The Rise and Fall of Nisa Investment Advisors: A Q4 2022 vs. Q1 2023 13F Holdings Comparison

Nisa Investment Advisors, LLC is a prominent asset management firm that manages over $140 billion in assets for its clients. They file Form 13F with the Securities and Exchange Commission (SEC), which requires institutional investment managers to disclose their holdings on a quarterly basis. In this blog post, we will be analyzing Nisa's Q4 2022 vs. Q1 2023 13F holdings comparison and discussing the changes that have occurred.

Firstly, let's take a look at the top 10 holdings of Nisa Investment Advisors in Q4 2022. At the top of the list is Apple Inc, with 4,512,215 shares valued at $586,272. Following closely is Microsoft Corp with 2,267,432 shares valued at $543,776, and Nvidia Corp with 746,832 shares valued at $109,142. These three stocks accounted for 32.4% of Nisa's portfolio in Q4 2022.

Moving on to Q1 2023, we can see that there have been significant changes in Nisa's portfolio. Apple Inc is still at the top of the list with 4,528,500 shares; however, the value has increased by 27.4% to $746,750. Microsoft Corp and Nvidia Corp are still in second and third place, respectively, but the value has changed to $651,648 and $211,306.

Another notable change is the rise of Tesla Inc. Nisa Investment Advisors increased their holding in Tesla by 7.2%, from 534,308 shares to 572,434 shares. This change also reflects the rise of electric vehicles in the market and the potential for growth in the industry.

There were some decreases in holdings as well. UnitedHealth Group Inc saw a decrease of 16.1%, from 306,011 shares to 288,064 shares, while Pfizer Inc saw a decrease of 21.7%, from 1,761,696 shares to 1,732,099 shares. These decreases could be due to a decline in performance or a shift in investment strategy by Nisa Investment Advisors.

Another interesting change to note is the increase in holdings of Morgan Stanley Institutional Fund. Nisa Investment Advisors increased their holding in the fund by 29.3% in Q1 2023, from 2,123,844 shares to 2,755,881 shares. This change could reflect Nisa's confidence in the performance of the fund or a strategy shift towards investing in funds rather than individual stocks.

In conclusion, Nisa Investment Advisors' Q4 2022 vs. Q1 2023 13F holdings comparison highlights the fluidity of the market and the need for investors to adapt to these changes. While some of Nisa's holdings have decreased, others have increased, reflecting the current state of the market and Nisa's investment strategy. Through careful analysis and meticulous research, Nisa Investment Advisors will continue to thrive in the ever-changing world of asset management.