We are live on ! Find out more
NMRK icon

Newmark Group

220 hedge funds and large institutions have $1.13B invested in Newmark Group in 2023 Q4 according to their latest regulatory filings, with 52 funds opening new positions, 76 increasing their positions, 58 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed

2,594% more call options, than puts

Call options by funds: $1.46M | Put options by funds: $54K

82% more capital invested

Capital invested by funds: $619M → $1.13B (+$509M)

79% more first-time investments, than exits

New positions opened: 52 | Existing positions closed: 29

31% more repeat investments, than reductions

Existing positions increased: 76 | Existing positions reduced: 58

11% more funds holding

Funds holding: 199220 (+21)

4.84% more ownership

Funds ownership: 63.15%68% (+4.8%)

Holders
220
Holders Change
+21
Holders Change %
+10.55%
% 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
52
Increased
76
Reduced
58
Closed
29
Calls
$1.46M
Puts
$54K
Net Calls
+$1.4M
Net Calls Change
+$1.3M
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$217M -$3.99M -528,602 -3%
BlackRock
2
BlackRock
New York
$116M +$6.65M +880,344 +9%
Dimensional Fund Advisors
3
Dimensional Fund Advisors
Texas
$68.2M +$4.31M +570,935 +10%
Fidelity Investments
4
Fidelity Investments
Massachusetts
$49.3M +$6.37M +843,302 +23%
ECP
5
Empyrean Capital Partners
California
$47.8M
Morgan Stanley
6
Morgan Stanley
New York
$45.3M +$18M +2,389,538 +137%
RRAM
7
River Road Asset Management
Kentucky
$38.2M -$4.18M -553,597 -14%
CCMLC
8
Cardinal Capital Management LLC (Connecticut)
Connecticut
$34.7M -$4.59M -607,889 -16%
Geode Capital Management
9
Geode Capital Management
Massachusetts
$34.4M +$873K +115,537 +4%
State Street
10
State Street
Massachusetts
$34M +$430K +56,971 +2%
PC
11
Paulson & Co
New York
$32.9M +$13M +1,715,375 +134%
Bank of New York Mellon
12
Bank of New York Mellon
New York
$23.6M +$5.76M +762,444 +55%
American Century Companies
13
American Century Companies
Missouri
$23.3M +$3.39M +449,112 +27%
Charles Schwab
14
Charles Schwab
California
$21.6M +$613K +81,209 +4%
LI
15
Leeward Investments
Massachusetts
$20.7M -$115K -15,211 -0.8%
Millennium Management
16
Millennium Management
New York
$17M +$7.55M +999,472 +183%
Northern Trust
17
Northern Trust
Illinois
$16.8M +$430K +56,971 +4%
PCM
18
Penn Capital Management
Pennsylvania
$15.1M -$1.45M -191,385 -12%
BCM
19
Bridgeway Capital Management
Texas
$14.4M +$415K +54,909 +4%
New York State Common Retirement Fund
20
New York State Common Retirement Fund
New York
$12.4M +$193K +25,569 +2%
N
21
Nuveen
North Carolina
$11.1M +$4.58M +606,299 +148%
JP Morgan Chase
22
JP Morgan Chase
New York
$10.6M +$1.53M +202,844 +27%
Citadel Advisors
23
Citadel Advisors
Florida
$9.11M +$5.97M +790,525 +1,928%
SFM
24
Systematic Financial Management
New Jersey
$9.07M -$101K -13,373 -2%
D.E. Shaw & Co
25
D.E. Shaw & Co
New York
$9.04M -$752K -99,503 -11%

NMRK Hedge Fund Activity: Q4 2023 in Review

220 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Newmark Group (NMRK) for Q4 2023, worth a combined $1.13B — up 82% from $619M a quarter earlier.

Buyers outnumbered sellers: 52 funds opened new NMRK positions and 29 closed out — a net gain of 23 holders — while 76 added to existing stakes and 58 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $18M. The largest seller was Fuller & Thaler Asset Management, exiting entirely with an estimated $15.2M sold.

  • 220 institutional investors held Newmark Group (NMRK) as of Q4 2023, up from 199 in Q3 2023.
  • Funds reported $1.13B of Newmark Group stock for Q4 2023, up 82% quarter-over-quarter.
  • 52 funds opened new Newmark Group positions in Q4 2023 and 29 closed out, a net change of +23 holders.
  • The largest Newmark Group buyer in Q4 2023 was Morgan Stanley, an estimated $18M added.
  • The largest Newmark Group seller in Q4 2023 was Fuller & Thaler Asset Management, an estimated $15.2M sold.

Based on aggregated 13F filings for Q4 2023.