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Neo Ivy Capital Management

CIK:0001727783
Hedge Fund
$1B AUM
343 holdings
New York, NY, United States
Founded:2018
10 employees
Latest filing:Jun 30, 2025

NEO Ivy Capital Management LLC is a New York-based hedge fund and SEC-registered investment adviser founded in 2018. The firm manages approximately $1 billion in assets and employs a team of around 10 professionals, the majority of whom are investment personnel. NEO Ivy primarily serves institutional clients and pooled investment vehicles.

Investment Strategy

NEO Ivy Capital Management pursues a market-neutral, quantitative investment strategy that leverages systematic trading and data-driven models. The firm invests across a diversified universe of equities, using statistical and machine-learning techniques to identify relative value and arbitrage opportunities. Its philosophy centers on risk management and generating uncorrelated returns for institutional investors.

Top Buys
S
SLBSCHLUMBERGER LTD
+$3.8M
M
MUMICRON TECHNOLOGY INC
+$3.8M
N
NEMNEWMONT CORP
+$3.3M
G
GOOGALPHABET INC
+$3.2M
W
WMTWALMART INC
+$3.0M
Top Sells
B
BECNQXO BUILDING PRO
-$5.4M
M
MSFTMICROSOFT CORP
-$4.8M
R
RITMRITHM CAPITAL CORP
-$4.0M
B
BABOEING CO
-$3.7M
L
LRCXLAM RESEARCH
-$3.4M

Top Holdings

F
FFORD MTR CO
+1.2%$3.8M
S
SLBSCHLUMBERGER LTD
+1.2%$3.8M
N
NVDANVIDIA CORPORATION
+1.2%$3.8M
M
MUMICRON TECHNOLOGY INC
+1.2%$3.8M
P
PLTRPALANTIR TECHNOLOGIES INC
+1.1%$3.3M

Equity Positions (339)

TickerSecurityWeightMarket ValueSharesAvg CostPriceChange (QoQ)
F
F
FORD MTR CO1.22%$3.8M351,942$10.14$10.85-$239.4K
S
SLB
SCHLUMBERGER LTD1.22%$3.8M112,710$33.80$33.80+$3.8M
N
NVDA
NVIDIA CORPORATION1.22%$3.8M24,112$128.94$157.99-$293.4K
M
MU
MICRON TECHNOLOGY INC1.21%$3.8M30,875$123.25$123.25+$3.8M
P
PLTR
PALANTIR TECHNOLOGIES INC1.07%$3.3M24,513$75.63$136.32+$1.1M

Industry Allocation

SERVICES-PREPACKAGED SOFTWARE
+6.6%
PHARMACEUTICAL PREPARATIONS
+6.4%
SEMICONDUCTORS & RELATED DEVICES
+4.6%
SERVICES-BUSINESS SERVICES, NEC
+2.9%
MOTOR VEHICLES & PASSENGER CAR BODIES
+2.5%