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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 %
SG Americas Securities
76
SG Americas Securities
New York
$101K +$101K +8,108 New
New York State Common Retirement Fund
77
New York State Common Retirement Fund
New York
$95K -$26.3K -2,100 -22%
HCA
78
Harbor Capital Advisors
Illinois
$94K +$25K +2,002 +36%
NC
79
nVerses Capital
Florida
$73.5K +$36.1K +2,900 +97%
IA
80
IFP Advisors
Florida
$44.5K – – –
ACM
81
Aquatic Capital Management
Illinois
$41.1K -$81K -6,500 -66%
Fidelity Investments
82
Fidelity Investments
Massachusetts
$31.9K +$22.9K +1,835 +253%
Legal & General Group
83
Legal & General Group
United Kingdom
$24.9K – – –
FFA
84
Farther Finance Advisors
California
$24.8K +$75 +6 +0.3%
AIP
85
Ameritas Investment Partners
Nebraska
$24K – – –
Nisa Investment Advisors
86
Nisa Investment Advisors
Missouri
$22.6K +$3.74K +300 +20%
California State Teachers Retirement System (CalSTRS)
87
California State Teachers Retirement System (CalSTRS)
California
$21K – – –
AF
88
Allworth Financial
California
$17K +$17K +1,366 New
TRCT
89
Tower Research Capital (TRC)
New York
$10.6K -$32.9K -2,640 -76%
AB
90
Amalgamated Bank
New York
$10K – – –
Carson Wealth (CWM LLC)
91
Carson Wealth (CWM LLC)
Nebraska
$6K -$3.97K -321 -40%
IAIM
92
International Assets Investment Management
Florida
$4.9K +$4.51K +56,154 +1,146%
AW
93
Avion Wealth
Texas
$4K +$4K +400 New
CPA
94
Capital Performance Advisors
California
$3.71K +$3.71K +298 New
AA
95
AlphaMark Advisors
Kentucky
$2K – – –
CA
96
CoreCap Advisors
Michigan
$1.61K +$1.61K +129 New
CPG
97
Cornerstone Planning Group
New Jersey
$1.5K – – –
GRP
98
Global Retirement Partners
California
$1.1K +$1.1K +88 New
AAP
99
Arax Advisory Partners
Colorado
$1.06K – – –
FRA
100
Front Row Advisors
California
$999 – – –
1 2 3
4
5