$76K +10,158 +23%
AC
264
Avestar Capital
New York
$377K -$185K -24,700 -32%
N
265
Natixis
France
$368K -$124K -16,522 -25%
BAM
266
Blueshift Asset Management
New Jersey
$367K +$215K +28,764 +132%
SOA
267
Sea Otter Advisors
Florida
$363K +$74.8K +10,000 +25%
AC
268
AXQ Capital
New Jersey
$334K +$183K +24,500 +113%
IIA
269
IPG Investment Advisors
California
$320K -$7.48K -1,000 -2%
MC
270
Machina Capital
France
$319K -$90.7K -12,130 -22%
Capstone Investment Advisors
271
Capstone Investment Advisors
New York
$317K +$149K +19,889 +83%
PWS
272
Precision Wealth Strategies
Missouri
$292K +$302K +40,308 New
LPL Financial
273
LPL Financial
California
$276K +$132K +17,586 +86%
LAS
274
LWM Advisory Services
Florida
$275K -$116K -15,548 -29%
BCI
275
Brinker Capital Investments
Pennsylvania
$273K +$6.6K +882 +2%

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.