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NewMarket

246 hedge funds and large institutions have $2.61B invested in NewMarket in 2018 Q4 according to their latest regulatory filings, with 30 funds opening new positions, 54 increasing their positions, 99 reducing their positions, and 41 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
246
Holders Change
-11
Holders Change %
-4.28%
% of All Funds
5.49%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
30
Increased
54
Reduced
99
Closed
41
Calls
$3.92M
Puts
$7.53M
Net Calls
-$3.62M
Net Calls Change
-$4.19M
Name Holding Trade Value Shares
Change
Shares
Change %
AIM
226
Anchor Investment Management
South Carolina
$10.3K
CFN
227
Cordasco Financial Network
Florida
$10K
WANY
228
Wealthspire Advisors (New York)
New York
$10K +$10K +24 New
TRCT
229
Tower Research Capital (TRC)
New York
$9K -$814K -1,989 -99%
Carson Wealth (CWM LLC)
230
Carson Wealth (CWM LLC)
Nebraska
$8K -$400 -1 -5%
FTI
231
Fiduciary Trust International
Massachusetts
$8K +$8K +19 New
JA
232
JOYN Advisors
Georgia
$8K +$8K +20 New
CFGS
233
Concourse Financial Group Securities
Alabama
$7K -$17.3K -42 -71%
GAM
234
Gemmer Asset Management
California
$6K
PMFA
235
Plante Moran Financial Advisors
Michigan
$5K
GWM
236
Geneos Wealth Management
Colorado
$5K
LC
237
Lindbrook Capital
California
$5K +$5K +14 New
EARNEST Partners
238
EARNEST Partners
Georgia
$4K
VCM
239
Versant Capital Management
Arizona
$4K
TWA
240
TCI Wealth Advisors
Arizona
$3K +$3K +8 New
LWCFA
241
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$2K
QCG
242
Quadrant Capital Group
Ohio
$2K +$2K +5 New
GT
243
Glenmede Trust
Pennsylvania
$1.99K -$59 -142 -3%
QI
244
QS Investors
New York
$1K
PWMG
245
Prestige Wealth Management Group
New Jersey
$1K +$1K +3 New
Schroder Investment Management Group
246
Schroder Investment Management Group
United Kingdom
$974 -$250 -606 -20%
Mawer Investment Management
247
Mawer Investment Management
Alberta, Canada
-$10.9M -26,773 Closed
CCM
248
Copeland Capital Management
Pennsylvania
-$10.8M -26,648 Closed
PL
249
PWMCO LLC
Illinois
-$7.38M -18,130 Closed
JIM
250
Jupiter Investment Management
United Kingdom
-$6.96M -17,156 Closed