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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
BBA
126
Baader Bank Aktiengesellschaft
Germany
$6.89M +$7.12M +951,208 New
OCM
127
Octahedron Capital Management
California
$6.85M +$1.02M +135,700 +17%
BPGAM
128
BTG Pactual Global Asset Management
Bermuda
$6.8M +$1.35M +180,974 +24%
Victory Capital Management
129
Victory Capital Management
Texas
$6.62M +$1.04M +138,851 +18%
FAM
130
Fred Alger Management
New York
$6.33M +$1.15M +154,049 +21%
JFL
131
Jarislowsky, Fraser Ltd
Quebec, Canada
$6.23M +$1.24M +165,140 +24%
Susquehanna International Group
132
Susquehanna International Group
Pennsylvania
$6.14M +$5.87M +784,985 +1,268%
HLA
133
Hamilton Lane Advisors
Pennsylvania
$6.04M +$6.23M +832,464 New
ECM
134
Engle Capital Management
Connecticut
$5.91M +$6.1M +815,000 New
VOYA Investment Management
135
VOYA Investment Management
Georgia
$5.82M -$178K -23,815 -3%
LSAG
136
Lake Street Advisors Group
New Hampshire
$5.36M +$1.78M +237,908 +47%
Tudor Investment Corp
137
Tudor Investment Corp
Connecticut
$5.34M -$800 -107 -0%
Jane Street
138
Jane Street
New York
$5.33M -$33.1M -4,420,958 -86%
Royal London Asset Management
139
Royal London Asset Management
United Kingdom
$5.3M +$5.46M +730,275 New
Janus Henderson Group
140
Janus Henderson Group
United Kingdom
$5.11M +$1.29M +172,224 +32%
HighTower Advisors
141
HighTower Advisors
Illinois
$5.06M +$2.25M +300,792 +76%
Rockefeller Capital Management
142
Rockefeller Capital Management
New York
$5.06M +$121K +16,129 +2%
Creative Planning
143
Creative Planning
Kansas
$4.93M +$3.03M +404,852 +147%
NCM
144
Northside Capital Management
Oregon
$4.93M +$165K +22,013 +3%
PIM
145
Paradice Investment Management
Colorado
$4.83M +$4.98M +666,274 New
AIM
146
Allen Investment Management
New York
$4.76M
PP
147
PDT Partners
New York
$4.57M -$45.6K -6,100 -1%
SSA
148
Schonfeld Strategic Advisors
New York
$4.5M +$3.16M +423,068 +215%
Balyasny Asset Management
149
Balyasny Asset Management
Illinois
$4.47M -$8.64M -1,154,964 -65%
IG
150
ING Group
Netherlands
$4.35M +$4.48M +599,500 New

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.