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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
MICM
201
Matthews International Capital Management
California
$1.54M -$188K -25,103 -11%
ECM
202
ExodusPoint Capital Management
New York
$1.51M +$1.33M +178,396 +609%
SW
203
SVB Wealth
Massachusetts
$1.49M +$583K +77,932 +61%
Cambridge Investment Research Advisors
204
Cambridge Investment Research Advisors
Iowa
$1.47M +$462K +61,769 +44%
PCIG
205
Partners Capital Investment Group
Massachusetts
$1.44M
RFWA
206
RPg Family Wealth Advisory
Massachusetts
$1.41M -$2.87K -383 -0.2%
SG Americas Securities
207
SG Americas Securities
New York
$1.38M +$1.18M +158,392 +487%
CAM
208
Crestone Asset Management
Colorado
$1.35M -$486K -64,972 -26%
JF
209
Jump Financial
Illinois
$1.33M +$430K +57,513 +46%
URS
210
Utah Retirement Systems
Utah
$1.32M +$433K +57,901 +46%
CCG
211
Cloverfields Capital Group
Minnesota
$1.25M
PAG
212
Private Advisor Group
New Jersey
$1.23M -$369K -49,285 -23%
Squarepoint
213
Squarepoint
New York
$1.22M +$1.26M +168,349 New
PI
214
PEAK6 Investments
Illinois
$1.12M +$1.16M +155,062 New
Envestnet Asset Management
215
Envestnet Asset Management
Illinois
$1.1M +$614K +82,027 +117%
CW
216
Channel Wealth
California
$1.1M +$1.13M +151,374 New
Parallax Volatility Advisers
217
Parallax Volatility Advisers
California
$1.09M +$367K +49,029 +48%
CGH
218
Crossmark Global Holdings
Texas
$1.09M +$160K +21,446 +18%
DekaBank Deutsche Girozentrale
219
DekaBank Deutsche Girozentrale
Germany
$1.08M -$358K -47,818 -24%
American Century Companies
220
American Century Companies
Missouri
$1.07M +$1.1M +147,119 New
DCM
221
Driehaus Capital Management
Illinois
$985K +$1.02M +135,824 New
First Manhattan
222
First Manhattan
New York
$961K +$991K +132,500 New
TFA
223
TPG Financial Advisors
Oregon
$960K +$146K +19,513 +17%
EGM
224
Engineers Gate Manager
New York
$943K +$835K +111,573 +602%
CC
225
Cederberg Capital
United Kingdom
$894K

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.