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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
OPS
276
Orion Portfolio Solutions
Nebraska
$273K +$6.6K +882 +2%
OFS
277
OneAscent Financial Services
Alabama
$267K +$276K +36,838 New
CCP
278
Clough Capital Partners
Massachusetts
$262K +$271K +36,192 New
MW
279
Marcum Wealth
Ohio
$258K +$266K +35,521 New
PL
280
Parkwood LLC
Ohio
$257K +$265K +35,408 New
LNC
281
Lincoln National Corp
Pennsylvania
$255K +$155K +20,710 +144%
OWM
282
OneAscent Wealth Management
Alabama
$247K +$255K +34,026 New
GC
283
Guggenheim Capital
Illinois
$246K -$21.7K -2,905 -8%
AIG
284
American International Group
New York
$244K -$16.9K -2,259 -6%
OSAM
285
O'Shaughnessy Asset Management
Connecticut
$243K +$10.2K +1,364 +4%
WPW
286
Warther Private Wealth
Ohio
$238K +$71.1K +9,500 +41%
JGC
287
J. Goldman & Co
New York
$236K +$244K +32,550 New
Wellington Management Group
288
Wellington Management Group
Massachusetts
$234K +$164K +21,959 +211%
CWG
289
Cornerstone Wealth Group
North Carolina
$227K +$24.6K +3,286 +12%
CA
290
Claro Advisors
Massachusetts
$227K +$4.86K +650 +2%
EH
291
Equitable Holdings
New York
$214K -$26.2K -3,500 -11%
AP
292
Antipodes Partners
Australia
$203K +$137K +18,268 +190%
RJA
293
Raymond James & Associates
Florida
$202K -$411 -55 -0.2%
M&T Bank
294
M&T Bank
New York
$202K +$208K +27,816 New
DAM
295
Delta Asset Management
Tennessee
$200K
SPIA
296
Steward Partners Investment Advisory
New York
$199K +$157K +21,000 +323%
ECM
297
Evergreen Capital Management
Washington
$199K +$66.1K +8,835 +47%
SNN
298
Shen Neil Nanpeng
$197K +$174K +23,264 New
SPW
299
Sonoma Private Wealth
California
$194K -$83.6K -11,171 -29%
CAM
300
Cresset Asset Management
Illinois
$192K +$198K +26,518 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.