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Nu Holdings
NU

351 hedge funds and large institutions have $20.2B invested in Nu Holdings in 2023 Q2 according to their latest regulatory filings, with 89 funds opening new positions, 103 increasing their positions, 96 reducing their positions, and 39 closing their positions.

New
Increased
Maintained
Reduced
Closed

128% more first-time investments, than exits

New positions opened: 89 | Existing positions closed: 39

72% more capital invested

Capital invested by funds: $11.7B → $20.2B (+$8.48B)

33% more funds holding in top 10

Funds holding in top 10: 36 → 48 (+12)

17% more funds holding

Funds holding: 301 → 351 (+50)

8% more call options, than puts

Call options by funds: $393M | Put options by funds: $364M

7% more repeat investments, than reductions

Existing positions increased: 103 | Existing positions reduced: 96

0.36% more ownership

Funds ownership: 70.72% → 71.08% (+0.36%)

Holders
351
Holders Change
+50
Holders Change %
+16.61%
% of All Funds
5.51%
Holding in Top 10
48
Holding in Top 10 Change
+12
Holding in Top 10 Change %
+33.33%
% of All Funds
0.75%
New
89
Increased
103
Reduced
96
Closed
39
Calls
$393M
Puts
$364M
Net Calls
+$28.9M
Net Calls Change
-$61.4M

Top Buyers

1
BlackRock
BlackRock
New York
+$292M
2
D.E. Shaw & Co
D.E. Shaw & Co
New York
+$203M
3
State Street
State Street
Massachusetts
+$136M
4
Capital Research Global Investors
Capital Research Global Investors
California
+$103M
5
N
Nuveen
North Carolina
+$91.3M

Top Sellers

1
GP
Galileo PTC
British Virgin Islands
-$436M
2
RCGI
Ribbit Capital GP III
California
-$94M
3
CFM
Coronation Fund Managers
South Africa
-$81.8M
4
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$73.3M
5
Bank of America
Bank of America
North Carolina
-$64M
Name Holding Trade Value Shares
Change 		Change in
Stake
SUT
1
SC US (TTGP)
California
$3.27B -$2.08M -338,323 -0.1%
GP
2
Galileo PTC
British Virgin Islands
$2.72B -$436M -71,000,000 -17%
Capital Research Global Investors
3
Capital Research Global Investors
California
$989M +$103M +16,737,962 +15%
Baillie Gifford & Co
4
Baillie Gifford & Co
United Kingdom
$945M -$34.9M -5,679,471 -5%
TCMX
5
Technology Crossover Management X
California
$917M – – –
Berkshire Hathaway
6
Berkshire Hathaway
Nebraska
$845M – – –
JP Morgan Chase
7
JP Morgan Chase
New York
$597M +$16.9M +2,752,714 +4%
Artisan Partners
8
Artisan Partners
Wisconsin
$560M +$9.35M +1,521,700 +2%
Morgan Stanley
9
Morgan Stanley
New York
$451M -$41.4M -6,736,610 -11%
BlackRock
10
BlackRock
New York
$433M +$292M +47,554,011 +647%
Invesco
11
Invesco
Georgia
$426M -$21.8M -3,542,326 -6%
KCMH
12
Kontiki Capital Management (HK)
Hong Kong
$392M -$7.04M -1,146,000 -2%
RM
13
Redpoint Management
California
$334M – – –
Sands Capital Management
14
Sands Capital Management
Virginia
$331M -$661K -107,627 -0.3%
D.E. Shaw & Co
15
D.E. Shaw & Co
New York
$294M +$203M +32,990,968 +784%
Fidelity International
16
Fidelity International
Bermuda
$253M +$79.7M +12,968,690 +68%
SM
17
SCGE Management
California
$245M – – –
T. Rowe Price Associates
18
T. Rowe Price Associates
Maryland
$232M -$73.3M -11,925,232 -29%
DIG
19
Dragoneer Investment Group
California
$222M – – –
State Street
20
State Street
Massachusetts
$197M +$136M +22,192,009 +804%
Fidelity Investments
21
Fidelity Investments
Massachusetts
$196M +$43.3M +7,050,520 +40%
WRCM
22
Whale Rock Capital Management
Massachusetts
$192M +$51.2M +8,327,599 +52%
Capital International Investors
23
Capital International Investors
California
$190M – – –
RCGI
24
Ribbit Capital GP III
California
$181M -$94M -15,307,338 -40%
SoftBank Group
25
SoftBank Group
Japan
$174M – – –
1
2 3 4 5

NU Hedge Fund Activity: Q2 2023 in Review

351 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in Nu Holdings (NU) for Q2 2023, worth a combined $20.2B — up 72% from $11.7B a quarter earlier.

Buyers outnumbered sellers: 89 funds opened new NU positions and 39 closed out — a net gain of 50 holders — while 103 added to existing stakes and 96 trimmed.

The largest buyer was BlackRock, adding an estimated $292M. The largest seller was Galileo PTC, cutting an estimated $436M.

  • 351 institutional investors held Nu Holdings (NU) as of Q2 2023, up from 301 in Q1 2023.
  • Funds reported $20.2B of Nu Holdings stock for Q2 2023, up 72% quarter-over-quarter.
  • 89 funds opened new Nu Holdings positions in Q2 2023 and 39 closed out, a net change of +50 holders.
  • The largest Nu Holdings buyer in Q2 2023 was BlackRock, an estimated $292M added.
  • The largest Nu Holdings seller in Q2 2023 was Galileo PTC, an estimated $436M sold.

Based on aggregated 13F filings for Q2 2023.