Nu Holdings
136 hedge funds and large institutions have $18.8B invested in Nu Holdings in 2022 Q1 according to their latest regulatory filings, with 48 funds opening new positions, 33 increasing their positions, 35 reducing their positions, and 46 closing their positions.
9% more funds holding in top 10
Funds holding in top 10: 22 → 24 (+2)
4% more first-time investments, than exits
New positions opened: 48 | Existing positions closed: 46
1% more funds holding
Funds holding: 135 → 136 (+1)
0.61% more ownership
Funds ownership: 69.27% → 69.88% (+0.61%)
0% more call options, than puts
Call options by funds: $71.6M | Put options by funds: $71.5M
6% less repeat investments, than reductions
Existing positions increased: 33 | Existing positions reduced: 35
16% less capital invested
Capital invested by funds: $22.4B → $18.8B (-$3.62B)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$306M |
| 2 |
WA
Wasatch Advisors
Salt Lake City,
Utah
|
+$134M |
| 3 |
Jennison Associates
New York
|
+$101M |
| 4 |
NAMA
Nikko Asset Management Americas
New York
|
+$95.5M |
| 5 |
Capital International Investors
Los Angeles,
California
|
+$83M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Citigroup
New York
|
-$222M |
| 2 |
WCM Investment Management
Laguna Beach,
California
|
-$114M |
| 3 |
Tiger Global Management
New York
|
-$89.8M |
| 4 |
JP Morgan Chase
New York
|
-$80.6M |
| 5 |
Invesco
Atlanta,
Georgia
|
-$65.5M |
NU Hedge Fund Activity: Q1 2022 in Review
136 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in Nu Holdings (NU) for Q1 2022, worth a combined $18.8B — down 16% from $22.4B a quarter earlier.
Buyers outnumbered sellers: 48 funds opened new NU positions and 46 closed out — a net gain of 2 holders — while 33 added to existing stakes and 35 trimmed.
The largest buyer was Morgan Stanley, adding an estimated $306M. The largest seller was Citigroup, cutting an estimated $222M.
- 136 institutional investors held Nu Holdings (NU) as of Q1 2022, up from 135 in Q4 2021.
- Funds reported $18.8B of Nu Holdings stock for Q1 2022, down 16% quarter-over-quarter.
- 48 funds opened new Nu Holdings positions in Q1 2022 and 46 closed out, a net change of +2 holders.
- The largest Nu Holdings buyer in Q1 2022 was Morgan Stanley, an estimated $306M added.
- The largest Nu Holdings seller in Q1 2022 was Citigroup, an estimated $222M sold.
Based on aggregated 13F filings for Q1 2022.