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NewMarket
NEU

Overview Fund Activity

270 hedge funds and large institutions have $2.38B invested in NewMarket in 2023 Q2 according to their latest regulatory filings, with 38 funds opening new positions, 70 increasing their positions, 105 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
270
Holders Change
+7
Holders Change %
+2.66%
% of All Funds
4.26%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
38
Increased
70
Reduced
105
Closed
29
Calls
$3.18M
Puts
$603K
Net Calls
+$2.57M
Net Calls Change
-$8.87M

Top Buyers

1
LSV Asset Management
LSV Asset Management
Illinois
+$16M
2
Acadian Asset Management
Acadian Asset Management
Massachusetts
+$8.81M
3
Geode Capital Management
Geode Capital Management
Massachusetts
+$6.53M
4
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
+$4.11M
5
OTPPB
Ontario Teachers' Pension Plan Board
Ontario, Canada
+$3.63M

Top Sellers

1
First Trust Advisors
First Trust Advisors
Illinois
-$23.8M
2
LCOV
London Company of Virginia
Virginia
-$5.64M
3
MOS
MGO One Seven
Ohio
-$5.31M
4
T
TCWP
Ohio
-$5.3M
5
Allspring Global Investments
Allspring Global Investments
North Carolina
-$4.55M
Name Holding Trade Value Shares
Change 		Shares
Change %
TSW
226
Thompson Siegel & Walmsley
Virginia
$31K – – –
BBHC
227
Brown Brothers Harriman & Co
New York
$24.1K – – –
LC
228
Lindbrook Capital
California
$23.7K -$402 -1 -2%
ACA
229
Atlas Capital Advisors
Wyoming
$22.5K +$22.5K +56 New
MHR
230
Matthew Hamilton Rosenberg
$20.1K – – –
BFEC
231
Benjamin F. Edwards & Company
Missouri
$19K – – –
CFGS
232
Concourse Financial Group Securities
Alabama
$18.6K -$12.9K -32 -41%
FHA
233
First Horizon Advisors
Tennessee
$17.3K +$12.9K +32 +291%
Fifth Third Bancorp
234
Fifth Third Bancorp
Ohio
$15.7K -$2.82K -7 -15%
PTC
235
Private Trust Company
Ohio
$14.5K – – –
FIA
236
FNY Investment Advisers
New York
$12K – – –
EWM
237
Evermay Wealth Management
Virginia
$11.7K – – –
QC
238
Quent Capital
New York
$8.45K – – –
RMC
239
Resources Management Corp
Connecticut
$8K -$226K -565 -97%
DA
240
Denali Advisors
California
$6.84K -$402 -1 -6%
NA
241
NewEdge Advisors
Louisiana
$6.43K -$16.5K -41 -72%
IA
242
IFP Advisors
Florida
$5.2K – – –
AF
243
Advisornet Financial
Minnesota
$4.42K +$402 +1 +10%
BIA
244
Bell Investment Advisors
California
$4.02K – – –
SPIA
245
Steward Partners Investment Advisory
New York
$4.02K -$2.41K -6 -38%
HCP
246
Hexagon Capital Partners
Arkansas
$4.02K -$402 -1 -9%
Fuller & Thaler Asset Management
247
Fuller & Thaler Asset Management
California
$4.02K – – –
EARNEST Partners
248
EARNEST Partners
Georgia
$4.02K – – –
Carson Wealth (CWM LLC)
249
Carson Wealth (CWM LLC)
Nebraska
$4K – – –
NFSG
250
Newbridge Financial Services Group
Florida
$3.83K +$383 +1 +11%
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