NEWT icon

NewtekOne

119 hedge funds and large institutions have $121M invested in NewtekOne in 2024 Q4 according to their latest regulatory filings, with 29 funds opening new positions, 52 increasing their positions, 26 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
119
Holders Change
+16
Holders Change %
+15.53%
% of All Funds
1.58%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
29
Increased
52
Reduced
26
Closed
11
Calls
$538K
Puts
$232K
Net Calls
+$306K
Net Calls Change
+$208K
Name Holding Trade Value Shares
Change
Shares
Change %
Kovitz Investment Group Partners
76
Kovitz Investment Group Partners
Illinois
$132K -$42K -3,287 -24%
Osaic Holdings
77
Osaic Holdings
Arizona
$117K +$13.8K +1,077 +13%
New York State Common Retirement Fund
78
New York State Common Retirement Fund
New York
$97K
HCA
79
Harbor Capital Advisors
Illinois
$84K -$12.8K -1,000 -13%
GEA
80
Glen Eagle Advisors
New Jersey
$83.8K -$24.4K -1,910 -23%
Fidelity Investments
81
Fidelity Investments
Massachusetts
$80.4K +$47.7K +3,739 +146%
PFSRSONJ
82
Police & Firemen's Retirement System of New Jersey
New Jersey
$75.8K +$75.8K +5,933 New
ACM
83
Aquatic Capital Management
Illinois
$70K +$27.9K +2,184 +66%
Nisa Investment Advisors
84
Nisa Investment Advisors
Missouri
$55.9K +$32.4K +2,500 +138%
QT
85
Quantbot Technologies
New York
$54.7K +$54.7K +4,283 New
IA
86
IFP Advisors
Florida
$49.5K +$3.83K +300 +8%
TRCT
87
Tower Research Capital (TRC)
New York
$32.7K +$21.7K +1,703 +199%
Legal & General Group
88
Legal & General Group
United Kingdom
$25.5K
FFA
89
Farther Finance Advisors
California
$25.5K +$89 +7 +0.4%
AIP
90
Ameritas Investment Partners
Nebraska
$24.6K
VFM
91
Vision Financial Markets
Connecticut
$23.4K +$23.4K +1,829 New
California State Teachers Retirement System (CalSTRS)
92
California State Teachers Retirement System (CalSTRS)
California
$23.1K +$1.58K +124 +7%
HNB
93
Huntington National Bank
Ohio
$15.3K +$15.3K +1,200 New
QL
94
Quarry LP
New York
$14.4K +$14.4K +1,130 New
AB
95
Amalgamated Bank
New York
$10K
SCM
96
Sterling Capital Management
North Carolina
$9.51K +$8.57K +671 +907%
Carson Wealth (CWM LLC)
97
Carson Wealth (CWM LLC)
Nebraska
$7K +$606 +46 +9%
S
98
SignatureFD
Georgia
$5.95K +$5.95K +466 New
AW
99
Avion Wealth
Texas
$5K
VCM
100
Versant Capital Management
Arizona
$3.86K +$3.86K +302 New