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Nu Holdings

573 hedge funds and large institutions have $31.8B invested in Nu Holdings in 2024 Q1 according to their latest regulatory filings, with 152 funds opening new positions, 210 increasing their positions, 154 reducing their positions, and 69 closing their positions.

New
Increased
Maintained
Reduced
Closed

120% more first-time investments, than exits

New positions opened: 152 | Existing positions closed: 69

103% more call options, than puts

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

43% more capital invested

Capital invested by funds: $22.3B → $31.8B (+$9.51B)

36% more repeat investments, than reductions

Existing positions increased: 210 | Existing positions reduced: 154

16% more funds holding

Funds holding: 494573 (+79)

10% more funds holding in top 10

Funds holding in top 10: 5257 (+5)

0.32% less ownership

Funds ownership: 74.44%74.12% (-0.32%)

Holders
573
Holders Change
+79
Holders Change %
+15.99%
% 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
152
Increased
210
Reduced
154
Closed
69
Calls
$574M
Puts
$283M
Net Calls
+$291M
Net Calls Change
+$196M
Name Holding Trade Value Shares
Change
Change in
Stake
SUT
1
SC US (TTGP)
California
$3.01B -$3.84M -375,680 -0.1%
Capital Research Global Investors
2
Capital Research Global Investors
California
$2.42B +$280M +27,420,994 +16%
Baillie Gifford & Co
3
Baillie Gifford & Co
United Kingdom
$2.02B +$558M +54,681,625 +48%
Berkshire Hathaway
4
Berkshire Hathaway
Nebraska
$1.28B
WCM Investment Management
5
WCM Investment Management
California
$1.19B +$940M +92,015,719 +1,157%
JP Morgan Chase
6
JP Morgan Chase
New York
$1.14B -$41.2M -4,038,638 -4%
Sands Capital Management
7
Sands Capital Management
Virginia
$1.06B +$34.2M +3,344,383 +4%
Jennison Associates
8
Jennison Associates
New York
$1.04B +$218M +21,342,814 +32%
TCMX
9
Technology Crossover Management X
California
$832M -$178M -17,431,702 -20%
BlackRock
10
BlackRock
New York
$828M +$36.1M +3,532,154 +5%
Morgan Stanley
11
Morgan Stanley
New York
$774M -$554M -54,276,248 -46%
Coatue Management
12
Coatue Management
New York
$749M -$2.13M -208,980 -0.3%
Artisan Partners
13
Artisan Partners
Wisconsin
$637M -$7.18M -702,703 -1%
Fidelity Investments
14
Fidelity Investments
Massachusetts
$635M +$174M +17,031,529 +47%
Jane Street
15
Jane Street
New York
$521M +$437M +42,828,441 +4,929%
D.E. Shaw & Co
16
D.E. Shaw & Co
New York
$515M -$73M -7,151,427 -14%
Fidelity International
17
Fidelity International
Bermuda
$444M -$46.9M -4,592,892 -11%
T. Rowe Price Associates
18
T. Rowe Price Associates
Maryland
$438M -$46.1M -4,514,586 -11%
SM
19
SCGE Management
California
$400M
State Street
20
State Street
Massachusetts
$351M +$12.2M +1,197,297 +4%
DIGDR
21
Dynamo Internacional Gestao de Recursos
Brazil
$336M -$2.65M -259,151 -0.9%
ACGDR
22
Atmos Capital Gestao de Recursos
Brazil
$327M -$42.5M -4,158,531 -13%
Invesco
23
Invesco
Georgia
$322M -$72.6M -7,111,987 -21%
WRCM
24
Whale Rock Capital Management
Massachusetts
$298M +$2.09M +204,305 +0.8%
Norges Bank
25
Norges Bank
Norway
$289M -$9.77M -956,415 -4%

NU Hedge Fund Activity: Q1 2024 in Review

573 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Nu Holdings (NU) for Q1 2024, worth a combined $31.8B — up 43% from $22.3B a quarter earlier.

Buyers outnumbered sellers: 152 funds opened new NU positions and 69 closed out — a net gain of 83 holders — while 210 added to existing stakes and 154 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.

  • 573 institutional investors held Nu Holdings (NU) as of Q1 2024, up from 494 in Q4 2023.
  • Funds reported $31.8B of Nu Holdings stock for Q1 2024, up 43% quarter-over-quarter.
  • 152 funds opened new Nu Holdings positions in Q1 2024 and 69 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.