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NEWR

New Relic, Inc.

Delisted

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

277 hedge funds and large institutions have $6.43B invested in New Relic, Inc. in 2021 Q4 according to their latest regulatory filings, with 75 funds opening new positions, 87 increasing their positions, 80 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed

127% more first-time investments, than exits

New positions opened: 75 | Existing positions closed: 33

58% more capital invested

Capital invested by funds: $4.06B → $6.43B (+$2.37B)

50% more funds holding in top 10

Funds holding in top 10: 812 (+4)

27% more call options, than puts

Call options by funds: $147M | Put options by funds: $116M

16% more funds holding

Funds holding: 238277 (+39)

9% more repeat investments, than reductions

Existing positions increased: 87 | Existing positions reduced: 80

Holders
277
Holders Change
+39
Holders Change %
+16.39%
% of All Funds
4.26%
Holding in Top 10
12
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+50%
% of All Funds
0.18%
New
75
Increased
87
Reduced
80
Closed
33
Calls
$147M
Puts
$116M
Net Calls
+$31.4M
Net Calls Change
+$12.4M
Name Holding Trade Value Shares
Change
Change in
Stake
CAPTRUST Financial Advisors
251
CAPTRUST Financial Advisors
North Carolina
$18K +$2.41K +25 +18%
S
252
SignatureFD
Georgia
$17K +$2.8K +29 +24%
SBL
253
Sargent Bickham Lagudis
Colorado
$12K
AF
254
Allworth Financial
California
$11K
C
255
Covestor
United Kingdom
$11K +$9.65K +100 New
RA
256
Resolute Advisors
California
$10K +$8.49K +88 New
TWA
257
TCI Wealth Advisors
Arizona
$9K
ATC
258
Adirondack Trust Company
New York
$7K
GI
259
Gradient Investments
Minnesota
$7K +$6.17K +64 New
VI
260
Vestcor Inc
New Brunswick, Canada
$7K +$6.17K +64 New
DFCM
261
Dark Forest Capital Management
Puerto Rico
$5K -$16.4K -170 -79%
OF
262
Outfitter Financial
Maine
$5K +$4.82K +50 New
SFO
263
Standard Family Office
South Dakota
$4K +$3.18K +33 New
HI
264
Harbour Investments
Wisconsin
$3K
LC
265
Lindbrook Capital
California
$3K
IA
266
IFP Advisors
Florida
$3K +$965 +10 +56%
MFAM
267
Motley Fool Asset Management
Virginia
$3K +$2.89K +30 New
BIA
268
Bell Investment Advisors
California
$2K
PFBT
269
Parkside Financial Bank & Trust
Missouri
$2K +$289 +3 +19%
AAP
270
Arax Advisory Partners
Colorado
$2K +$1.06K +11 +138%
SWM
271
Spire Wealth Management
Virginia
$2K +$1.54K +16 New
CA
272
CoreCap Advisors
Michigan
$1K +$482 +5 New
MPWT
273
MassMutual Private Wealth & Trust
Connecticut
$1K +$579 +6 New
GWS
274
Glassman Wealth Services
Virginia
$1K +$1.16K +12 New
VRS
275
Virginia Retirement Systems
Virginia
$528 +$463K +4,800 New

NEWR Hedge Fund Activity: Q4 2021 in Review

277 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in New Relic, Inc. (NEWR) for Q4 2021, worth a combined $6.43B — up 58% from $4.06B a quarter earlier.

Buyers outnumbered sellers: 75 funds opened new NEWR positions and 33 closed out — a net gain of 42 holders — while 87 added to existing stakes and 80 trimmed.

The largest buyer was Marshall Wace, adding an estimated $111M. The largest seller was Champlain Investment Partners, cutting an estimated $125M.

  • 277 institutional investors held New Relic, Inc. (NEWR) as of Q4 2021, up from 238 in Q3 2021.
  • Funds reported $6.43B of New Relic, Inc. stock for Q4 2021, up 58% quarter-over-quarter.
  • 75 funds opened new New Relic, Inc. positions in Q4 2021 and 33 closed out, a net change of +42 holders.
  • The largest New Relic, Inc. buyer in Q4 2021 was Marshall Wace, an estimated $111M added.
  • The largest New Relic, Inc. seller in Q4 2021 was Champlain Investment Partners, an estimated $125M sold.

Based on aggregated 13F filings for Q4 2021.