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Nu Holdings

253 hedge funds and large institutions have $10.2B invested in Nu Holdings in 2022 Q3 according to their latest regulatory filings, with 73 funds opening new positions, 96 increasing their positions, 45 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed

248% more first-time investments, than exits

New positions opened: 73 | Existing positions closed: 21

113% more repeat investments, than reductions

Existing positions increased: 96 | Existing positions reduced: 45

25% more funds holding

Funds holding: 202253 (+51)

17% more funds holding in top 10

Funds holding in top 10: 3035 (+5)

15% more capital invested

Capital invested by funds: $8.88B → $10.2B (+$1.3B)

6% more call options, than puts

Call options by funds: $71.5M | Put options by funds: $67.8M

1.8% less ownership

Funds ownership: 68.07%66.28% (-1.8%)

Holders
253
Holders Change
+51
Holders Change %
+25.25%
% of All Funds
4.36%
Holding in Top 10
35
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+16.67%
% of All Funds
0.6%
New
73
Increased
96
Reduced
45
Closed
21
Calls
$71.5M
Puts
$67.8M
Net Calls
+$3.77M
Net Calls Change
+$15.2M
Name Holding Trade Value Shares
Change
Change in
Stake
LNWWM
126
Laird Norton Wetherby Wealth Management
California
$703K +$490K +106,702 +201%
Renaissance Technologies
127
Renaissance Technologies
New York
$640K +$667K +145,400 New
CPWM
128
Cypress Point Wealth Management
Texas
$623K
Citigroup
129
Citigroup
New York
$575K +$528K +114,946 +728%
HighTower Advisors
130
HighTower Advisors
Illinois
$547K +$417K +90,923 +269%
ANTB
131
AMG National Trust Bank
Colorado
$522K +$419K +91,316 +335%
JGC
132
J. Goldman & Co
New York
$520K -$299K -65,228 -36%
Envestnet Asset Management
133
Envestnet Asset Management
Illinois
$520K +$186K +40,576 +52%
IC
134
Iconiq Capital
California
$501K +$316K +68,788 +153%
ETC
135
Exchange Traded Concepts
Oklahoma
$490K +$20.2K +4,392 +4%
BAM
136
Blueshift Asset Management
New Jersey
$490K +$328K +71,465 +179%
D.E. Shaw & Co
137
D.E. Shaw & Co
New York
$484K -$5.74M -1,249,744 -92%
TRCT
138
Tower Research Capital (TRC)
New York
$473K +$267K +58,103 +118%
AC
139
Avestar Capital
New York
$450K +$166K +36,156 +55%
First Trust Advisors
140
First Trust Advisors
Illinois
$441K +$254K +55,395 +124%
CS
141
Credit Suisse
Switzerland
$440K -$943K -205,437 -67%
KAM
142
Kirkoswald Asset Management
New York
$440K
Wolverine Trading
143
Wolverine Trading
Illinois
$431K +$182K +39,593 +69%
Simplex Trading
144
Simplex Trading
Illinois
$422K +$440K +95,950 New
Mirae Asset Global Investments
145
Mirae Asset Global Investments
South Korea
$417K +$179K +39,087 +71%
Deutsche Bank
146
Deutsche Bank
Germany
$414K +$35.9K +7,828 +9%
Barclays
147
Barclays
United Kingdom
$407K -$39.4K -8,581 -8%
Creative Planning
148
Creative Planning
Kansas
$393K +$410K +89,415 New
Commonwealth Equity Services
149
Commonwealth Equity Services
Massachusetts
$386K +$149K +32,465 +59%
PAG
150
Private Advisor Group
New Jersey
$365K +$91.3K +19,900 +32%

NU Hedge Fund Activity: Q3 2022 in Review

253 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in Nu Holdings (NU) for Q3 2022, worth a combined $10.2B — up 15% from $8.88B a quarter earlier.

Buyers outnumbered sellers: 73 funds opened new NU positions and 21 closed out — a net gain of 52 holders — while 96 added to existing stakes and 45 trimmed.

The largest buyer was Baillie Gifford & Co, adding an estimated $265M. The largest seller was Tiger Global Management, cutting an estimated $719M.

  • 253 institutional investors held Nu Holdings (NU) as of Q3 2022, up from 202 in Q2 2022.
  • Funds reported $10.2B of Nu Holdings stock for Q3 2022, up 15% quarter-over-quarter.
  • 73 funds opened new Nu Holdings positions in Q3 2022 and 21 closed out, a net change of +52 holders.
  • The largest Nu Holdings buyer in Q3 2022 was Baillie Gifford & Co, an estimated $265M added.
  • The largest Nu Holdings seller in Q3 2022 was Tiger Global Management, an estimated $719M sold.

Based on aggregated 13F filings for Q3 2022.