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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
Victory Capital Management
101
Victory Capital Management
Texas
$3.73M +$3.49M +782,644 New
OCM
102
Octahedron Capital Management
California
$3.72M +$2.75M +616,679 +374%
TAA
103
TB Alternative Assets
Cayman Islands
$3.68M – – –
Tudor Investment Corp
104
Tudor Investment Corp
Connecticut
$3.52M -$6.66K -1,494 -0.2%
PP
105
PDT Partners
New York
$3.44M +$1.81M +407,028 +129%
FAM
106
Fred Alger Management
New York
$3.32M +$2.57M +576,500 +476%
JFL
107
Jarislowsky, Fraser Ltd
Quebec, Canada
$3.31M +$3.09M +694,366 New
Rockefeller Capital Management
108
Rockefeller Capital Management
New York
$3.24M +$2.43M +544,248 +400%
RC
109
Renaissance Capital
Connecticut
$3.24M -$329K -73,750 -10%
AIM
110
Allen Investment Management
New York
$3.13M – – –
Barclays
111
Barclays
United Kingdom
$2.83M +$1.05M +236,571 +66%
UAM
112
Unison Asset Management
Florida
$2.57M +$500K +112,142 +26%
APM
113
Advanced Portfolio Management
New York
$2.57M +$2.41M +540,000 New
Janus Henderson Group
114
Janus Henderson Group
United Kingdom
$2.57M +$2.4M +539,531 New
NCM
115
Northside Capital Management
Oregon
$2.53M – – –
Mirae Asset Global Investments
116
Mirae Asset Global Investments
South Korea
$2.52M +$1.74M +389,904 +280%
VSI
117
Verde Servicos Internacionais
Brazil
$2.4M +$2.25M +504,475 New
Walleye Trading
118
Walleye Trading
New York
$2.35M +$2.2M +492,932 New
Flossbach Von Storch
119
Flossbach Von Storch
Germany
$2.26M +$223K +50,000 +12%
JPG
120
Jordan Park Group
California
$2.18M – – –
BPGAM
121
BTG Pactual Global Asset Management
Bermuda
$2.17M +$2.03M +455,394 New
Wolverine Trading
122
Wolverine Trading
Illinois
$2.14M +$410K +91,947 +26%
UBS Group
123
UBS Group
Switzerland
$2.12M +$1.08M +241,596 +119%
Susquehanna International Group
124
Susquehanna International Group
Pennsylvania
$2.05M -$34.2K -7,668 -2%
Creative Planning
125
Creative Planning
Kansas
$1.96M +$957K +214,845 +110%
3 4
5
6 7

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.