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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
WRCM
26
Whale Rock Capital Management
Massachusetts
$182M +$5.72M +764,863 +3%
Capital International Investors
27
Capital International Investors
California
$175M +$135K +18,028 +0.1%
AI
28
Advent International
Massachusetts
$172M +$39.5M +5,283,562 +29%
RCGI
29
Ribbit Capital GP III
California
$166M
SoftBank Group
30
SoftBank Group
Japan
$160M
Norges Bank
31
Norges Bank
Norway
$156M +$36.9M +4,936,190 +30%
Tiger Global Management
32
Tiger Global Management
New York
$148M +$309K +41,272 +0.2%
WA
33
Wasatch Advisors
Utah
$145M +$16.2M +2,162,117 +12%
BC
34
BIT Capital
Germany
$145M +$1.77M +235,997 +1%
Two Sigma Investments
35
Two Sigma Investments
New York
$143M +$55.9M +7,470,332 +61%
SEI Investments
36
SEI Investments
Pennsylvania
$130M +$10.4M +1,385,179 +8%
DIG
37
Dragoneer Investment Group
California
$130M -$76.9M -10,279,601 -37%
Robeco Institutional Asset Management
38
Robeco Institutional Asset Management
Netherlands
$117M +$38.4M +5,129,796 +46%
Renaissance Technologies
39
Renaissance Technologies
New York
$117M -$24.7M -3,296,529 -17%
WU
40
Washington University
Missouri
$115M +$21.3M +2,841,291 +22%
Marshall Wace
41
Marshall Wace
United Kingdom
$113M +$74.7M +9,986,822 +180%
MC
42
Maverick Capital
Texas
$106M +$8.74M +1,168,080 +9%
GIM
43
Genesis Investment Management
United Kingdom
$104M -$33.3M -4,457,922 -24%
N
44
Nuveen
North Carolina
$99.7M -$8.28M -1,106,955 -7%
AI
45
Axiom Investors
Connecticut
$86.2M +$34.5M +4,615,420 +63%
Two Sigma Advisers
46
Two Sigma Advisers
New York
$84.6M +$62.8M +8,396,400 +256%
RBGI
47
Ribbit Bullfrog GP II
California
$77.1M +$27.3M +3,649,865 +52%
Sumitomo Mitsui Trust Group
48
Sumitomo Mitsui Trust Group
Japan
$74.1M +$180K +24,113 +0.2%
KM
49
Kora Management
New York
$73.3M
Capital World Investors
50
Capital World Investors
California
$73M +$75.3M +10,063,658 New

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.