Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
Search
Sign in
Sign up
NICM
NEWR
Neo Ivy Capital Management’s
New Relic, Inc.
NEWR
Stock Holding History
Neo Ivy Capital Management’s Portfolio
NEWR Stock Details
NEWR Fund Activity
Bought
Maintained
Sold
Shares
Quarter
Market Value
Status
Shares
Change in
Stake
Trade Value
Portfolio Weight
Portfolio Position
2023
Q3
–
Sell
-1,854
Closed
-$121K
–
486
2023
Q2
$121K
Buy
+1,854
New
+$134K
0.06%
230
2022
Q4
–
Sell
-423
Closed
-$24K
–
572
2022
Q3
$24K
Buy
+423
New
+$25.4K
0.06%
284
2022
Q2
–
Sell
-1,448
Closed
-$96K
–
663
2022
Q1
$96K
Buy
1,448
+224
+18%
+$18.3K
0.09%
308
2021
Q4
$135K
Buy
+1,224
New
+$118K
0.19%
186
2021
Q3
–
Sell
-168
Closed
-$11K
–
671
2021
Q2
$11K
Buy
+168
New
+$10.8K
0.01%
393
2019
Q2
–
Sell
-2,875
Closed
-$283K
–
433
2019
Q1
$283K
Buy
+2,875
New
+$285K
0.16%
183
Other funds holding NEWR
Vanguard Group
Malvern, Pennsylvania
$6.9T AUM
27.45%
1-Year Est. Return
HCM
HMI Capital Management
San Francisco, California
$754M AUM
23.78%
1-Year Est. Return
UOC
UBS O'Connor
Chicago, Illinois
$3.38B AUM
63.08%
1-Year Est. Return
JPM
JANA Partners Management
New York
$1.67B AUM
1.66%
1-Year Est. Return
BlackRock
New York
$5.72T AUM
30.48%
1-Year Est. Return
Fidelity International
Hamilton, Bermuda
$129B AUM
30.83%
1-Year Est. Return
Wellington Management Group
Boston, Massachusetts
$535B AUM
26.23%
1-Year Est. Return
CIP
Champlain Investment Partners
Burlington, Vermont
$7.88B AUM
6.82%
1-Year Est. Return
PCM
Pentwater Capital Management
Naples, Florida
$19.3B AUM
58.13%
1-Year Est. Return
Balyasny Asset Management
Chicago, Illinois
$77.1B AUM
42.89%
1-Year Est. Return
Sign up
Sign in
Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
Theme
Close