NEW JERSEY RESOURCES CORP hedge fund holdings
NJRNYSE$51.59+0.44 (+0.86%)as of Oct 2, 2026
Every quarter, large institutional investment managers with over $100M in U.S.-listed assets under management disclose their U.S. equity holdings through 13F filings. Read together, those filings show which businesses professional capital is moving into and out of.
Price vs funds buying and selling
NJR · close · 13FReported Aug 14, 2026Price vs funds buying and selling data
Showing the 1Y range: Oct 2, 2025 to Oct 2, 2026. Price (+9.6%). 0 fund reports plotted in this window as 0 markers; nearby trades of the same kind are grouped.
| Date | Category | Person | Role | Action | Amount | Change in holding |
|---|
Funds buying · new + increased
Funds selling · reduced + closed
Net buyers vs sellers
Buying = new + increased; selling = reduced + closed. Counts exclude position changes under 5% of the fund's holding last quarter.Price and fund activity data
| Quarter | Funds buying | Funds selling | Bought | Sold | Filers | Reported |
|---|---|---|---|---|---|---|
| Q2 2025 | 138 | 109 | $194M | $187M | 371 | Aug 14, 2025 |
| Q3 2025 | 147 | 114 | $267M | $202M | 388 | Nov 14, 2025 |
| Q4 2025 | 112 | 131 | $175M | $202M | 393 | Feb 14, 2026 |
| Q1 2026 | 154 | 96 | $188M | $195M | 417 | May 15, 2026 |
| Q2 2026 | 160 | 106 | $372M | $176M | 428 | Aug 14, 2026 |
Quarterly action breakdown
Q2 2026
428 filersNew position
51$57.9M+1.03M sh
Increased
109$314M+5.6M sh
Reduced
68-$104M-1.86M sh
Out / sold
38-$71.8M-1.28M sh
Last 4 quarters · free
Reported Aug 14, 2026
| Fund | Action | Change in dollar | Value | % of portfolio | Reported |
|---|---|---|---|---|---|
| Massachusetts Financial Services Co | Sell 100% | -$36M | $0 | 0.00% | Aug 3, 2026 |
| Caisse de depot et placement du Quebec | New Buy | +$29.9M | $29.9M | 0.04% | Aug 14, 2026 |
| First Trust Advisors LP | Reduce 13.19% | -$6.84M | $45M | 0.03% | Aug 11, 2026 |
| Aventail Capital Group, LP | Sell 100% | -$5.07M | $0 | 0.00% | Aug 14, 2026 |
| Healthcare of Ontario Pension Plan Trust Fund | Sell 100% | -$3.65M | $0 | 0.00% | Aug 13, 2026 |
| Sourcerock Group LLC | Reduce 17.23% | -$3.38M | $16.2M | 0.84% | Aug 14, 2026 |
| Bridgewater Associates, LP | New Buy | +$3.31M | $3.31M | 0.01% | Aug 14, 2026 |
| Adage Capital Partners GP, L.L.C. | Sell 100% | -$3.3M | $0 | 0.00% | Aug 14, 2026 |
| Convergence Investment Partners, LLC | New Buy | +$3.17M | $3.17M | 0.30% | Jul 31, 2026 |
| Inspire Advisors, LLC | Reduce 90.68% | -$2.88M | $296K | 0.02% | Aug 13, 2026 |
| Exchange Traded Concepts, LLC | Reduce 19.48% | -$2.83M | $11.7M | 0.05% | Aug 11, 2026 |
| Bragg Financial Advisors, Inc | Added 6.64% | +$2.8M | $45M | 1.20% | Aug 12, 2026 |
| Ensign Peak Advisors, Inc | Added 6024.54% | +$2.78M | $2.82M | 0.00% | Aug 14, 2026 |
| Ilex Capital Partners (UK) LLP | New Buy | +$2.66M | $2.66M | 0.05% | Aug 14, 2026 |
| Farmers & Merchants Investments Inc | Added 55494.12% | +$2.64M | $2.65M | 0.06% | Jul 20, 2026 |
| LSV Asset Management | Added 144.68% | +$2.54M | $4.3M | 0.01% | Aug 6, 2026 |
| Inspire Investing, LLC | Added 442.60% | +$2.4M | $2.94M | 0.12% | Aug 12, 2026 |
| World Investment Advisors | Sell 100% | -$2.3M | $0 | 0.00% | Aug 14, 2026 |
| Holocene Advisors, LP | Sell 100% | -$2.17M | $0 | 0.00% | Aug 14, 2026 |
| Fieldview Capital Management, LLC | Sell 100% | -$2.06M | $0 | 0.00% | Aug 14, 2026 |
| Confluence Investment Management LLC | Reduce 7.04% | -$1.64M | $21.7M | 0.34% | Jul 1, 2026 |
