NEU icon

NewMarket
NEU

Overview Fund Activity

269 hedge funds and large institutions have $2.47B invested in NewMarket in 2019 Q2 according to their latest regulatory filings, with 30 funds opening new positions, 80 increasing their positions, 100 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
269
Holders Change
–
Holders Change %
0%
% of All Funds
5.85%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
30
Increased
80
Reduced
100
Closed
26
Calls
$4.77M
Puts
$1.08M
Net Calls
+$3.69M
Net Calls Change
-$4.98M

Top Buyers

1
Jacobs Levy Equity Management
Jacobs Levy Equity Management
New Jersey
$19.5M
2
PI
PineBridge Investments
New York
$10.9M
3
MIH
Madison Investment Holdings
Wisconsin
$30.7M
4
Nuveen Asset Management
Nuveen Asset Management
Illinois
$7.12M
5
Russell Investments Group
Russell Investments Group
United Kingdom
$7.27M

Top Sellers

1
Bank of America
Bank of America
North Carolina
$384M
2
LCOV
London Company of Virginia
Virginia
$255M
3
Nordea Investment Management
Nordea Investment Management
Sweden
$0
4
Janus Henderson Group
Janus Henderson Group
United Kingdom
$145M
5
State Street
State Street
Massachusetts
$83.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
LWM
251
Liberty Wealth Management
California
$11K – – –
FL
252
Fort LP
Maryland
$11K +$11K +27 New
AIM
253
Anchor Investment Management
South Carolina
$10K – – –
PCP
254
Proficio Capital Partners
Massachusetts
$10K – – –
CIA
255
CSat Investment Advisory
Michigan
$8K +$8K +20 New
GAM
256
Gemmer Asset Management
California
$6K – – –
TPWA
257
TRUE Private Wealth Advisors
Oregon
$6K +$6K +16 New
PMFA
258
Plante Moran Financial Advisors
Michigan
$5K – – –
EARNEST Partners
259
EARNEST Partners
Georgia
$4K – – –
RCG
260
Ruggie Capital Group
Florida
$4K +$4K +10 New
VCM
261
Versant Capital Management
Arizona
$3K -$1.5K -4 -33%
TWA
262
TCI Wealth Advisors
Arizona
$3K – – –
APA
263
American Portfolios Advisors
New York
$2.01K – – –
GWM
264
Geneos Wealth Management
Colorado
$2K -$571 -2 -22%
QCG
265
Quadrant Capital Group
Ohio
$2K – – –
LWCFA
266
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$2K – – –
HGWM
267
Harvest Group Wealth Management
Massachusetts
$2K – – –
GT
268
Glenmede Trust
Pennsylvania
$1.04K -$565 -1,409 -35%
NCM
269
Next Capital Management
New York
$1K +$1K +2 New
Nordea Investment Management
270
Nordea Investment Management
Sweden
– -$11.4M -26,189 Closed
SIC
271
Starr International Company
Switzerland
– -$3.37M -7,761 Closed
SL
272
Salomon & Ludwin
Virginia
– -$1.7M -3,926 Closed
Jane Street
273
Jane Street
New York
– -$927K -2,139 Closed
BAM
274
Blueshift Asset Management
New Jersey
– -$701K -1,617 Closed
HI
275
HBK Investments
Texas
– -$607K -1,400 Closed
8 9 10
11
12