NEWT icon

NewtekOne
NEWT

Overview Fund Activity

89 hedge funds and large institutions have $103M invested in NewtekOne in 2024 Q1 according to their latest regulatory filings, with 16 funds opening new positions, 33 increasing their positions, 29 reducing their positions, and 15 closing their positions.

Holders
89
Holders Change
–
Holders Change %
0%
% of All Funds
1.29%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
16
Increased
33
Reduced
29
Closed
15
Calls
$1.13M
Puts
$1.29M
Net Calls
-$157K
Net Calls Change
-$215K

Top Buyers

1
Franklin Resources
1
Franklin Resources
California
$2.41M
2
Marshall Wace
2
Marshall Wace
United Kingdom
$991K
3
Two Sigma Investments
3
Two Sigma Investments
New York
$756K
4
Goldman Sachs
4
Goldman Sachs
New York
$1.66M
5
Citadel Advisors
5
Citadel Advisors
Florida
$1.06M

Top Sellers

1
ACA
1
Aptus Capital Advisors
Alabama
$0
2
RA
2
Royce & Associates
New York
$21.5M
3
Morgan Stanley
3
Morgan Stanley
New York
$980K
4
Russell Investments Group
4
Russell Investments Group
United Kingdom
$516K
5
Susquehanna International Group
5
Susquehanna International Group
Pennsylvania
$0
Name Market Value Shares Shares
Change 		Shares
Change %
RA
1
Royce & Associates
New York
$21.5M 1,953,056 -89,434 -4%
BlackRock
2
BlackRock
New York
$19.7M 1,787,439 -5,690 -0.3%
Vanguard Group
3
Vanguard Group
Pennsylvania
$15.1M 1,368,607 +17,505 +1%
Geode Capital Management
4
Geode Capital Management
Massachusetts
$5.72M 519,933 +9,689 +2%
State Street
5
State Street
Massachusetts
$5.03M 449,916 +3,004 +0.7%
Franklin Resources
6
Franklin Resources
California
$2.41M 218,858 +218,858 New
Northern Trust
7
Northern Trust
Illinois
$2.16M 196,739 -4,131 -2%
Charles Schwab
8
Charles Schwab
California
$2.06M 187,312 +3,610 +2%
Bank of New York Mellon
9
Bank of New York Mellon
New York
$1.95M 177,413 -3,513 -2%
BC
10
Barrett & Company
Rhode Island
$1.81M 164,323 -10,902 -6%
Goldman Sachs
11
Goldman Sachs
New York
$1.66M 151,166 +64,177 +74%
American Century Companies
12
American Century Companies
Missouri
$1.65M 149,974 -14,324 -9%
BFM
13
Boothbay Fund Management
New York
$1.5M 136,573 -7,732 -5%
AA
14
Ancora Advisors
Ohio
$1.44M 130,933 +39,659 +43%
BA
15
Bard Associates
Illinois
$1.39M 124,240 -2,517 -2%
Citadel Advisors
16
Citadel Advisors
Florida
$1.06M 96,284 +45,316 +89%
Marshall Wace
17
Marshall Wace
United Kingdom
$991K 90,081 +75,286 +509%
Morgan Stanley
18
Morgan Stanley
New York
$980K 89,090 -80,872 -48%
First Trust Advisors
19
First Trust Advisors
Illinois
$863K 78,442 +1,341 +2%
Two Sigma Investments
20
Two Sigma Investments
New York
$756K 68,724 +68,724 New
AC
21
Avenir Corporation
Virginia
$658K 59,800 +19,000 +47%
RI
22
Ridgewood Investments
New Jersey
$577K 52,485 +7,000 +15%
RJA
23
Raymond James & Associates
Florida
$576K 52,377 +2,406 +5%
Invesco
24
Invesco
Georgia
$545K 49,508 +31,656 +177%
AWA
25
Arkadios Wealth Advisors
Georgia
$520K 47,279 +1,344 +3%
1
2 3 4 5