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NeueHealth
NEUE

Overview Fund Activity

127 hedge funds and large institutions have $297M invested in NeueHealth in 2022 Q4 according to their latest regulatory filings, with 24 funds opening new positions, 45 increasing their positions, 24 reducing their positions, and 26 closing their positions.

Holders
127
Holders Change
-2
Holders Change %
-1.55%
% of All Funds
2.05%
Holding in Top 10
7
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-12.5%
% of All Funds
0.11%
New
24
Increased
45
Reduced
24
Closed
26
Calls
$76K
Puts
$12K
Net Calls
+$64K
Net Calls Change
-$530K

Top Buyers

1
State Street
1
State Street
Massachusetts
$3.52M
2
Jacobs Levy Equity Management
2
Jacobs Levy Equity Management
New Jersey
$1.2M
3
Osaic Holdings
3
Osaic Holdings
Arizona
$1.08M
4
PGCM
4
Prescott Group Capital Management
Oklahoma
$709K
5
BlackRock
5
BlackRock
New York
$9.2M

Top Sellers

1
First Trust Advisors
1
First Trust Advisors
Illinois
$0
2
Millennium Management
2
Millennium Management
New York
$1.14M
3
NL
3
NWAM LLC
Washington
$0
4
BPA
4
Beacon Pointe Advisors
California
$6.5K
5
LWAM
5
Legacy Wealth Asset Management
Minnesota
$2.34M
Name Market Value Shares Shares
Change 		Shares
Change %
X
101
Xponance
Pennsylvania
$7.1K 10,922 +73 +0.7%
MCA
102
Magnolia Capital Advisors
Mississippi
$7K 11,000 – –
IWC
103
Integrated Wealth Concepts
Massachusetts
$7K 11,000 – –
DAS
104
Dynamic Advisor Solutions
Arizona
$6.99K 10,753 +10,753 New
Belvedere Trading
105
Belvedere Trading
Illinois
$6.67K 10,263 +10,263 New
BPA
106
Beacon Pointe Advisors
California
$6.5K 10,000 -871,600 -99%
Creative Planning
107
Creative Planning
Kansas
$6.5K 10,000 -24,999 -71%
Simplex Trading
108
Simplex Trading
Illinois
$5K 8,047 -40,885 -84%
HI
109
Harbour Investments
Wisconsin
$3.72K 5,725 +5,725 New
SPIA
110
Steward Partners Investment Advisory
New York
$3.25K 5,000 – –
Citadel Advisors
111
Citadel Advisors
Florida
$3.12K 4,805 +4,805 New
Fidelity Investments
112
Fidelity Investments
Massachusetts
$2.97K 4,570 +3,230 +241%
Wells Fargo
113
Wells Fargo
California
$2.67K 4,101 +3,067 +297%
AWM
114
Avior Wealth Management
Nebraska
$1.69K 2,600 – –
Citigroup
115
Citigroup
New York
$846 1,301 -1,618 -55%
GWS
116
Glassman Wealth Services
Virginia
$812 1,250 – –
CA
117
CoreCap Advisors
Michigan
$520 800 +800 New
AF
118
Affiance Financial
Minnesota
$341 525 +525 New
CPG
119
Cornerstone Planning Group
New Jersey
$203 250 +250 New
FWA
120
Freedom Wealth Alliance
Wisconsin
$195 300 +300 New
CS
121
Credit Suisse
Switzerland
$155 238 -869 -79%
CAM
122
Cresset Asset Management
Illinois
$142 22,104 +94 +0.4%
PAG
123
Private Advisor Group
New Jersey
$13 19,300 +7,300 +61%
NA
124
NewEdge Advisors
Louisiana
$1 1,000 +1,000 New
First Trust Advisors
125
First Trust Advisors
Illinois
– – -1,422,720 Closed
3 4
5
6 7