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NewMarket
NEU

Overview Fund Activity

267 hedge funds and large institutions have $2.47B invested in NewMarket in 2020 Q4 according to their latest regulatory filings, with 34 funds opening new positions, 73 increasing their positions, 105 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
267
Holders Change
+9
Holders Change %
+3.49%
% of All Funds
4.74%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
34
Increased
73
Reduced
105
Closed
23
Calls
$6.89M
Puts
$2.11M
Net Calls
+$4.78M
Net Calls Change
-$1.76M

Top Buyers

1
LCOV
1
London Company of Virginia
Virginia
$274M
2
LSV Asset Management
2
LSV Asset Management
Illinois
$36.2M
3
Wells Fargo
3
Wells Fargo
California
$65.2M
4
Millennium Management
4
Millennium Management
New York
$11M
5
EIP
5
Epoch Investment Partners
New York
$9.12M

Top Sellers

1
AQR Capital Management
1
AQR Capital Management
Connecticut
$34.8M
2
AL
2
AJO LP
Pennsylvania
$516K
3
Janus Henderson Group
3
Janus Henderson Group
United Kingdom
$107M
4
Renaissance Technologies
4
Renaissance Technologies
New York
$24.7M
5
Morgan Stanley
5
Morgan Stanley
New York
$8.04M
Name Holding Trade Value Shares
Change 		Shares
Change %
Carson Wealth (CWM LLC)
226
Carson Wealth (CWM LLC)
Nebraska
$32K – – –
APW
227
Acima Private Wealth
Virginia
$32K – – –
BFC
228
Bedel Financial Consulting
Indiana
$25K – – –
FCH
229
Freestone Capital Holdings
Washington
$24.7K – – –
BBHC
230
Brown Brothers Harriman & Co
New York
$24K – – –
SIS
231
Sound Income Strategies
Florida
$22K +$22K +55 New
BFEC
232
Benjamin F. Edwards & Company
Missouri
$19K – – –
SPIA
233
Steward Partners Investment Advisory
New York
$17K -$10.5K -26 -38%
GWS
234
Glassman Wealth Services
Virginia
$16K – – –
CFGS
235
Concourse Financial Group Securities
Alabama
$16K +$6.63K +17 +71%
Fifth Third Bancorp
236
Fifth Third Bancorp
Ohio
$15K – – –
PFO
237
Pathstone Family Office
New Jersey
$15K +$15K +37 New
SFS
238
Sowell Financial Services
Arkansas
$13K +$3.55K +9 +38%
PCG
239
Private Capital Group
Connecticut
$12K -$4.26K -11 -26%
RMC
240
Resources Management Corp
Connecticut
$12K – – –
CFN
241
Cordasco Financial Network
Florida
$12K – – –
LWM
242
Liberty Wealth Management
California
$11K – – –
MHR
243
Matthew Hamilton Rosenberg
$10K – – –
ADL
244
Asset Dedication LLC
California
$10K – – –
LWA
245
Lenox Wealth Advisors
New York
$10K +$10K +26 New
JCM
246
Jacobi Capital Management
Pennsylvania
$8K – – –
HIM
247
Hillsdale Investment Management
Ontario, Canada
$8K +$1.2K +3 +18%
APA
248
American Portfolios Advisors
New York
$7.97K – – –
VAIA
249
Virtus Alternative Investment Advisers
Connecticut
$6K -$5.63K -15 -48%
GAM
250
Gemmer Asset Management
California
$6K – – –
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10
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