NEU icon

NewMarket
NEU

Overview Fund Activity

252 hedge funds and large institutions have $2.66B invested in NewMarket in 2018 Q2 according to their latest regulatory filings, with 15 funds opening new positions, 88 increasing their positions, 92 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
252
Holders Change
-9
Holders Change %
-3.45%
% of All Funds
5.78%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
15
Increased
88
Reduced
92
Closed
24
Calls
$8.21M
Puts
$1.94M
Net Calls
+$6.26M
Net Calls Change
+$7.55M

Top Buyers

1
Janus Henderson Group
Janus Henderson Group
United Kingdom
$114M
2
Vanguard Group
Vanguard Group
Pennsylvania
$370M
3
Goldman Sachs
Goldman Sachs
New York
$17.6M
4
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
$34.7M
5
New York State Common Retirement Fund
New York State Common Retirement Fund
New York
$16.4M

Top Sellers

1
Bank of America
Bank of America
North Carolina
$512M
2
EVM
Eaton Vance Management
Massachusetts
$15.9M
3
LCOV
London Company of Virginia
Virginia
$371M
4
CCM
Copeland Capital Management
Pennsylvania
$12.8M
5
Renaissance Technologies
Renaissance Technologies
New York
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
IA
201
IFP Advisors
Florida
$186K -$20.3K -50 -10%
CAPTRUST Financial Advisors
202
CAPTRUST Financial Advisors
North Carolina
$185K +$2.03K +5 +1%
HNB
203
Huntington National Bank
Ohio
$167K -$171K -421 -51%
Fifth Third Bancorp
204
Fifth Third Bancorp
Ohio
$161K -$60.5K -150 -27%
MYIA
205
Mount Yale Investment Advisors
Colorado
$157K -$56.4K -139 -26%
Toronto Dominion Bank
206
Toronto Dominion Bank
Ontario, Canada
$130K – – –
S
207
SignatureFD
Georgia
$127K +$125K +311 +7,775%
SIAS
208
Shine Investment Advisory Services
Colorado
$112K – – –
US Bancorp
209
US Bancorp
Minnesota
$107K -$40.5K -100 -27%
YWP
210
YorkBridge Wealth Partners
New York
$104K – – –
AG
211
Advisor Group
Arizona
$104K +$2.02K +5 +2%
Qube Research & Technologies (QRT)
212
Qube Research & Technologies (QRT)
United Kingdom
$97K +$97K +240 New
CAW
213
Cornerstone Advisors (Washington)
Washington
$95K – – –
PAM
214
Panagora Asset Management
Massachusetts
$81K – – –
MCM
215
MV Capital Management
Maryland
$76K – – –
PA
216
Parallel Advisors
California
$67K +$9.23K +23 +16%
TG
217
TLP Group
Illinois
$66K -$306K -760 -82%
AAP
218
Arax Advisory Partners
Colorado
$66K -$1.21K -3 -2%
CTC
219
Central Trust Company
Missouri
$65K – – –
AC
220
Avestar Capital
New York
$63K – – –
RCAG
221
Rehmann Capital Advisory Group
Michigan
$38.5K -$56.3K -139 -59%
SPIA
222
Steward Partners Investment Advisory
New York
$38K +$22.1K +54 +138%
WAM
223
Wealthspire Advisors (Maryland)
Maryland
$34K -$61.9K -151 -65%
WAP
224
Wealthcare Advisory Partners
Pennsylvania
$27K +$397 +1 +1%
Bessemer Group
225
Bessemer Group
New Jersey
$26K – – –
7 8
9
10 11