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Nu Holdings

494 hedge funds and large institutions have $22.3B invested in Nu Holdings in 2023 Q4 according to their latest regulatory filings, with 130 funds opening new positions, 182 increasing their positions, 125 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed

319% more first-time investments, than exits

New positions opened: 130 | Existing positions closed: 31

46% more repeat investments, than reductions

Existing positions increased: 182 | Existing positions reduced: 125

35% more call options, than puts

Call options by funds: $365M | Put options by funds: $270M

23% more funds holding

Funds holding: 403494 (+91)

20% more capital invested

Capital invested by funds: $18.6B → $22.3B (+$3.74B)

3.23% more ownership

Funds ownership: 71.21%74.44% (+3.2%)

5% less funds holding in top 10

Funds holding in top 10: 5552 (-3)

Holders
494
Holders Change
+91
Holders Change %
+22.58%
% of All Funds
7.2%
Holding in Top 10
52
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-5.45%
% of All Funds
0.76%
New
130
Increased
182
Reduced
125
Closed
31
Calls
$365M
Puts
$270M
Net Calls
+$95M
Net Calls Change
+$166M
Name Holding Trade Value Shares
Change
Change in
Stake
State Street
26
State Street
Massachusetts
$235M +$17M +2,099,985 +8%
Norges Bank
27
Norges Bank
Norway
$210M +$29.1M +3,604,534 +17%
WRCM
28
Whale Rock Capital Management
Massachusetts
$207M -$2.08M -257,677 -1%
Capital International Investors
29
Capital International Investors
California
$201M
WA
30
Wasatch Advisors
Utah
$199M +$31.4M +3,886,442 +19%
AI
31
Advent International
Massachusetts
$198M
SoftBank Group
32
SoftBank Group
Japan
$183M
BC
33
BIT Capital
Germany
$178M +$11.5M +1,419,432 +7%
Tiger Global Management
34
Tiger Global Management
New York
$172M +$1.9M +235,524 +1%
Renaissance Technologies
35
Renaissance Technologies
New York
$163M +$27.6M +3,412,965 +21%
Two Sigma Investments
36
Two Sigma Investments
New York
$138M -$25.5M -3,160,046 -16%
Robeco Institutional Asset Management
37
Robeco Institutional Asset Management
Netherlands
$137M +$1.64M +202,446 +1%
Marshall Wace
38
Marshall Wace
United Kingdom
$136M +$6.87M +850,128 +5%
SEI Investments
39
SEI Investments
Pennsylvania
$126M -$22.4M -2,771,703 -15%
MC
40
Maverick Capital
Texas
$119M -$1.89M -234,137 -2%
N
41
Nuveen
North Carolina
$116M +$994K +123,021 +0.9%
WU
42
Washington University
Missouri
$115M -$16.2M -2,000,000 -13%
DIG
43
Dragoneer Investment Group
California
$113M -$34.6M -4,287,193 -24%
PL
44
Perpetual Ltd
Australia
$109M +$106M +13,126,123 New
CFM
45
Coronation Fund Managers
South Africa
$109M +$25.4M +3,145,737 +32%
AI
46
Axiom Investors
Connecticut
$104M +$5.04M +624,200 +5%
Two Sigma Advisers
47
Two Sigma Advisers
New York
$96.4M -$779K -96,400 -0.8%
SCGDR
48
Sharp Capital Gestora de Recursos
Brazil
$90.6M +$87.9M +10,880,270 New
Geode Capital Management
49
Geode Capital Management
Massachusetts
$86.2M +$4.55M +563,259 +6%
TI
50
Truxt Investmentos
Brazil
$86.1M +$27.9M +3,456,555 +50%

NU Hedge Fund Activity: Q4 2023 in Review

494 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Nu Holdings (NU) for Q4 2023, worth a combined $22.3B — up 20% from $18.6B a quarter earlier.

Buyers outnumbered sellers: 130 funds opened new NU positions and 31 closed out — a net gain of 99 holders — while 182 added to existing stakes and 125 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $468M. The largest seller was Galileo PTC, cutting an estimated $1.17B.

  • 494 institutional investors held Nu Holdings (NU) as of Q4 2023, up from 403 in Q3 2023.
  • Funds reported $22.3B of Nu Holdings stock for Q4 2023, up 20% quarter-over-quarter.
  • 130 funds opened new Nu Holdings positions in Q4 2023 and 31 closed out, a net change of +99 holders.
  • The largest Nu Holdings buyer in Q4 2023 was Morgan Stanley, an estimated $468M added.
  • The largest Nu Holdings seller in Q4 2023 was Galileo PTC, an estimated $1.17B sold.

Based on aggregated 13F filings for Q4 2023.