| Capital Fund Management S.A. | Reduce 19.33% | -$1.58M | $6.58M | 0.03% | Aug 13, 2026 |
| Mosaic Family Wealth Partners, LLC | New Buy | +$1.54M | $1.54M | 0.10% | Aug 5, 2026 |
| Pictet Asset Management Holding SA | Added 145.16% | +$1.48M | $2.5M | 0.00% | Jul 30, 2026 |
| &Partners | Added 76.39% | +$1.25M | $2.88M | 0.01% | Aug 14, 2026 |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | Reduce 66.03% | -$1.17M | $601K | 0.00% | Aug 14, 2026 |
| Elo Mutual Pension Insurance Co | Added 75.08% | +$1.16M | $2.7M | 0.03% | Aug 13, 2026 |
| Jefferies Financial Group Inc. | New Buy | +$1.15M | $1.15M | 0.01% | Aug 17, 2026 |
| Retirement Systems of Alabama | Reduce 15.57% | -$1.08M | $5.85M | 0.02% | Jul 28, 2026 |
| Kestra Investment Management, LLC | Added 107.15% | +$1.04M | $2.02M | 0.04% | Aug 5, 2026 |
| KLP Kapitalforvaltning As | Added 39.00% | +$969K | $3.45M | 0.01% | Aug 12, 2026 |
| Quantinno Capital Management LP | Added 71.03% | +$937K | $2.26M | 0.00% | Aug 13, 2026 |
| Inceptionr LLC | New Buy | +$871K | $871K | 0.21% | Aug 11, 2026 |
| L2 Asset Management, LLC | Reduce 31.12% | -$853K | $1.89M | 0.20% | Aug 13, 2026 |
| Faithward Advisors, LLC | Reduce 75.05% | -$832K | $276K | 0.03% | Aug 12, 2026 |
| Massar Capital Management, LP | New Buy | +$785K | $785K | 0.08% | Aug 14, 2026 |
| Energy Income Partners, LLC | Reduce 0.96% | -$760K | $78.6M | 1.24% | Aug 7, 2026 |
| iSAM Funds (UK) Ltd | Sell 100% | -$723K | $0 | 0.00% | Aug 12, 2026 |
| denkapparat Operations GmbH | Added 227.26% | +$663K | $954K | 0.31% | Aug 6, 2026 |
| Aigen Investment Management, LP | Sell 100% | -$601K | $0 | 0.00% | Aug 14, 2026 |
| Wellington Management Group LLP | Reduce 3.73% | -$597K | $15.4M | 0.00% | Aug 14, 2026 |
| SummitTX Capital, L.P. | Sell 100% | -$595K | $0 | 0.00% | Aug 14, 2026 |
| State of New Jersey Common Pension Fund D | Reduce 24.28% | -$579K | $1.8M | 0.01% | Aug 4, 2026 |
| Royal London Asset Management Ltd | Reduce 1.17% | -$553K | $46.5M | 0.09% | Aug 13, 2026 |
| Segall Bryant & Hamill, LLC | Reduce 3.10% | -$546K | $17M | 0.20% | Aug 12, 2026 |
| Nomura Asset Management International Inc. | Reduce 0.85% | -$527K | $61.7M | 0.09% | Aug 14, 2026 |
| Abacus Wealth Partners, LLC | Sell 100% | -$518K | $0 | 0.00% | Jul 22, 2026 |
| Fox Run Management, L.L.C. | New Buy | +$489K | $489K | 0.08% | Aug 4, 2026 |
| Benjamin Edwards Inc | Reduce 6.46% | -$466K | $6.76M | 0.06% | Jul 24, 2026 |
| Susquehanna Portfolio Strategies, LLC | Added 11.18% | +$445K | $4.43M | 0.07% | Aug 14, 2026 |
| Peregrine Capital Management LLC | Reduce 8.00% | -$437K | $5.02M | 0.16% | Jul 17, 2026 |
| Thrivent Financial for Lutherans | Reduce 9.03% | -$435K | $4.38M | 0.01% | Aug 14, 2026 |
| Saiph Capital, LLC | New Buy | +$424K | $424K | 0.13% | Jul 29, 2026 |
| Agf Management Ltd | New Buy | +$421K | $421K | 0.00% | Aug 10, 2026 |
| Randall & Associates Wealth Management | Sell 100% | -$409K | $0 | 0.00% | Jul 27, 2026 |
| John G Ullman & Associates Inc | Reduce 6.23% | -$409K | $6.16M | 0.75% | Aug 11, 2026 |
| Hotchkis & Wiley Capital Management LLC | Reduce 2.80% | -$402K | $14M | 0.04% | Aug 14, 2026 |
| United Capital Financial Advisors, LLC | Reduce 26.00% | -$391K | $1.11M | 0.01% | Aug 17, 2026 |
| Guggenheim Capital LLC | New Buy | +$373K | $373K | 0.00% | Aug 12, 2026 |
| Vise Technologies, Inc. | Added 74.80% | +$358K | $836K | 0.01% | Aug 11, 2026 |
