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NewMarket
NEU

Overview Fund Activity

245 hedge funds and large institutions have $1.81B invested in NewMarket in 2022 Q4 according to their latest regulatory filings, with 34 funds opening new positions, 71 increasing their positions, 87 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
245
Holders Change
+16
Holders Change %
+6.99%
% of All Funds
3.95%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
34
Increased
71
Reduced
87
Closed
14
Calls
$1.56M
Puts
$373K
Net Calls
+$1.18M
Net Calls Change
-$2.61M

Top Buyers

1
Invesco
Invesco
Georgia
$43.9M
2
First Trust Advisors
First Trust Advisors
Illinois
$94M
3
BlackRock
BlackRock
New York
$191M
4
Victory Capital Management
Victory Capital Management
Texas
$13.1M
5
Allspring Global Investments
Allspring Global Investments
North Carolina
$112M

Top Sellers

1
LCOV
London Company of Virginia
Virginia
$210M
2
AQR Capital Management
AQR Capital Management
Connecticut
$6.08M
3
Bank of New York Mellon
Bank of New York Mellon
New York
$29.1M
4
Millennium Management
Millennium Management
New York
$2.05M
5
Bank of America
Bank of America
North Carolina
$304M
Name Holding Trade Value Shares
Change 		Shares
Change %
NFSG
226
Newbridge Financial Services Group
Florida
$2.92K – – –
JWM
227
Janiczek Wealth Management
Colorado
$2.42K +$2.42K +7 New
SC
228
Schubert & Co
Texas
$2.18K +$311 +1 +17%
Carson Wealth (CWM LLC)
229
Carson Wealth (CWM LLC)
Nebraska
$2K -$21.4K -75 -91%
MPWT
230
MassMutual Private Wealth & Trust
Connecticut
$2K +$2K +5 New
JWA
231
JFS Wealth Advisors
Pennsylvania
$1.87K +$622 +2 +50%
CS
232
Comerica Securities
Michigan
$1.57K +$1.57K +5 New
TWA
233
TCI Wealth Advisors
Arizona
$1.24K +$933 +3 +300%
RTL
234
Red Tortoise LLC
Georgia
$1.24K +$1.24K +4 New
FMII
235
Farmers & Merchants Investments Inc
Nebraska
$933 – – –
SIC
236
SJS Investment Consulting
Ohio
$933 +$622 +2 +200%
AF
237
Advisornet Financial
Minnesota
$933 +$933 +3 New
BWL
238
Bogart Wealth LLC
Virginia
$640 – – –
MCM
239
Manchester Capital Management
Vermont
$622 -$2.49K -8 -80%
LC
240
Lindbrook Capital
California
$622 -$311 -1 -33%
DI
241
Disciplined Investments
Oklahoma
$622 – – –
PFBT
242
Parkside Financial Bank & Trust
Missouri
$311 – – –
SWA
243
Sutton Wealth Advisors
Florida
$311 +$311 +1 New
BAAM
244
Baker Avenue Asset Management
California
$311 +$311 +1 New
NA
245
NewEdge Advisors
Louisiana
$10 +$10 +32 New
EGM
246
Engineers Gate Manager
New York
– -$1.22M -4,062 Closed
JF
247
Jump Financial
Illinois
– -$808K -2,686 Closed
YIH
248
Y-Intercept (HK)
Hong Kong
– -$524K -1,742 Closed
SSA
249
Schonfeld Strategic Advisors
New York
– -$483K -1,603 Closed
IPW
250
Inlet Private Wealth
Florida
– -$430K -1,430 Closed
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