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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 2023

Institutional positions in New Rite Aid, LLC as of Jun 30, 2023. 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
111
−30 vs. Q1 2023
Shares held
19.5M
−8.32M (−29.9%) vs. Q1 2023
Total value
$29.5M
−$32.9M (−52.7%) vs. Q1 2023
New holders
18
16 more added
Sold out
48
38 more reduced

1 institution that held it in Q1 2023 haven't filed for Q2 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q1 2023: 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 2023: 111 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 2023: $29.5M
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 2023

Shares, value and share of portfolio for each institution holding New Rite Aid, LLC; share changes are against Q1 2023.

Institutions holding RAD in Q2 2023
InstitutionSharesValue% of portfolioChange in sharesAction
CWM, LLC68$00.00%+2+3.0%Added
Front Row Advisors LLC50$00.00%00.0%Unchanged
Toronto Dominion Bank50$00.00%+50New
Credit Agricole S A5$80.00%00.0%Unchanged
Caldwell Sutter Capital, Inc.7$110.00%+7New
Cambridge Trust Co10$150.00%+10New
BerganKDV Wealth Management, LLC10$160.00%00.0%Unchanged
SJS Investment Consulting Inc.11$170.00%00.0%Unchanged
Cary Street Partner Investment Advisory LLC13$200.00%00.0%Unchanged
Gradient Investments LLC16$240.00%00.0%Unchanged
St Germain D J Co Inc25$380.00%+25New
Chesapeake Asset Management LLC27$400.00%00.0%Unchanged
Global Retirement Partners, LLC30$450.00%00.0%Unchanged
Toth Financial Advisory Corp35$530.00%00.0%Unchanged
JFS Wealth Advisors, LLC47$710.00%00.0%Unchanged
Kelly Financial Services LLC50$760.00%00.0%Unchanged
Harbour Investments, Inc.54$820.00%00.0%Unchanged
Strategic Investment Solutions, Inc.50$880.00%00.0%Unchanged
Hoey Investments, Inc70$1060.00%00.0%Unchanged
AllSquare Wealth Management LLC65$1160.00%00.0%Unchanged
California State Teachers Retirement System92$1390.00%−20,611−99.6%Reduced
Coppell Advisory Solutions LLC96$1480.00%+96New
Sound Income Strategies, LLC100$1510.00%00.0%Unchanged
Atlantic Private Wealth, LLC100$1510.00%00.0%Unchanged
Citigroup Inc101$1530.00%−8,019−98.8%Reduced
Northwestern Mutual Wealth Management Co125$1890.00%+58+86.6%Added
Armstrong Advisory Group, Inc150$2270.00%00.0%Unchanged
Carmichael Hill & Associates, Inc.180$2720.00%00.0%Unchanged
HighMark Wealth Management LLC187$2820.00%00.0%Unchanged
Sittner & Nelson, LLC205$3100.00%00.0%Unchanged
Trivant Custom Portfolio Group, LLC250$3780.00%00.0%Unchanged
Allworth Financial LP252$3810.00%00.0%Unchanged
TD Waterhouse Canada Inc.250$4450.00%00.0%Unchanged
New York State Common Retirement Fund431$6510.00%−11,456−96.4%Reduced
JPMorgan Chase & Co452$6830.00%−222,346−99.8%Reduced
Huntington National Bank947$1.43K0.00%+722+320.9%Added
Global Financial Private Client, LLC1,000$1.51K0.00%00.0%Unchanged
Steward Partners Investment Advisory, LLC1,025$1.55K0.00%00.0%Unchanged
Federation des caisses Desjardins du Quebec1,153$1.74K0.00%−200−14.8%Reduced
FMR LLC1,576$2.38K0.00%+1,154+273.5%Added
Federated Hermes, Inc.1,846$2.79K0.00%+1,545+513.3%Added
Quantbot Technologies LP1,963$2.96K0.00%−81,966−97.7%Reduced
Royal Bank of Canada2,281$3.00K0.00%−6,347−73.6%Reduced
Clear Street Markets LLC2,161$3.00K0.00%+2,161New
