We are live on ! Find out more
NU icon

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
CFM
51
Coronation Fund Managers
South Africa
$71.7M +$49.9M +6,669,502 +207%
Geode Capital Management
52
Geode Capital Management
Massachusetts
$71M +$1.64M +218,704 +2%
APGDR
53
Absoluto Partners Gestao de Recursos
Brazil
$70.9M -$12.8M -1,717,119 -15%
AP
54
AlpInvest Partners
Netherlands
$69.9M +$46.4M +6,201,124 +180%
NAMA
55
Nikko Asset Management Americas
New York
$69.2M -$4.87M -650,570 -6%
SCV
56
Sands Capital Ventures
Virginia
$66.4M
Bank of America
57
Bank of America
North Carolina
$65.7M +$19.9M +2,666,700 +42%
BC
58
Bullfrog Capital
California
$63.9M
Vanguard Group
59
Vanguard Group
Pennsylvania
$63M +$23.2M +3,107,040 +56%
PGH
60
Partners Group Holding
Switzerland
$60.6M +$19.4M +2,593,551 +45%
APC
61
Alta Park Capital
California
$53.5M +$22.6M +3,023,200 +69%
TI
62
Truxt Investmentos
Brazil
$49.9M +$16.8M +2,249,534 +49%
Northern Trust
63
Northern Trust
Illinois
$47.5M +$10.3M +1,374,443 +27%
Millennium Management
64
Millennium Management
New York
$46.2M +$274K +36,673 +0.6%
Legal & General Group
65
Legal & General Group
United Kingdom
$41.7M +$18.3M +2,451,784 +74%
IFA
66
Invus Financial Advisors
New York
$40.5M
AP
67
Adero Partners
California
$37M +$10.3M +1,374,083 +37%
CFM
68
Comprehensive Financial Management
California
$35.8M +$6.95M +929,456 +23%
AllianceBernstein
69
AllianceBernstein
Tennessee
$33.2M +$3.23M +432,407 +10%
Canada Pension Plan Investment Board
70
Canada Pension Plan Investment Board
Ontario, Canada
$32.9M +$34M +4,544,690 New
TCP
71
ThornTree Capital Partners
Massachusetts
$31.7M -$3.09M -413,504 -9%
Franklin Resources
72
Franklin Resources
California
$31.2M +$72.2K +9,649 +0.2%
BAMCO Inc
73
BAMCO Inc
New York
$31.1M +$31.3M +4,190,135 +4,190%
California Public Employees Retirement System
74
California Public Employees Retirement System
California
$31M +$1.48M +197,839 +5%
DADR
75
Dynamo Administracao de Recursos
Brazil
$30.9M +$29.5M +3,938,914 +1,214%

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.