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NewtekOne
NEWT

Overview Fund Activity

119 hedge funds and large institutions have $121M invested in NewtekOne in 2024 Q4 according to their latest regulatory filings, with 29 funds opening new positions, 52 increasing their positions, 26 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
119
Holders Change
+16
Holders Change %
+15.53%
% of All Funds
1.58%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
29
Increased
52
Reduced
26
Closed
11
Calls
$538K
Puts
$232K
Net Calls
+$306K
Net Calls Change
+$208K

Top Buyers

1
Goldman Sachs
Goldman Sachs
New York
$3.96M
2
Bank of New York Mellon
Bank of New York Mellon
New York
$3.56M
3
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$1.78M
4
Wellington Management Group
Wellington Management Group
Massachusetts
$3.24M
5
American Century Companies
American Century Companies
Missouri
$1.44M

Top Sellers

1
RA
Royce & Associates
New York
$5.71M
2
ECM
ExodusPoint Capital Management
New York
$0
3
KAM
Knightsbridge Asset Management
California
$0
4
Vanguard Group
Vanguard Group
Pennsylvania
$17.7M
5
TI
Trexquant Investment
Connecticut
$943K
Name Holding Trade Value Shares
Change 		Shares
Change %
BlackRock
1
BlackRock
New York
$26.7M +$637K +49,870 +2%
Vanguard Group
2
Vanguard Group
Pennsylvania
$17.7M -$489K -38,305 -3%
Geode Capital Management
3
Geode Capital Management
Massachusetts
$7.47M +$140K +10,933 +2%
State Street
4
State Street
Massachusetts
$6.3M +$154K +11,913 +3%
RA
5
Royce & Associates
New York
$5.71M -$3.88M -303,831 -40%
Goldman Sachs
6
Goldman Sachs
New York
$3.96M +$1.99M +155,500 +101%
Bank of New York Mellon
7
Bank of New York Mellon
New York
$3.56M +$1.45M +113,261 +68%
Marshall Wace
8
Marshall Wace
United Kingdom
$3.33M -$418K -32,723 -11%
Wellington Management Group
9
Wellington Management Group
Massachusetts
$3.24M +$1.29M +100,989 +66%
Northern Trust
10
Northern Trust
Illinois
$2.68M +$235K +18,407 +10%
Morgan Stanley
11
Morgan Stanley
New York
$2.41M -$92.6K -7,254 -4%
BC
12
Barrett & Company
Rhode Island
$1.91M -$28.1K -2,197 -1%
AA
13
Ancora Advisors
Ohio
$1.8M -$6.26K -490 -0.3%
JPMorgan Chase & Co
14
JPMorgan Chase & Co
New York
$1.78M +$1.35M +105,397 +309%
BA
15
Bard Associates
Illinois
$1.65M +$94.6K +7,303 +6%
BFM
16
Boothbay Fund Management
New York
$1.49M +$94.4K +7,389 +7%
Connor, Clark & Lunn Investment Management (CC&L)
17
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$1.48M +$314K +24,595 +27%
American Century Companies
18
American Century Companies
Missouri
$1.44M +$773K +60,518 +117%
Tudor Investment Corp
19
Tudor Investment Corp
Connecticut
$1.39M +$274K +21,437 +25%
D.E. Shaw & Co
20
D.E. Shaw & Co
New York
$1.35M +$574K +44,969 +74%
First Trust Advisors
21
First Trust Advisors
Illinois
$1.2M -$95.4K -7,470 -7%
Two Sigma Investments
22
Two Sigma Investments
New York
$1.15M +$225K +17,629 +24%
Raymond James Financial
23
Raymond James Financial
Florida
$1.13M +$1.13M +88,123 New
Millennium Management
24
Millennium Management
New York
$974K -$167K -13,073 -15%
TI
25
Trexquant Investment
Connecticut
$943K -$487K -38,146 -34%
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