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NEWR

New Relic, Inc.
NEWR

Delisted

NEWR was delisted on the 7th of November, 2023.

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238 hedge funds and large institutions have $4.06B invested in New Relic, Inc. in 2021 Q3 according to their latest regulatory filings, with 45 funds opening new positions, 69 increasing their positions, 79 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed

125% more first-time investments, than exits

New positions opened: 45 | Existing positions closed: 20

34% more call options, than puts

Call options by funds: $75.6M | Put options by funds: $56.5M

14% more funds holding in top 10

Funds holding in top 10: 7 → 8 (+1)

11% more funds holding

Funds holding: 215 → 238 (+23)

8% more capital invested

Capital invested by funds: $3.75B → $4.06B (+$312M)

13% less repeat investments, than reductions

Existing positions increased: 69 | Existing positions reduced: 79

Holders
238
Holders Change
+23
Holders Change %
+10.7%
% of All Funds
4.17%
Holding in Top 10
8
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+14.29%
% of All Funds
0.14%
New
45
Increased
69
Reduced
79
Closed
20
Calls
$75.6M
Puts
$56.5M
Net Calls
+$19.1M
Net Calls Change
-$31.3M

Top Buyers

1
EC
Engaged Capital
California
+$31.3M
2
MWNA
Marshall Wace North America
New York
+$26.8M
3
NW
NewEdge Wealth
Pennsylvania
+$25.1M
4
Citadel Advisors
Citadel Advisors
Florida
+$22.9M
5
N
Natixis
France
+$21.5M

Top Sellers

1
CIP
Champlain Investment Partners
Vermont
-$39.3M
2
EC
Eminence Capital
New York
-$24.7M
3
Fidelity Investments
Fidelity Investments
Massachusetts
-$20.7M
4
Morgan Stanley
Morgan Stanley
New York
-$13.4M
5
CAM
Contour Asset Management
New York
-$10.6M
Name Holding Trade Value Shares
Change 		Change in
Stake
TWA
226
TCI Wealth Advisors
Arizona
$6K – – –
ATC
227
Adirondack Trust Company
New York
$5K – – –
HI
228
Harbour Investments
Wisconsin
$2K – – –
LC
229
Lindbrook Capital
California
$2K – – –
BIA
230
Bell Investment Advisors
California
$2K +$1.63K +22 New
MGIM
231
M&G Investment Management
United Kingdom
$1.86K – – –
EI
232
Ellevest Inc
New York
$1K – – –
IA
233
IFP Advisors
Florida
$1K – – –
MAM
234
Meeder Asset Management
Ohio
$1K – – –
PFBT
235
Parkside Financial Bank & Trust
Missouri
$1K +$148 +2 +14%
AAP
236
Arax Advisory Partners
Colorado
$1K +$591 +8 New
BCA
237
Berman Capital Advisors
Georgia
$1K +$886 +12 +150%
ED
238
Exane Derivatives
France
$72 – – –
FCM
239
Frontier Capital Management
Massachusetts
– -$4.84M -72,295 Closed
FG
240
Formula Growth
Quebec, Canada
– -$3.8M -56,687 Closed
BFS
241
Bradley Foster & Sargent
Connecticut
– -$2.79M -41,649 Closed
BAM
242
Blueshift Asset Management
New Jersey
– -$2.38M -35,617 Closed
SM
243
Sciencast Management
New Jersey
– -$984K -14,668 Closed
SO
244
STRS Ohio
Ohio
– -$898K -13,422 Closed
AQR Capital Management
245
AQR Capital Management
Connecticut
– -$608K -9,073 Closed
Verition Fund Management
246
Verition Fund Management
Connecticut
– -$580K -8,655 Closed
YIH
247
Y-Intercept (HK)
Hong Kong
– -$411K -6,135 Closed
FC
248
FORA Capital
Florida
– -$361K -5,389 Closed
PP
249
Paloma Partners
Connecticut
– -$300K -4,482 Closed
Stifel Financial
250
Stifel Financial
Missouri
– -$250K -3,737 Closed
7 8 9
10
11

NEWR Hedge Fund Activity: Q3 2021 in Review

238 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in New Relic, Inc. (NEWR) for Q3 2021, worth a combined $4.06B — up 8.3% from $3.75B a quarter earlier.

Buyers outnumbered sellers: 45 funds opened new NEWR positions and 20 closed out — a net gain of 25 holders — while 69 added to existing stakes and 79 trimmed.

The largest buyer was Engaged Capital, adding an estimated $31.3M. The largest seller was Champlain Investment Partners, cutting an estimated $39.3M.

  • 238 institutional investors held New Relic, Inc. (NEWR) as of Q3 2021, up from 215 in Q2 2021.
  • Funds reported $4.06B of New Relic, Inc. stock for Q3 2021, up 8.3% quarter-over-quarter.
  • 45 funds opened new New Relic, Inc. positions in Q3 2021 and 20 closed out, a net change of +25 holders.
  • The largest New Relic, Inc. buyer in Q3 2021 was Engaged Capital, an estimated $31.3M added.
  • The largest New Relic, Inc. seller in Q3 2021 was Champlain Investment Partners, an estimated $39.3M sold.

Based on aggregated 13F filings for Q3 2021.