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Neo Ivy Capital Management
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.
Latest 13F Filing Activity
Neo Ivy Capital Management filed their most recent 13F report on Jun 30, 2025 disclosing 339 equity positions with a total 13F market value of $313M. The fund increased holdings in Schlumberger LTD, Micron Technology Inc., Newmont Corp. among other positions. Neo Ivy Capital Management reduced exposure to Qxo Building Pro, Microsoft Corp., Rithm Capital Corp. among others.
Top Holdings
Equity Positions (339)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
F F | FORD MTR CO | 1.22% | $3.8M | 351,942 | $10.14 | $10.85 | -$239.4K |
S SLB | SCHLUMBERGER LTD | 1.22% | $3.8M | 112,710 | $33.80 | $33.80 | +$3.8M |
N NVDA | NVIDIA CORPORATION | 1.22% | $3.8M | 24,112 | $128.94 | $157.99 | -$293.4K |
M MU | MICRON TECHNOLOGY INC | 1.21% | $3.8M | 30,875 | $123.25 | $123.25 | +$3.8M |
P PLTR | PALANTIR TECHNOLOGIES INC | 1.07% | $3.3M | 24,513 | $75.63 | $136.32 | +$1.1M |
Industry Allocation
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