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Nu Holdings

202 hedge funds and large institutions have $8.88B invested in Nu Holdings in 2022 Q2 according to their latest regulatory filings, with 91 funds opening new positions, 65 increasing their positions, 22 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed

279% more first-time investments, than exits

New positions opened: 91 | Existing positions closed: 24

195% more repeat investments, than reductions

Existing positions increased: 65 | Existing positions reduced: 22

49% more funds holding

Funds holding: 136202 (+66)

25% more funds holding in top 10

Funds holding in top 10: 2430 (+6)

1.8% less ownership

Funds ownership: 69.88%68.07% (-1.8%)

17% less call options, than puts

Call options by funds: $55.5M | Put options by funds: $66.9M

53% less capital invested

Capital invested by funds: $18.8B → $8.88B (-$9.92B)

Holders
202
Holders Change
+66
Holders Change %
+48.53%
% of All Funds
3.4%
Holding in Top 10
30
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+25%
% of All Funds
0.51%
New
91
Increased
65
Reduced
22
Closed
24
Calls
$55.5M
Puts
$66.9M
Net Calls
-$11.4M
Net Calls Change
-$11.4M
Name Holding Trade Value Shares
Change
Change in
Stake
SUT
1
SC US (TTGP)
California
$2.08B
GP
2
Galileo PTC
British Virgin Islands
$1.55B
Tiger Global Management
3
Tiger Global Management
New York
$759M -$263M -51,775,358 -20%
Berkshire Hathaway
4
Berkshire Hathaway
Nebraska
$401M
RM
5
Redpoint Management
California
$317M
TCMX
6
Technology Crossover Management X
California
$267M
Capital Research Global Investors
7
Capital Research Global Investors
California
$246M +$84.2M +16,605,125 +34%
Artisan Partners
8
Artisan Partners
Wisconsin
$245M +$200M +39,497,178 +151%
Jennison Associates
9
Jennison Associates
New York
$202M +$158M +31,058,411 +135%
JP Morgan Chase
10
JP Morgan Chase
New York
$193M +$255M +50,206,289 +3,385%
RCGI
11
Ribbit Capital GP III
California
$191M -$129M -25,512,230 -33%
AI
12
Advent International
Massachusetts
$183M
Morgan Stanley
13
Morgan Stanley
New York
$176M +$44.9M +8,849,616 +23%
SM
14
SCGE Management
California
$126M -$54.9M -10,819,028 -24%
Invesco
15
Invesco
Georgia
$125M +$138M +27,118,998 +428%
KCMH
16
Kontiki Capital Management (HK)
Hong Kong
$121M +$143M +28,132,305 +667%
Baillie Gifford & Co
17
Baillie Gifford & Co
United Kingdom
$111M +$7.86M +1,549,670 +6%
DIG
18
Dragoneer Investment Group
California
$105M -$637M -125,486,572 -82%
T. Rowe Price Associates
19
T. Rowe Price Associates
Maryland
$104M +$109M +21,442,106 +336%
WA
20
Wasatch Advisors
Utah
$97.1M +$46.9M +9,252,565 +55%
WRCM
21
Whale Rock Capital Management
Massachusetts
$93.5M +$260K +51,296 +0.2%
TCMNY
22
Thrive Capital Management (New York)
New York
$83.5M
SoftBank Group
23
SoftBank Group
Japan
$82.3M
Sands Capital Management
24
Sands Capital Management
Virginia
$78.6M +$29.6M +5,838,805 +38%
GIM
25
Genesis Investment Management
United Kingdom
$59.8M +$8.96M +1,766,937 +12%

NU Hedge Fund Activity: Q2 2022 in Review

202 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in Nu Holdings (NU) for Q2 2022, worth a combined $8.88B — down 53% from $18.8B a quarter earlier.

Buyers outnumbered sellers: 91 funds opened new NU positions and 24 closed out — a net gain of 67 holders — while 65 added to existing stakes and 22 trimmed.

The largest buyer was JP Morgan Chase, adding an estimated $255M. The largest seller was Founders Fund V Management, exiting entirely with an estimated $1.48B sold.

  • 202 institutional investors held Nu Holdings (NU) as of Q2 2022, up from 136 in Q1 2022.
  • Funds reported $8.88B of Nu Holdings stock for Q2 2022, down 53% quarter-over-quarter.
  • 91 funds opened new Nu Holdings positions in Q2 2022 and 24 closed out, a net change of +67 holders.
  • The largest Nu Holdings buyer in Q2 2022 was JP Morgan Chase, an estimated $255M added.
  • The largest Nu Holdings seller in Q2 2022 was Founders Fund V Management, an estimated $1.48B sold.

Based on aggregated 13F filings for Q2 2022.