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NewtekOne

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

more capital invested

Capital invested by funds: $ → $

more first-time investments, than exits

New positions opened: | Existing positions closed:

more ownership

Funds ownership:

more funds holding

Funds holding:

4% less repeat investments, than reductions

Existing positions increased: 23 | Existing positions reduced: 24

24% less call options, than puts

Call options by funds: $1.76M | Put options by funds: $2.31M

Holders
81
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$1.76M
Puts
$2.31M
Net Calls
Net Calls Change

Top Buyers

1 +$25.9M
2 +$21.8M
3 +$7.48M
4
State Street
State Street
Massachusetts
+$5.98M
5
Northern Trust
Northern Trust
Illinois
+$3.09M

Top Sellers

1 -$5.56M
2 -$4.51M
3 -$918K
4
HF
HRT Financial
New York
-$881K
5
Millennium Management
Millennium Management
New York
-$869K
Name Holding Trade Value Shares
Change
Change in
Stake
76
$4.17K
77
$4K
78
$3K
79
$1.19K
80
$1K
81
$175
82
83
84
85
86
87
88
89
90
91
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99
100