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NEWR

New Relic, Inc.

Delisted

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

215 hedge funds and large institutions have $3.75B invested in New Relic, Inc. in 2021 Q2 according to their latest regulatory filings, with 41 funds opening new positions, 64 increasing their positions, 70 reducing their positions, and 36 closing their positions.

New
Increased
Maintained
Reduced
Closed

125% more call options, than puts

Call options by funds: $90.6M | Put options by funds: $40.2M

40% more funds holding in top 10

Funds holding in top 10: 57 (+2)

14% more first-time investments, than exits

New positions opened: 41 | Existing positions closed: 36

6% more capital invested

Capital invested by funds: $3.55B → $3.75B (+$200M)

2% more funds holding

Funds holding: 210215 (+5)

9% less repeat investments, than reductions

Existing positions increased: 64 | Existing positions reduced: 70

Holders
215
Holders Change
+5
Holders Change %
+2.38%
% of All Funds
3.74%
Holding in Top 10
7
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+40%
% of All Funds
0.12%
New
41
Increased
64
Reduced
70
Closed
36
Calls
$90.6M
Puts
$40.2M
Net Calls
+$50.4M
Net Calls Change
+$52.5M
Name Holding Trade Value Shares
Change
Change in
Stake
HCM
1
HMI Capital Management
California
$352M
Vanguard Group
2
Vanguard Group
Pennsylvania
$350M +$5.44M +84,485 +2%
MCMC
3
Matrix Capital Management Company
New Hampshire
$335M
EC
4
Eminence Capital
New York
$334M -$12.7M -197,667 -4%
CIP
5
Champlain Investment Partners
Vermont
$319M -$489K -7,590 -0.2%
BlackRock
6
BlackRock
New York
$206M -$15.7M -244,479 -7%
ClearBridge Investments
7
ClearBridge Investments
New York
$123M -$309K -4,799 -0.3%
CAM
8
Contour Asset Management
New York
$107M +$26.6M +412,504 +35%
Wellington Management Group
9
Wellington Management Group
Massachusetts
$102M +$7.83M +121,544 +9%
Fidelity Investments
10
Fidelity Investments
Massachusetts
$96.5M +$1.07M +16,544 +1%
BNP Paribas Asset Management
11
BNP Paribas Asset Management
France
$88.9M +$7.21M +111,970 +9%
ACH
12
ArrowMark Colorado Holdings
Colorado
$88M -$7.2M -111,895 -8%
EC
13
Engaged Capital
California
$78.8M +$75.8M +1,176,692 New
TCM
14
TimesSquare Capital Management
New York
$59.4M -$31.6M -490,550 -36%
State Street
15
State Street
Massachusetts
$55.6M +$9.29M +144,303 +21%
ACM
16
Archon Capital Management
Washington
$53.2M -$3.13M -48,551 -6%
Rockefeller Capital Management
17
Rockefeller Capital Management
New York
$48.4M +$249K +3,870 +0.5%
Two Sigma Advisers
18
Two Sigma Advisers
New York
$43.3M -$1.87M -29,000 -4%
Geode Capital Management
19
Geode Capital Management
Massachusetts
$43.2M +$1.27M +19,760 +3%
Morgan Stanley
20
Morgan Stanley
New York
$42.8M +$19.5M +302,421 +90%
Nomura Holdings
21
Nomura Holdings
Japan
$37.6M -$7.18M -111,541 -17%
Bank of New York Mellon
22
Bank of New York Mellon
New York
$36.9M -$18.4M -285,414 -34%
Axa
23
Axa
France
$34.9M
Parallax Volatility Advisers
24
Parallax Volatility Advisers
California
$34.3M +$6.85M +106,345 +26%
Goldman Sachs
25
Goldman Sachs
New York
$33.9M +$142K +2,202 +0.4%

NEWR Hedge Fund Activity: Q2 2021 in Review

215 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in New Relic, Inc. (NEWR) for Q2 2021, worth a combined $3.75B — up 5.6% from $3.55B a quarter earlier.

Buyers outnumbered sellers: 41 funds opened new NEWR positions and 36 closed out — a net gain of 5 holders — while 64 added to existing stakes and 70 trimmed.

The largest buyer was Engaged Capital, opening a new position worth an estimated $75.8M. The largest seller was UBS Group, cutting an estimated $50.1M.

  • 215 institutional investors held New Relic, Inc. (NEWR) as of Q2 2021, up from 210 in Q1 2021.
  • Funds reported $3.75B of New Relic, Inc. stock for Q2 2021, up 5.6% quarter-over-quarter.
  • 41 funds opened new New Relic, Inc. positions in Q2 2021 and 36 closed out, a net change of +5 holders.
  • The largest New Relic, Inc. buyer in Q2 2021 was Engaged Capital, an estimated $75.8M added.
  • The largest New Relic, Inc. seller in Q2 2021 was UBS Group, an estimated $50.1M sold.

Based on aggregated 13F filings for Q2 2021.