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NEWR

New Relic, Inc.
NEWR

Delisted

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

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225 hedge funds and large institutions have $3.45B invested in New Relic, Inc. in 2020 Q4 according to their latest regulatory filings, with 47 funds opening new positions, 77 increasing their positions, 68 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed

42% more first-time investments, than exits

New positions opened: 47 | Existing positions closed: 33

40% more call options, than puts

Call options by funds: $38M | Put options by funds: $27.1M

17% more funds holding in top 10

Funds holding in top 10: 6 → 7 (+1)

16% more capital invested

Capital invested by funds: $2.98B → $3.45B (+$469M)

13% more repeat investments, than reductions

Existing positions increased: 77 | Existing positions reduced: 68

7% more funds holding

Funds holding: 211 → 225 (+14)

Holders
225
Holders Change
+14
Holders Change %
+6.64%
% of All Funds
3.98%
Holding in Top 10
7
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+16.67%
% of All Funds
0.12%
New
47
Increased
77
Reduced
68
Closed
33
Calls
$38M
Puts
$27.1M
Net Calls
+$10.9M
Net Calls Change
-$4.27M

Top Buyers

1
CIP
Champlain Investment Partners
Vermont
+$21.7M
2
Fidelity Investments
Fidelity Investments
Massachusetts
+$17.3M
3
UBS Group
UBS Group
Switzerland
+$13.9M
4
RA
Royce & Associates
New York
+$12.3M
5
AIMCA
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
+$11.2M

Top Sellers

1
First Trust Advisors
First Trust Advisors
Illinois
-$50.1M
2
HSC
Harbor Spring Capital
New York
-$32.5M
3
TP
Toronado Partners
California
-$24.1M
4
CAM
Contour Asset Management
New York
-$21.6M
5
WA
Wasatch Advisors
Utah
-$12.6M
Name Holding Trade Value Shares
Change 		Change in
Stake
Jacobs Levy Equity Management
26
Jacobs Levy Equity Management
New Jersey
$25.7M -$148K -2,395 -0.6%
Charles Schwab
27
Charles Schwab
California
$24.3M +$508K +8,243 +2%
JP
28
Jana Partners
New York
$23.2M -$11.8M -192,299 -35%
D.E. Shaw & Co
29
D.E. Shaw & Co
New York
$20.6M -$602K -9,768 -3%
Bank of America
30
Bank of America
North Carolina
$20.6M +$1.04M +16,898 +6%
Northern Trust
31
Northern Trust
Illinois
$16.9M -$13.4K -217 -0.1%
State of Wisconsin Investment Board
32
State of Wisconsin Investment Board
Wisconsin
$15M +$1.15M +18,598 +9%
Dimensional Fund Advisors
33
Dimensional Fund Advisors
Texas
$14.4M +$71.9K +1,167 +0.5%
GS
34
Gagnon Securities
New York
$14M +$177K +2,875 +1%
Neuberger Berman Group
35
Neuberger Berman Group
New York
$13.7M +$5.94M +96,459 +85%
RA
36
Royce & Associates
New York
$13M +$12.3M +199,500 New
BNP Paribas Financial Markets
37
BNP Paribas Financial Markets
France
$12.2M +$10.1M +163,889 +727%
AIMCA
38
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$11.8M +$11.2M +181,100 New
Capital Fund Management (CFM)
39
Capital Fund Management (CFM)
France
$8.32M +$7.84M +127,276 New
SCM
40
Sandler Capital Management
New York
$8.22M +$290K +4,700 +4%
GA
41
Gagnon Advisors
New York
$8.15M – – –
Canada Life
42
Canada Life
Manitoba, Canada
$8.03M +$2.34M +37,933 +45%
California Public Employees Retirement System
43
California Public Employees Retirement System
California
$7.8M +$756K +12,262 +11%
Swiss National Bank
44
Swiss National Bank
Switzerland
$7.57M +$30.8K +500 +0.4%
Legal & General Group
45
Legal & General Group
United Kingdom
$7.42M +$133K +2,153 +2%
SI
46
Sapience Investments
California
$7.4M +$203K +3,300 +3%
FG
47
Formula Growth
Quebec, Canada
$7.21M -$701K -11,368 -9%
Russell Investments Group
48
Russell Investments Group
United Kingdom
$7.04M -$58.1K -943 -0.9%
GPGA
49
Grandeur Peak Global Advisors
Utah
$6.78M -$2.86M -46,389 -31%
Nordea Investment Management
50
Nordea Investment Management
Sweden
$6.28M +$1.43M +23,162 +32%
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NEWR Hedge Fund Activity: Q4 2020 in Review

225 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in New Relic, Inc. (NEWR) for Q4 2020, worth a combined $3.45B — up 16% from $2.98B a quarter earlier.

Buyers outnumbered sellers: 47 funds opened new NEWR positions and 33 closed out — a net gain of 14 holders — while 77 added to existing stakes and 68 trimmed.

The largest buyer was Champlain Investment Partners, adding an estimated $21.7M. The largest seller was First Trust Advisors, cutting an estimated $50.1M.

  • 225 institutional investors held New Relic, Inc. (NEWR) as of Q4 2020, up from 211 in Q3 2020.
  • Funds reported $3.45B of New Relic, Inc. stock for Q4 2020, up 16% quarter-over-quarter.
  • 47 funds opened new New Relic, Inc. positions in Q4 2020 and 33 closed out, a net change of +14 holders.
  • The largest New Relic, Inc. buyer in Q4 2020 was Champlain Investment Partners, an estimated $21.7M added.
  • The largest New Relic, Inc. seller in Q4 2020 was First Trust Advisors, an estimated $50.1M sold.

Based on aggregated 13F filings for Q4 2020.