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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 Holding Trade Value Shares
Change 		Shares
Change %
WWP
326
WR Wealth Planners
Missouri
$635 +$635 +1 New
FGAM
327
Financial Gravity Asset Management
Texas
$157 -$41 – –
FIA
328
FNY Investment Advisers
New York
$19 – – –
Hotchkis & Wiley Capital Management
329
Hotchkis & Wiley Capital Management
California
– -$3.18M -5,820 Closed
DWM
330
Dakota Wealth Management
Florida
– -$986K -1,806 Closed
DTL
331
Dynamic Technology Lab
Singapore
– -$908K -1,663 Closed
Two Sigma Investments
332
Two Sigma Investments
New York
– -$858K -1,572 Closed
EGM
333
Engineers Gate Manager
New York
– -$849K -1,556 Closed
I
334
InceptionR
California
– -$821K -1,505 Closed
TSS
335
Two Sigma Securities
New York
– -$714K -1,308 Closed
QC
336
Quadrature Capital
United Kingdom
– -$690K -1,263 Closed
Capstone Investment Advisors
337
Capstone Investment Advisors
New York
– -$499K -914 Closed
IIM
338
INTECH Investment Management
Florida
– -$466K -853 Closed
WG
339
Winton Group
United Kingdom
– -$416K -762 Closed
D.E. Shaw & Co
340
D.E. Shaw & Co
New York
– -$356K -652 Closed
IA
341
IFG Advisory
Georgia
– -$333K -610 Closed
AWA
342
Arkadios Wealth Advisors
Georgia
– -$328K -601 Closed
MA
343
Mutual Advisors
Nebraska
– -$319K -585 Closed
AWM
344
Apollon Wealth Management
South Carolina
– -$296K -542 Closed
Susquehanna International Group
345
Susquehanna International Group
Pennsylvania
– -$293K -537 Closed
EG
346
Ellerson Group
Maryland
– -$281K -515 Closed
TFS
347
Thoroughbred Financial Services
Tennessee
– -$280K -514 Closed
OAC
348
OMERS Administration Corp
Ontario, Canada
– -$273K -500 Closed
CAPTRUST Financial Advisors
349
CAPTRUST Financial Advisors
North Carolina
– -$268K -491 Closed
CWP
350
Capital Wealth Planning
Florida
– -$264K -483 Closed
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