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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
PGH
51
Partners Group Holding
Switzerland
$27.4M -$202K -45,239 -0.8%
IFA
52
Invus Financial Advisors
New York
$26.6M – – –
AP
53
AlpInvest Partners
Netherlands
$23.5M +$8.28M +1,858,905 +61%
Caisse de Depot et Placement du Quebec (CDPQ)
54
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$22M +$38.1K +8,557 +0.2%
Franklin Resources
55
Franklin Resources
California
$20.4M – – –
AIM
56
ARK Investment Management
Florida
$20.3M -$571K -128,049 -3%
TI
57
Truxt Investmentos
Brazil
$20.1M +$7.64M +1,713,715 +36%
D.E. Shaw & Co
58
D.E. Shaw & Co
New York
$20M +$18.6M +4,184,256 +17,260%
Canada Pension Plan Investment Board
59
Canada Pension Plan Investment Board
Ontario, Canada
$18.6M – – –
AP
60
Adero Partners
California
$17.7M +$197K +44,188 +1%
Bessemer Group
61
Bessemer Group
New Jersey
$17.1M – – –
Jane Street
62
Jane Street
New York
$17M +$14.6M +3,280,159 +1,101%
GCM
63
Glynn Capital Management
California
$16.8M +$334K +75,056 +2%
TD Asset Management
64
TD Asset Management
Ontario, Canada
$16.7M -$3.97M -890,298 -20%
TI
65
Think Investments
California
$16.3M +$2.98M +668,700 +24%
TCP
66
ThornTree Capital Partners
Massachusetts
$15.4M +$14.4M +3,241,543 New
Point72 Asset Management
67
Point72 Asset Management
Connecticut
$14.8M +$13.8M +3,107,095 New
Marshall Wace
68
Marshall Wace
United Kingdom
$14M +$12.7M +2,859,771 +3,907%
GGH
69
GCM Grosvenor Holdings
Illinois
$13.8M -$22.7M -5,085,359 -64%
State Street
70
State Street
Massachusetts
$13.1M +$1.1M +247,653 +10%
California Public Employees Retirement System
71
California Public Employees Retirement System
California
$12.7M +$11.9M +2,661,037 New
Legal & General Group
72
Legal & General Group
United Kingdom
$11.8M +$4.64M +1,040,941 +73%
DAM
73
Deepwater Asset Management
Minnesota
$10.8M +$10.1M +2,260,398 New
Goldman Sachs
74
Goldman Sachs
New York
$10.5M -$74K -16,607 -0.7%
Verition Fund Management
75
Verition Fund Management
Connecticut
$9.52M +$2.23M +500,000 +33%
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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.