Across its top 20 institutional holders, NBXG's holder base skews toward low-concentration, low-turnover investors on average (avg. concentration score 11/100, avg. turnover score 36/100).

Quarterly Activity

Recent Activity

+$230.3M

Total Buy Value

$237.7M

Total Sell Value

New buy11

Trim21

Add45

Sold out16

Net Buyers

Net Sellers

Smart Money Convergence

NBXG does not currently have enough recent insider (Form 4) trading activity to compute a convergence signal against its 13F institutional flows.

13F data as of 2026-06-30 quarterly filings. Note: many large institutions file close to the 45-day post-quarter deadline, so early-quarter flow figures can shift substantially as more filings arrive.

Insider Trading (Form 4)

Form 144 Pre-Sale Notices

No Form 144 planned sale filings in the last 90 days

Beneficial Ownership (13D/13G)

No Schedule 13D/13G filings for this ticker

Material Events (8-K)

No Form 8-K filings for this ticker

CUSIP

64133Q108

FAQ

Who are the top institutional investors holding NEUBERGER NEXT GENERATION CO (NBXG)?

Major stakeholders currently include Saba Capital Management, L.P. ($97.1M), Morgan Stanley ($96.6M), Karpus Management, Inc. ($39.5M). Based on the latest 13F filings, there are a total of 89 tracked investment funds and institutions maintaining positions in NBXG.

What is the overall institutional sentiment toward NBXG recently?

Institutional sentiment appears Bearish (Net Selling). During the most recent reporting quarter, the stock experienced a net outflow of $50.8M, driven by 56 managers accumulating shares while 37 reduced their exposure.

Which institutions have been selling or reducing their NBXG positions?

In the latest period, 21 funds trimmed their holdings, and 16 managers completely exited their positions. The aggregate reported sell value was $237.7M.

Are there any notable investors adding NBXG to their portfolios?

Yes, buying activity remains notable. 11 institutions opened new positions in {ticker}, and 45 existing holders added to their shares. The total reported buy value for the quarter amounted to $230.3M.