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NewMarket
NEU

Overview Fund Activity

257 hedge funds and large institutions have $2.63B invested in NewMarket in 2018 Q3 according to their latest regulatory filings, with 25 funds opening new positions, 65 increasing their positions, 110 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
257
Holders Change
+5
Holders Change %
+1.98%
% of All Funds
5.89%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
25
Increased
65
Reduced
110
Closed
17
Calls
$6.53M
Puts
$5.96M
Net Calls
+$568K
Net Calls Change
-$5.7M

Top Buyers

1
Janus Henderson Group
Janus Henderson Group
United Kingdom
$150M
2
Fidelity Investments
Fidelity Investments
Massachusetts
$9.53M
3
MIH
Madison Investment Holdings
Wisconsin
$20.5M
4
New York State Common Retirement Fund
New York State Common Retirement Fund
New York
$21.8M
5
WG
Winton Group
United Kingdom
$11M

Top Sellers

1
Bank of America
Bank of America
North Carolina
$495M
2
LCOV
London Company of Virginia
Virginia
$355M
3
Vanguard Group
Vanguard Group
Pennsylvania
$359M
4
Jacobs Levy Equity Management
Jacobs Levy Equity Management
New Jersey
$0
5
JIM
Jupiter Investment Management
United Kingdom
$6.96M
Name Holding Trade Value Shares
Change 		Shares
Change %
WAP
226
Wealthcare Advisory Partners
Pennsylvania
$27K – – –
Bessemer Group
227
Bessemer Group
New Jersey
$26K – – –
TFS
228
TrustCore Financial Services
Tennessee
$26K – – –
SWM
229
SeaCrest Wealth Management
New York
$25K – – –
BBHC
230
Brown Brothers Harriman & Co
New York
$24K – – –
CFGS
231
Concourse Financial Group Securities
Alabama
$24K +$24K +59 New
BFC
232
Bedel Financial Consulting
Indiana
$23K – – –
AAIM
233
Asset Advisors Investment Management
Georgia
$21K +$21K +51 New
PCG
234
Private Capital Group
Connecticut
$19K – – –
JFGIW
235
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$18K – – –
GWS
236
Glassman Wealth Services
Virginia
$16K – – –
FHA
237
Flagship Harbor Advisors
Massachusetts
$12K – – –
RMC
238
Resources Management Corp
Connecticut
$12K +$12K +30 New
PCP
239
Proficio Capital Partners
Massachusetts
$11K – – –
AIM
240
Anchor Investment Management
South Carolina
$10.1K – – –
CFN
241
Cordasco Financial Network
Florida
$10K – – –
Carson Wealth (CWM LLC)
242
Carson Wealth (CWM LLC)
Nebraska
$9K +$2.57K +6 +40%
CGT
243
Capital Guardian Trust
California
$9K +$9K +22 New
RMAM
244
Raab & Moskowitz Asset Management
New Jersey
$8K +$8K +21 New
CAL
245
Capital Analysts LLC
Pennsylvania
$7K -$268K -650 -97%
TPWA
246
TRUE Private Wealth Advisors
Oregon
$6.52K +$6.52K +16 New
GAM
247
Gemmer Asset Management
California
$6K – – –
PMFA
248
Plante Moran Financial Advisors
Michigan
$5K -$198K -474 -98%
GWM
249
Geneos Wealth Management
Colorado
$5K +$5K +13 New
VCM
250
Versant Capital Management
Arizona
$4K – – –
7 8 9
10
11