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Nu Holdings

300 hedge funds and large institutions have $11.7B invested in Nu Holdings in 2023 Q1 according to their latest regulatory filings, with 76 funds opening new positions, 107 increasing their positions, 56 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
300
Holders Change
+37
Holders Change %
+14.07%
% of All Funds
4.8%
Holding in Top 10
36
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.58%
New
76
Increased
107
Reduced
56
Closed
37
Calls
$168M
Puts
$77.6M
Net Calls
+$90.3M
Net Calls Change
+$75M
Name Holding Trade Value Shares
Change
Shares
Change %
Mackenzie Financial
201
Mackenzie Financial
Ontario, Canada
$227K +$227K +47,771 New
OIA
202
OneDigital Investment Advisors
Kansas
$214K +$8.09K +1,700 +4%
Mitsubishi UFJ Asset Management
203
Mitsubishi UFJ Asset Management
Japan
$211K +$14.8K +3,117 +8%
CGH
204
Crossmark Global Holdings
Texas
$188K +$188K +39,622 New
IIA
205
IPG Investment Advisors
California
$187K +$187K +39,200 New
SSA
206
Schonfeld Strategic Advisors
New York
$186K +$186K +39,000 New
GC
207
Guggenheim Capital
Illinois
$184K +$184K +38,599 New
SOA
208
Sea Otter Advisors
Florida
$183K +$183K +38,500 New
IWC
209
Integrated Wealth Concepts
Massachusetts
$182K +$182K +38,274 New
OPS
210
Orion Portfolio Solutions
Nebraska
$175K +$8.14K +1,709 +5%
BCI
211
Brinker Capital Investments
Pennsylvania
$175K +$175K +36,709 New
Handelsbanken Fonder
212
Handelsbanken Fonder
Sweden
$173K
HCA
213
Harbour Capital Advisors
Virginia
$167K +$167K +35,000 New
Vontobel Holding
214
Vontobel Holding
Switzerland
$163K -$109K -22,834 -40%
EH
215
Equitable Holdings
New York
$157K +$157K +33,013 New
YMRC
216
Yorktown Management & Research Company
Virginia
$151K
CA
217
Claro Advisors
Massachusetts
$145K -$29.6K -6,210 -17%
SG Americas Securities
218
SG Americas Securities
New York
$143K -$98.6K -20,720 -41%
CIBC Private Wealth Group
219
CIBC Private Wealth Group
Georgia
$138K +$39.1K +8,214 +40%
DAM
220
Delta Asset Management
Tennessee
$131K
SWM
221
Salvus Wealth Management
New Jersey
$129K +$129K +27,000 New
GW
222
GW & Wade
Massachusetts
$117K -$58.5K -12,301 -33%
RhumbLine Advisers
223
RhumbLine Advisers
Massachusetts
$115K +$115K +24,097 New
PRC
224
Pearl River Capital
Michigan
$113K +$113K +23,691 New
WPW
225
Warther Private Wealth
Ohio
$111K -$29.6K -6,225 -21%