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Newmark Group
NMRK

Overview Fund Activity

219 hedge funds and large institutions have $1.13B invested in Newmark Group in 2023 Q4 according to their latest regulatory filings, with 51 funds opening new positions, 76 increasing their positions, 58 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
219
Holders Change
+20
Holders Change %
+10.05%
% of All Funds
3.21%
Holding in Top 10
4
Holding in Top 10 Change
+4
Holding in Top 10 Change %
%
% of All Funds
0.06%
New
51
Increased
76
Reduced
58
Closed
29
Calls
$1.46M
Puts
$54K
Net Calls
+$1.4M
Net Calls Change
+$1.3M

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$45.3M
2
PC
2
Paulson & Co
New York
$32.9M
3
Millennium Management
3
Millennium Management
New York
$17M
4
BlackRock
4
BlackRock
New York
$116M
5
Fidelity Investments
5
Fidelity Investments
Massachusetts
$49.3M

Top Sellers

1
Fuller & Thaler Asset Management
1
Fuller & Thaler Asset Management
California
$0
2
Norges Bank
2
Norges Bank
Norway
$1.02M
3
CCMLC
3
Cardinal Capital Management LLC (Connecticut)
Connecticut
$34.7M
4
PCM
4
Portolan Capital Management
Massachusetts
$0
5
RRAM
5
River Road Asset Management
Kentucky
$38.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
W
201
WealthCollab
Washington
$4.55K +$4.55K +415 New
CAM
202
ClariVest Asset Management
California
$3.92K – – –
HI
203
Harbour Investments
Wisconsin
$3.76K +$3.76K +343 New
FCAS
204
First Command Advisory Services
Texas
$3.55K – – –
PA
205
Parallel Advisors
California
$3.15K -$12.3K -1,118 -80%
TIM
206
Tortoise Investment Management
New York
$2.53K – – –
CPG
207
Cornerstone Planning Group
New Jersey
$2.52K +$11 +1 +0.4%
EWA
208
EverSource Wealth Advisors
Alabama
$2.36K +$2.3K +210 +4,200%
HCP
209
Hexagon Capital Partners
Arkansas
$2.27K +$2.27K +207 New
BL
210
BFSG LLC
California
$2.01K +$2.01K +183 New
BIA
211
Bell Investment Advisors
California
$987 – – –
AF
212
Allworth Financial
California
$932 -$373 -34 -29%
JWA
213
JFS Wealth Advisors
Pennsylvania
$702 -$559 -51 -44%
HCM
214
Hollencrest Capital Management
California
$669 – – –
AF
215
Advisornet Financial
Minnesota
$471 +$33 +3 +8%
PTC
216
Private Trust Company
Ohio
$362 – – –
SIC
217
SJS Investment Consulting
Ohio
$285 -$121 -11 -30%
GWMIA
218
Global Wealth Management Investment Advisory
Florida
$252 – – –
DPW
219
DiNuzzo Private Wealth
Pennsylvania
$220 +$220 +20 New
Fuller & Thaler Asset Management
220
Fuller & Thaler Asset Management
California
– -$15.2M -2,361,087 Closed
PCM
221
Portolan Capital Management
Massachusetts
– -$6.25M -972,284 Closed
First Trust Advisors
222
First Trust Advisors
Illinois
– -$3.92M -609,072 Closed
FCM
223
FJ Capital Management
Virginia
– -$1.79M -278,783 Closed
AR
224
Advisory Research
Illinois
– -$991K -154,080 Closed
Squarepoint
225
Squarepoint
New York
– -$930K -144,569 Closed
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9
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