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New Jersey Resources

413 hedge funds and large institutions have $3.56B invested in New Jersey Resources in 2025 Q4 according to their latest regulatory filings, with 60 funds opening new positions, 128 increasing their positions, 166 reducing their positions, and 46 closing their positions.

New
Increased
Maintained
Reduced
Closed

30% more first-time investments, than exits

New positions opened: 60 | Existing positions closed: 46

1.22% more ownership

Funds ownership: 75.31%76.52% (+1.2%)

1% more funds holding

Funds holding: 409413 (+4)

2% less capital invested

Capital invested by funds: $3.64B → $3.56B (-$86.2M)

23% less repeat investments, than reductions

Existing positions increased: 128 | Existing positions reduced: 166

89% less call options, than puts

Call options by funds: $360K | Put options by funds: $3.17M

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
413
Holders Change
+4
Holders Change %
+0.98%
% of All Funds
5.02%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
60
Increased
128
Reduced
166
Closed
46
Calls
$360K
Puts
$3.17M
Net Calls
-$2.81M
Net Calls Change
-$2.81M
Name Holding Trade Value Shares
Change
Change in
Stake
UBS Group
26
UBS Group
Switzerland
$24.4M -$3.38M -73,211 -12%
Invesco
27
Invesco
Georgia
$24M +$1.48M +32,116 +7%
Two Sigma Investments
28
Two Sigma Investments
New York
$22M +$3.88M +83,886 +21%
CIM
29
Confluence Investment Management
Missouri
$20.2M +$723K +15,650 +4%
Citadel Advisors
30
Citadel Advisors
Florida
$19.4M +$17M +367,683 +701%
SBH
31
Segall Bryant & Hamill
Illinois
$18.8M +$2.93M +63,472 +18%
N
32
Nuveen
North Carolina
$15.4M +$468K +10,131 +3%
RhumbLine Advisers
33
RhumbLine Advisers
Massachusetts
$15.2M -$1.29M -27,840 -8%
Wellington Management Group
34
Wellington Management Group
Massachusetts
$13.9M +$153K +3,322 +1%
California Public Employees Retirement System
35
California Public Employees Retirement System
California
$13.4M -$3.32M -71,924 -20%
Hotchkis & Wiley Capital Management
36
Hotchkis & Wiley Capital Management
California
$12.7M -$120K -2,592 -0.9%
Bank of America
37
Bank of America
North Carolina
$12.7M -$5.68M -122,998 -31%
GT
38
Glenmede Trust
Pennsylvania
$12.7M +$12.7M +274,626 New
UBS AM
39
UBS AM
Illinois
$11.8M -$185K -3,997 -2%
Janney Montgomery Scott
40
Janney Montgomery Scott
Pennsylvania
$11.7M +$2.25M +48,797 +24%
Barclays
41
Barclays
United Kingdom
$11.1M -$2.79M -60,276 -20%
ETC
42
Exchange Traded Concepts
Oklahoma
$11M -$119K -2,581 -1%
Principal Financial Group
43
Principal Financial Group
Iowa
$10M -$408K -8,841 -4%
ACA
44
Aptus Capital Advisors
Alabama
$9.28M +$38.7K +837 +0.4%
Swiss National Bank
45
Swiss National Bank
Switzerland
$9.13M +$162K +3,500 +2%
AllianceBernstein
46
AllianceBernstein
Tennessee
$8.89M -$311K -6,727 -3%
Stifel Financial
47
Stifel Financial
Missouri
$8.77M -$491K -10,618 -5%
SG
48
Sourcerock Group
Colorado
$8.77M +$8.78M +190,084 New
MCM
49
Mattern Capital Management
Colorado
$8.36M +$416K +9,008 +5%
CHAM
50
Clear Harbor Asset Management
Connecticut
$8.26M -$160K -3,461 -2%