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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 %
RMC
251
Resources Management Corp
Connecticut
$9K – – –
CCP
252
Carmel Capital Partners
California
$8.19K +$8.19K +18 New
DA
253
Denali Advisors
California
$7.74K – – –
MPWT
254
MassMutual Private Wealth & Trust
Connecticut
$6.37K +$2.73K +6 +75%
IA
255
IFP Advisors
Florida
$5.92K – – –
BIA
256
Bell Investment Advisors
California
$5.01K +$455 +1 +10%
Simplex Trading
257
Simplex Trading
Illinois
$5K +$5K +12 New
AF
258
Advisornet Financial
Minnesota
$4.55K -$455 -1 -9%
SPIA
259
Steward Partners Investment Advisory
New York
$4.55K – – –
EARNEST Partners
260
EARNEST Partners
Georgia
$4.55K – – –
Fuller & Thaler Asset Management
261
Fuller & Thaler Asset Management
California
$4.55K – – –
JWA
262
JFS Wealth Advisors
Pennsylvania
$4.1K – – –
Carson Wealth (CWM LLC)
263
Carson Wealth (CWM LLC)
Nebraska
$4K – – –
JWM
264
Janiczek Wealth Management
Colorado
$3.64K – – –
CA
265
Crewe Advisors
Utah
$3.19K – – –
Group One Trading
266
Group One Trading
Illinois
$3.19K +$3.19K +7 New
SFG
267
Steward Financial Group
Texas
$3K +$3K +8 New
CAL
268
Capital Advisors Ltd
Ohio
$2K – – –
EWA
269
EverSource Wealth Advisors
Alabama
$1.82K +$456 +1 +33%
SIC
270
SJS Investment Consulting
Ohio
$1.82K – – –
UFF
271
USA Financial Formulas
Michigan
$1.82K – – –
RTL
272
Red Tortoise LLC
Georgia
$1.82K – – –
FMII
273
Farmers & Merchants Investments Inc
Nebraska
$1.37K – – –
PI
274
PEAK6 Investments
Illinois
$1.31K – – –
BWL
275
Bogart Wealth LLC
Virginia
$953 – – –
9 10
11
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