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NewMarket
NEU

Overview Fund Activity

257 hedge funds and large institutions have $2.63B invested in NewMarket in 2018 Q3 according to their latest regulatory filings, with 25 funds opening new positions, 65 increasing their positions, 110 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
257
Holders Change
+5
Holders Change %
+1.98%
% of All Funds
5.89%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
25
Increased
65
Reduced
110
Closed
17
Calls
$6.53M
Puts
$5.96M
Net Calls
+$568K
Net Calls Change
-$5.7M

Top Buyers

1
Janus Henderson Group
Janus Henderson Group
United Kingdom
$150M
2
Fidelity Investments
Fidelity Investments
Massachusetts
$9.53M
3
MIH
Madison Investment Holdings
Wisconsin
$20.5M
4
New York State Common Retirement Fund
New York State Common Retirement Fund
New York
$21.8M
5
WG
Winton Group
United Kingdom
$11M

Top Sellers

1
Bank of America
Bank of America
North Carolina
$495M
2
LCOV
London Company of Virginia
Virginia
$355M
3
Vanguard Group
Vanguard Group
Pennsylvania
$359M
4
Jacobs Levy Equity Management
Jacobs Levy Equity Management
New Jersey
$0
5
JIM
Jupiter Investment Management
United Kingdom
$6.96M
Name Holding Trade Value Shares
Change 		Shares
Change %
CAPTRUST Financial Advisors
201
CAPTRUST Financial Advisors
North Carolina
$201K +$15.9K +39 +9%
IA
202
IFP Advisors
Florida
$157K -$28.7K -71 -15%
Fifth Third Bancorp
203
Fifth Third Bancorp
Ohio
$155K -$6.48K -16 -4%
HNB
204
Huntington National Bank
Ohio
$151K -$16.7K -41 -10%
MYIA
205
Mount Yale Investment Advisors
Colorado
$135K -$26.3K -63 -16%
S
206
SignatureFD
Georgia
$127K -$404 -1 -0.3%
CPH
207
C Partners Holding
Switzerland
$116K -$110K -271 -49%
SIAS
208
Shine Investment Advisory Services
Colorado
$113K – – –
US Bancorp
209
US Bancorp
Minnesota
$108K +$812 +2 +0.8%
YWP
210
YorkBridge Wealth Partners
New York
$101K -$2.01K -5 -2%
CAW
211
Cornerstone Advisors (Washington)
Washington
$95K – – –
Qube Research & Technologies (QRT)
212
Qube Research & Technologies (QRT)
United Kingdom
$82K -$15.9K -39 -16%
PAM
213
Panagora Asset Management
Massachusetts
$81K – – –
MCM
214
MV Capital Management
Maryland
$76K – – –
PA
215
Parallel Advisors
California
$68K – – –
CTC
216
Central Trust Company
Missouri
$65K – – –
AAP
217
Arax Advisory Partners
Colorado
$57K -$9.77K -24 -15%
AIM
218
Assured Investment Management
New York
$54K +$54K +134 New
AIL
219
AGF Investments LLC
Ontario, Canada
$48K +$8.73K +22 +22%
SPIA
220
Steward Partners Investment Advisory
New York
$43K +$4.91K +12 +13%
QT
221
Quantbot Technologies
New York
$37K +$37K +93 New
TCOV
222
Trust Company of Vermont
Vermont
$36K +$36K +89 New
RCAG
223
Rehmann Capital Advisory Group
Michigan
$35.4K -$3.25K -8 -8%
WAM
224
Wealthspire Advisors (Maryland)
Maryland
$35K +$1.22K +3 +4%
AC
225
Avestar Capital
New York
$33K -$31.4K -80 -49%
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