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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
GJIA
376
Glass Jacobson Investment Advisors
Maryland
$10.9K +$1.5K +200 +15%
TWC
377
TD Waterhouse Canada
Ontario, Canada
$10.1K -$13.8K -1,850 -56%
LWCFA
378
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$8.39K
FCA
379
FinTrust Capital Advisors
South Carolina
$7.71K -$209 -28 -3%
GWSG
380
GPS Wealth Strategies Group
Colorado
$7.25K
CAM
381
Chesapeake Asset Management
New York
$6.76K +$6.98K +933 New
PVH
382
Psagot Value Holdings
Israel
$5K -$3.39K -453 -40%
GEA
383
Glen Eagle Advisors
New Jersey
$4.17K
RDFA
384
Ritter Daniher Financial Advisory
Ohio
$3.63K
AWM
385
Avior Wealth Management
Nebraska
$3.46K +$3.58K +478 New
National Bank of Canada
386
National Bank of Canada
Quebec, Canada
$3.03K -$18.7K -2,501 -85%
SWM
387
Spire Wealth Management
Virginia
$2.9K
BCMLT
388
Beacon Capital Management LLC (Tennessee)
Tennessee
$2.37K
US Bancorp
389
US Bancorp
Minnesota
$2.17K +$2.24K +299 New
VWM
390
Venturi Wealth Management
Texas
$2.09K -$1.41K -189 -40%
EWA
391
EverSource Wealth Advisors
Alabama
$2.02K +$546 +73 +35%
BIA
392
Bell Investment Advisors
California
$1.64K +$479 +64 +40%
FDCDDQ
393
Federation des caisses Desjardins du Quebec
Quebec, Canada
$1.45K -$148K -19,800 -99%
GRP
394
Global Retirement Partners
California
$1.26K
FFA
395
Farther Finance Advisors
California
$725 +$748 +100 New
PFBT
396
Parkside Financial Bank & Trust
Missouri
$385 +$157 +21 +66%
WOSD
397
WFA of San Diego
California
$182
MPWT
398
MassMutual Private Wealth & Trust
Connecticut
$167 +$172 +23 New
IRC
399
Investors Research Corp
Georgia
$145
AssetMark Inc
400
AssetMark Inc
California
$138 +$142 +19 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.