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New Rite Aid, LLC

RADDelisted Oct 31, 2023
Industry
Retail-Drug Stores and Proprietary Stores
SEC CIK
0000084129

New Rite Aid, LLC was delisted on Oct 31, 2023; its insiders filed their last Form 4 on Jul 28, 2023; 94 institutions reported holding it in 13F filings for Q3 2023, worth $7.55M in total; no superinvestor held it.

13F holders, Q2 2022

Institutional positions in New Rite Aid, LLC as of Jun 30, 2022. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works

Institutional holders
181
−2 vs. Q1 2022
Shares held
33.2M
−3.67M (−10.0%) vs. Q1 2022
Total value
$224.8M
−$98.6M (−30.5%) vs. Q1 2022
New holders
29
51 more added
Sold out
31
48 more reduced

6 institutions that held it in Q1 2022 haven't filed for Q2 2022 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q1 2022: new holders, sold out and not filed yet

Holders and value by quarter

Institutions reporting RAD on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.

Institutional holdersQ2 2022: 181 institutions
Q1 2021: 207 institutionsQ2 2021: 185 institutionsQ3 2021: 182 institutionsQ4 2021: 199 institutionsQ1 2022: 189 institutionsQ2 2022: 181 institutionsQ3 2022: 166 institutionsQ4 2022: 156 institutionsQ1 2023: 142 institutionsQ2 2023: 111 institutionsQ3 2023: 94 institutionsQ4 2023: 24 institutionsQ1 2024: 14 institutionsQ2 2024: 6 institutionsQ3 2024: 0 institutionsQ4 2024: 0 institutionsQ1 2025: 0 institutionsQ2 2025: 0 institutionsQ3 2025: 0 institutionsQ4 2025: 0 institutionsQ1 2026: 0 institutionsQ2 2026: 0 institutions
Value heldQ2 2022: $224.8M
Q1 2021: $651.9MQ2 2021: $499.5MQ3 2021: $451.6MQ4 2021: $516.7MQ1 2022: $325.2MQ2 2022: $224.8MQ3 2022: $145.1MQ4 2022: $88.6MQ1 2023: $62.5MQ2 2023: $29.5MQ3 2023: $7.55MQ4 2023: $19.0KQ1 2024: $291Q2 2024: $11Q3 2024: $0Q4 2024: $0Q1 2025: $0Q2 2025: $0Q3 2025: $0Q4 2025: $0Q1 2026: $0Q2 2026: $0
Institutions holding RAD and their total value by quarter
QuarterHoldersValue
Q2 20260$0
Q1 20260$0
Q4 20250$0
Q3 20250$0
Q2 20250$0
Q1 20250$0
Q4 20240$0
Q3 20240$0
Q2 20246$11
Q1 202414$291
Q4 202324$19.0K
Q3 202394$7.55M
Q2 2023111$29.5M
Q1 2023142$62.5M
Q4 2022156$88.6M
Q3 2022166$145.1M
Q2 2022181$224.8M
Q1 2022189$325.2M
Q4 2021199$516.7M
Q3 2021182$451.6M
Q2 2021185$499.5M
Q1 2021207$651.9M

Institutions, Q2 2022

Shares, value and share of portfolio for each institution holding New Rite Aid, LLC; share changes are against Q1 2022.

