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NewtekOne
NEWT

Overview Fund Activity

74 hedge funds and large institutions have $126M invested in NewtekOne in 2021 Q4 according to their latest regulatory filings, with 15 funds opening new positions, 23 increasing their positions, 15 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
74
Holders Change
-1
Holders Change %
-1.33%
% of All Funds
1.14%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
15
Increased
23
Reduced
15
Closed
15
Calls
$4.73M
Puts
$4.58M
Net Calls
+$151K
Net Calls Change
+$1.04M

Top Buyers

1
RA
Royce & Associates
New York
$24.4M
2
Marshall Wace
Marshall Wace
United Kingdom
$8.56M
3
Two Sigma Advisers
Two Sigma Advisers
New York
$7.16M
4
EVM
Eaton Vance Management
Massachusetts
$1.79M
5
Invesco
Invesco
Georgia
$19.8M

Top Sellers

1
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$0
2
Deutsche Bank
Deutsche Bank
Germany
$0
3
Two Sigma Investments
Two Sigma Investments
New York
$2.19M
4
Citadel Advisors
Citadel Advisors
Florida
$0
5
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
RA
1
Royce & Associates
New York
$24.4M +$24.4M +884,357 New
Invesco
2
Invesco
Georgia
$19.8M +$1.53M +55,315 +8%
VanEck Associates
3
VanEck Associates
New York
$10.2M +$1.32M +47,634 +15%
Marshall Wace
4
Marshall Wace
United Kingdom
$8.56M +$8.03M +290,778 +1,543%
Two Sigma Advisers
5
Two Sigma Advisers
New York
$7.16M +$3.69M +133,600 +106%
AAM
6
Advisors Asset Management
Colorado
$6.78M -$91K -3,292 -1%
Wellington Management Group
7
Wellington Management Group
Massachusetts
$5.78M – – –
BA
8
Bard Associates
Illinois
$3.57M -$41K -1,484 -1%
EMFAT
9
Emerald Mutual Fund Advisers Trust
Pennsylvania
$2.98M – – –
DADC
10
D.A. Davidson & Co
Montana
$2.48M +$249K +9,025 +11%
MCM
11
McKinley Capital Management
Alaska
$2.27M -$54.8K -1,983 -2%
Two Sigma Investments
12
Two Sigma Investments
New York
$2.19M -$1.39M -50,360 -39%
UBS Group
13
UBS Group
Switzerland
$2M +$264K +9,567 +15%
Morgan Stanley
14
Morgan Stanley
New York
$1.88M +$212K +7,666 +13%
EVM
15
Eaton Vance Management
Massachusetts
$1.79M +$1.79M +64,857 New
Commonwealth Equity Services
16
Commonwealth Equity Services
Massachusetts
$1.65M +$101K +3,650 +6%
MCA
17
Mendon Capital Advisors
Florida
$1.48M +$1.48M +53,406 New
RJA
18
Raymond James & Associates
Florida
$1.47M -$48K -1,738 -3%
IAIM
19
International Assets Investment Management
Florida
$1.3M – – –
Mackenzie Financial
20
Mackenzie Financial
Ontario, Canada
$1.24M +$3.01K +109 +0.2%
AWA
21
Arkadios Wealth Advisors
Georgia
$1.16M -$211K -7,644 -15%
Millennium Management
22
Millennium Management
New York
$1.1M +$1.1M +39,793 New
BI
23
Bramshill Investments
Florida
$1.09M +$63.1K +2,282 +6%
FFA
24
Founders Financial Alliance
North Carolina
$1.05M +$37.7K +1,365 +4%
AC
25
Avenir Corporation
Virginia
$1.05M – – –
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