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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
JMPWA
176
JP Morgan Private Wealth Advisors
California
$169K +$177K +38,520 New
QC
177
Quadrature Capital
United Kingdom
$166K +$173K +37,656 New
OL
178
Optas LLC
Texas
$157K +$164K +35,665 New
DP
179
DDD Partners
Washington
$147K
JRP
180
Jasper Ridge Partners
California
$147K +$153K +33,364 New
CA
181
Claro Advisors
Massachusetts
$142K
YMRC
182
Yorktown Management & Research Company
Virginia
$139K +$146K +31,700 New
RJFSA
183
Raymond James Financial Services Advisors
Florida
$131K +$136K +29,685 New
SG Americas Securities
184
SG Americas Securities
New York
$128K -$767K -167,173 -85%
WPW
185
Warther Private Wealth
Ohio
$123K +$58K +12,634 +83%
CM
186
Caption Management
Oklahoma
$121K +$126K +27,391 New
DAM
187
Delta Asset Management
Tennessee
$121K +$127K +27,588 New
VPIM
188
Vanguard Personalized Indexing Management
California
$119K +$48.1K +10,488 +63%
Two Sigma Advisers
189
Two Sigma Advisers
New York
$118K +$123K +26,900 New
Royal Bank of Canada
190
Royal Bank of Canada
Ontario, Canada
$117K +$75.5K +16,444 +156%
SEC
191
Seven Eight Capital
New York
$114K +$119K +25,848 New
Vontobel Holding
192
Vontobel Holding
Switzerland
$111K +$116K +25,266 New
PHS
193
Pekin Hardy Strauss
Illinois
$102K +$4.59K +1,000 +5%
DACG
194
Donor Advised Charitable Giving
California
$98K +$102K +22,162 New
FDCDDQ
195
Federation des caisses Desjardins du Quebec
Quebec, Canada
$93.9K -$1.31K -286 -1%
TFA
196
TPG Financial Advisors
Oregon
$90K +$94.3K +20,534 New
UAS
197
United Asset Strategies
New York
$86K +$89.5K +19,500 New
PA
198
Parallel Advisors
California
$83K +$918 +200 +1%
FWI
199
Facet Wealth Inc
Maryland
$83K +$79.1K +17,239 New
GCP
200
GSA Capital Partners
United Kingdom
$81K +$84.4K +18,377 New

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.