Institutions holding RAD in Q2 2022
InstitutionSharesValue% of portfolioChange in sharesAction
AllSquare Wealth Management LLC65$00.00%00.0%Unchanged
Hoey Investments, Inc70$00.00%00.0%Unchanged
Huntington National Bank37$00.00%+12+48.0%Added
First Manhattan Co37$00.00%00.0%Unchanged
Valley National Advisers Inc20$00.00%00.0%Unchanged
Toth Financial Advisory Corp35$00.00%00.0%Unchanged
HM Payson & Co5$00.00%00.0%Unchanged
Massmutual Trust Co FSB4$00.00%00.0%Unchanged
Northwestern Mutual Wealth Management Co70$00.00%+10+16.7%Added
Credit Agricole S A5$00.00%00.0%Unchanged
CWM, LLC25$00.00%+15+150.0%Added
Gradient Investments LLC16$00.00%00.0%Unchanged
JFS Wealth Advisors, LLC55$00.00%00.0%Unchanged
Sargent Bickham Lagudis LLC15$00.00%00.0%Unchanged
BerganKDV Wealth Management, LLC10$00.00%00.0%Unchanged
Global Retirement Partners, LLC30$00.00%00.0%Unchanged
HHM Wealth Advisors, LLC23$00.00%00.0%Unchanged
Sittner & Nelson, LLC5$00.00%00.0%Unchanged
Harbour Investments, Inc.54$00.00%+54New
Parallel Advisors, LLC36$00.00%+36New
American Portfolios Advisors3$170.00%00.0%Unchanged
Exane Derivatives3$200.00%00.0%Unchanged
Rockbridge Investment Management, LCC34$2300.00%00.0%Unchanged
Kelly Financial Services LLC50$3370.00%00.0%Unchanged
TD Waterhouse Canada Inc.100$6850.00%00.0%Unchanged
Carmichael Hill & Associates, Inc.180$1.00K0.00%00.0%Unchanged
HighMark Wealth Management LLC187$1.00K0.00%00.0%Unchanged
Money Concepts Capital Corp115$1.00K0.00%00.0%Unchanged
Sound Income Strategies, LLC100$1.00K0.00%00.0%Unchanged
CNB Bank150$1.00K0.00%00.0%Unchanged
Signaturefd, LLC106$1.00K0.00%+106New
ACG Wealth219$1.00K0.00%+219New
Field & Main Bank150$1.00K0.00%+150New
Lindbrook Capital, LLC221$1.00K0.00%+221New
Allspring Global Investments Holdings, LLC417$2.00K0.00%−20,435−98.0%Reduced
Proequities, Inc.300$2.00K0.00%00.0%Unchanged
Prospera Financial Services Inc285$2.00K0.00%00.0%Unchanged
Allworth Financial LP257$2.00K0.00%+5+2.0%Added
Geneos Wealth Management Inc.322$2.00K0.00%00.0%Unchanged
Quent Capital, LLC285$2.00K0.00%00.0%Unchanged
Quadrant Capital Group LLC231$2.00K0.00%+120+108.1%Added
Cordasco Financial Network270$2.00K0.00%+270New
CoreCap Advisors, LLC504$3.00K0.00%+504New
Macquarie Group Ltd607$4.00K0.00%00.0%Unchanged
Hudock, Inc.600$4.00K0.00%00.0%Unchanged
Captrust Financial Advisors623$4.00K0.00%+190+43.9%Added
US Bancorp678$5.00K0.00%+441+186.1%Added
Global Financial Private Client, LLC1,000$6.85K0.00%00.0%Unchanged
Steward Partners Investment Advisory, LLC1,120$8.00K0.00%00.0%Unchanged
IFP Advisors, Inc620$9.00K0.00%−40−6.1%Reduced
BDO Wealth Advisors, LLC1,500$10.0K0.00%00.0%Unchanged
Cutler Group LP1,569$10.0K0.00%+1,569New
Zullo Investment Group, Inc.1,500$10.0K0.01%+1,500New
Federation des caisses Desjardins du Quebec1,490$10.0K0.00%−230−13.4%Reduced
FMR LLC1,874$13.0K0.00%−597−24.2%Reduced
Newbridge Financial Services Group, Inc.2,100$14.0K0.01%00.0%Unchanged
Metropolitan Life Insurance Co2,195$14.8K0.00%−1,373−38.5%Reduced
Tower Research Capital LLC (TRC)2,451$17.0K0.00%−50,306−95.4%Reduced
Great West Life Assurance Co3,057$21.0K0.00%00.0%Unchanged
Ahrens Investment Partners LLC3,150$21.0K0.01%00.0%Unchanged
Point72 Hong Kong Ltd4,152$28.0K0.00%+4,152New
Ameritas Investment Partners, Inc.4,628$31.0K0.00%00.0%Unchanged
SG3 Management, LLC5,000$34.0K0.06%−19,800−79.8%Reduced
National Bank of Canada5,185$35.0K0.00%+1,025+24.6%Added
Royal Bank of Canada5,867$39.0K0.00%−5,449−48.2%Reduced
The PNC Financial Services Group, Inc.5,810$40.0K0.00%−1,586−21.4%Reduced
Nomura Asset Management Co Ltd6,500$43.8K0.00%00.0%Unchanged
Zurcher Kantonalbank (Zurich Cantonalbank)6,960$47.0K0.00%00.0%Unchanged
Amalgamated Bank7,731$52.0K0.00%+1,030+15.4%Added
Mark Sheptoff Financial Planning, LLC9,754$66.0K0.04%−42−0.4%Reduced
Fox Run Management, L.L.C.10,683$72.0K0.04%+10,683New
Janus Henderson Group PLC11,197$75.0K0.00%−12−0.1%Reduced
Spire Wealth Management11,260$76.0K0.00%00.0%Unchanged
Yousif Capital Management, LLC11,211$76.0K0.00%+11,211New
Veritable, L.P.11,520$78.0K0.00%+11,520New
Bridgefront Capital, LLC11,859$80.0K0.09%−4,858−29.1%Reduced
Boothbay Fund Management, LLC11,888$80.0K0.00%+628+5.6%Added
Ensign Peak Advisors, Inc12,270$83.0K0.00%00.0%Unchanged
LPL Financial LLC12,624$85.0K0.00%−1,430−10.2%Reduced
Bayesian Capital Management, LP12,947$87.0K0.02%+12,947New
Ameriprise Financial Inc13,510$91.0K0.00%−7,595−36.0%Reduced
XTX Topco Ltd13,555$91.0K0.04%+13,555New
Simplex Trading, LLC14,448$97.0K0.00%+14,448New
Arizona State Retirement System15,117$102.0K0.00%+41+0.3%Added
Mirae Asset Global Investments Co., Ltd.15,666$106.0K0.00%+15,666New
Raymond James & Associates16,359$110.0K0.00%+4,947+43.3%Added
Prelude Capital Management, LLC17,522$118.0K0.01%−38,461−68.7%Reduced
Advisor Group Holdings, Inc.17,479$119.0K0.00%−348−2.0%Reduced
Jump Financial, LLC17,900$121.0K0.01%+17,900New
SEI Investments Co20,830$140.0K0.00%+5,700+37.7%Added
Voya Investment Management LLC22,128$149.0K0.00%−15−0.1%Reduced
Hancock Whitney Corp22,500$152.0K0.01%00.0%Unchanged
Manufacturers Life Insurance Company, The22,627$152.5K0.00%−884−3.8%Reduced
State Board of Administration of Florida Retirement System23,033$155.0K0.00%+100.0%Added
Legal & General Group Plc23,349$157.0K0.00%−423−1.8%Reduced
Keebeck Alpha, LP24,015$162.0K0.07%+4,045+20.3%Added
Cambridge Investment Research Advisors, Inc.24,173$163.0K0.00%+40+0.2%Added
American International Group, Inc.25,540$172.0K0.00%−2,089−7.6%Reduced
New York State Common Retirement Fund26,015$175.0K0.00%−12,596−32.6%Reduced
Investors Asset Management of Georgia Inc26,070$176.0K0.09%−1,050−3.9%Reduced