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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
BF
401
BOK Financial
Oklahoma
$123 +$112 +15 New
AIC
402
Archer Investment Corporation
Indiana
$65 +$67 +9 New
PWMG
403
Prestige Wealth Management Group
New Jersey
$8
GGH
404
GCM Grosvenor Holdings
Illinois
-$14.9M -1,891,344 Closed
HC
405
Hillman Company
Pennsylvania
-$14.7M -1,857,507 Closed
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
406
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
-$13.9M -1,760,300 Closed
Temasek Holdings
407
Temasek Holdings
Singapore
-$7.34M -929,725 Closed
TAA
408
TB Alternative Assets
Cayman Islands
-$2.4M -304,700 Closed
RCAP
409
Resolute Capital Asset Partners
Colorado
-$1.38M -175,000 Closed
CPWM
410
Cypress Point Wealth Management
Texas
-$1.12M -141,534 Closed
VF
411
Virtu Financial
New York
-$747K -94,737 Closed
BCM
412
Brookstone Capital Management
Illinois
-$453K -58,250 Closed
GCP
413
GSA Capital Partners
United Kingdom
-$431K -54,656 Closed
O
414
Ossiam
France
-$393K -49,811 Closed
FRM
415
Fox Run Management
Connecticut
-$355K -44,932 Closed
GAM
416
Gotham Asset Management
New York
-$261K -33,078 Closed
CMF
417
Counterpoint Mutual Funds
California
-$253K -32,007 Closed
YMRC
418
Yorktown Management & Research Company
Virginia
-$250K -31,700 Closed
HT
419
HAP Trading
New York
-$217K -28,957 Closed
ECG
420
EPIQ Capital Group
California
-$226K -28,684 Closed
IWC
421
Integrated Wealth Concepts
Massachusetts
-$208K -26,412 Closed
VIA
422
Vident Investment Advisory
Georgia
-$169K -21,357 Closed
QT
423
Quantamental Technologies
New York
-$166K -21,006 Closed
LCM
424
Landscape Capital Management
New Jersey
-$155K -19,657 Closed
DP
425
DDD Partners
Washington
-$138K -17,529 Closed

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.