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NewtekOne
NEWT

Overview Fund Activity

103 hedge funds and large institutions have $113M invested in NewtekOne in 2024 Q3 according to their latest regulatory filings, with 19 funds opening new positions, 41 increasing their positions, 31 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
103
Holders Change
+3
Holders Change %
+3%
% of All Funds
1.49%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
19
Increased
41
Reduced
31
Closed
16
Calls
$781K
Puts
$683K
Net Calls
+$98K
Net Calls Change
-$54K

Top Buyers

1
BlackRock
BlackRock
New York
$25.5M
2
Wellington Management Group
Wellington Management Group
Massachusetts
$1.9M
3
Tudor Investment Corp
Tudor Investment Corp
Connecticut
$1.09M
4
ECM
ExodusPoint Capital Management
New York
$1.22M
5
Connor, Clark & Lunn Investment Management (CC&L)
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$1.14M

Top Sellers

1
RA
Royce & Associates
New York
$9.36M
2
Franklin Resources
Franklin Resources
California
$0
3
Charles Schwab
Charles Schwab
California
$0
4
JAM
Jacobs Asset Management
New York
$0
5
Russell Investments Group
Russell Investments Group
United Kingdom
$526K
Name Holding Trade Value Shares
Change 		Shares
Change %
American Century Companies
26
American Century Companies
Missouri
$646K -$1.73M -138,830 -73%
RJA
27
Raymond James & Associates
Florida
$621K -$37.2K -2,988 -6%
FFA
28
Founders Financial Alliance
North Carolina
$569K +$5.99K +481 +1%
Man Group
29
Man Group
United Kingdom
$560K +$560K +44,947 New
Nuveen Asset Management
30
Nuveen Asset Management
Illinois
$534K – – –
AWA
31
Arkadios Wealth Advisors
Georgia
$531K -$25.4K -2,039 -5%
Russell Investments Group
32
Russell Investments Group
United Kingdom
$526K -$2.02M -162,173 -79%
Invesco
33
Invesco
Georgia
$522K -$3.83K -307 -0.7%
KAM
34
Knightsbridge Asset Management
California
$519K -$8.21K -659 -2%
RJFSA
35
Raymond James Financial Services Advisors
Florida
$496K +$303K +24,284 +156%
AC
36
Avenir Corporation
Virginia
$471K -$287K -23,000 -38%
RhumbLine Advisers
37
RhumbLine Advisers
Massachusetts
$436K +$16.3K +1,308 +4%
JPMorgan Chase & Co
38
JPMorgan Chase & Co
New York
$425K +$207K +16,596 +95%
A
39
AlphaQuest
New York
$419K +$255K +20,488 +156%
AA
40
ALPS Advisors
Colorado
$396K +$396K +31,800 New
Barclays
41
Barclays
United Kingdom
$376K +$278K +22,360 +285%
YIH
42
Y-Intercept (HK)
Hong Kong
$367K +$367K +29,473 New
AllianceBernstein
43
AllianceBernstein
Tennessee
$350K +$20.9K +1,680 +6%
LPL Financial
44
LPL Financial
California
$309K -$5.66K -454 -2%
Cambridge Investment Research Advisors
45
Cambridge Investment Research Advisors
Iowa
$309K -$983 -79 -0.3%
BIA
46
Beacon Investment Advisors
Maryland
$305K +$21.4K +1,718 +8%
CCIA
47
Campbell & Co Investment Adviser
Maryland
$296K -$390K -31,304 -57%
Jane Street
48
Jane Street
New York
$292K -$226K -18,099 -44%
MIM
49
MetLife Investment Management
New Jersey
$287K – – –
AG
50
Algert Global
California
$286K +$286K +22,953 New
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