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NewMarket
NEU

Overview Fund Activity

263 hedge funds and large institutions have $2.17B invested in NewMarket in 2023 Q1 according to their latest regulatory filings, with 36 funds opening new positions, 87 increasing their positions, 90 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
263
Holders Change
+18
Holders Change %
+7.35%
% of All Funds
4.21%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
36
Increased
87
Reduced
90
Closed
14
Calls
$11.8M
Puts
$328K
Net Calls
+$11.4M
Net Calls Change
+$10.3M

Top Buyers

1
DC
Davenport & Co
Virginia
$64M
2
Allspring Global Investments
Allspring Global Investments
North Carolina
$140M
3
Teacher Retirement System of Texas
Teacher Retirement System of Texas
Texas
$10.1M
4
MOS
MGO One Seven
Ohio
$5.31M
5
BA
Bridgewater Associates
Connecticut
$4.06M

Top Sellers

1
Invesco
Invesco
Georgia
$25.8M
2
Vanguard Group
Vanguard Group
Pennsylvania
$248M
3
Renaissance Technologies
Renaissance Technologies
New York
$1.2M
4
First Trust Advisors
First Trust Advisors
Illinois
$106M
5
BlackRock
BlackRock
New York
$221M
Name Holding Trade Value Shares
Change 		Shares
Change %
Fifth Third Bancorp
226
Fifth Third Bancorp
Ohio
$16.8K +$3.29K +9 +24%
Simplex Trading
227
Simplex Trading
Illinois
$14K +$14K +41 New
DCM
228
Dupont Capital Management
Delaware
$13.9K -$2.92K -8 -17%
PTC
229
Private Trust Company
Ohio
$13.1K – – –
EWM
230
Evermay Wealth Management
Virginia
$10.6K – – –
FIA
231
FNY Investment Advisers
New York
$10K – – –
QC
232
Quent Capital
New York
$7.67K +$1.83K +5 +31%
DA
233
Denali Advisors
California
$6.57K – – –
SPIA
234
Steward Partners Investment Advisory
New York
$5.84K – – –
IA
235
IFP Advisors
Florida
$4.97K -$80.3K -210 -94%
HCP
236
Hexagon Capital Partners
Arkansas
$4.02K +$365 +1 +10%
FHA
237
First Horizon Advisors
Tennessee
$4.01K – – –
Bessemer Group
238
Bessemer Group
New Jersey
$4K -$667 -2 -14%
BIA
239
Bell Investment Advisors
California
$3.65K -$730 -2 -17%
Fuller & Thaler Asset Management
240
Fuller & Thaler Asset Management
California
$3.65K – – –
EARNEST Partners
241
EARNEST Partners
Georgia
$3.65K – – –
AF
242
Advisornet Financial
Minnesota
$3.65K +$2.56K +7 +233%
NFSG
243
Newbridge Financial Services Group
Florida
$3.45K – – –
SC
244
Schubert & Co
Texas
$3.29K +$730 +2 +29%
JWA
245
JFS Wealth Advisors
Pennsylvania
$3.29K +$1.1K +3 +50%
Carson Wealth (CWM LLC)
246
Carson Wealth (CWM LLC)
Nebraska
$3K +$667 +2 +29%
JWM
247
Janiczek Wealth Management
Colorado
$2.94K +$368 +1 +14%
MPWT
248
MassMutual Private Wealth & Trust
Connecticut
$2.92K +$1.1K +3 +60%
CA
249
Crewe Advisors
Utah
$2.56K +$2.56K +7 New
CWA
250
Clearview Wealth Advisors
Oregon
$1.83K +$1.83K +5 New
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