Nu Holdings
573 hedge funds and large institutions have $31.8B invested in Nu Holdings in 2024 Q1 according to their latest regulatory filings, with 152 funds opening new positions, 210 increasing their positions, 154 reducing their positions, and 69 closing their positions.
120% more first-time investments, than exits
New positions opened: 152 | Existing positions closed: 69
103% more call options, than puts
Call options by funds: $574M | Put options by funds: $283M
43% more capital invested
Capital invested by funds: $22.3B → $31.8B (+$9.51B)
36% more repeat investments, than reductions
Existing positions increased: 210 | Existing positions reduced: 154
16% more funds holding
Funds holding: 494 → 573 (+79)
10% more funds holding in top 10
Funds holding in top 10: 52 → 57 (+5)
0.32% less ownership
Funds ownership: 74.44% → 74.12% (-0.32%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
WCM Investment Management
Laguna Beach,
California
|
+$940M |
| 2 |
Baillie Gifford & Co
Edinburgh,
United Kingdom
|
+$558M |
| 3 |
Jane Street
New York
|
+$437M |
| 4 |
Capital Research Global Investors
Los Angeles,
California
|
+$280M |
| 5 |
Jennison Associates
New York
|
+$218M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
GP
Galileo PTC
Road Town, Tortola,
British Virgin Islands
|
-$790M |
| 2 |
Morgan Stanley
New York
|
-$554M |
| 3 |
RMC
Ribbit Management Company
Palo Alto,
California
|
-$234M |
| 4 |
RM
Redpoint Management
Woodside,
California
|
-$216M |
| 5 |
DCP
D1 Capital Partners
New York
|
-$211M |
NU Hedge Fund Activity: Q1 2024 in Review
573 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Nu Holdings (NU) for Q1 2024, worth a combined $31.8B — up 43% from $22.3B a quarter earlier.
Buyers outnumbered sellers: 152 funds opened new NU positions and 69 closed out — a net gain of 83 holders — while 210 added to existing stakes and 154 trimmed.
The largest buyer was WCM Investment Management, adding an estimated $940M. The largest seller was Galileo PTC, exiting entirely with an estimated $790M sold.
- 573 institutional investors held Nu Holdings (NU) as of Q1 2024, up from 494 in Q4 2023.
- Funds reported $31.8B of Nu Holdings stock for Q1 2024, up 43% quarter-over-quarter.
- 152 funds opened new Nu Holdings positions in Q1 2024 and 69 closed out, a net change of +83 holders.
- The largest Nu Holdings buyer in Q1 2024 was WCM Investment Management, an estimated $940M added.
- The largest Nu Holdings seller in Q1 2024 was Galileo PTC, an estimated $790M sold.
Based on aggregated 13F filings for Q1 2024.