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Nu Holdings
NU

301 hedge funds and large institutions have $11.7B invested in Nu Holdings in 2023 Q1 according to their latest regulatory filings, with 76 funds opening new positions, 107 increasing their positions, 57 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed

116% more call options, than puts

Call options by funds: $168M | Put options by funds: $77.6M

105% more first-time investments, than exits

New positions opened: 76 | Existing positions closed: 37

88% more repeat investments, than reductions

Existing positions increased: 107 | Existing positions reduced: 57

18% more capital invested

Capital invested by funds: $9.93B → $11.7B (+$1.8B)

14% more funds holding

Funds holding: 264 → 301 (+37)

0.76% more ownership

Funds ownership: 69.96% → 70.72% (+0.76%)

0% more funds holding in top 10

Funds holding in top 10: 36 → 36 (0)

Holders
301
Holders Change
+37
Holders Change %
+14.02%
% of All Funds
4.8%
Holding in Top 10
36
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.57%
New
76
Increased
107
Reduced
57
Closed
37
Calls
$168M
Puts
$77.6M
Net Calls
+$90.3M
Net Calls Change
+$75M

Top Buyers

Rank Fund Capital Flow
1
Capital Research Global Investors
Capital Research Global Investors
California
+$102M
2
JP Morgan Chase
JP Morgan Chase
New York
+$78.1M
3
MC
Maverick Capital
Texas
+$57.3M
4
DIGDR
Dynamo Internacional Gestao de Recursos
Brazil
+$55M
5
Norges Bank
Norges Bank
Norway
+$50.9M

Top Sellers

Rank Fund Capital Flow
1
Jennison Associates
Jennison Associates
New York
-$284M
2
AI
Advent International
Massachusetts
-$136M
3
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$109M
4
SUT
SC US (TTGP)
California
-$92.1M
5
ACGDR
Atmos Capital Gestao de Recursos
Brazil
-$58.4M
Name Holding Trade Value Shares
Change 		Change in
Stake
WU
26
Washington University
Missouri
$81.8M +$241K +54,190 +0.3%
Bank of America
27
Bank of America
North Carolina
$80M +$37.4M +8,385,520 +99%
AI
28
Advent International
Massachusetts
$78.9M -$136M -30,524,444 -65%
CFM
29
Coronation Fund Managers
South Africa
$78.8M +$1.66M +371,744 +2%
ACGDR
30
Atmos Capital Gestao de Recursos
Brazil
$77.5M -$58.4M -13,108,694 -45%
WRCM
31
Whale Rock Capital Management
Massachusetts
$76M -$21.3M -4,790,759 -23%
Renaissance Technologies
32
Renaissance Technologies
New York
$69.1M +$30M +6,722,206 +86%
Jennison Associates
33
Jennison Associates
New York
$68M -$284M -63,703,433 -82%
SEI Investments
34
SEI Investments
Pennsylvania
$67.9M +$1.17M +262,450 +2%
WA
35
Wasatch Advisors
Utah
$67.3M +$8.8M +1,975,912 +16%
APC
36
Alta Park Capital
California
$66.8M +$34.5M +7,752,369 +123%
Sumitomo Mitsui Trust Group
37
Sumitomo Mitsui Trust Group
Japan
$64.8M -$752K -168,681 -1%
NAMA
38
Nikko Asset Management Americas
New York
$63.1M -$752K -168,681 -1%
MC
39
Maverick Capital
Texas
$61.2M +$57.3M +12,856,153 New
APGDR
40
Absoluto Partners Gestao de Recursos
Brazil
$59.8M +$2.03M +456,489 +4%
Robeco Institutional Asset Management
41
Robeco Institutional Asset Management
Netherlands
$56.9M +$9.88M +2,218,137 +23%
Norges Bank
42
Norges Bank
Norway
$56.4M +$50.9M +11,432,260 +2,690%
KM
43
Kora Management
New York
$48.2M +$11.5M +2,571,000 +34%
AllianceBernstein
44
AllianceBernstein
Tennessee
$45.6M +$10.1M +2,274,886 +31%
SCV
45
Sands Capital Ventures
Virginia
$43.6M – – –
Citadel Advisors
46
Citadel Advisors
Florida
$43.2M +$25.8M +5,798,237 +177%
BC
47
Bullfrog Capital
California
$42M – – –
Millennium Management
48
Millennium Management
New York
$35.1M +$25.3M +5,680,110 +336%
BlackRock
49
BlackRock
New York
$35M +$31.8M +7,127,625 +3,256%
RBGI
50
Ribbit Bullfrog GP II
California
$33.3M – – –
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NU Hedge Fund Activity: Q1 2023 in Review

301 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in Nu Holdings (NU) for Q1 2023, worth a combined $11.7B — up 18% from $9.93B a quarter earlier.

Buyers outnumbered sellers: 76 funds opened new NU positions and 37 closed out — a net gain of 39 holders — while 107 added to existing stakes and 57 trimmed.

The largest buyer was Capital Research Global Investors, adding an estimated $102M. The largest seller was Jennison Associates, cutting an estimated $284M.

  • 301 institutional investors held Nu Holdings (NU) as of Q1 2023, up from 264 in Q4 2022.
  • Funds reported $11.7B of Nu Holdings stock for Q1 2023, up 18% quarter-over-quarter.
  • 76 funds opened new Nu Holdings positions in Q1 2023 and 37 closed out, a net change of +39 holders.
  • The largest Nu Holdings buyer in Q1 2023 was Capital Research Global Investors, an estimated $102M added.
  • The largest Nu Holdings seller in Q1 2023 was Jennison Associates, an estimated $284M sold.

Based on aggregated 13F filings for Q1 2023.