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NewMarket
NEU

Overview Fund Activity

279 hedge funds and large institutions have $2.73B invested in NewMarket in 2023 Q3 according to their latest regulatory filings, with 35 funds opening new positions, 94 increasing their positions, 88 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
279
Holders Change
+9
Holders Change %
+3.33%
% of All Funds
4.45%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
%
% of All Funds
0.02%
New
35
Increased
94
Reduced
88
Closed
25
Calls
$7.19M
Puts
$682K
Net Calls
+$6.51M
Net Calls Change
+$3.93M

Top Buyers

1
LSV Asset Management
LSV Asset Management
Illinois
$104M
2
Vanguard Group
Vanguard Group
Pennsylvania
$327M
3
Robeco Institutional Asset Management
Robeco Institutional Asset Management
Netherlands
$22.8M
4
Invesco
Invesco
Georgia
$47.8M
5
Acadian Asset Management
Acadian Asset Management
Massachusetts
$23.6M

Top Sellers

1
Allspring Global Investments
Allspring Global Investments
North Carolina
$131M
2
DC
Davenport & Co
Virginia
$48.7M
3
First Trust Advisors
First Trust Advisors
Illinois
$88.9M
4
Victory Capital Management
Victory Capital Management
Texas
$11.9M
5
Bank of America
Bank of America
North Carolina
$432M
Name Holding Trade Value Shares
Change 		Shares
Change %
QCG
226
Quadrant Capital Group
Ohio
$66.9K – – –
C
227
Covestor
United Kingdom
$66K -$18.7K -41 -22%
NA
228
NewEdge Advisors
Louisiana
$64.6K +$57.3K +126 +788%
HNB
229
Huntington National Bank
Ohio
$58.7K -$1.37K -3 -2%
DJSG
230
D.J. St. Germain
Massachusetts
$54.6K – – –
HCM
231
Hollencrest Capital Management
California
$51.4K – – –
UB
232
UMB Bank
Missouri
$47.3K +$47.3K +104 New
GIA
233
GHP Investment Advisors
Colorado
$44.3K +$6.78K +15 +18%
KBC Group
234
KBC Group
Belgium
$43K +$43K +95 New
HMS
235
Hanseatic Management Services
New Mexico
$41.4K +$41.4K +91 New
TSW
236
Thompson Siegel & Walmsley
Virginia
$35K – – –
BBHC
237
Brown Brothers Harriman & Co
New York
$27.3K – – –
LC
238
Lindbrook Capital
California
$26.8K – – –
BTI
239
Blue Trust Inc
Georgia
$24K +$24K +60 New
Fifth Third Bancorp
240
Fifth Third Bancorp
Ohio
$23.2K +$5.46K +12 +31%
MHR
241
Matthew Hamilton Rosenberg
$22.8K – – –
FHA
242
First Horizon Advisors
Tennessee
$22.8K +$3.19K +7 +16%
BFEC
243
Benjamin F. Edwards & Company
Missouri
$21K – – –
HCP
244
Hexagon Capital Partners
Arkansas
$17.7K +$13.2K +29 +290%
LFA
245
LGT Financial Advisors
Texas
$16.8K +$16.8K +37 New
PTC
246
Private Trust Company
Ohio
$16.4K – – –
CA
247
Clearstead Advisors
Ohio
$15.5K +$15.5K +34 New
CFGS
248
Concourse Financial Group Securities
Alabama
$14.2K -$6.86K -15 -33%
FIA
249
FNY Investment Advisers
New York
$13K – – –
QC
250
Quent Capital
New York
$9.56K – – –
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