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NEWR

New Relic, Inc.
NEWR

Delisted

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

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272 hedge funds and large institutions have $5.26B invested in New Relic, Inc. in 2023 Q3 according to their latest regulatory filings, with 83 funds opening new positions, 63 increasing their positions, 92 reducing their positions, and 87 closing their positions.

New
Increased
Maintained
Reduced
Closed

64% more funds holding in top 10

Funds holding in top 10: 14 → 23 (+9)

32% more capital invested

Capital invested by funds: $3.99B → $5.26B (+$1.27B)

5% less first-time investments, than exits

New positions opened: 83 | Existing positions closed: 87

2% less funds holding

Funds holding: 278 → 272 (-6)

32% less repeat investments, than reductions

Existing positions increased: 63 | Existing positions reduced: 92

59% less call options, than puts

Call options by funds: $14.9M | Put options by funds: $36.3M

Holders
272
Holders Change
-6
Holders Change %
-2.16%
% of All Funds
4.32%
Holding in Top 10
23
Holding in Top 10 Change
+9
Holding in Top 10 Change %
+64.29%
% of All Funds
0.37%
New
83
Increased
63
Reduced
92
Closed
87
Calls
$14.9M
Puts
$36.3M
Net Calls
-$21.4M
Net Calls Change
-$127M

Top Buyers

1
UOC
UBS O'Connor
Illinois
+$258M
2
Fidelity International
Fidelity International
Bermuda
+$199M
3
PCM
Pentwater Capital Management
Florida
+$157M
4
Balyasny Asset Management
Balyasny Asset Management
Illinois
+$105M
5
MF
Magnetar Financial
Illinois
+$92.6M

Top Sellers

1
EC
Eminence Capital
New York
-$249M
2
EC
Engaged Capital
California
-$131M
3
BNP Paribas Asset Management
BNP Paribas Asset Management
France
-$110M
4
SM
Senvest Management
New York
-$106M
5
JP Morgan Chase
JP Morgan Chase
New York
-$86.6M
Name Holding Trade Value Shares
Change 		Change in
Stake
SFCL
251
Strengthening Families & Communities LLC
Massachusetts
$9K -$1.05K -13 -11%
VWM
252
Venturi Wealth Management
Texas
$8.73K +$5.64K +70 +219%
Fuller & Thaler Asset Management
253
Fuller & Thaler Asset Management
California
$7.94K -$12.4M -153,276 -100%
QCG
254
Quadrant Capital Group
Ohio
$6.51K -$242 -3 -4%
ATC
255
Adirondack Trust Company
New York
$5.57K – – –
Mitsubishi UFJ Asset Management
256
Mitsubishi UFJ Asset Management
Japan
$5.14K +$4.84K +60 New
BAAM
257
Baker Avenue Asset Management
California
$5.05K +$4.43K +55 +1,375%
LC
258
Lindbrook Capital
California
$4.88K -$2.18K -27 -32%
WWP
259
WR Wealth Planners
Missouri
$4.28K – – –
PTC
260
Private Trust Company
Ohio
$3.6K – – –
BIA
261
Bell Investment Advisors
California
$3.34K – – –
AF
262
Allworth Financial
California
$2.57K -$6.21K -77 -72%
HI
263
Harbour Investments
Wisconsin
$2.57K – – –
QC
264
Quent Capital
New York
$2.06K – – –
Federated Hermes
265
Federated Hermes
Pennsylvania
$1.97K -$12.3M -152,121 -100%
HNB
266
Huntington National Bank
Ohio
$1.63K – – –
FDCDDQ
267
Federation des caisses Desjardins du Quebec
Quebec, Canada
$1.28K – – –
GRP
268
Global Retirement Partners
California
$945 – – –
CFD
269
Creative Financial Designs
Indiana
$771 – – –
Parallax Volatility Advisers
270
Parallax Volatility Advisers
California
$771 +$725 +9 New
EWA
271
EverSource Wealth Advisors
Alabama
$599 +$564 +7 New
GWS
272
Glassman Wealth Services
Virginia
$342 – – –
TWP
273
TFO Wealth Partners
Ohio
$196 +$242 +3 New
EC
274
Eminence Capital
New York
– -$249M -3,807,116 Closed
EC
275
Engaged Capital
California
– -$131M -1,999,703 Closed
9 10
11
12 13

NEWR Hedge Fund Activity: Q3 2023 in Review

272 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in New Relic, Inc. (NEWR) for Q3 2023, worth a combined $5.26B — up 32% from $3.99B a quarter earlier.

Sellers outnumbered buyers: 87 funds closed out of NEWR and 83 opened new positions — a net loss of 4 holders — while 92 trimmed existing stakes and 63 added.

The largest buyer was UBS O'Connor, adding an estimated $258M. The largest seller was Eminence Capital, exiting entirely with an estimated $249M sold.

  • 272 institutional investors held New Relic, Inc. (NEWR) as of Q3 2023, down from 278 in Q2 2023.
  • Funds reported $5.26B of New Relic, Inc. stock for Q3 2023, up 32% quarter-over-quarter.
  • 83 funds opened new New Relic, Inc. positions in Q3 2023 and 87 closed out, a net change of -4 holders.
  • The largest New Relic, Inc. buyer in Q3 2023 was UBS O'Connor, an estimated $258M added.
  • The largest New Relic, Inc. seller in Q3 2023 was Eminence Capital, an estimated $249M sold.

Based on aggregated 13F filings for Q3 2023.