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Newmark Group

235 hedge funds and large institutions have $1.43B invested in Newmark Group in 2019 Q4 according to their latest regulatory filings, with 48 funds opening new positions, 78 increasing their positions, 72 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed

317% more call options, than puts

Call options by funds: $16.9M | Put options by funds: $4.05M

60% more first-time investments, than exits

New positions opened: 48 | Existing positions closed: 30

56% more capital invested

Capital invested by funds: $918M → $1.43B (+$512M)

33% more funds holding in top 10

Funds holding in top 10: 34 (+1)

7% more funds holding

Funds holding: 220235 (+15)

2.24% more ownership

Funds ownership: 64.8%67.03% (+2.2%)

8% more repeat investments, than reductions

Existing positions increased: 78 | Existing positions reduced: 72

Holders
235
Holders Change
+15
Holders Change %
+6.82%
% of All Funds
4.63%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.08%
New
48
Increased
78
Reduced
72
Closed
30
Calls
$16.9M
Puts
$4.05M
Net Calls
+$12.8M
Net Calls Change
+$16.7M
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$298M +$4.72M +404,212 +2%
BlackRock
2
BlackRock
New York
$139M +$3.95M +338,466 +3%
Principal Financial Group
3
Principal Financial Group
Iowa
$123M +$994K +85,252 +0.9%
Bank of New York Mellon
4
Bank of New York Mellon
New York
$50.6M +$3.91M +335,007 +10%
Prudential Financial
5
Prudential Financial
New Jersey
$41.9M +$861K +73,779 +2%
State Street
6
State Street
Massachusetts
$41.1M +$1.16M +99,527 +3%
Geode Capital Management
7
Geode Capital Management
Massachusetts
$37.9M +$7.25M +621,587 +28%
CCMLC
8
Cardinal Capital Management LLC (Connecticut)
Connecticut
$37.6M +$3.16M +271,019 +11%
EC
9
EJF Capital
Virginia
$34.3M -$5.41M -463,803 -15%
Dimensional Fund Advisors
10
Dimensional Fund Advisors
Texas
$27.5M +$1.11M +95,180 +5%
BBHC
11
Brown Brothers Harriman & Co
New York
$26.8M +$10.1K +869 +0%
Northern Trust
12
Northern Trust
Illinois
$25.2M -$1.47M -125,594 -6%
Grantham, Mayo, Van Otterloo & Co (GMO)
13
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$23.8M +$8.44M +723,390 +69%
N
14
Nuveen
North Carolina
$23M +$354K +30,340 +2%
SFM
15
Systematic Financial Management
New Jersey
$22.1M -$73.4K -6,293 -0.4%
PC
16
Paulson & Co
New York
$20.9M -$5.25M -450,000 -23%
Goldman Sachs
17
Goldman Sachs
New York
$18.6M +$12.1M +1,039,214 +305%
Morgan Stanley
18
Morgan Stanley
New York
$17.9M +$13.5M +1,155,805 +655%
Arrowstreet Capital
19
Arrowstreet Capital
Massachusetts
$17.8M +$11.2M +961,055 +267%
AA
20
AQR Arbitrage
Connecticut
$17.6M -$2.39M -204,612 -14%
RRAM
21
River Road Asset Management
Kentucky
$17.4M +$2.32M +199,216 +18%
RJA
22
Raymond James & Associates
Florida
$17.2M +$921K +78,917 +7%
Charles Schwab
23
Charles Schwab
California
$16.3M +$1.11M +95,394 +9%
Norges Bank
24
Norges Bank
Norway
$14.6M
Bank of America
25
Bank of America
North Carolina
$13.5M +$3.14M +269,252 +37%

NMRK Hedge Fund Activity: Q4 2019 in Review

235 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in Newmark Group (NMRK) for Q4 2019, worth a combined $1.43B — up 56% from $918M a quarter earlier.

Buyers outnumbered sellers: 48 funds opened new NMRK positions and 30 closed out — a net gain of 18 holders — while 78 added to existing stakes and 72 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $13.5M. The largest seller was Sessa Capital, exiting entirely with an estimated $21.4M sold.

  • 235 institutional investors held Newmark Group (NMRK) as of Q4 2019, up from 220 in Q3 2019.
  • Funds reported $1.43B of Newmark Group stock for Q4 2019, up 56% quarter-over-quarter.
  • 48 funds opened new Newmark Group positions in Q4 2019 and 30 closed out, a net change of +18 holders.
  • The largest Newmark Group buyer in Q4 2019 was Morgan Stanley, an estimated $13.5M added.
  • The largest Newmark Group seller in Q4 2019 was Sessa Capital, an estimated $21.4M sold.

Based on aggregated 13F filings for Q4 2019.