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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
SUT
1
SC US (TTGP)
California
$2.4B -$41.6M -9,063,681 -2%
GP
2
Galileo PTC
British Virgin Islands
$1.83B
Berkshire Hathaway
3
Berkshire Hathaway
Nebraska
$471M
Jennison Associates
4
Jennison Associates
New York
$415M +$185M +40,195,640 +74%
Baillie Gifford & Co
5
Baillie Gifford & Co
United Kingdom
$384M +$265M +57,632,661 +195%
Capital Research Global Investors
6
Capital Research Global Investors
California
$346M +$58.9M +12,823,119 +19%
TCMX
7
Technology Crossover Management X
California
$314M
Artisan Partners
8
Artisan Partners
Wisconsin
$263M -$27.1M -5,911,774 -9%
JP Morgan Chase
9
JP Morgan Chase
New York
$239M +$11.9M +2,596,978 +5%
Morgan Stanley
10
Morgan Stanley
New York
$222M +$15.5M +3,372,274 +7%
AI
11
Advent International
Massachusetts
$207M -$8.86M -1,930,163 -4%
Tiger Global Management
12
Tiger Global Management
New York
$204M -$719M -156,693,367 -77%
Invesco
13
Invesco
Georgia
$203M +$58M +12,644,493 +38%
Sands Capital Management
14
Sands Capital Management
Virginia
$194M +$106M +23,176,303 +110%
RCGI
15
Ribbit Capital GP III
California
$168M -$58.6M -12,756,115 -25%
SM
16
SCGE Management
California
$148M
KCMH
17
Kontiki Capital Management (HK)
Hong Kong
$143M +$551K +120,000 +0.4%
T. Rowe Price Associates
18
T. Rowe Price Associates
Maryland
$135M +$13M +2,841,311 +10%
DIG
19
Dragoneer Investment Group
California
$124M
WRCM
20
Whale Rock Capital Management
Massachusetts
$106M -$3.88M -845,178 -3%
SoftBank Group
21
SoftBank Group
Japan
$96.8M
ACGDR
22
Atmos Capital Gestao de Recursos
Brazil
$78.4M +$78.7M +17,150,764 +2,611%
WU
23
Washington University
Missouri
$75.1M +$14.4M +3,128,025 +22%
Capital International Investors
24
Capital International Investors
California
$65.5M +$4.57K +996 +0%
NAMA
25
Nikko Asset Management Americas
New York
$63M +$268K +58,314 +0.4%

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.