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NewMarket
NEU

Overview Fund Activity

327 hedge funds and large institutions have $3.8B invested in NewMarket in 2024 Q1 according to their latest regulatory filings, with 50 funds opening new positions, 101 increasing their positions, 109 reducing their positions, and 29 closing their positions.

Holders
327
Holders Change
+20
Holders Change %
+6.51%
% of All Funds
4.74%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
50
Increased
101
Reduced
109
Closed
29
Calls
$23.7M
Puts
$444K
Net Calls
+$23.2M
Net Calls Change
+$14.3M

Top Buyers

1
Invesco
1
Invesco
Georgia
$120M
2
Pacer Advisors
2
Pacer Advisors
Pennsylvania
$76.4M
3
AQR Capital Management
3
AQR Capital Management
Connecticut
$50.6M
4
Geode Capital Management
4
Geode Capital Management
Massachusetts
$87.2M
5
Lazard Asset Management
5
Lazard Asset Management
New York
$23.1M

Top Sellers

1
Allspring Global Investments
1
Allspring Global Investments
North Carolina
$116M
2
DC
2
Davenport & Co
Virginia
$22.2M
3
First Trust Advisors
3
First Trust Advisors
Illinois
$81.6M
4
Morgan Stanley
4
Morgan Stanley
New York
$24.3M
5
LSV Asset Management
5
LSV Asset Management
Illinois
$148M
Name Holding Trade Value Shares
Change 		Shares
Change %
NA
251
NewEdge Advisors
Louisiana
$104K -$77.5K -122 -43%
CTC
252
Central Trust Company
Missouri
$102K – – –
QCG
253
Quadrant Capital Group
Ohio
$93.3K – – –
KBC Group
254
KBC Group
Belgium
$87K – – –
HNB
255
Huntington National Bank
Ohio
$81.9K -$635 -1 -0.8%
DJSG
256
D.J. St. Germain
Massachusetts
$76.2K – – –
HCM
257
Hollencrest Capital Management
California
$71.7K – – –
CFM
258
Catalyst Funds Management
Australia
$63.5K +$63.5K +100 New
GI
259
GAMMA Investing
California
$60.9K +$4.44K +7 +8%
HMS
260
Hanseatic Management Services
New Mexico
$58.4K – – –
TPCW
261
TD Private Client Wealth
New York
$53.3K -$31.1K -49 -37%
GIA
262
GHP Investment Advisors
Colorado
$52.7K – – –
LC
263
Lindbrook Capital
California
$52K +$1.27K +2 +3%
SPIA
264
Steward Partners Investment Advisory
New York
$52K +$45.7K +72 +720%
FHA
265
First Horizon Advisors
Tennessee
$50.1K +$12.7K +20 +34%
C
266
Covestor
United Kingdom
$50K -$64.6K -102 -56%
BBHC
267
Brown Brothers Harriman & Co
New York
$38.1K – – –
JWM
268
Janiczek Wealth Management
Colorado
$35.5K +$33K +52 +1,300%
Fifth Third Bancorp
269
Fifth Third Bancorp
Ohio
$34.3K – – –
UB
270
UMB Bank
Missouri
$32.4K +$12.7K +20 +65%
MHR
271
Matthew Hamilton Rosenberg
$31.7K – – –
OP
272
ORG Partners
Indiana
$30.4K +$30.4K +48 New
BFEC
273
Benjamin F. Edwards & Company
Missouri
$30K – – –
IA
274
IFP Advisors
Florida
$28.8K +$8.97K +14 +45%
QC
275
Quent Capital
New York
$23.5K – – –
9 10
11
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