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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
Qube Research & Technologies (QRT)
201
Qube Research & Technologies (QRT)
United Kingdom
$77K +$80K +17,422 New
HI
202
Harbour Investments
Wisconsin
$76K
SRC
203
Shufro Rose & Co
New York
$75K +$78.2K +17,045 New
Manulife (Manufacturers Life Insurance)
204
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$72.2K +$75.3K +16,400 New
LAS
205
LWM Advisory Services
Florida
$72K +$75.4K +16,428 New
JF
206
Jump Financial
Illinois
$71K -$59.2K -12,896 -45%
Susquehanna International Group
207
Susquehanna International Group
Pennsylvania
$71K +$26.7K +5,824 +56%
QT
208
Quantamental Technologies
New York
$69K +$71.6K +15,599 New
KWM
209
Kolinsky Wealth Management
New Jersey
$66K +$69.2K +15,080 New
JSL
210
JT Stratford LLC
Georgia
$65K +$67.7K +14,748 New
Boston Partners
211
Boston Partners
Massachusetts
$65K +$1.87M +406,919 New
FWM
212
FFT Wealth Management
Pennsylvania
$62K +$64.5K +14,050 New
PWP
213
Private Wealth Partners
California
$61K
BBVA
214
Banco Bilbao Vizcaya Argentaria
Spain
$61K +$12.9K +2,800 +25%
GA
215
GFS Advisors
Texas
$58K +$60.7K +13,215 New
Zurich Cantonal Bank
216
Zurich Cantonal Bank
Switzerland
$56K -$67.8K -14,765 -54%
Cambridge Investment Research Advisors
217
Cambridge Investment Research Advisors
Iowa
$56K +$58.5K +12,742 New
GW
218
GW & Wade
Massachusetts
$54K +$56.5K +12,301 New
RA
219
Resolute Advisors
California
$54K +$56.5K +12,301 New
ACG
220
Allen Capital Group
Nebraska
$46K
RIL
221
Rothschild Investment LLC
Illinois
$46K
BPA
222
Beacon Pointe Advisors
California
$46K +$47.4K +10,318 New
ECG
223
EPIQ Capital Group
California
$44K -$14.2K -3,093 -24%
OIA
224
OneDigital Investment Advisors
Kansas
$44K +$45.9K +10,000 New
OPS
225
Orion Portfolio Solutions
Nebraska
$44K +$45.9K +10,000 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.