New Relic, Inc.
NEWR
NEWR was delisted on the 7th of November, 2023.
293 hedge funds and large institutions have $3.74B invested in New Relic, Inc. in 2018 Q4 according to their latest regulatory filings, with 66 funds opening new positions, 104 increasing their positions, 90 reducing their positions, and 66 closing their positions.
79% more call options, than puts
Call options by funds: $25M | Put options by funds: $13.9M
33% more funds holding in top 10
Funds holding in top 10: 6 → 8 (+2)
16% more repeat investments, than reductions
Existing positions increased: 104 | Existing positions reduced: 90
0% more first-time investments, than exits
New positions opened: 66 | Existing positions closed: 66
1% less funds holding
Funds holding: 295 → 293 (-2)
11% less capital invested
Capital invested by funds: $4.19B → $3.74B (-$455M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CIP
Champlain Investment Partners
Burlington,
Vermont
|
+$57.8M |
| 2 |
Invesco
Atlanta,
Georgia
|
+$52.8M |
| 3 |
Vanguard Group
Malvern,
Pennsylvania
|
+$50.5M |
| 4 |
Wellington Management Group
Boston,
Massachusetts
|
+$30.7M |
| 5 |
Fiera Capital (Canada)
Montreal,
Quebec, Canada
|
+$24.7M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fidelity Investments
Boston,
Massachusetts
|
-$92.6M |
| 2 |
Fidelity International
Hamilton,
Bermuda
|
-$72.8M |
| 3 |
Deutsche Bank
Frankfurt Am Main Ge,
Germany
|
-$51.7M |
| 4 |
Citadel Advisors
Miami,
Florida
|
-$20.3M |
| 5 |
Lord, Abbett & Co
Jersey City,
New Jersey
|
-$19.1M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
MWM
351
MinichMacGregor Wealth Management
Saratoga Springs,
New York
| – | -$7K | -88 | Closed |
|
|
AS
352
Altshuler Shaham
Tel Aviv,
Israel
| – | -$7K | -71 | Closed |
|
|
CTB
353
Country Trust Bank
Bloomington,
Illinois
| – | -$5K | -50 | Closed |
|
|
GP
354
Girard Partners
King Of Prussia,
Pennsylvania
| – | -$4K | -50 | Closed |
|
355
Carson Wealth (CWM LLC)
Omaha,
Nebraska
| – | -$4K | -44 | Closed |
|
|
WSTAM
356
Wilbanks Smith & Thomas Asset Management
Norfolk,
Virginia
| – | -$3K | -36 | Closed |
|
|
BCH
357
Berkshire Capital Holdings
San Jose,
California
| – | -$1K | -10 | Closed |
|
NEWR Hedge Fund Activity: Q4 2018 in Review
293 of the 4,488 institutional investors tracked by Wall St. Rank reported a position in New Relic, Inc. (NEWR) for Q4 2018, worth a combined $3.74B — down 11% from $4.19B a quarter earlier.
Fund positioning in NEWR was balanced in Q4 2018: 66 funds opened new positions, 66 closed out, 104 added to existing stakes and 90 trimmed.
The largest buyer was Champlain Investment Partners, adding an estimated $57.8M. The largest seller was Fidelity Investments, cutting an estimated $92.6M.
- 293 institutional investors held New Relic, Inc. (NEWR) as of Q4 2018, down from 295 in Q3 2018.
- Funds reported $3.74B of New Relic, Inc. stock for Q4 2018, down 11% quarter-over-quarter.
- 66 funds opened new New Relic, Inc. positions in Q4 2018 and 66 closed out, a net change of 0 holders.
- The largest New Relic, Inc. buyer in Q4 2018 was Champlain Investment Partners, an estimated $57.8M added.
- The largest New Relic, Inc. seller in Q4 2018 was Fidelity Investments, an estimated $92.6M sold.
Based on aggregated 13F filings for Q4 2018.