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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
PAM
201
Panagora Asset Management
Massachusetts
$14K -$431 -7 -3%
Carson Wealth (CWM LLC)
202
Carson Wealth (CWM LLC)
Nebraska
$13K
Baillie Gifford & Co
203
Baillie Gifford & Co
United Kingdom
$12K +$11.3K +184 New
CFD
204
Creative Financial Designs
Indiana
$10K
S
205
SignatureFD
Georgia
$8K -$1.54K -25 -17%
VFA
206
Valeo Financial Advisors
Indiana
$8K
QCG
207
Quadrant Capital Group
Ohio
$8K +$185 +3 +2%
CCM
208
Covington Capital Management
California
$7K
SBL
209
Sargent Bickham Lagudis
Colorado
$7K
ADL
210
Asset Dedication LLC
California
$7K +$6.78K +110 New
AWA
211
Arkadios Wealth Advisors
Georgia
$6K
ATC
212
Adirondack Trust Company
New York
$5K
EI
213
Ellevest Inc
New York
$4K +$555 +9 +18%
ABC
214
Associated Banc-Corp
Wisconsin
$2K
Fifth Third Bancorp
215
Fifth Third Bancorp
Ohio
$2K
IA
216
IFP Advisors
Florida
$1K
MAM
217
Meeder Asset Management
Ohio
$1K
Kayne Anderson Rudnick Investment Management
218
Kayne Anderson Rudnick Investment Management
California
$1K +$493 +8 New
VCG
219
Vantage Consulting Group
Virginia
$1K +$924 +15 New
LC
220
Lindbrook Capital
California
$1K +$1.05K +17 New
AIG
221
American International Group
New York
$85 -$2.34K -38 -3%
ED
222
Exane Derivatives
France
$65
HSC
223
Harbor Spring Capital
New York
-$32.5M -576,903 Closed
TP
224
Toronado Partners
California
-$24.1M -428,462 Closed
WA
225
Wasatch Advisors
Utah
-$12.6M -223,816 Closed

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.