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NewMarket
NEU

Overview Fund Activity

316 hedge funds and large institutions have $3.22B invested in NewMarket in 2024 Q4 according to their latest regulatory filings, with 46 funds opening new positions, 103 increasing their positions, 106 reducing their positions, and 45 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
316
Holders Change
-3
Holders Change %
-0.94%
% of All Funds
4.21%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
46
Increased
103
Reduced
106
Closed
45
Calls
$845K
Puts
–
Net Calls
+$845K
Net Calls Change
-$10.3M

Top Buyers

1
American Century Companies
American Century Companies
Missouri
$25.2M
2
BlackRock
BlackRock
New York
$359M
3
Goldman Sachs
Goldman Sachs
New York
$32M
4
Bank of New York Mellon
Bank of New York Mellon
New York
$48.5M
5
Northern Trust
Northern Trust
Illinois
$42.4M

Top Sellers

1
AQR Capital Management
AQR Capital Management
Connecticut
$30.9M
2
Bank of America
Bank of America
North Carolina
$561M
3
Millennium Management
Millennium Management
New York
$3.83M
4
New York State Common Retirement Fund
New York State Common Retirement Fund
New York
$15.6M
5
First Trust Advisors
First Trust Advisors
Illinois
$58.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
AF
301
Allworth Financial
California
$2.46K -$492 -1 -17%
RTL
302
Red Tortoise LLC
Georgia
$2.11K – – –
GWM
303
Geneos Wealth Management
Colorado
$2.11K – – –
TC
304
Truvestments Capital
Florida
$2.11K +$2.11K +4 New
FMII
305
Farmers & Merchants Investments Inc
Nebraska
$1.59K – – –
SIC
306
SJS Investment Consulting
Ohio
$1.06K -$529 -1 -33%
HI
307
Horizon Investments
North Carolina
$1.06K – – –
HI
308
Harbour Investments
Wisconsin
$1.06K – – –
MCM
309
Manchester Capital Management
Vermont
$1.06K – – –
S
310
Sachetta
Massachusetts
$531 – – –
AGWCA
311
Annis Gardner Whiting Capital Advisors
Florida
$531 +$531 +1 New
WWP
312
WR Wealth Planners
Missouri
$528 – – –
HNB
313
Huntington National Bank
Ohio
$528 – – –
GFPC
314
Global Financial Private Client
Florida
$528 +$528 +1 New
RIL
315
Rothschild Investment LLC
Illinois
$528 +$528 +1 New
WA
316
Whipplewood Advisors
Colorado
$528 +$528 +1 New
IAIM
317
International Assets Investment Management
Florida
– -$39 -21,524 Closed
CI
318
CX Institutional
Indiana
– -$4.33M -7,843 Closed
JAM
319
Jupiter Asset Management
United Kingdom
– -$3.76M -6,806 Closed
BGIM
320
Brandywine Global Investment Management
Pennsylvania
– -$3.23M -6,129 Closed
AM
321
AGF Management
Ontario, Canada
– -$3.09M -5,600 Closed
TC
322
TwinBeech Capital
New York
– -$2.69M -4,878 Closed
GC
323
Guggenheim Capital
Illinois
– -$1.31M -2,365 Closed
SPS
324
Susquehanna Portfolio Strategies
Pennsylvania
– -$980K -1,776 Closed
AG
325
Algert Global
California
– -$892K -1,617 Closed
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13
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