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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, Q3 2022

Institutional positions in New Rite Aid, LLC as of Sep 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
166
−13 vs. Q2 2022
Shares held
29.3M
−3.87M (−11.6%) vs. Q2 2022
Total value
$145.1M
−$79.7M (−35.5%) vs. Q2 2022
New holders
15
51 more added
Sold out
28
53 more reduced

2 institutions that held it in Q2 2022 haven't filed for Q3 2022 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q2 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 holdersQ3 2022: 166 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 heldQ3 2022: $145.1M
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, Q3 2022

Shares, value and share of portfolio for each institution holding New Rite Aid, LLC; share changes are against Q2 2022.

Institutions holding RAD in Q3 2022
InstitutionSharesValue% of portfolioChange in sharesAction
Janus Henderson Group PLC11,211$56.0K0.00%+14+0.1%Added
The PNC Financial Services Group, Inc.10,810$54.0K0.00%+5,000+86.1%Added
Yousif Capital Management, LLC10,722$53.0K0.00%−489−4.4%Reduced
Mark Sheptoff Financial Planning, LLC9,617$48.0K0.03%−137−1.4%Reduced
Citigroup Inc8,849$44.0K0.00%−17,814−66.8%Reduced
UBS Group AG8,596$43.0K0.00%−35,208−80.4%Reduced
Cutler Group LP8,550$42.0K0.01%+6,981+444.9%Added
Amalgamated Bank7,792$39.0K0.00%+61+0.8%Added
Zurcher Kantonalbank (Zurich Cantonalbank)6,960$34.0K0.00%00.0%Unchanged
Nomura Asset Management Co Ltd6,500$32.2K0.00%00.0%Unchanged
Royal Bank of Canada6,643$32.0K0.00%+776+13.2%Added
FMR LLC5,860$29.0K0.00%+3,986+212.7%Added
National Bank of Canada5,485$25.0K0.00%+300+5.8%Added
Ameritas Investment Partners, Inc.4,628$22.0K0.00%00.0%Unchanged
Metropolitan Life Insurance Co3,361$16.6K0.00%+1,166+53.1%Added
SG3 Management, LLC3,000$14.8K0.01%−2,000−40.0%Reduced
Newbridge Financial Services Group, Inc.2,100$10.0K0.01%00.0%Unchanged
IFP Advisors, Inc620$9.00K0.00%00.0%Unchanged
Parallax Volatility Advisers, L.P.1,648$8.00K0.00%−80,921−98.0%Reduced
Federation des caisses Desjardins du Quebec1,490$7.38K0.00%00.0%Unchanged
BDO Wealth Advisors, LLC1,500$7.00K0.00%00.0%Unchanged
Zullo Investment Group, Inc.1,500$7.00K0.00%00.0%Unchanged
Steward Partners Investment Advisory, LLC1,025$5.00K0.00%−95−8.5%Reduced
Huntington National Bank1,025$5.00K0.00%+988+2,670.3%Added
Global Financial Private Client, LLC1,000$4.87K0.00%00.0%Unchanged
Federated Hermes, Inc.799$4.00K0.00%−184,089−99.6%Reduced
US Bancorp622$3.00K0.00%−56−8.3%Reduced
Macquarie Group Ltd0$3.00K0.00%−607−100.0%Reduced
Hudock, Inc.600$2.00K0.00%00.0%Unchanged
Credit Agricole S A505$2.00K0.00%+500+10,000.0%Added
Proequities, Inc.300$1.00K0.00%00.0%Unchanged
Allworth Financial LP257$1.00K0.00%00.0%Unchanged
Quadrant Capital Group LLC231$1.00K0.00%00.0%Unchanged
Quent Capital, LLC285$1.00K0.00%00.0%Unchanged
Money Concepts Capital Corp115$1.00K0.00%00.0%Unchanged
Signaturefd, LLC106$1.00K0.00%00.0%Unchanged
Carmichael Hill & Associates, Inc.180$1.00K0.00%00.0%Unchanged
