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NEWR

New Relic, Inc.
NEWR

Delisted

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

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272 hedge funds and large institutions have $5.26B invested in New Relic, Inc. in 2023 Q3 according to their latest regulatory filings, with 83 funds opening new positions, 63 increasing their positions, 92 reducing their positions, and 87 closing their positions.

New
Increased
Maintained
Reduced
Closed

64% more funds holding in top 10

Funds holding in top 10: 14 → 23 (+9)

32% more capital invested

Capital invested by funds: $3.99B → $5.26B (+$1.27B)

5% less first-time investments, than exits

New positions opened: 83 | Existing positions closed: 87

2% less funds holding

Funds holding: 278 → 272 (-6)

32% less repeat investments, than reductions

Existing positions increased: 63 | Existing positions reduced: 92

59% less call options, than puts

Call options by funds: $14.9M | Put options by funds: $36.3M

Holders
272
Holders Change
-6
Holders Change %
-2.16%
% of All Funds
4.32%
Holding in Top 10
23
Holding in Top 10 Change
+9
Holding in Top 10 Change %
+64.29%
% of All Funds
0.37%
New
83
Increased
63
Reduced
92
Closed
87
Calls
$14.9M
Puts
$36.3M
Net Calls
-$21.4M
Net Calls Change
-$127M

Top Buyers

1
UOC
UBS O'Connor
Illinois
+$258M
2
Fidelity International
Fidelity International
Bermuda
+$199M
3
PCM
Pentwater Capital Management
Florida
+$157M
4
Balyasny Asset Management
Balyasny Asset Management
Illinois
+$105M
5
MF
Magnetar Financial
Illinois
+$92.6M

Top Sellers

1
EC
Eminence Capital
New York
-$249M
2
EC
Engaged Capital
California
-$131M
3
BNP Paribas Asset Management
BNP Paribas Asset Management
France
-$110M
4
SM
Senvest Management
New York
-$106M
5
JP Morgan Chase
JP Morgan Chase
New York
-$86.6M
Name Holding Trade Value Shares
Change 		Change in
Stake
LPL Financial
201
LPL Financial
California
$339K -$3.06K -38 -1%
Creative Planning
202
Creative Planning
Kansas
$335K -$3.31K -41 -1%
MSRPS
203
Maryland State Retirement & Pension System
Maryland
$334K – – –
DIM
204
DC Investments Management
Virginia
$316K – – –
CS
205
Candriam SCA
Luxembourg
$315K -$9.33M -115,741 -97%
Asset Management One
206
Asset Management One
Japan
$309K -$64.1K -795 -18%
II
207
Inspire Investing
Idaho
$307K -$100K -1,243 -26%
RJT
208
Raymond James Trust
Florida
$300K – – –
MIM
209
MetLife Investment Management
New Jersey
$295K +$5.4K +67 +2%
Envestnet Asset Management
210
Envestnet Asset Management
Illinois
$291K -$792K -9,826 -74%
Northwestern Mutual Wealth Management
211
Northwestern Mutual Wealth Management
Wisconsin
$289K -$6.85K -85 -2%
URS
212
Utah Retirement Systems
Utah
$257K +$242K +3,000 New
KPWS
213
Kestra Private Wealth Services
Texas
$251K +$236K +2,929 New
IWM
214
IHT Wealth Management
Illinois
$247K +$232K +2,884 New
VIA
215
Virtus Investment Advisers
Connecticut
$245K – – –
KAS
216
Kestra Advisory Services
Texas
$245K +$230K +2,856 New
Mariner
217
Mariner
Kansas
$237K +$223K +2,767 New
CAN
218
Cetera Advisor Networks
California
$237K +$223K +2,765 New
PA
219
Parallel Advisors
California
$230K – – –
1WA
220
180 Wealth Advisors
Washington
$221K -$62.5K -775 -23%
TSS
221
Two Sigma Securities
New York
$217K -$180K -2,237 -47%
CCM
222
Coldstream Capital Management
Washington
$215K +$202K +2,508 New
VPIM
223
Vanguard Personalized Indexing Management
California
$212K +$199K +2,471 New
Royal Bank of Canada
224
Royal Bank of Canada
Ontario, Canada
$165K -$9.45M -117,242 -98%
SOADOR
225
State of Alaska Department of Revenue
Alaska
$154K – – –
7 8
9
10 11

NEWR Hedge Fund Activity: Q3 2023 in Review

272 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in New Relic, Inc. (NEWR) for Q3 2023, worth a combined $5.26B — up 32% from $3.99B a quarter earlier.

Sellers outnumbered buyers: 87 funds closed out of NEWR and 83 opened new positions — a net loss of 4 holders — while 92 trimmed existing stakes and 63 added.

The largest buyer was UBS O'Connor, adding an estimated $258M. The largest seller was Eminence Capital, exiting entirely with an estimated $249M sold.

  • 272 institutional investors held New Relic, Inc. (NEWR) as of Q3 2023, down from 278 in Q2 2023.
  • Funds reported $5.26B of New Relic, Inc. stock for Q3 2023, up 32% quarter-over-quarter.
  • 83 funds opened new New Relic, Inc. positions in Q3 2023 and 87 closed out, a net change of -4 holders.
  • The largest New Relic, Inc. buyer in Q3 2023 was UBS O'Connor, an estimated $258M added.
  • The largest New Relic, Inc. seller in Q3 2023 was Eminence Capital, an estimated $249M sold.

Based on aggregated 13F filings for Q3 2023.