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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 Market Value Shares Shares
Change 		Shares
Change %
PTC
276
Private Trust Company
Ohio
$22.8K 36 – –
LFA
277
LGT Financial Advisors
Texas
$22.8K 36 – –
TCOV
278
Trust Company of Vermont
Vermont
$22.2K 35 – –
AWM
279
Avior Wealth Management
Nebraska
$19.7K 31 +31 New
Nomura Asset Management
280
Nomura Asset Management
Japan
$19K 30 +30 New
EWM
281
Evermay Wealth Management
Virginia
$18.5K 29 – –
W
282
WealthCollab
Washington
$18.4K 29 – –
CA
283
Clearstead Advisors
Ohio
$17.3K 31 – –
RA
284
Rise Advisors
New York
$15.2K 24 +24 New
CFGS
285
Concourse Financial Group Securities
Alabama
$14.7K 23 -10 -30%
SAM
286
Smartleaf Asset Management
Massachusetts
$13.2K 21 +21 New
RMC
287
Resources Management Corp
Connecticut
$13K 20 – –
SWM
288
Spire Wealth Management
Virginia
$12.7K 20 – –
MSG
289
Main Street Group
Virginia
$10.1K 16 – –
Carson Wealth (CWM LLC)
290
Carson Wealth (CWM LLC)
Nebraska
$10K 15 +13 +650%
EWA
291
EverSource Wealth Advisors
Alabama
$8.97K 17 +11 +183%
BIA
292
Bell Investment Advisors
California
$8.89K 14 +3 +27%
FFA
293
Frazier Financial Advisors
Ohio
$8.25K 13 +10 +333%
Bessemer Group
294
Bessemer Group
New Jersey
$8K 13 -2 -13%
DWA
295
Delos Wealth Advisors
Texas
$7.62K 12 +12 New
Fuller & Thaler Asset Management
296
Fuller & Thaler Asset Management
California
$6.98K 11 – –
CIBC Private Wealth Group
297
CIBC Private Wealth Group
Georgia
$6.97K 11 +11 New
AF
298
Allworth Financial
California
$6.35K 10 +7 +233%
JWA
299
JFS Wealth Advisors
Pennsylvania
$5.71K 9 -1 -10%
CA
300
Crewe Advisors
Utah
$4.44K 7 +7 New
10 11
12
13 14