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NeueHealth
NEUE

Overview Fund Activity

44 hedge funds and large institutions have $30.8M invested in NeueHealth in 2023 Q3 according to their latest regulatory filings, with 3 funds opening new positions, 9 increasing their positions, 8 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
44
Holders Change
-5
Holders Change %
-10.2%
% of All Funds
0.7%
Holding in Top 10
4
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-20%
% of All Funds
0.06%
New
3
Increased
9
Reduced
8
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
AF
1
Affiance Financial
Minnesota
$62K
2
Renaissance Technologies
2
Renaissance Technologies
New York
$338K
3
Group One Trading
3
Group One Trading
Illinois
$46K
4
Morgan Stanley
4
Morgan Stanley
New York
$23K
5
Geode Capital Management
5
Geode Capital Management
Massachusetts
$177K

Top Sellers

1
MCAV
1
Meritech Capital Associates VI
California
$0
2
Charles Schwab
2
Charles Schwab
California
$0
3
Millennium Management
3
Millennium Management
New York
$88.2K
4
FIA
4
FNY Investment Advisers
New York
$0
5
Fidelity Investments
5
Fidelity Investments
Massachusetts
$1.53K
Name Holding Trade Value Shares
Change 		Shares
Change %
Qube Research & Technologies (QRT)
26
Qube Research & Technologies (QRT)
United Kingdom
$1.69K +$1.69K +283 New
Fidelity Investments
27
Fidelity Investments
Massachusetts
$1.53K -$11.1K -1,864 -88%
MA
28
MCF Advisors
Kentucky
$1.49K – – –
Bank of America
29
Bank of America
North Carolina
$1.3K -$4.59K -769 -78%
UBS Group
30
UBS Group
Switzerland
$1.14K +$752 +126 +194%
CSPIA
31
Cary Street Partners Investment Advisory
Virginia
$1.12K – – –
RhumbLine Advisers
32
RhumbLine Advisers
Massachusetts
$852 -$2.66K -446 -76%
Wells Fargo
33
Wells Fargo
California
$442 +$6 +1 +1%
HI
34
Harbour Investments
Wisconsin
$424 – – –
FP
35
Financial Perspectives
Minnesota
$382 – – –
SPIA
36
Steward Partners Investment Advisory
New York
$370 – – –
Citigroup
37
Citigroup
New York
$191 -$1.27K -212 -87%
AWM
38
Avior Wealth Management
Nebraska
$191 – – –
GWS
39
Glassman Wealth Services
Virginia
$90 – – –
NA
40
NewEdge Advisors
Louisiana
$75 – – –
JPMorgan Chase & Co
41
JPMorgan Chase & Co
New York
$42 -$7.44K -1,240 -99%
CPG
42
Cornerstone Planning Group
New Jersey
$18 – – –
MCAV
43
Meritech Capital Associates VI
California
– -$1.62M -132,503 Closed
Charles Schwab
44
Charles Schwab
California
– -$184K -15,058 Closed
FIA
45
FNY Investment Advisers
New York
– -$34K -2,800 Closed
Deutsche Bank
46
Deutsche Bank
Germany
– -$3.98K -326 Closed
TWM
47
Tradition Wealth Management
Minnesota
– -$3K -209 Closed
AF
48
Allworth Financial
California
– -$245 -20 Closed
SF
49
Safeguard Financial
Wisconsin
– -$1K -12 Closed
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