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.
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: 351 → 403 (+52)
15% more funds holding in top 10
Funds holding in top 10: 48 → 55 (+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
Top Buyers
Top Sellers
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
BAM
426
Belpointe Asset Management
Reno,
Nevada
| – | -$130K | -16,532 | Closed |
|
|
FCA
427
Fortis Capital Advisors
Prairie Village,
Kansas
| – | -$130K | -16,532 | Closed |
|
428
Man Group
London,
United Kingdom
| – | -$119K | -15,077 | Closed |
|
429
Cetera Investment Advisers
Schaumburg,
Illinois
| – | -$112K | -14,209 | Closed |
|
|
CFO
430
Callan Family Office
Radnor,
Pennsylvania
| – | -$111K | -14,100 | Closed |
|
431
CIBC World Market
Toronto,
Ontario, Canada
| – | -$109K | -13,773 | Closed |
|
|
SPM
432
Symmetry Peak Management
Radnor,
Pennsylvania
| – | -$78.9K | -10,000 | Closed |
|
|
RI
433
Ridgewood Investments
Springfield,
New Jersey
| – | -$45.1K | -5,715 | Closed |
|
|
HIA
434
Harbor Investment Advisory
Lutherville,
Maryland
| – | -$36.8K | -4,666 | Closed |
|
|
MCI
435
MRP Capital Investments
Alpharetta,
Georgia
| – | -$30.8K | -3,900 | Closed |
|
|
CAS
436
Coppell Advisory Solutions
Coppell,
Texas
| – | -$3.9K | -500 | Closed |
|
|
FA
437
Financial Avengers
Oakland,
California
| – | -$505 | -64 | 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.