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Nu Holdings

602 hedge funds and large institutions have $36.2B invested in Nu Holdings in 2024 Q2 according to their latest regulatory filings, with 103 funds opening new positions, 258 increasing their positions, 171 reducing their positions, and 64 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
602
Holders Change
+33
Holders Change %
+5.8%
% of All Funds
8.76%
Holding in Top 10
59
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+3.51%
% of All Funds
0.86%
New
103
Increased
258
Reduced
171
Closed
64
Calls
$622M
Puts
$414M
Net Calls
+$208M
Net Calls Change
-$82.5M
Name Holding Trade Value Shares
Change
Shares
Change %
MW
401
Marcum Wealth
Ohio
$468K +$425 +33 +0.1%
ECM
402
Evergreen Capital Management
Washington
$464K +$81.2K +6,300 +21%
SSWM
403
Sheets Smith Wealth Management
North Carolina
$463K +$7.12K +552 +2%
FAIM
404
Financial Advocates Investment Management
Washington
$459K -$45.4K -3,523 -9%
VCA
405
Verdence Capital Advisors
Maryland
$458K +$63.6K +4,937 +16%
YCM
406
Yousif Capital Management
Michigan
$452K +$106K +8,195 +31%
WTC
407
WhitTier Trust Company
Nevada
$449K +$124K +9,588 +38%
VPIM
408
Vanguard Personalized Indexing Management
California
$444K +$63.9K +4,956 +17%
MAM
409
Morse Asset Management
Connecticut
$443K +$288K +22,350 +186%
CWM
410
Congress Wealth Management
Massachusetts
$441K -$11.8K -916 -3%
PI
411
PFG Investments
New York
$438K +$438K +33,963 New
HJGA
412
Hardman Johnston Global Advisors
Connecticut
$430K +$430K +33,380 New
O
413
Ossiam
France
$411K +$18.6K +1,446 +5%
OQS
414
Occudo Quantitative Strategies
Florida
$403K -$150K -11,669 -27%
EI
415
Ellevest Inc
New York
$401K +$7.28K +565 +2%
PAS
416
Park Avenue Securities
New York
$392K -$26.1K -2,025 -6%
SC
417
Solstein Capital
California
$392K +$392K +30,400 New
QCM
418
Quantinno Capital Management
New York
$389K +$218K +16,895 +127%
G
419
GenTrust
Florida
$383K +$383K +29,730 New
TCM
420
Triumph Capital Management
Colorado
$383K +$11.5K +894 +3%
EH
421
Equitable Holdings
New York
$382K
EGM
422
Engineers Gate Manager
New York
$374K -$1.84M -142,381 -83%
BTI
423
Blue Trust Inc
Georgia
$366K +$247K +20,680 +208%
FP
424
Financial Perspectives
Minnesota
$357K +$26.8K +2,080 +8%
NVIM
425
New Vernon Investment Management
Illinois
$356K