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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
SUT
1
SC US (TTGP)
California
$1.83B -$1.21B -161,955,730 -39%
GP
2
Galileo PTC
British Virgin Islands
$1.73B -$788M -105,331,372 -31%
Capital Research Global Investors
3
Capital Research Global Investors
California
$1.05B +$149M +19,903,089 +16%
Baillie Gifford & Co
4
Baillie Gifford & Co
United Kingdom
$857M -$12.3M -1,646,411 -1%
Berkshire Hathaway
5
Berkshire Hathaway
Nebraska
$777M
TCMX
6
Technology Crossover Management X
California
$632M -$217M -29,052,838 -25%
JP Morgan Chase
7
JP Morgan Chase
New York
$623M +$76M +10,153,932 +13%
Artisan Partners
8
Artisan Partners
Wisconsin
$549M +$35M +4,672,092 +7%
BlackRock
9
BlackRock
New York
$449M +$52.9M +7,073,274 +13%
Morgan Stanley
10
Morgan Stanley
New York
$444M +$30.3M +4,044,904 +7%
Coatue Management
11
Coatue Management
New York
$400M +$374M +50,059,354 +986%
T. Rowe Price Associates
12
T. Rowe Price Associates
Maryland
$398M +$191M +25,501,648 +87%
D.E. Shaw & Co
13
D.E. Shaw & Co
New York
$353M +$85.6M +11,442,592 +31%
KCMH
14
Kontiki Capital Management (HK)
Hong Kong
$353M -$8.12M -1,086,100 -2%
Invesco
15
Invesco
Georgia
$340M -$53.5M -7,149,622 -13%
Sands Capital Management
16
Sands Capital Management
Virginia
$321M +$17M +2,274,819 +5%
RM
17
Redpoint Management
California
$307M
Fidelity International
18
Fidelity International
Bermuda
$301M +$70.6M +9,435,029 +29%
DCP
19
D1 Capital Partners
New York
$288M +$297M +39,657,269 New
ACGDR
20
Atmos Capital Gestao de Recursos
Brazil
$234M +$124M +16,563,970 +105%
SM
21
SCGE Management
California
$225M
DIGDR
22
Dynamo Internacional Gestao de Recursos
Brazil
$198M +$39.8M +5,321,887 +24%
Fidelity Investments
23
Fidelity Investments
Massachusetts
$195M +$15.6M +2,088,585 +8%
State Street
24
State Street
Massachusetts
$190M +$8.96M +1,198,370 +5%
Jennison Associates
25
Jennison Associates
New York
$183M +$44.1M +5,892,956 +30%

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.