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NewtekOne
NEWT

Overview Fund Activity

75 hedge funds and large institutions have $66.8M invested in NewtekOne in 2023 Q1 according to their latest regulatory filings, with 22 funds opening new positions, 18 increasing their positions, 21 reducing their positions, and 16 closing their positions.

Holders
75
Holders Change
+6
Holders Change %
+8.7%
% of All Funds
1.2%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
22
Increased
18
Reduced
21
Closed
16
Calls
$2.16M
Puts
$2.02M
Net Calls
+$137K
Net Calls Change
-$665K

Top Buyers

1
RA
1
Royce & Associates
New York
$29.7M
2
PI
2
Putnam Investments
Massachusetts
$2.9M
3
ACA
3
Aptus Capital Advisors
Alabama
$1.7M
4
KAM
4
Knightsbridge Asset Management
California
$919K
5
HF
5
HRT Financial
New York
$881K

Top Sellers

1
VanEck Associates
1
VanEck Associates
New York
$0
2
Invesco
2
Invesco
Georgia
$3.74M
3
Marshall Wace
3
Marshall Wace
United Kingdom
$0
4
EMFAT
4
Emerald Mutual Fund Advisers Trust
Pennsylvania
$0
5
BPC
5
Banque Pictet & Cie
Switzerland
$0
Name Market Value Shares Shares
Change 		Shares
Change %
RA
1
Royce & Associates
New York
$29.7M 2,320,044 +1,299,537 +127%
Susquehanna International Group
2
Susquehanna International Group
Pennsylvania
$4.96M 387,301 -13,052 -3%
Invesco
3
Invesco
Georgia
$3.74M 291,877 -392,016 -57%
PI
4
Putnam Investments
Massachusetts
$2.9M 226,758 +226,758 New
BC
5
Barrett & Company
Rhode Island
$2.34M 182,980 -171 -0.1%
ACA
6
Aptus Capital Advisors
Alabama
$1.7M 133,177 +133,177 New
BA
7
Bard Associates
Illinois
$1.64M 128,193 -400 -0.3%
AAM
8
Advisors Asset Management
Colorado
$1.46M 114,317 -150 -0.1%
DADC
9
D.A. Davidson & Co
Montana
$1.17M 91,215 -13,593 -13%
KAM
10
Knightsbridge Asset Management
California
$919K 71,772 +71,772 New
Two Sigma Advisers
11
Two Sigma Advisers
New York
$918K 71,700 -37,600 -34%
HF
12
HRT Financial
New York
$881K 68,892 +68,892 New
Millennium Management
13
Millennium Management
New York
$869K 67,924 +67,924 New
AC
14
Avenir Corporation
Virginia
$829K 64,800 +17,800 +38%
AA
15
Ancora Advisors
Ohio
$814K 63,618 +50,040 +369%
PGCM
16
Prescott Group Capital Management
Oklahoma
$773K 60,415 +60,415 New
RJA
17
Raymond James & Associates
Florida
$708K 55,296 -1,096 -2%
Morgan Stanley
18
Morgan Stanley
New York
$669K 52,247 -8,742 -14%
Cambridge Investment Research Advisors
19
Cambridge Investment Research Advisors
Iowa
$662K 51,723 +5,290 +11%
Osaic Holdings
20
Osaic Holdings
Arizona
$633K 49,471 -3,932 -7%
AWA
21
Arkadios Wealth Advisors
Georgia
$632K 49,378 -2,731 -5%
FFA
22
Founders Financial Alliance
North Carolina
$561K 43,856 – –
CCM
23
Corsair Capital Management
New York
$544K 42,470 +42,470 New
IAIM
24
International Assets Investment Management
Florida
$543K 42,450 -2,420 -5%
LPL Financial
25
LPL Financial
California
$499K 39,005 +882 +2%
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