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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
Bank of New York Mellon
76
Bank of New York Mellon
New York
$30.2M +$273K +36,529 +0.9%
GCM
77
Glynn Capital Management
California
$28M +$2.15M +287,272 +8%
AIM
78
ARK Investment Management
Florida
$27.6M -$963K -128,678 -3%
Citadel Advisors
79
Citadel Advisors
Florida
$25.9M -$58.6M -7,835,943 -69%
Russell Investments Group
80
Russell Investments Group
United Kingdom
$25.5M +$14.1M +1,878,693 +114%
GL
81
Gemsstock Ltd
United Kingdom
$25.4M -$52.4K -7,000 -0.2%
Bessemer Group
82
Bessemer Group
New Jersey
$24.7M -$1.35M -179,896 -5%
First Trust Advisors
83
First Trust Advisors
Illinois
$23.9M +$21.9M +2,924,038 +792%
New York State Common Retirement Fund
84
New York State Common Retirement Fund
New York
$23.5M -$2.55M -340,661 -9%
RhumbLine Advisers
85
RhumbLine Advisers
Massachusetts
$20.6M -$175K -23,384 -0.8%
Caisse de Depot et Placement du Quebec (CDPQ)
86
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$19.8M -$1.5M -200,000 -7%
IV
87
Industry Ventures
California
$17.1M -$2.26M -302,208 -11%
Point72 Asset Management
88
Point72 Asset Management
Connecticut
$17M +$17.5M +2,344,900 +1,202,513%
Goldman Sachs
89
Goldman Sachs
New York
$16.4M -$1.92M -256,904 -10%
TD Asset Management
90
TD Asset Management
Ontario, Canada
$16.3M -$406K -54,214 -2%
Verition Fund Management
91
Verition Fund Management
Connecticut
$14.7M +$7.64M +1,021,000 +102%
UOWF
92
University of Wisconsin Foundation
Wisconsin
$13.8M
SIC
93
Salem Investment Counselors
North Carolina
$13.8M +$2.87M +383,105 +25%
Federated Hermes
94
Federated Hermes
Pennsylvania
$13.6M +$3.41M +455,715 +32%
TI
95
Tidal Investments
Wisconsin
$13.1M -$445K -59,491 -3%
DAM
96
Deepwater Asset Management
Minnesota
$12.7M +$769K +102,788 +6%
IC
97
IEQ Capital
California
$12M +$363K +48,496 +3%
Holocene Advisors
98
Holocene Advisors
New York
$12M +$10.9M +1,463,191 +786%
JGGDR
99
JGP Global Gestao de Recursos
Brazil
$11.4M +$9.87M +1,318,887 +522%
Walleye Capital
100
Walleye Capital
New York
$10.9M +$5.59M +746,621 +99%

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.