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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
Empower Advisory Group
326
Empower Advisory Group
Colorado
$112K +$115K +15,400 New
LSA
327
Leonteq Securities AG
Switzerland
$106K
BFM
328
Boothbay Fund Management
New York
$106K -$182K -24,383 -63%
BBVA
329
Banco Bilbao Vizcaya Argentaria
Spain
$106K +$32.6K +4,359 +42%
Northwestern Mutual Wealth Management
330
Northwestern Mutual Wealth Management
Wisconsin
$103K +$106K +14,138 New
Brown Advisory
331
Brown Advisory
Maryland
$101K -$7.48K -1,000 -7%
PWP
332
Private Wealth Partners
California
$101K
TCM
333
Triumph Capital Management
Colorado
$100K +$103K +13,822 New
GIA
334
Gladstone Institutional Advisory
Florida
$99K +$20.8K +2,786 +26%
AWM
335
AE Wealth Management
Kansas
$96.2K +$9.72K +1,299 +11%
RJFSA
336
Raymond James Financial Services Advisors
Florida
$95.8K +$7.34K +981 +8%
MWM
337
Moran Wealth Management
Florida
$95.7K +$98.7K +13,195 New
MGP
338
Metis Global Partners
California
$94.9K +$3.76K +503 +4%
SGCA
339
Steel Grove Capital Advisors
Tennessee
$94.4K
ITFISA
340
Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna
$89.9K +$92.8K +12,400 New
IPW
341
Impact Partnership Wealth
Georgia
$89.6K +$11.7K +1,560 +14%
BCM
342
Bayesian Capital Management
New York
$89.2K -$1.7M -227,900 -95%
CFG
343
Cooper Financial Group
California
$88.7K +$91.5K +12,228 New
PRS
344
Pinkerton Retirement Specialists
Idaho
$88.4K +$91.2K +12,196 New
Truist Financial
345
Truist Financial
North Carolina
$87K +$89.7K +11,995 New
ACA
346
Aptus Capital Advisors
Alabama
$85.2K +$88K +11,757 New
SHGA
347
Sand Hill Global Advisors
California
$83.6K +$86.3K +11,533 New
SMA
348
Seven Mile Advisory
New Jersey
$81.8K +$84.4K +11,281 New
Los Angeles Capital Management
349
Los Angeles Capital Management
California
$81.2K +$5.3K +709 +7%
FWTB
350
First Western Trust Bank
Colorado
$79.7K +$82.2K +10,993 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.