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NewtekOne
NEWT

Overview Fund Activity

76 hedge funds and large institutions have $93.2M invested in NewtekOne in 2019 Q4 according to their latest regulatory filings, with 17 funds opening new positions, 25 increasing their positions, 16 reducing their positions, and 5 closing their positions.

Holders
76
Holders Change
+12
Holders Change %
+18.75%
% of All Funds
1.5%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.04%
New
17
Increased
25
Reduced
16
Closed
5
Calls
$793K
Puts
$1.09M
Net Calls
-$294K
Net Calls Change
-$759K

Top Buyers

1
Invesco
1
Invesco
Georgia
$10M
2
Two Sigma Investments
2
Two Sigma Investments
New York
$2.91M
3
Millennium Management
3
Millennium Management
New York
$3.86M
4
VanEck Associates
4
VanEck Associates
New York
$5.02M
5
D.E. Shaw & Co
5
D.E. Shaw & Co
New York
$828K

Top Sellers

1
IECM
1
Intrinsic Edge Capital Management
Illinois
$0
2
Wellington Management Group
2
Wellington Management Group
Massachusetts
$11.9M
3
Citadel Advisors
3
Citadel Advisors
Florida
$943K
4
Morgan Stanley
4
Morgan Stanley
New York
$3.21M
5
GC
5
Guggenheim Capital
Illinois
$1.02M
Name Market Value Shares Shares
Change 		Shares
Change %
Wellington Management Group
1
Wellington Management Group
Massachusetts
$11.9M 523,837 -23,900 -4%
Invesco
2
Invesco
Georgia
$10M 442,942 +442,942 New
UBS Group
3
UBS Group
Switzerland
$8.11M 358,236 +22,580 +7%
AAM
4
Advisors Asset Management
Colorado
$6.89M 304,318 -5,652 -2%
LSV Asset Management
5
LSV Asset Management
Illinois
$6.49M 286,445 +18,019 +7%
VanEck Associates
6
VanEck Associates
New York
$5.02M 221,545 +46,336 +26%
Millennium Management
7
Millennium Management
New York
$3.86M 170,452 +93,776 +122%
MCM
8
McKinley Capital Management
Alaska
$3.23M 142,662 +4,769 +3%
Morgan Stanley
9
Morgan Stanley
New York
$3.21M 141,898 -10,904 -7%
BA
10
Bard Associates
Illinois
$3.18M 140,354 -4,024 -3%
Two Sigma Investments
11
Two Sigma Investments
New York
$2.91M 128,453 +128,453 New
BI
12
Bramshill Investments
Florida
$2.22M 98,115 – –
P
13
&Partners
Tennessee
$1.74M 76,991 -735 -0.9%
RJA
14
Raymond James & Associates
Florida
$1.64M 72,566 +7,168 +11%
NA
15
Navellier & Associates
Nevada
$1.29M 56,790 +3,010 +6%
Commonwealth Equity Services
16
Commonwealth Equity Services
Massachusetts
$1.27M 55,881 +1,397 +3%
California Public Employees Retirement System
17
California Public Employees Retirement System
California
$1.15M 50,871 -7,363 -13%
GEA
18
Glen Eagle Advisors
New Jersey
$1.12M 49,238 +2,611 +6%
GC
19
Guggenheim Capital
Illinois
$1.02M 44,996 -10,289 -19%
Stifel Financial
20
Stifel Financial
Missouri
$945K 41,795 +16 +0%
Citadel Advisors
21
Citadel Advisors
Florida
$943K 41,648 -12,812 -24%
FAAS
22
First Allied Advisory Services
California
$888K 39,548 +6,577 +20%
D.E. Shaw & Co
23
D.E. Shaw & Co
New York
$828K 36,551 +36,551 New
AAM
24
American Asset Management
Florida
$797K 35,196 +1,293 +4%
Two Sigma Advisers
25
Two Sigma Advisers
New York
$777K 34,300 +34,300 New
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