New Relic, Inc.
NEWR
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.
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: 8 → 12 (+4)
27% more call options, than puts
Call options by funds: $147M | Put options by funds: $116M
16% more funds holding
Funds holding: 238 → 277 (+39)
9% more repeat investments, than reductions
Existing positions increased: 87 | Existing positions reduced: 80
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Marshall Wace
London,
United Kingdom
|
+$111M |
| 2 |
Wellington Management Group
Boston,
Massachusetts
|
+$81.2M |
| 3 |
Citadel Advisors
Miami,
Florida
|
+$75.6M |
| 4 |
Goldman Sachs
New York
|
+$30.4M |
| 5 |
Millennium Management
New York
|
+$29.8M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CIP
Champlain Investment Partners
Burlington,
Vermont
|
-$125M |
| 2 |
Vanguard Group
Malvern,
Pennsylvania
|
-$38.6M |
| 3 |
Jacobs Levy Equity Management
Florham Park,
New Jersey
|
-$36.3M |
| 4 |
ACM
Archon Capital Management
Seattle,
Washington
|
-$21.7M |
| 5 |
Morgan Stanley
New York
|
-$15.2M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
301
Los Angeles Capital Management
Los Angeles,
California
| – | -$241K | -3,361 | Closed |
|
|
LSA
302
Leonteq Securities AG
Zurich,
Switzerland
| – | -$83.5K | -1,164 | Closed |
|
|
BC
303
Bartlett & Co
Cincinnati,
Ohio
| – | -$40K | -554 | Closed |
|
|
BCWM
304
Bartlett & Co Wealth Management
Cincinnati,
Ohio
| – | -$39.8K | -554 | Closed |
|
305
Koshinski Asset Management
Decatur,
Illinois
| – | -$14.4K | -200 | Closed |
|
|
CFD
306
Creative Financial Designs
Kokomo,
Indiana
| – | -$11K | -150 | Closed |
|
|
AWA
307
Arkadios Wealth Advisors
Atlanta,
Georgia
| – | -$7K | -100 | Closed |
|
|
EI
308
Ellevest Inc
New York
| – | -$1K | -19 | Closed |
|
|
MAM
309
Meeder Asset Management
Dublin,
Ohio
| – | -$1K | -8 | Closed |
|
|
SCA
310
Snowden Capital Advisors
New York
| – | +$772 | +8 | 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.