| Vanguard Investments Australia, Ltd. | Added 7.90% | +$320K | $4.38M | 0.01% | Aug 13, 2026 |
| Freestone Grove Partners LP | Sell 100% | -$311K | $0 | 0.00% | Aug 14, 2026 |
| nVerses Capital, LLC | New Buy | +$307K | $307K | 0.47% | Aug 4, 2026 |
| Mattern Capital Management, LLC | Reduce 2.97% | -$300K | $9.79M | 1.14% | Jul 24, 2026 |
| Maryland State Retirement & Pension System | Added 5.78% | +$293K | $5.36M | 0.09% | Jul 30, 2026 |
| Weiss Asset Management LP | New Buy | +$286K | $286K | 0.00% | Aug 14, 2026 |
| Stratos Wealth Partners, LTD. | New Buy | +$273K | $273K | 0.00% | Aug 11, 2026 |
| 111 Capital | Sell 100% | -$273K | $0 | 0.00% | Aug 5, 2026 |
| Evolve Private Wealth, LLC | Sell 100% | -$246K | $0 | 0.00% | Aug 12, 2026 |
| Atria Investments, Inc | New Buy | +$245K | $245K | 0.00% | Jul 28, 2026 |
| Sivia Capital Partners, LLC | New Buy | +$239K | $239K | 0.03% | Jul 23, 2026 |
| Oakmont Investment Advisors, Inc. | New Buy | +$237K | $237K | 0.16% | Aug 14, 2026 |
| JMN Financial LLC | New Buy | +$235K | $235K | 0.18% | Aug 10, 2026 |
| Brady Family Wealth, LLC | Sell 100% | -$234K | $0 | 0.00% | Jul 13, 2026 |
| CANADA LIFE ASSURANCE Co | Added 2.97% | +$226K | $7.83M | 0.01% | Aug 13, 2026 |
| Bayforest Capital Ltd | New Buy | +$215K | $215K | 0.20% | Aug 5, 2026 |
| Hennessy Advisors Inc | Added 3.58% | +$213K | $6.16M | 0.20% | Jul 16, 2026 |
| Public Employees Retirement Association of Colorado | Reduce 23.99% | -$204K | $645K | 0.00% | Aug 11, 2026 |
| Silvercrest Asset Management Group LLC | Sell 100% | -$201K | $0 | 0.00% | Aug 14, 2026 |
| Van Eck Associates Corp | Added 8.98% | +$201K | $2.44M | 0.00% | Aug 14, 2026 |
| Mitsubishi UFJ Trust & Banking Corp | Added 38.55% | +$198K | $713K | 0.00% | Aug 6, 2026 |
| VANGUARD ASSET MANAGEMENT, Ltd | Added 4.35% | +$193K | $4.63M | 0.00% | Aug 13, 2026 |
| Clear Harbor Asset Management, LLC | Added 1.73% | +$175K | $10.3M | 0.64% | Aug 12, 2026 |
| Swiss Life Asset Management Ltd | Added 46.47% | +$174K | $549K | 0.00% | Jul 29, 2026 |
| Icon Advisers Inc | Reduce 15.23% | -$168K | $936K | 0.18% | Aug 13, 2026 |
| Lansforsakringar Fondforvaltning AB (publ) | Reduce 22.60% | -$166K | $569K | 0.00% | Aug 13, 2026 |
| Aster Capital Management (DIFC) Ltd | Sell 100% | -$161K | $0 | 0.00% | Aug 14, 2026 |
| Summit Securities Group LLC | New Buy | +$136K | $136K | 0.01% | Aug 3, 2026 |
| Natixis Advisors, LLC | Added 13.62% | +$120K | $1M | 0.00% | Aug 14, 2026 |
| Alps Advisors Inc | Added 3.03% | +$109K | $3.71M | 0.02% | Jul 29, 2026 |
| Nicholson Wealth Management Group, LLC | Reduce 4.72% | -$101K | $2.05M | 1.21% | Jul 29, 2026 |
| Yousif Capital Management, LLC | Reduce 5.87% | -$97.1K | $1.56M | 0.02% | Jul 16, 2026 |
| Perigon Wealth Management, LLC | Added 16.77% | +$77.7K | $541K | 0.01% | Aug 7, 2026 |
| Aberdeen Wealth Management LLC | Reduce 20.39% | -$72K | $281K | 0.13% | Aug 13, 2026 |
| Hennion & Walsh Asset Management, Inc. | Reduce 4.63% | -$72K | $1.48M | 0.04% | Jul 8, 2026 |
| Aptus Capital Advisors, LLC | Added 0.61% | +$69.5K | $11.5M | 0.08% | Aug 12, 2026 |
| Institute for Wealth Management, LLC. | Reduce 21.69% | -$64.5K | $233K | 0.02% | Jul 28, 2026 |
| Shore Point Advisors, LLC | Added 7.10% | +$63.6K | $958K | 0.33% | Jul 14, 2026 |
| Daiwa Securities Group Inc. | New Buy | +$62.2K | $62.2K | 0.00% | Jul 31, 2026 |
| DNB Asset Management AS | Reduce 18.40% | -$60.1K | $267K | 0.00% | Aug 11, 2026 |