Newbridge Financial Services Group, Inc.2,100$3.17K0.00%00.0%Unchanged
National Bank of Canada4,110$6.20K0.00%−75−1.8%Reduced
Russell Investments Group, Ltd.4,944$7.56K0.00%00.0%Unchanged
Nomura Asset Management Co Ltd6,500$9.81K0.00%00.0%Unchanged
Rhumbline Advisers8,250$12.5K0.00%−78,196−90.5%Reduced
Mark Sheptoff Financial Planning, LLC9,497$14.3K0.01%−100−1.0%Reduced
Dakota Wealth Management10,010$15.1K0.00%00.0%Unchanged
Oppenheimer & Co Inc10,532$15.9K0.00%+62+0.6%Added
The PNC Financial Services Group, Inc.10,800$16.3K0.00%−2,670−19.8%Reduced
LPL Financial LLC12,533$18.9K0.00%−4,845−27.9%Reduced
Jane Street Group, LLC14,636$22.1K0.00%−112,741−88.5%Reduced
Advisor Group Holdings, Inc.14,353$22.6K0.00%−281−1.9%Reduced
Tower Research Capital LLC (TRC)15,262$23.0K0.00%+9,232+153.1%Added
Grant/GrossMendelsohn, LLC14,437$23.5K0.01%+14,437New
Public Employees Retirement System of Ohio16,027$24.0K0.00%+2,106+15.1%Added
Baker Boyer National Bank16,688$25.0K0.01%00.0%Unchanged
Man Group plc17,808$26.9K0.00%––
BNP Paribas Arbitrage, SA18,535$28.0K0.00%−36,990−66.6%Reduced
Price T Rowe Associates Inc19,380$30.0K0.00%−62,123−76.2%Reduced
Investors Asset Management of Georgia Inc20,495$30.9K0.02%−1,900−8.5%Reduced
XTX Topco Ltd20,942$31.6K0.01%+20,942New
Cubist Systematic Strategies, LLC24,869$37.6K0.00%−230,531−90.3%Reduced
Capstone Financial Advisors, Inc.25,000$37.8K0.00%+25,000New
Laurion Capital Management LP25,848$39.0K0.00%+25,848New
Wells Fargo & Company28,439$42.9K0.00%−11,638−29.0%Reduced
UBS Group AG28,655$43.3K0.00%−38,229−57.2%Reduced
Buckingham Strategic Wealth, LLC30,851$46.6K0.00%−25−0.1%Reduced
CastleKnight Management LP36,100$54.5K0.01%00.0%Unchanged
HRT Financial LP37,312$56.0K0.00%+37,312New
Ergoteles LLC43,900$66.3K0.00%+43,900New
Bank of New York Mellon Corp46,248$69.8K0.00%−161,696−77.8%Reduced
Dynamic Technology Lab Private Ltd46,693$71.0K0.01%+16,468+54.5%Added
Y-Intercept (Hong Kong) Ltd51,200$77.3K0.01%+51,200New
Stifel Financial Corp63,520$95.9K0.00%+594+0.9%Added
UBS Asset Management Americas Inc54,060$121.1K0.00%00.0%Unchanged
MBL Wealth, LLC81,957$123.8K0.02%00.0%Unchanged
Qube Research & Technologies Ltd88,892$134.2K0.00%+88,892New
SG Americas Securities, LLC91,959$139.0K0.00%−20,788−18.4%Reduced
Jacobs Levy Equity Management, Inc93,837$141.7K0.00%+93,837New
AQR Capital Management LLC110,661$167.1K0.00%−331,269−75.0%Reduced
Bank of America Corp110,986$167.6K0.00%−583,916−84.0%Reduced
Northern Trust Corp128,245$193.7K0.00%−343,362−72.8%Reduced
Susquehanna Fundamental Investments, LLC132,245$199.7K0.01%−28,032−17.5%Reduced
Goldman Sachs Group Inc135,752$205.0K0.00%−36,052−21.0%Reduced
Walleye Capital LLC155,251$234.4K0.00%+49,051+46.2%Added
D. E. Shaw & Co., Inc.193,885$292.8K0.00%−104,684−35.1%Reduced
Royce & Associates LP200,000$302.0K0.00%00.0%Unchanged
Invesco Ltd.265,736$401.3K0.00%−35,711−11.8%Reduced
Barclays PLC277,900$419.6K0.00%+58,373+26.6%Added
Morgan Stanley283,136$427.5K0.00%−65,339−18.7%Reduced
State Street Corp354,029$534.6K0.00%−810,919−69.6%Reduced
Parallax Volatility Advisers, L.P.367,204$554.5K0.02%+11,877+3.3%Added
Two Sigma Advisers, LP389,000$587.4K0.00%−588,345−60.2%Reduced
Bridgeway Capital Management, LLC413,200$623.9K0.01%−1,729,900−80.7%Reduced
Two Sigma Investments, LP498,212$752.3K0.00%−632,219−55.9%Reduced
Millennium Management LLC501,905$757.9K0.00%+501,905New