We are live on ! Find out more
NU icon

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
JMPWA
176
JP Morgan Private Wealth Advisors
California
$2.72M +$1.41M +187,825 +100%
Aberdeen Group
177
Aberdeen Group
United Kingdom
$2.68M +$2.72M +363,841 New
BP
178
BBR Partners
New York
$2.65M
Deutsche Bank
179
Deutsche Bank
Germany
$2.63M -$12.7M -1,703,463 -82%
Citigroup
180
Citigroup
New York
$2.49M -$1.98M -264,390 -44%
Voloridge Investment Management
181
Voloridge Investment Management
Florida
$2.42M -$15.5M -2,071,324 -86%
AIM
182
Aigen Investment Management
New York
$2.39M +$1.03M +137,055 +71%
ZIM
183
Zacks Investment Management
Illinois
$2.25M +$2.24M +299,859 +2,972%
UBS Group
184
UBS Group
Switzerland
$2.21M +$109K +14,530 +5%
Wells Fargo
185
Wells Fargo
California
$2.15M +$144K +19,185 +7%
ETC
186
Exchange Traded Concepts
Oklahoma
$2.14M +$157K +20,931 +8%
LNWWM
187
Laird Norton Wetherby Wealth Management
California
$2.13M +$833K +111,396 +61%
Ameriprise
188
Ameriprise
Minnesota
$2.11M +$543K +72,546 +33%
GS
189
GTS Securities
New York
$2M +$1.43M +191,789 +229%
Lazard Asset Management
190
Lazard Asset Management
New York
$1.99M +$2.06M +274,874 +343,593%
Thrivent Financial for Lutherans
191
Thrivent Financial for Lutherans
Minnesota
$1.96M +$2.02M +270,672 New
Manulife (Manufacturers Life Insurance)
192
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$1.92M +$1.32M +176,379 +198%
AB
193
Amalgamated Bank
New York
$1.91M +$161K +21,494 +9%
JRP
194
Jasper Ridge Partners
California
$1.9M +$973K +130,091 +99%
HF
195
HRT Financial
New York
$1.86M +$1.92M +256,399 New
Principal Financial Group
196
Principal Financial Group
Iowa
$1.83M +$67.3K +8,993 +4%
OQS
197
Occudo Quantitative Strategies
Florida
$1.82M +$1.88M +251,623 New
X
198
Xponance
Pennsylvania
$1.76M -$20.4K -2,730 -1%
Amundi
199
Amundi
France
$1.68M +$1.59M +212,572 +5,081%
Natixis Advisors
200
Natixis Advisors
Massachusetts
$1.68M +$529K +70,660 +44%

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.