Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

NU HLDGS LTD (NU)

897 + Investors. Track Smart Money conviction in NU. See who's accumulating, reducing, or initiating positions.

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +74
Streak
11Q ▲
Buyers last Q
62%

Smart Money Signals — NU

Based on 836 hedge funds · latest filing: 2025 Q4 · updated quarterly

📈

Buying streak — 11 quarters in a row

last 6Q
For 11 consecutive quarters, more hedge funds added NU than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.
🏔️

At the ownership peak (100% of max)

100% of all-time peak
836 hedge funds hold NU right now — the highest count in 3.0 years. When ownership is this concentrated, any bad news can trigger a chain reaction: one big fund sells, others follow. This is a classic 'crowded trade' — high popularity doesn't equal safety.
🚀

Fast accumulation — +24% more funds vs a year ago

fund count last 6Q
+164 new funds entered over the past year (+24% YoY). That's a rapid rush of institutional money. Fast accumulation often signals a major thesis — but it also means the stock could fall quickly if that thesis breaks.
🟢

More buyers than sellers — 62% buying

533 buying320 selling
Last quarter: 533 funds were net buyers (153 opened a brand new position + 380 added to an existing one). Only 320 were sellers (241 trimmed + 79 sold completely). A clear majority buying is a strong confirmation signal.
📈

More new buyers each quarter (+46 vs last Q)

new funds entering per quarter
Funds opening a new NU position: 129 → 137 → 107 → 153. A growing influx of new institutional buyers means the asset is still gathering momentum — the consensus hasn't fully saturated yet.
🔒

46% of holders stayed for 2+ years

■ 46% conviction (2yr+) ■ 31% medium ■ 23% new
381 out of 836 hedge funds have held NU for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.
💎

Buying through price weakness — shares +4%, value -59%

Value
-59%
Shares
+4%
Last quarter: funds added +4% more shares while total portfolio value only changed -59%. Institutions were buying while the price was falling — a high-conviction accumulation signal. They're deliberately loading up on the dip.
➡️

Steady discovery — ~153 new funds/quarter

141 → 129 → 137 → 107 → 153 new funds/Q
New funds entering each quarter: 129 → 137 → 107 → 153. Consistent flow of new institutional buyers without clear acceleration or slowdown.
🏛️

Deep conviction — 50% of holders stayed 2+ years

■ 50% veterans ■ 19% 1-2yr ■ 31% new
Of 897 current holders: 448 (50%) have held for over 2 years without selling. These are not momentum buyers — they have lived through drawdowns and stayed. A large veteran base acts as a stabilizing force during selloffs.
✅

Strong quality — 35% AUM from major funds

35% from top-100 AUM funds
47 of 836 holders rank in the top 100 by AUM, accounting for 35% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.
3.8
out of 10
Low Exit Risk
Exit risk score 3.8/10 — low institutional crowding. Ownership is below peak levels, holder base is relatively sticky, and buying momentum is positive.

Methodology note: these Smart Money cards use consecutive 13F disclosure snapshots, not trade-by-trade execution data. "Buying", "selling", "new holders", and "trimmed" refer to quarter-over-quarter changes in reported holders, aggregate shares, or disclosed position values between filings. They are useful for ownership regime analysis and crowding, but they do not imply exact trade timing on the filing date.

Hedge Fund Ownership: NU

How many hedge funds hold NU — quarterly history vs. share price
Quarterly hedge fund ownership of NU vs. share price

Market Analysis: NU

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: NU

-- --
Smart Money Signal ?
Strong Institutional Conviction

Multiple high-quality funds hold meaningful positions with strong conviction.

97 top-rated funds 40 high-conviction
Consensus
8.6
/ 10
breadth
×
Elite
7.2
/ 10
conviction
Hedge Fund Positioning: NU
2026 Q1 Stats Unlock in 19 days 897 + Investors

Track Smart Money conviction in NU. See who's accumulating, reducing, or initiating positions.

