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Newmark Group
NMRK

Overview Fund Activity

199 hedge funds and large institutions have $619M invested in Newmark Group in 2023 Q3 according to their latest regulatory filings, with 25 funds opening new positions, 69 increasing their positions, 52 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
199
Holders Change
+4
Holders Change %
+2.05%
% of All Funds
3.17%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
25
Increased
69
Reduced
52
Closed
18
Calls
$146K
Puts
$41K
Net Calls
+$105K
Net Calls Change
-$656K

Top Buyers

1
PCM
Penn Capital Management
Pennsylvania
$10.1M
2
American Century Companies
American Century Companies
Missouri
$10.8M
3
New York State Common Retirement Fund
New York State Common Retirement Fund
New York
$7.12M
4
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
$36.3M
5
Millennium Management
Millennium Management
New York
$3.52M

Top Sellers

1
Balyasny Asset Management
Balyasny Asset Management
Illinois
$763K
2
Federated Hermes
Federated Hermes
Pennsylvania
$4.63M
3
Citadel Advisors
Citadel Advisors
Florida
$264K
4
D.E. Shaw & Co
D.E. Shaw & Co
New York
$5.94M
5
CEI
Clark Estates Inc
New York
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
HNB
176
Huntington National Bank
Ohio
$4.47K – – –
KFI
177
Key Financial Inc
Pennsylvania
$3.22K – – –
SPIA
178
Steward Partners Investment Advisory
New York
$3K +$13 +2 +0.4%
MFT
179
Moisand Fitzgerald Tamayo
Florida
$2.73K – – –
SC
180
Stephens Consulting
Michigan
$2.68K – – –
PFBT
181
Parkside Financial Bank & Trust
Missouri
$2.15K – – –
FCAS
182
First Command Advisory Services
Texas
$2.08K +$2.08K +324 New
CAM
183
ClariVest Asset Management
California
$2K – – –
WTC
184
WhitTier Trust Company
Nevada
$1.69K +$1.69K +263 New
TIM
185
Tortoise Investment Management
New York
$1.49K – – –
CPG
186
Cornerstone Planning Group
New Jersey
$1.48K +$6 +1 +0.4%
FFA
187
Farther Finance Advisors
California
$1.07K – – –
AF
188
Allworth Financial
California
$766 – – –
JWA
189
JFS Wealth Advisors
Pennsylvania
$740 +$219 +34 +42%
BIA
190
Bell Investment Advisors
California
$579 – – –
HCM
191
Hollencrest Capital Management
California
$392 – – –
BAAM
192
Baker Avenue Asset Management
California
$373 – – –
Toronto Dominion Bank
193
Toronto Dominion Bank
Ontario, Canada
$315 – – –
AF
194
Advisornet Financial
Minnesota
$257 +$19 +3 +8%
SIC
195
SJS Investment Consulting
Ohio
$238 +$32 +5 +16%
PTC
196
Private Trust Company
Ohio
$212 – – –
GWMIA
197
Global Wealth Management Investment Advisory
Florida
$148 +$148 +23 New
EWA
198
EverSource Wealth Advisors
Alabama
$32 – – –
CEI
199
Clark Estates Inc
New York
– -$2.02M -325,000 Closed
Jacobs Levy Equity Management
200
Jacobs Levy Equity Management
New Jersey
– -$1.86M -299,725 Closed
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