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NewMarket

307 hedge funds and large institutions have $3.23B invested in NewMarket in 2023 Q4 according to their latest regulatory filings, with 52 funds opening new positions, 106 increasing their positions, 94 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
307
Holders Change
+28
Holders Change %
+10.04%
% of All Funds
4.5%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
52
Increased
106
Reduced
94
Closed
21
Calls
$9.01M
Puts
$109K
Net Calls
+$8.9M
Net Calls Change
+$2.39M
Name Holding Trade Value Shares
Change
Shares
Change %
Mitsubishi UFJ Trust & Banking
251
Mitsubishi UFJ Trust & Banking
Japan
$49.1K -$120K -219 -71%
GIA
252
GHP Investment Advisors
Colorado
$45.3K -$8.19K -15 -15%
LC
253
Lindbrook Capital
California
$43.7K +$11.5K +21 +36%
TSW
254
Thompson Siegel & Walmsley
Virginia
$41K
FWA
255
FSC Wealth Advisors
New York
$39.3K +$39.3K +72 New
BBHC
256
Brown Brothers Harriman & Co
New York
$32.8K
FHA
257
First Horizon Advisors
Tennessee
$32.2K +$4.91K +9 +18%
Fifth Third Bancorp
258
Fifth Third Bancorp
Ohio
$29.5K +$1.64K +3 +6%
MHR
259
Matthew Hamilton Rosenberg
$27.3K
BFEC
260
Benjamin F. Edwards & Company
Missouri
$26K
QC
261
Quent Capital
New York
$20.2K +$8.73K +16 +76%
LFA
262
LGT Financial Advisors
Texas
$19.7K -$546 -1 -3%
PTC
263
Private Trust Company
Ohio
$19.7K
TCOV
264
Trust Company of Vermont
Vermont
$19.1K +$19.1K +35 New
CFGS
265
Concourse Financial Group Securities
Alabama
$18.1K +$1.1K +2 +6%
BTI
266
Blue Trust Inc
Georgia
$17K -$10.6K -23 -38%
IA
267
IFP Advisors
Florida
$17K +$9.85K +18 +138%
UB
268
UMB Bank
Missouri
$16.9K -$39.8K -73 -70%
CA
269
Clearstead Advisors
Ohio
$16.9K -$1.64K -3 -9%
FIA
270
FNY Investment Advisers
New York
$16K
EWM
271
Evermay Wealth Management
Virginia
$15.9K +$15.9K +29 New
W
272
WealthCollab
Washington
$15.8K +$15.8K +29 New
ASN
273
Advisory Services Network
Georgia
$15.3K +$15.3K +28 New
SWM
274
Spire Wealth Management
Virginia
$12K +$12K +20 New
RMC
275
Resources Management Corp
Connecticut
$11K