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NewMarket

316 hedge funds and large institutions have $3.14B invested in NewMarket in 2024 Q2 according to their latest regulatory filings, with 44 funds opening new positions, 98 increasing their positions, 115 reducing their positions, and 51 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
316
Holders Change
-11
Holders Change %
-3.36%
% of All Funds
4.6%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.01%
New
44
Increased
98
Reduced
115
Closed
51
Calls
$1.39M
Puts
$773K
Net Calls
+$619K
Net Calls Change
-$22.6M
Name Holding Trade Value Shares
Change
Shares
Change %
RA
276
Rise Advisors
New York
$12.4K
QL
277
Quarry LP
New York
$11.3K +$11.3K +22 New
CFGS
278
Concourse Financial Group Securities
Alabama
$10.4K -$1.55K -3 -13%
EWA
279
EverSource Wealth Advisors
Alabama
$10.1K +$562 +1 +6%
RMC
280
Resources Management Corp
Connecticut
$10K
AF
281
Allworth Financial
California
$8.63K +$3.24K +6 +60%
MSG
282
Main Street Group
Virginia
$8.33K
Carson Wealth (CWM LLC)
283
Carson Wealth (CWM LLC)
Nebraska
$8K +$500 +1 +7%
FFA
284
Farther Finance Advisors
California
$7.81K +$4.16K +8 +114%
OWA
285
Opal Wealth Advisors
New York
$7.22K +$7.22K +14 New
Bessemer Group
286
Bessemer Group
New Jersey
$7K
BTI
287
Blue Trust Inc
Georgia
$6.98K +$6.35K +10 +1,000%
BIA
288
Bell Investment Advisors
California
$6.7K -$516 -1 -7%
DWA
289
Delos Wealth Advisors
Texas
$6.19K
Fuller & Thaler Asset Management
290
Fuller & Thaler Asset Management
California
$5.67K
CIBC Private Wealth Group
291
CIBC Private Wealth Group
Georgia
$5.61K
JWA
292
JFS Wealth Advisors
Pennsylvania
$4.64K
Jones Financial Companies
293
Jones Financial Companies
Missouri
$4.64K +$4.64K +9 New
FFA
294
Frazier Financial Advisors
Ohio
$4.13K -$2.58K -5 -38%
TWC
295
TD Waterhouse Canada
Ontario, Canada
$3.64K
AF
296
Advisornet Financial
Minnesota
$3.61K
CA
297
Crewe Advisors
Utah
$3.61K
MPWT
298
MassMutual Private Wealth & Trust
Connecticut
$3.61K
PFBT
299
Parkside Financial Bank & Trust
Missouri
$3.09K
ZB
300
Zions Bancorporation
Utah
$3.09K