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NewMarket
NEU

Overview Fund Activity

259 hedge funds and large institutions have $2.61B invested in NewMarket in 2017 Q4 according to their latest regulatory filings, with 40 funds opening new positions, 93 increasing their positions, 84 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
259
Holders Change
+10
Holders Change %
+4.02%
% of All Funds
5.88%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
40
Increased
93
Reduced
84
Closed
28
Calls
$9.62M
Puts
$8.5M
Net Calls
+$1.11M
Net Calls Change
-$2.17M

Top Buyers

1
Neuberger Berman Group
1
Neuberger Berman Group
New York
$59M
2
BlackRock
2
BlackRock
New York
$298M
3
EAM
3
Eagle Asset Management
Florida
$6.39M
4
Vanguard Group
4
Vanguard Group
Pennsylvania
$353M
5
Deutsche Bank
5
Deutsche Bank
Germany
$11.6M

Top Sellers

1
Bank of America
1
Bank of America
North Carolina
$539M
2
LCOV
2
London Company of Virginia
Virginia
$406M
3
NFA
3
Nationwide Fund Advisors
Ohio
$0
4
Northern Trust
4
Northern Trust
Illinois
$38.9M
5
AQR Capital Management
5
AQR Capital Management
Connecticut
$5.79M
Name Holding Trade Value Shares
Change 		Shares
Change %
P
201
Pitcairn
Pennsylvania
$230K -$3.18K -8 -1%
Fifth Third Bancorp
202
Fifth Third Bancorp
Ohio
$227K -$63.1K -159 -22%
Zurich Cantonal Bank
203
Zurich Cantonal Bank
Switzerland
$227K +$61.9K +156 +38%
Northwestern Mutual Wealth Management
204
Northwestern Mutual Wealth Management
Wisconsin
$213K -$29.7K -75 -12%
WAM
205
Wealthspire Advisors (Maryland)
Maryland
$211K -$12.7K -32 -6%
Truist Financial
206
Truist Financial
North Carolina
$210K – – –
IA
207
IFP Advisors
Florida
$202K +$1.59K +4 +0.8%
AAM
208
Azzad Asset Management
Virginia
$201K – – –
RCM
209
Riverhead Capital Management
Delaware
$199K +$39.7K +100 +25%
CAPTRUST Financial Advisors
210
CAPTRUST Financial Advisors
North Carolina
$184K +$184K +462 New
Toronto Dominion Bank
211
Toronto Dominion Bank
Ontario, Canada
$127K – – –
SIAS
212
Shine Investment Advisory Services
Colorado
$110K – – –
US Bancorp
213
US Bancorp
Minnesota
$109K +$27.4K +69 +34%
AG
214
Advisor Group
Arizona
$106K +$15.4K +39 +17%
YWP
215
YorkBridge Wealth Partners
New York
$100K -$10K -26 -9%
CTC
216
Central Trust Company
Missouri
$95K -$67.9K -170 -42%
CAW
217
Cornerstone Advisors (Washington)
Washington
$93K -$1.99K -5 -2%
Bessemer Group
218
Bessemer Group
New Jersey
$92K -$8.8K -22 -9%
Nisa Investment Advisors
219
Nisa Investment Advisors
Missouri
$79K -$316K -800 -80%
PAM
220
Panagora Asset Management
Massachusetts
$79K – – –
MCM
221
MV Capital Management
Maryland
$75K – – –
PMFA
222
Plante Moran Financial Advisors
Michigan
$68K +$63.3K +160 +1,333%
AC
223
Avestar Capital
New York
$68K +$68K +181 New
AAP
224
Arax Advisory Partners
Colorado
$67K -$3.94K -10 -6%
PA
225
Parallel Advisors
California
$57K -$16.2K -41 -22%
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