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Nu Holdings

574 hedge funds and large institutions have $31.8B invested in Nu Holdings in 2024 Q1 according to their latest regulatory filings, with 151 funds opening new positions, 211 increasing their positions, 153 reducing their positions, and 68 closing their positions.

New
Increased
Maintained
Reduced
Closed

122% more first-time investments, than exits

New positions opened: 151 | Existing positions closed: 68

103% more call options, than puts

Call options by funds: $574M | Put options by funds: $283M

46% more capital invested

Capital invested by funds: $21.8B → $31.8B (+$10B)

38% more repeat investments, than reductions

Existing positions increased: 211 | Existing positions reduced: 153

16% more funds holding

Funds holding: 495574 (+79)

10% more funds holding in top 10

Funds holding in top 10: 5257 (+5)

1.33% more ownership

Funds ownership: 72.79%74.12% (+1.3%)

Holders
574
Holders Change
+79
Holders Change %
+15.96%
% of All Funds
8.25%
Holding in Top 10
57
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+9.62%
% of All Funds
0.82%
New
151
Increased
211
Reduced
153
Closed
68
Calls
$574M
Puts
$283M
Net Calls
+$291M
Net Calls Change
+$196M

NU Hedge Fund Activity: Q1 2024 in Review

574 of the 6,958 institutional investors tracked by Wall St. Rank reported a position in Nu Holdings (NU) for Q1 2024, worth a combined $31.8B — up 46% from $21.8B a quarter earlier.

Buyers outnumbered sellers: 151 funds opened new NU positions and 68 closed out — a net gain of 83 holders — while 211 added to existing stakes and 153 trimmed.

The largest buyer was WCM Investment Management, adding an estimated $940M. The largest seller was Galileo PTC, exiting entirely with an estimated $790M sold.

  • 574 institutional investors held Nu Holdings (NU) as of Q1 2024, up from 495 in Q4 2023.
  • Funds reported $31.8B of Nu Holdings stock for Q1 2024, up 46% quarter-over-quarter.
  • 151 funds opened new Nu Holdings positions in Q1 2024 and 68 closed out, a net change of +83 holders.
  • The largest Nu Holdings buyer in Q1 2024 was WCM Investment Management, an estimated $940M added.
  • The largest Nu Holdings seller in Q1 2024 was Galileo PTC, an estimated $790M sold.

Based on aggregated 13F filings for Q1 2024.