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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
VPIM
301
Vanguard Personalized Indexing Management
California
$187K +$18.9K +2,528 +11%
DC
302
Davenport & Co
Virginia
$185K
Mackenzie Financial
303
Mackenzie Financial
Ontario, Canada
$183K -$77.5K -10,354 -28%
Mitsubishi UFJ Asset Management
304
Mitsubishi UFJ Asset Management
Japan
$176K -$15.2K -2,027 -8%
SIM
305
Seaview Investment Managers
Florida
$172K +$178K +23,740 New
CSPAM
306
Cary Street Partners Asset Management
Virginia
$171K -$187K -25,000 -51%
CSPIA
307
Cary Street Partners Investment Advisory
Virginia
$171K +$176K +23,561 New
YCM
308
Yousif Capital Management
Michigan
$166K +$23.9K +3,195 +16%
PMEF
309
Point72 Middle East FZE
United Arab Emirates
$161K -$1.78M -237,423 -91%
PI
310
PineBridge Investments
New York
$157K +$162K +21,674 New
WP
311
Woodline Partners
California
$157K +$162K +21,636 New
VA
312
Vident Advisory
Georgia
$153K +$157K +21,045 New
CSS
313
Cubist Systematic Strategies
Connecticut
$152K -$9.97M -1,332,345 -98%
CI
314
Cigna Investments
Connecticut
$147K
KA
315
Kovack Advisors
Florida
$146K -$15.5K -2,075 -9%
AAM
316
Advisors Asset Management
Colorado
$140K +$77.7K +10,389 +116%
CAPTRUST Financial Advisors
317
CAPTRUST Financial Advisors
North Carolina
$137K +$63.5K +8,487 +81%
BS
318
Banco Santander
Spain
$133K
PHS
319
Pekin Hardy Strauss
Illinois
$131K
Mitsubishi UFJ Trust & Banking
320
Mitsubishi UFJ Trust & Banking
Japan
$125K +$129K +17,266 New
SRC
321
Shufro Rose & Co
New York
$124K
FCM
322
Fortis Capital Management
Washington
$122K +$125K +16,771 New
FP
323
Financial Perspectives
Minnesota
$117K +$15.2K +2,034 +14%
KAS
324
Kestra Advisory Services
Texas
$116K +$7.89K +1,055 +7%
BWP
325
Balboa Wealth Partners
Arizona
$114K +$118K +15,717 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.