CNB Bank150$1.00K0.00%00.0%Unchanged
HighMark Wealth Management LLC187$1.00K0.00%00.0%Unchanged
Wipfli Financial Advisors LLC,210$1.00K0.00%+210New
TD Waterhouse Canada Inc.100$4850.00%00.0%Unchanged
Kelly Financial Services LLC50$2480.00%00.0%Unchanged
American Portfolios Advisors3$120.00%00.0%Unchanged
Leonteq Securities AG1$50.00%+1New
Sound Income Strategies, LLC100$00.00%00.0%Unchanged
Lindbrook Capital, LLC8$00.00%−213−96.4%Reduced
First Manhattan Co37$00.00%00.0%Unchanged
Valley National Advisers Inc20$00.00%00.0%Unchanged
Harbour Investments, Inc.54$00.00%00.0%Unchanged
Toth Financial Advisory Corp35$00.00%00.0%Unchanged
HM Payson & Co5$00.00%00.0%Unchanged
Northwestern Mutual Wealth Management Co60$00.00%−10−14.3%Reduced
CWM, LLC20$00.00%−5−20.0%Reduced
Gradient Investments LLC16$00.00%00.0%Unchanged
JFS Wealth Advisors, LLC97$00.00%+42+76.4%Added
Sargent Bickham Lagudis LLC15$00.00%00.0%Unchanged
AllSquare Wealth Management LLC65$00.00%00.0%Unchanged
BerganKDV Wealth Management, LLC10$00.00%00.0%Unchanged
Parallel Advisors, LLC100$00.00%+64+177.8%Added
Global Retirement Partners, LLC30$00.00%00.0%Unchanged
HHM Wealth Advisors, LLC23$00.00%00.0%Unchanged
Hoey Investments, Inc70$00.00%00.0%Unchanged
Sittner & Nelson, LLC5$00.00%00.0%Unchanged
Godsey & Gibb Associates30$00.00%+30New
Capital Advisors, Ltd. LLC12$00.00%+12New
SJS Investment Consulting Inc.1$00.00%+1New
Allianz Asset Management GmbH0$00.00%−650,089−100.0%Sold out
HRT Financial LP0$00.00%−258,610−100.0%Sold out
Gsa Capital Partners LLP0$00.00%−174,973−100.0%Sold out
ExodusPoint Capital Management, LP0$00.00%−164,411−100.0%Sold out
Bank of Montreal0$00.00%−124,813−100.0%Sold out
Foundry Partners, LLC0$00.00%−125,250−100.0%Sold out
SummerHaven Investment Management, LLC0$00.00%−64,180−100.0%Sold out
STRS Ohio0$00.00%−59,600−100.0%Sold out
Jump Financial, LLC0$00.00%−17,900−100.0%Sold out
Raymond James & Associates0$00.00%−16,359−100.0%Sold out
Simplex Trading, LLC0$00.00%−14,448−100.0%Sold out
XTX Topco Ltd0$00.00%−13,555−100.0%Sold out
Bayesian Capital Management, LP0$00.00%−12,947−100.0%Sold out
Boothbay Fund Management, LLC0$00.00%−11,888−100.0%Sold out
Bridgefront Capital, LLC0$00.00%−11,859−100.0%Sold out
Veritable, L.P.0$00.00%−11,520−100.0%Sold out
Spire Wealth Management0$00.00%−11,260−100.0%Sold out
Fox Run Management, L.L.C.0$00.00%−10,683−100.0%Sold out
Ahrens Investment Partners LLC0$00.00%−3,150−100.0%Sold out
Captrust Financial Advisors0$00.00%−623−100.0%Sold out
CoreCap Advisors, LLC0$00.00%−504−100.0%Sold out
Prospera Financial Services Inc0$00.00%−285−100.0%Sold out
Geneos Wealth Management Inc.0$00.00%−322−100.0%Sold out
Allspring Global Investments Holdings, LLC0$00.00%−417−100.0%Sold out
ACG Wealth0$00.00%−219−100.0%Sold out
Field & Main Bank0$00.00%−150−100.0%Sold out
Rockbridge Investment Management, LCC0$00.00%−34−100.0%Sold out
Massmutual Trust Co FSB0$00.00%−4−100.0%Sold out
Cordasco Financial Network––––Not filed
Exane Derivatives––––Not filed