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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
VPI
151
VELT Partners Investimentos
Brazil
$4.34M -$311K -41,600 -6%
NC
152
NZS Capital
Colorado
$4.3M +$4.44M +593,321 New
Mirae Asset Global Investments
153
Mirae Asset Global Investments
South Korea
$4.09M -$743K -99,263 -13%
SG
154
SCHF (GPE)
Wyoming
$4.08M -$15.7M -2,103,259 -79%
Royal Bank of Canada
155
Royal Bank of Canada
Ontario, Canada
$4.08M +$2.05M +273,451 +95%
EF
156
Empowered Funds
Pennsylvania
$4M +$3.38M +451,811 +452%
OPL
157
Orland Properties Ltd
British Virgin Islands
$3.92M +$4.05M +541,118 New
Wolverine Trading
158
Wolverine Trading
Illinois
$3.92M +$1.21M +162,243 +43%
Bank of Nova Scotia
159
Bank of Nova Scotia
Ontario, Canada
$3.9M +$4.03M +538,384 New
IC
160
Iconiq Capital
California
$3.77M +$184K +24,603 +5%
California State Teachers Retirement System (CalSTRS)
161
California State Teachers Retirement System (CalSTRS)
California
$3.73M -$1.95M -260,631 -34%
Flossbach Von Storch
162
Flossbach Von Storch
Germany
$3.63M +$374K +50,000 +11%
APM
163
Advanced Portfolio Management
New York
$3.44M +$2.43M +325,000 +217%
JPG
164
Jordan Park Group
California
$3.33M
TI
165
Trexquant Investment
Connecticut
$3.32M +$3.42M +457,543 New
PI
166
Putnam Investments
Massachusetts
$3.28M +$3.39M +453,025 New
CIBC Private Wealth Group
167
CIBC Private Wealth Group
Georgia
$3.22M +$2.98M +398,478 +877%
Barclays
168
Barclays
United Kingdom
$3.17M -$1.52M -203,158 -32%
Skandinaviska Enskilda Banken (SEB)
169
Skandinaviska Enskilda Banken (SEB)
Sweden
$3.13M +$3.23M +431,600 New
Qube Research & Technologies (QRT)
170
Qube Research & Technologies (QRT)
United Kingdom
$3.05M +$3.15M +420,656 New
SGDR
171
SPX Gestao de Recursos
Brazil
$2.97M -$1.33M -177,916 -30%
AC
172
AMS Capital
Brazil
$2.96M +$3.06M +408,935 New
GKIM
173
GW&K Investment Management
Massachusetts
$2.95M -$339K -45,300 -10%
Charles Schwab
174
Charles Schwab
California
$2.82M +$169K +22,578 +6%
PRC
175
Pearl River Capital
Michigan
$2.73M +$2.82M +376,683 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.