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NewMarket
NEU

Overview Fund Activity

246 hedge funds and large institutions have $1.95B invested in NewMarket in 2021 Q4 according to their latest regulatory filings, with 33 funds opening new positions, 58 increasing their positions, 107 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
246
Holders Change
–
Holders Change %
0%
% of All Funds
3.8%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
33
Increased
58
Reduced
107
Closed
31
Calls
$3.74M
Puts
$1.85M
Net Calls
+$1.89M
Net Calls Change
+$523K

Top Buyers

1
DC
Davenport & Co
Virginia
$43.9M
2
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management
California
$4.87M
3
WG
Winton Group
United Kingdom
$6.88M
4
Retirement Systems of Alabama
Retirement Systems of Alabama
Alabama
$12.2M
5
Lazard Asset Management
Lazard Asset Management
New York
$4.51M

Top Sellers

1
Wells Fargo
Wells Fargo
California
$5.42M
2
Fidelity Investments
Fidelity Investments
Massachusetts
$98K
3
LCOV
London Company of Virginia
Virginia
$239M
4
Millennium Management
Millennium Management
New York
$490K
5
EIP
Epoch Investment Partners
New York
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
BIA
226
Bell Investment Advisors
California
$4K -$333 -1 -8%
LWA
227
Lenox Wealth Advisors
New York
$4K – – –
CWP
228
Concord Wealth Partners
Virginia
$4K – – –
MCM
229
Manchester Capital Management
Vermont
$4K +$364 +1 +10%
Bessemer Group
230
Bessemer Group
New Jersey
$4K +$4K +13 New
MPWT
231
MassMutual Private Wealth & Trust
Connecticut
$3K -$5.33K -16 -64%
FHA
232
First Horizon Advisors
Tennessee
$3K – – –
EARNEST Partners
233
EARNEST Partners
Georgia
$3K – – –
NFSG
234
Newbridge Financial Services Group
Florida
$3K – – –
Manulife (Manufacturers Life Insurance)
235
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$2.66K -$132 -386 -5%
EWA
236
EverSource Wealth Advisors
Alabama
$2K +$2K +5 New
FMP
237
Financial Management Professionals
Texas
$1K – – –
CA
238
CoreCap Advisors
Michigan
$1K +$1K +2 New
BWL
239
Bogart Wealth LLC
Virginia
$1K +$1K +2 New
PFBT
240
Parkside Financial Bank & Trust
Missouri
$1K +$750 +3 +300%
JWA
241
JFS Wealth Advisors
Pennsylvania
$1K +$1K +3 New
SC
242
Schubert & Co
Texas
$1K +$1K +4 New
VRS
243
Virginia Retirement Systems
Virginia
$343 – – –
SWA
244
Sutton Wealth Advisors
Florida
$343 +$343 +1 New
BBHC
245
Brown Brothers Harriman & Co
New York
$21 – – –
EIP
246
Epoch Investment Partners
New York
– -$8.97M -26,486 Closed
PAM
247
Panagora Asset Management
Massachusetts
– -$3.12M -9,221 Closed
Arrowstreet Capital
248
Arrowstreet Capital
Massachusetts
– -$2.54M -7,502 Closed
AIM
249
Aigen Investment Management
New York
– -$919K -2,714 Closed
AG
250
AlphaSimPlex Group
Massachusetts
– -$619K -1,827 Closed
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