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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
TCA
351
Transcend Capital Advisors
New Jersey
$77K -$1.25M -167,535 -94%
Allspring Global Investments
352
Allspring Global Investments
North Carolina
$77K +$79.4K +10,614 New
GCM
353
Graham Capital Management
Connecticut
$75K +$77.4K +10,343 New
Zurich Cantonal Bank
354
Zurich Cantonal Bank
Switzerland
$74K -$15.3K -2,049 -17%
PMG
355
ProVise Management Group
Florida
$74K +$76.3K +10,200 New
SFO
356
Stokes Family Office
Louisiana
$72.5K
VCA
357
Verdence Capital Advisors
Maryland
$72.5K
PNC Financial Services Group
358
PNC Financial Services Group
Pennsylvania
$60.5K +$16.9K +2,258 +37%
NFSG
359
Newbridge Financial Services Group
Florida
$58K
TRCT
360
Tower Research Capital (TRC)
New York
$55K +$39.8K +5,322 +234%
WT
361
Washington Trust
Rhode Island
$49.1K +$50.7K +6,775 New
AA
362
Ancora Advisors
Ohio
$41.4K
QL
363
Quarry LP
New York
$36.5K -$69.1K -9,241 -65%
HNB
364
Huntington National Bank
Ohio
$30K +$28.7K +3,833 +1,232%
IA
365
IFP Advisors
Florida
$23.5K +$13.4K +1,798 +125%
RCM
366
Raleigh Capital Management
North Carolina
$21.9K +$22.6K +3,022 New
Credit Agricole
367
Credit Agricole
France
$21.8K
PSB
368
Piscataqua Savings Bank
New Hampshire
$18.1K
TSW
369
Thompson Siegel & Walmsley
Virginia
$18K +$18.7K +2,500 New
PP
370
PFS Partners
New Jersey
$14.5K
EL
371
EMFO LLC
Florida
$14K
Carson Wealth (CWM LLC)
372
Carson Wealth (CWM LLC)
Nebraska
$14K +$262 +35 +2%
C
373
Covestor
United Kingdom
$14K +$14.7K +1,963 New
LF
374
Lee Financial
Texas
$12.5K
CG
375
Cutler Group
California
$12K +$12.7K +1,697 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.