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NewtekOne
NEWT

Overview Fund Activity

81 hedge funds and large institutions have $142M invested in NewtekOne in 2023 Q2 according to their latest regulatory filings, with 29 funds opening new positions, 23 increasing their positions, 24 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
81
Holders Change
+6
Holders Change %
+8%
% of All Funds
1.28%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
29
Increased
23
Reduced
24
Closed
22
Calls
$1.76M
Puts
$2.31M
Net Calls
-$549K
Net Calls Change
-$686K

Top Buyers

1
BlackRock
BlackRock
New York
+$25.9M
2
Vanguard Group
Vanguard Group
Pennsylvania
+$21.8M
3
Geode Capital Management
Geode Capital Management
Massachusetts
+$7.48M
4
State Street
State Street
Massachusetts
+$5.98M
5
Northern Trust
Northern Trust
Illinois
+$3.09M

Top Sellers

1
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$5.56M
2
RA
Royce & Associates
New York
-$4.51M
3
Two Sigma Advisers
Two Sigma Advisers
New York
-$918K
4
HF
HRT Financial
New York
-$881K
5
Millennium Management
Millennium Management
New York
-$869K
Name Holding Trade Value Shares
Change 		Shares
Change %
RI
26
Ridgewood Investments
New Jersey
$701K +$270K +17,000 +63%
FFA
27
Founders Financial Alliance
North Carolina
$676K -$21.7K -1,366 -3%
Nuveen Asset Management
28
Nuveen Asset Management
Illinois
$674K +$674K +42,831 New
IAIM
29
International Assets Investment Management
Florida
$667K -$7.95K -500 -1%
Susquehanna International Group
30
Susquehanna International Group
Pennsylvania
$599K -$5.56M -349,603 -90%
KAM
31
Knightsbridge Asset Management
California
$582K -$559K -35,159 -49%
LPL Financial
32
LPL Financial
California
$574K -$46.2K -2,905 -7%
GEA
33
Glen Eagle Advisors
New Jersey
$480K -$8.55K -538 -2%
Osaic Holdings
34
Osaic Holdings
Arizona
$442K -$344K -21,654 -44%
RhumbLine Advisers
35
RhumbLine Advisers
Massachusetts
$430K +$430K +27,068 New
Mackenzie Financial
36
Mackenzie Financial
Ontario, Canada
$406K -$88.4K -5,546 -18%
JPMorgan Chase & Co
37
JPMorgan Chase & Co
New York
$349K +$287K +18,075 +468%
MIM
38
MetLife Investment Management
New Jersey
$336K +$203K +12,777 +153%
Marshall Wace
39
Marshall Wace
United Kingdom
$308K +$308K +19,401 New
Commonwealth Equity Services
40
Commonwealth Equity Services
Massachusetts
$273K +$18.2K +1,145 +7%
TWM
41
Tradition Wealth Management
Minnesota
$248K +$3.15K +198 +1%
Ameriprise
42
Ameriprise
Minnesota
$243K -$2.34K -147 -1%
BIA
43
Beacon Investment Advisors
Maryland
$225K +$30.5K +1,921 +16%
Kovitz Investment Group Partners
44
Kovitz Investment Group Partners
Illinois
$203K +$203K +12,770 New
Stifel Financial
45
Stifel Financial
Missouri
$188K -$16.6K -1,041 -8%
Mirae Asset Global Investments
46
Mirae Asset Global Investments
South Korea
$185K +$185K +11,641 New
AIG
47
American International Group
New York
$178K +$178K +11,221 New
GC
48
Guggenheim Capital
Illinois
$172K +$2.75K +173 +2%
Wells Fargo
49
Wells Fargo
California
$169K +$140K +8,812 +482%
American Century Companies
50
American Century Companies
Missouri
$168K +$168K +10,555 New
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