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NEWR

New Relic, Inc.

Delisted

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

239 hedge funds and large institutions have $3.31B invested in New Relic, Inc. in 2022 Q4 according to their latest regulatory filings, with 38 funds opening new positions, 93 increasing their positions, 78 reducing their positions, and 53 closing their positions.

New
Increased
Maintained
Reduced
Closed

19% more repeat investments, than reductions

Existing positions increased: 93 | Existing positions reduced: 78

0% less capital invested

Capital invested by funds: $3.32B → $3.31B (-$9.93M)

2% less call options, than puts

Call options by funds: $35.2M | Put options by funds: $36M

6% less funds holding in top 10

Funds holding in top 10: 1615 (-1)

8% less funds holding

Funds holding: 259239 (-20)

28% less first-time investments, than exits

New positions opened: 38 | Existing positions closed: 53

Holders
239
Holders Change
-20
Holders Change %
-7.72%
% of All Funds
3.84%
Holding in Top 10
15
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-6.25%
% of All Funds
0.24%
New
38
Increased
93
Reduced
78
Closed
53
Calls
$35.2M
Puts
$36M
Net Calls
-$809K
Net Calls Change
-$7.23M
Name Holding Trade Value Shares
Change
Change in
Stake
Baillie Gifford & Co
201
Baillie Gifford & Co
United Kingdom
$41.4K
CCM
202
Cribstone Capital Management
Maine
$39K
TRCT
203
Tower Research Capital (TRC)
New York
$38K +$27.4K +485 +266%
IA
204
IFP Advisors
Florida
$30K +$2.04K +36 +15%
BAM
205
Belpointe Asset Management
Nevada
$28.9K +$29K +512 New
Carson Wealth (CWM LLC)
206
Carson Wealth (CWM LLC)
Nebraska
$27K +$5.77K +102 +28%
PPC
207
Park Place Capital
Alabama
$18K +$17.8K +314 New
QL
208
Quarry LP
New York
$11.1K +$11.1K +196 New
AA
209
Ancora Advisors
Ohio
$11K -$14.1K -250 -56%
BFEC
210
Benjamin F. Edwards & Company
Missouri
$11K -$13.8K -244 -56%
TSWM
211
Tyler-Stone Wealth Management
Ohio
$11K
DFCM
212
Dark Forest Capital Management
Puerto Rico
$10.2K +$7.24K +128 +246%
Lazard Asset Management
213
Lazard Asset Management
New York
$10K -$8.94K -158 -47%
S
214
SignatureFD
Georgia
$9.94K -$453 -8 -4%
EWA
215
EverSource Wealth Advisors
Alabama
$9.88K +$9.9K +175 New
CFGS
216
Concourse Financial Group Securities
Alabama
$9.82K +$2.6K +46 +36%
C
217
Covestor
United Kingdom
$9K
QCG
218
Quadrant Capital Group
Ohio
$7.34K -$453 -8 -6%
SFCL
219
Strengthening Families & Communities LLC
Massachusetts
$7K
AF
220
Allworth Financial
California
$6.04K +$283 +5 +5%
MCC
221
Money Concepts Capital
Florida
$5.64K +$5.66K +100 New
SBL
222
Sargent Bickham Lagudis
Colorado
$4.63K -$1.58K -28 -25%
EI
223
Ellevest Inc
New York
$4.63K +$679 +12 +17%
ATC
224
Adirondack Trust Company
New York
$3.67K
Pacer Advisors
225
Pacer Advisors
Pennsylvania
$2.6K

NEWR Hedge Fund Activity: Q4 2022 in Review

239 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in New Relic, Inc. (NEWR) for Q4 2022, worth a combined $3.31B — down 0.3% from $3.32B a quarter earlier.

Sellers outnumbered buyers: 53 funds closed out of NEWR and 38 opened new positions — a net loss of 15 holders — while 78 trimmed existing stakes and 93 added.

The largest buyer was Coronation Fund Managers, adding an estimated $45.9M. The largest seller was Eminence Capital, cutting an estimated $32M.

  • 239 institutional investors held New Relic, Inc. (NEWR) as of Q4 2022, down from 259 in Q3 2022.
  • Funds reported $3.31B of New Relic, Inc. stock for Q4 2022, down 0.3% quarter-over-quarter.
  • 38 funds opened new New Relic, Inc. positions in Q4 2022 and 53 closed out, a net change of -15 holders.
  • The largest New Relic, Inc. buyer in Q4 2022 was Coronation Fund Managers, an estimated $45.9M added.
  • The largest New Relic, Inc. seller in Q4 2022 was Eminence Capital, an estimated $32M sold.

Based on aggregated 13F filings for Q4 2022.