NEU icon

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.

New
Increased
Maintained
Reduced
Closed
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 %
AF
301
Advisornet Financial
Minnesota
$4.44K -$1.9K -3 -30%
MPWT
302
MassMutual Private Wealth & Trust
Connecticut
$4.44K – – –
FFA
303
Farther Finance Advisors
California
$4.44K +$4.44K +7 New
TWC
304
TD Waterhouse Canada
Ontario, Canada
$4.39K +$4.39K +7 New
PFBT
305
Parkside Financial Bank & Trust
Missouri
$3.81K – – –
ZB
306
Zions Bancorporation
Utah
$3.81K +$3.81K +6 New
AS
307
Altshuler Shaham
Israel
$3.81K +$3.81K +6 New
AFWM
308
Abich Financial Wealth Management
Virginia
$3.17K +$1.9K +3 +150%
CAL
309
Capital Advisors Ltd
Ohio
$3K +$600 +1 +25%
SIC
310
SJS Investment Consulting
Ohio
$2.54K – – –
RTL
311
Red Tortoise LLC
Georgia
$2.54K – – –
CFB
312
Cullen/Frost Bankers
Texas
$2.54K +$2.54K +4 New
HCP
313
Hexagon Capital Partners
Arkansas
$1.9K -$3.81K -6 -67%
DPW
314
DiNuzzo Private Wealth
Pennsylvania
$1.9K – – –
FMII
315
Farmers & Merchants Investments Inc
Nebraska
$1.9K – – –
S
316
Sachetta
Massachusetts
$1.65K – – –
BWL
317
Bogart Wealth LLC
Virginia
$1.34K – – –
PI
318
PEAK6 Investments
Illinois
$1.3K -$649 -1 -33%
MCM
319
Manchester Capital Management
Vermont
$1.27K – – –
HI
320
Horizon Investments
North Carolina
$1.27K +$635 +1 +100%
AGWCA
321
Annis Gardner Whiting Capital Advisors
Florida
$638 – – –
BTI
322
Blue Trust Inc
Georgia
$635 -$22.9K -36 -97%
DA
323
Denali Advisors
California
$635 -$7.62K -12 -92%
TFM
324
TFC Financial Management
Massachusetts
$635 +$635 +1 New
CA
325
CoreCap Advisors
Michigan
$635 +$635 +1 New
11 12
13
14 15