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NewMarket
NEU

Overview Fund Activity

319 hedge funds and large institutions have $3.3B invested in NewMarket in 2024 Q3 according to their latest regulatory filings, with 40 funds opening new positions, 123 increasing their positions, 91 reducing their positions, and 34 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
319
Holders Change
+3
Holders Change %
+0.95%
% of All Funds
4.61%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
40
Increased
123
Reduced
91
Closed
34
Calls
$11.1M
Puts
–
Net Calls
+$11.1M
Net Calls Change
+$10.5M

Top Buyers

1
BlackRock
BlackRock
New York
$363M
2
DC
Davenport & Co
Virginia
$28.6M
3
LCOV
London Company of Virginia
Virginia
$327M
4
Goldman Sachs
Goldman Sachs
New York
$23.8M
5
State Street
State Street
Massachusetts
$127M

Top Sellers

1
Invesco
Invesco
Georgia
$89.6M
2
Lazard Asset Management
Lazard Asset Management
New York
$7.96M
3
LSV Asset Management
LSV Asset Management
Illinois
$116M
4
Acadian Asset Management
Acadian Asset Management
Massachusetts
$0
5
Geode Capital Management
Geode Capital Management
Massachusetts
$67.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
SPIA
276
Steward Partners Investment Advisory
New York
$14.9K -$57.4K -104 -79%
PTC
277
Private Trust Company
Ohio
$14.9K – – –
AF
278
Advisornet Financial
Minnesota
$14.3K +$10.5K +19 +271%
RA
279
Rise Advisors
New York
$13.4K – – –
SOW
280
State of Wyoming
Wyoming
$12.1K -$192K -347 -94%
CFGS
281
Concourse Financial Group Securities
Alabama
$11.1K – – –
RMC
282
Resources Management Corp
Connecticut
$11K – – –
SAM
283
Smartleaf Asset Management
Massachusetts
$10.5K +$9.95K +18 +1,800%
EWA
284
EverSource Wealth Advisors
Alabama
$10.5K +$553 +1 +6%
Bessemer Group
285
Bessemer Group
New Jersey
$10K +$2.78K +5 +38%
MSG
286
Main Street Group
Virginia
$8.83K – – –
BIA
287
Bell Investment Advisors
California
$7.73K +$552 +1 +8%
Fuller & Thaler Asset Management
288
Fuller & Thaler Asset Management
California
$6.07K – – –
CIBC Private Wealth Group
289
CIBC Private Wealth Group
Georgia
$6.07K – – –
JWA
290
JFS Wealth Advisors
Pennsylvania
$4.97K – – –
BWL
291
Bogart Wealth LLC
Virginia
$4.97K +$4.97K +9 New
HWM
292
Hemington Wealth Management
Virginia
$4K +$4K +9 New
CA
293
Crewe Advisors
Utah
$3.86K – – –
MPWT
294
MassMutual Private Wealth & Trust
Connecticut
$3.86K – – –
N
295
Natixis
France
$3.86K +$3.86K +7 New
AF
296
Allworth Financial
California
$3.31K -$5.52K -10 -63%
FFA
297
Frazier Financial Advisors
Ohio
$3.31K -$1.1K -2 -25%
PFBT
298
Parkside Financial Bank & Trust
Missouri
$3.31K – – –
ZB
299
Zions Bancorporation
Utah
$3.31K – – –
BIG
300
Brooklyn Investment Group
New York
$2.76K +$2.76K +5 New
10 11
12
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