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NewtekOne

69 hedge funds and large institutions have $68.5M invested in NewtekOne in 2022 Q4 according to their latest regulatory filings, with 11 funds opening new positions, 23 increasing their positions, 21 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
69
Holders Change
-5
Holders Change %
-6.76%
% of All Funds
1.11%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
11
Increased
23
Reduced
21
Closed
15
Calls
$1.4M
Puts
$597K
Net Calls
+$802K
Net Calls Change
+$381K
Name Holding Trade Value Shares
Change
Shares
Change %
RA
1
Royce & Associates
New York
$16.6M +$9.33M +574,302 +129%
Invesco
2
Invesco
Georgia
$11.1M +$31.5K +1,936 +0.3%
Susquehanna International Group
3
Susquehanna International Group
Pennsylvania
$6.51M +$6.51M +400,353 New
VanEck Associates
4
VanEck Associates
New York
$5.37M +$164K +10,069 +3%
BC
5
Barrett & Company
Rhode Island
$2.98M
BA
6
Bard Associates
Illinois
$2.09M -$24.9K -1,531 -1%
AAM
7
Advisors Asset Management
Colorado
$1.86M -$453K -27,853 -20%
Two Sigma Advisers
8
Two Sigma Advisers
New York
$1.78M -$697K -42,900 -28%
DADC
9
D.A. Davidson & Co
Montana
$1.7M -$45.6K -2,806 -3%
Marshall Wace
10
Marshall Wace
United Kingdom
$1.35M -$3M -184,772 -69%
Morgan Stanley
11
Morgan Stanley
New York
$991K +$117K +7,192 +13%
RJA
12
Raymond James & Associates
Florida
$916K -$12.6K -778 -1%
EMFAT
13
Emerald Mutual Fund Advisers Trust
Pennsylvania
$877K -$48.8K -3,000 -5%
Osaic Holdings
14
Osaic Holdings
Arizona
$868K +$166K +10,201 +24%
AWA
15
Arkadios Wealth Advisors
Georgia
$847K +$93.9K +5,781 +12%
UBS Group
16
UBS Group
Switzerland
$813K -$29.7K -1,828 -4%
AC
17
Avenir Corporation
Virginia
$764K
Cambridge Investment Research Advisors
18
Cambridge Investment Research Advisors
Iowa
$755K +$129K +7,952 +21%
IAIM
19
International Assets Investment Management
Florida
$729K +$47.5K +2,920 +7%
FFA
20
Founders Financial Alliance
North Carolina
$713K +$28.2K +1,735 +4%
BPC
21
Banque Pictet & Cie
Switzerland
$668K +$51.7K +3,179 +8%
PNAA
22
Pictet North America Advisors
Switzerland
$668K +$51.7K +3,179 +8%
MCM
23
McKinley Capital Management
Alaska
$658K -$6.22K -383 -0.9%
LPL Financial
24
LPL Financial
California
$619K -$30.5K -1,877 -5%
Stifel Financial
25
Stifel Financial
Missouri
$580K +$58.7K +3,614 +11%