Metric All 13F Filers (2025 Q4) Prior (2025 Q3) Change
Funds Holding 897 824 8.86%
13F Shares 2.96B 2.84B 4.1%
Total Value $48.75B $119.84B -59.32%
New Positions 158 109 +49
Increased Positions 458 418 +40
Closed Positions 86 97 -11
Reduced Positions 308 334 -26
Total Calls 40 39 2.56%
Total Puts 34 34 -
PUT/CALL Ratio 0.85 0.87 Neutral

Statistics: NU

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Beta (5Y Monthly) --
Short Ratio (Days to Cover) --
Short % of Float --

Financial Highlights

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Institutional Holders (2026 Q1)

897 + investors

Explore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in NU. Verified SEC 13F-HR filings.

Top 25 institutional holders of NU — 2025 Q4 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 AMS Capital Ltda 14.91% — $38K
2 HAMILTON LANE ADVISORS LLC 13.56% 1,320,189 $19.0M
3 LTS Liquid Investments LLC 9.80% 728,699 $10.5M
4 Unison Asset Management LLC 9.29% 1,413,748 $20.3M
5 INCA Investments LLC 7.73% 1,515,899 $21.8M
6 Verde Servicos Internacionais S.A. 3.96% 898,410 $13K
7 MANNING & NAPIER ADVISORS LLC 2.16% 10,667,236 $153.3M
8 Finivi Inc. 2.13% 271,994 $3.9M
9 INVESTMENT HOUSE LLC 1.93% 2,579,718 $37.1M
10 Ninety One North America, Inc. 1.67% 2,583,346 $37.1M
11 UDINE WEALTH MANAGEMENT, INC. 1.56% 222,192 $3.2M
12 Perpetual Ltd 1.33% 6,014,970 $86.4M
13 SALEM INVESTMENT COUNSELORS INC 1.10% 2,112,866 $30.4M
14 WASATCH ADVISORS LP 0.96% 10,051,556 $144.4M
15 Assenagon Asset Management S.A. 0.71% 32,535,091 $467.5M
16 SHELTON WEALTH MANAGEMENT, LLC 0.68% 108,706 $1.6M
17 Northside Capital Management, LLC 0.65% 512,727 $7.4M
18 Salvus Wealth Management, LLC 0.58% 69,500 $999K
19 Larry Mathis Financial Planning, LLC 0.54% 41,543 $597K
20 LWM Advisory Services, LLC 0.46% 30,210 $434K
21 Hosking Partners LLP 0.46% 884,247 $12.7M
22 J2 Capital Management Inc 0.43% 43,626 $627K
23 MLP3, LLC 0.42% 26,595 $382K
24 Prasad Wealth Partners, LLC 0.39% 100,953 $1.5M
25 Pathfinder Wealth Consulting, Inc. 0.39% 41,400 $595K
Investor Ownership
History 		% of Portfolio Prev % Rank Conviction Avg Buy Price 13F Score™ 3Y / 7Y Sell Timing Shares Mkt Value Change Change % Source Quarter Filed

Frequently Asked Questions — NU HLDGS LTD (NU)

What does the Smart Money Trend signal show for NU?

Buying streak — 11 quarters in a row: For 11 consecutive quarters, more hedge funds added NU than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.

What is the institutional breadth score for NU?

More buyers than sellers — 62% buying: Last quarter: 533 funds were net buyers (153 opened a brand new position + 380 added to an existing one). Only 320 were sellers (241 trimmed + 79 sold completely). A clear majority buying is a strong confirmation signal.

What is the fund quality score for NU holders?

Strong quality — 35% AUM from major funds: 47 of 836 holders rank in the top 100 by AUM, accounting for 35% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.

How long have hedge funds held NU?

46% of holders stayed for 2+ years: 381 out of 836 hedge funds have held NU for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.

Where does this institutional ownership data come from?

All holdings data is sourced from SEC Form 13F filings, which institutional investment managers with over $100 million in assets are required to submit quarterly. Data is parsed directly from SEC EDGAR.

Disclaimer: The information on this page is for informational purposes only and does not constitute investment advice, a recommendation, or an offer to buy or sell any security. Institutional holdings data is sourced from SEC Form 13F filings and reflects positions as of the filing date. Past performance of any fund or portfolio is not indicative of future results. 13Foresight is not a registered investment adviser. Always conduct your own due diligence before making investment decisions.