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NewMarket
NEU

Overview Fund Activity

229 hedge funds and large institutions have $1.75B invested in NewMarket in 2022 Q3 according to their latest regulatory filings, with 30 funds opening new positions, 66 increasing their positions, 88 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
229
Holders Change
+12
Holders Change %
+5.53%
% of All Funds
3.96%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
30
Increased
66
Reduced
88
Closed
17
Calls
$5.02M
Puts
$1.23M
Net Calls
+$3.79M
Net Calls Change
-$12.5M

Top Buyers

1
Truist Financial
Truist Financial
North Carolina
$46.3M
2
Millennium Management
Millennium Management
New York
$5.66M
3
Victory Capital Management
Victory Capital Management
Texas
$4.76M
4
DC
Davenport & Co
Virginia
$44.6M
5
HF
HRT Financial
New York
$2.76M

Top Sellers

1
First Trust Advisors
First Trust Advisors
Illinois
$78.5M
2
AQR Capital Management
AQR Capital Management
Connecticut
$10.8M
3
Balyasny Asset Management
Balyasny Asset Management
Illinois
$218K
4
Grantham, Mayo, Van Otterloo & Co (GMO)
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$4.82M
5
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management
California
$2.33M
Name Holding Trade Value Shares
Change 		Shares
Change %
EWM
201
Evermay Wealth Management
Virginia
$9K +$9K +29 New
CFGS
202
Concourse Financial Group Securities
Alabama
$8K – – –
Fifth Third Bancorp
203
Fifth Third Bancorp
Ohio
$7K -$913 -3 -12%
QC
204
Quent Capital
New York
$7K – – –
APA
205
American Portfolios Advisors
New York
$6.02K – – –
RMC
206
Resources Management Corp
Connecticut
$6K – – –
DA
207
Denali Advisors
California
$5K – – –
SPIA
208
Steward Partners Investment Advisory
New York
$5K +$3.13K +10 +167%
BIA
209
Bell Investment Advisors
California
$5K +$5K +18 New
Bessemer Group
210
Bessemer Group
New Jersey
$4K – – –
Fuller & Thaler Asset Management
211
Fuller & Thaler Asset Management
California
$3K – – –
FHA
212
First Horizon Advisors
Tennessee
$3K – – –
NFSG
213
Newbridge Financial Services Group
Florida
$3K – – –
EARNEST Partners
214
EARNEST Partners
Georgia
$3K – – –
MCM
215
Manchester Capital Management
Vermont
$3K +$3K +10 New
SC
216
Schubert & Co
Texas
$2K -$333 -1 -14%
Nisa Investment Advisors
217
Nisa Investment Advisors
Missouri
$2K +$2K +5 New
JWA
218
JFS Wealth Advisors
Pennsylvania
$1K -$500 -2 -33%
DI
219
Disciplined Investments
Oklahoma
$1K – – –
BWL
220
Bogart Wealth LLC
Virginia
$1K – – –
BC
221
Bartlett & Co
Ohio
$1K +$1K +2 New
FMII
222
Farmers & Merchants Investments Inc
Nebraska
$1K +$1K +3 New
LC
223
Lindbrook Capital
California
$1K +$1K +3 New
BCWM
224
Bartlett & Co Wealth Management
Ohio
$606 +$606 +2 New
Bank of Montreal
225
Bank of Montreal
Ontario, Canada
$248 +$4 +12 +2%
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