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Nu Holdings

492 hedge funds and large institutions have $22.3B invested in Nu Holdings in 2023 Q4 according to their latest regulatory filings, with 129 funds opening new positions, 182 increasing their positions, 124 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
492
Holders Change
+91
Holders Change %
+22.69%
% of All Funds
7.21%
Holding in Top 10
52
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-5.45%
% of All Funds
0.76%
New
129
Increased
182
Reduced
124
Closed
30
Calls
$365M
Puts
$270M
Net Calls
+$95M
Net Calls Change
+$166M
Name Holding Trade Value Shares
Change
Shares
Change %
ITFISA
401
Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna
$103K
QCM
402
Quantinno Capital Management
New York
$102K +$102K +12,271 New
SMDAM
403
Sumitomo Mitsui DS Asset Management
Japan
$102K +$102K +12,196 New
MML Investors Services
404
MML Investors Services
Massachusetts
$100K +$100K +12,013 New
IAA
405
Independent Advisor Alliance
North Carolina
$99.1K +$99.1K +11,900 New
CFG
406
Cooper Financial Group
California
$98.7K -$3.2K -384 -3%
PMG
407
ProVise Management Group
Florida
$96.5K +$11.5K +1,380 +14%
MWM
408
Moran Wealth Management
Florida
$96.4K -$13.5K -1,617 -12%
AC
409
ASB Consultores
Florida
$96.2K +$96.2K +11,552 New
OIA
410
OneDigital Investment Advisors
Kansas
$96.1K -$363K -43,616 -79%
SHGA
411
Sand Hill Global Advisors
California
$96.1K
SMA
412
Seven Mile Advisory
New Jersey
$95.2K +$1.2K +144 +1%
BFEC
413
Benjamin F. Edwards & Company
Missouri
$94K +$94K +11,305 New
HIM
414
Harbour Investment Management
Washington
$92.4K +$92.4K +11,088 New
FWTB
415
First Western Trust Bank
Colorado
$91.6K
ACA
416
Aptus Capital Advisors
Alabama
$88.6K -$9.37K -1,125 -10%
TCA
417
Transcend Capital Advisors
New Jersey
$88.5K
SFO
418
Stokes Family Office
Louisiana
$83.3K
Janney Montgomery Scott
419
Janney Montgomery Scott
Pennsylvania
$83K +$83K +10,000 New
ASN
420
Advisory Services Network
Georgia
$80.9K +$80.9K +9,715 New
Zurich Cantonal Bank
421
Zurich Cantonal Bank
Switzerland
$76.8K -$8.2K -984 -10%
NFSG
422
Newbridge Financial Services Group
Florida
$66.6K
WT
423
Washington Trust
Rhode Island
$56.4K
UB
424
UMB Bank
Missouri
$54.9K +$54.9K +6,588 New
TRCT
425
Tower Research Capital (TRC)
New York
$53.3K -$9.95K -1,195 -16%