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NEWR

New Relic, Inc.

Delisted

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

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: 67 (+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: 211225 (+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
Name Holding Trade Value Shares
Change
Change in
Stake
LPL Financial
176
LPL Financial
California
$204K -$240K -3,901 -56%
CLOS
177
Compagnie Lombard Odier SCmA
Switzerland
$204K
Osaic Holdings
178
Osaic Holdings
Arizona
$202K -$152K -2,467 -44%
Macquarie Group
179
Macquarie Group
Australia
$175K +$29.3K +475 +22%
IHWM
180
Iron Horse Wealth Management
Iowa
$96K +$90.9K +1,475 New
LSA
181
Leonteq Securities AG
Switzerland
$86.5K +$81.5K +1,322 New
WEC
182
Winslow Evans & Crocker
Massachusetts
$83K +$30.8K +500 +65%
FMT
183
First Mercantile Trust
Tennessee
$74K -$5.79K -94 -8%
Rockefeller Capital Management
184
Rockefeller Capital Management
New York
$71K
Northwestern Mutual Wealth Management
185
Northwestern Mutual Wealth Management
Wisconsin
$70K +$65.7K +1,066 New
BCA
186
Berman Capital Advisors
Georgia
$65K +$61.6K +1,000 New
US Bancorp
187
US Bancorp
Minnesota
$58K -$462K -7,492 -89%
PO
188
Private Ocean
California
$57K +$11.5K +186 +27%
TRCT
189
Tower Research Capital (TRC)
New York
$52K -$1.05M -17,089 -96%
CCM
190
Cribstone Capital Management
Maine
$45K +$42.5K +690 New
Nisa Investment Advisors
191
Nisa Investment Advisors
Missouri
$33K
AA
192
Ancora Advisors
Ohio
$29K
BC
193
Bartlett & Co
Ohio
$28K +$8.38K +136 +47%
BCWM
194
Bartlett & Co Wealth Management
Ohio
$27.7K +$8.38K +136 +47%
FCH
195
Freestone Capital Holdings
Washington
$26.2K +$24.6K +400 New
PNC Financial Services Group
196
PNC Financial Services Group
Pennsylvania
$26K -$12.4K -201 -34%
PWM
197
Perigon Wealth Management
California
$21K +$19.5K +316 New
APA
198
American Portfolios Advisors
New York
$18.6K
NFG
199
Next Financial Group
Texas
$18K -$52.7K -855 -76%
PI
200
PEAK6 Investments
Illinois
$17K -$1.31M -21,189 -99%

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.