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NewtekOne
NEWT

Overview Fund Activity

75 hedge funds and large institutions have $94.9M invested in NewtekOne in 2021 Q3 according to their latest regulatory filings, with 13 funds opening new positions, 28 increasing their positions, 17 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
75
Holders Change
-8
Holders Change %
-9.64%
% of All Funds
1.32%
Holding in Top 10
–
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-100%
% of All Funds
–
New
13
Increased
28
Reduced
17
Closed
21
Calls
$7.27M
Puts
$8.16M
Net Calls
-$890K
Net Calls Change
-$2.42M

Top Buyers

1
Invesco
Invesco
Georgia
$18.4M
2
Two Sigma Investments
Two Sigma Investments
New York
$3.59M
3
MWNA
Marshall Wace North America
New York
$3.08M
4
EMFAT
Emerald Mutual Fund Advisers Trust
Pennsylvania
$3M
5
Two Sigma Advisers
Two Sigma Advisers
New York
$3.48M

Top Sellers

1
LSV Asset Management
LSV Asset Management
Illinois
$772K
2
HF
HRT Financial
New York
$0
3
MCM
McKinley Capital Management
Alaska
$2.33M
4
Ameriprise
Ameriprise
Minnesota
$666K
5
LGA
Lebenthal Global Advisors
New York
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
Invesco
1
Invesco
Georgia
$18.4M +$7.07M +254,900 +63%
VanEck Associates
2
VanEck Associates
New York
$8.95M -$531K -19,160 -6%
AAM
3
Advisors Asset Management
Colorado
$6.9M +$384K +13,835 +6%
Wellington Management Group
4
Wellington Management Group
Massachusetts
$5.8M -$630K -22,700 -10%
BA
5
Bard Associates
Illinois
$3.62M -$47.6K -1,718 -1%
Two Sigma Investments
6
Two Sigma Investments
New York
$3.59M +$3.26M +117,411 +977%
Two Sigma Advisers
7
Two Sigma Advisers
New York
$3.48M +$2.98M +107,400 +593%
MWNA
8
Marshall Wace North America
New York
$3.08M +$3.08M +111,185 New
EMFAT
9
Emerald Mutual Fund Advisers Trust
Pennsylvania
$3M +$3M +107,990 New
MCM
10
McKinley Capital Management
Alaska
$2.33M -$1.41M -50,705 -38%
DADC
11
D.A. Davidson & Co
Montana
$2.24M +$1.77M +63,848 +379%
Susquehanna International Group
12
Susquehanna International Group
Pennsylvania
$1.97M +$1.79M +64,585 +1,025%
UBS Group
13
UBS Group
Switzerland
$1.74M +$273K +9,836 +19%
Morgan Stanley
14
Morgan Stanley
New York
$1.67M +$467K +16,824 +39%
Commonwealth Equity Services
15
Commonwealth Equity Services
Massachusetts
$1.56M -$492K -17,751 -24%
Stifel Financial
16
Stifel Financial
Missouri
$1.55M +$513K +18,492 +50%
Deutsche Bank
17
Deutsche Bank
Germany
$1.53M +$1.53M +55,068 +1,835,600%
RJA
18
Raymond James & Associates
Florida
$1.52M +$82.9K +2,991 +6%
AWA
19
Arkadios Wealth Advisors
Georgia
$1.38M +$132K +4,778 +11%
IAIM
20
International Assets Investment Management
Florida
$1.31M +$99.9K +3,600 +8%
Mackenzie Financial
21
Mackenzie Financial
Ontario, Canada
$1.24M +$173K +6,251 +16%
Citadel Advisors
22
Citadel Advisors
Florida
$1.07M -$350K -12,610 -25%
AC
23
Avenir Corporation
Virginia
$1.05M – – –
BI
24
Bramshill Investments
Florida
$1.03M +$196K +7,064 +23%
FFA
25
Founders Financial Alliance
North Carolina
$1.02M +$31K +1,118 +3%
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