We are live on ! Find out more
NU icon

Nu Holdings
NU

202 hedge funds and large institutions have $8.88B invested in Nu Holdings in 2022 Q2 according to their latest regulatory filings, with 91 funds opening new positions, 65 increasing their positions, 22 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed

279% more first-time investments, than exits

New positions opened: 91 | Existing positions closed: 24

195% more repeat investments, than reductions

Existing positions increased: 65 | Existing positions reduced: 22

49% more funds holding

Funds holding: 136 → 202 (+66)

25% more funds holding in top 10

Funds holding in top 10: 24 → 30 (+6)

1.8% less ownership

Funds ownership: 69.88% → 68.07% (-1.8%)

17% less call options, than puts

Call options by funds: $55.5M | Put options by funds: $66.9M

53% less capital invested

Capital invested by funds: $18.8B → $8.88B (-$9.92B)

Holders
202
Holders Change
+66
Holders Change %
+48.53%
% of All Funds
3.4%
Holding in Top 10
30
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+25%
% of All Funds
0.51%
New
91
Increased
65
Reduced
22
Closed
24
Calls
$55.5M
Puts
$66.9M
Net Calls
-$11.4M
Net Calls Change
-$11.4M

Top Buyers

Rank Fund Capital Flow
1
JP Morgan Chase
JP Morgan Chase
New York
+$255M
2
Artisan Partners
Artisan Partners
Wisconsin
+$200M
3
Jennison Associates
Jennison Associates
New York
+$158M
4
KCMH
Kontiki Capital Management (HK)
Hong Kong
+$143M
5
Invesco
Invesco
Georgia
+$138M

Top Sellers

Rank Fund Capital Flow
1
FFVM
Founders Fund V Management
California
-$1.48B
2
DIG
Dragoneer Investment Group
California
-$637M
3
Tiger Global Management
Tiger Global Management
New York
-$263M
4
RCGI
Ribbit Capital GP III
California
-$129M
5
Mawer Investment Management
Mawer Investment Management
Alberta, Canada
-$80.2M
Name Holding Trade Value Shares
Change 		Change in
Stake
TI
76
Tidal Investments
Wisconsin
$2.54M +$3.45M +680,608 New
ACGDR
77
Atmos Capital Gestao de Recursos
Brazil
$2.46M +$3.33M +656,812 New
SA
78
SRN Advisors
Pennsylvania
$2.28M +$3.09M +609,471 New
HC
79
Hillman Company
Pennsylvania
$1.6M +$2.17M +426,870 New
Norges Bank
80
Norges Bank
Norway
$1.59M – – –
SIC
81
Salem Investment Counselors
North Carolina
$1.53M +$2.07M +408,115 New
PP
82
PDT Partners
New York
$1.5M +$2.04M +401,290 New
NEI
83
Northwest & Ethical Investments
Ontario, Canada
$1.17M +$1.59M +313,858 New
CS
84
Credit Suisse
Switzerland
$1.14M +$892K +175,865 +136%
MWM
85
Meridian Wealth Management
Kentucky
$1.13M – – –
Neuberger Berman Group
86
Neuberger Berman Group
New York
$999K +$1.36M +267,188 New
TCA
87
Transcend Capital Advisors
New Jersey
$971K +$1.32M +259,525 New
AWP
88
Abacus Wealth Partners
California
$942K +$1.28M +251,940 New
Bank of America
89
Bank of America
North Carolina
$941K -$180K -35,580 -12%
VCM
90
Vetamer Capital Management
California
$939K +$1.27M +251,195 New
Flossbach Von Storch
91
Flossbach Von Storch
Germany
$935K +$761K +150,000 +150%
SCGDR
92
Sharp Capital Gestora de Recursos
Brazil
$831K +$1.13M +222,306 New
CFM
93
Comprehensive Financial Management
California
$764K +$1.04M +204,353 New
HLA
94
Hamilton Lane Advisors
Pennsylvania
$749K +$1.02M +200,211 New
BNP Paribas Asset Management
95
BNP Paribas Asset Management
France
$748K – – –
SG Americas Securities
96
SG Americas Securities
New York
$734K +$996K +196,246 New
JGC
97
J. Goldman & Co
New York
$686K +$931K +183,443 New
NCM
98
Northside Capital Management
Oregon
$677K +$918K +181,011 New
AIM
99
Allen Investment Management
New York
$611K +$829K +163,482 New
Squarepoint
100
Squarepoint
New York
$541K -$677K -133,400 -48%
2 3
4
5 6

NU Hedge Fund Activity: Q2 2022 in Review

202 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in Nu Holdings (NU) for Q2 2022, worth a combined $8.88B — down 53% from $18.8B a quarter earlier.

Buyers outnumbered sellers: 91 funds opened new NU positions and 24 closed out — a net gain of 67 holders — while 65 added to existing stakes and 22 trimmed.

The largest buyer was JP Morgan Chase, adding an estimated $255M. The largest seller was Founders Fund V Management, exiting entirely with an estimated $1.48B sold.

  • 202 institutional investors held Nu Holdings (NU) as of Q2 2022, up from 136 in Q1 2022.
  • Funds reported $8.88B of Nu Holdings stock for Q2 2022, down 53% quarter-over-quarter.
  • 91 funds opened new Nu Holdings positions in Q2 2022 and 24 closed out, a net change of +67 holders.
  • The largest Nu Holdings buyer in Q2 2022 was JP Morgan Chase, an estimated $255M added.
  • The largest Nu Holdings seller in Q2 2022 was Founders Fund V Management, an estimated $1.48B sold.

Based on aggregated 13F filings for Q2 2022.