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AMK

AssetMark Financial Holdings, Inc.
AMK

Delisted

AMK was delisted on the 4th of September, 2024.

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67 hedge funds and large institutions have $391M invested in AssetMark Financial Holdings, Inc. in 2019 Q3 according to their latest regulatory filings, with 67 funds opening new positions, increasing their positions, reducing their positions, and closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
67
Holders Change
+67
Holders Change %
–
% of All Funds
1.47%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
67
Increased
–
Reduced
–
Closed
–
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Capital World Investors
Capital World Investors
California
+$60.4M
2
BlackRock
BlackRock
New York
+$34.1M
3
AllianceBernstein
AllianceBernstein
Tennessee
+$33.2M
4
Vanguard Group
Vanguard Group
Pennsylvania
+$27.1M
5
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$26.3M

Top Sellers

No sellers this quarter
Name Holding Trade Value Shares
Change 		Change in
Stake
Citadel Advisors
26
Citadel Advisors
Florida
$2.34M +$2.41M +89,822 New
Fidelity Investments
27
Fidelity Investments
Massachusetts
$2.04M +$2.11M +78,500 New
Charles Schwab
28
Charles Schwab
California
$2.02M +$2.08M +77,537 New
Goldman Sachs
29
Goldman Sachs
New York
$1.86M +$1.92M +71,588 New
Norges Bank
30
Norges Bank
Norway
$1.56M +$1.61M +60,000 New
Morgan Stanley
31
Morgan Stanley
New York
$1.55M +$1.6M +59,624 New
N
32
Nuveen
North Carolina
$1.16M +$1.19M +44,336 New
Calamos Advisors
33
Calamos Advisors
Illinois
$1.06M +$1.09M +40,506 New
RA
34
Royce & Associates
New York
$860K +$886K +33,000 New
ZP
35
Zimmer Partners
New York
$808K +$832K +31,000 New
Russell Investments Group
36
Russell Investments Group
United Kingdom
$795K +$819K +30,506 New
PHS
37
PFM Health Sciences
California
$762K +$785K +29,259 New
Bank of America
38
Bank of America
North Carolina
$727K +$748K +27,892 New
Ameriprise
39
Ameriprise
Minnesota
$596K +$614K +22,864 New
California State Teachers Retirement System (CalSTRS)
40
California State Teachers Retirement System (CalSTRS)
California
$588K +$606K +22,583 New
DIM
41
DC Investments Management
Virginia
$578K +$595K +22,189 New
PCM
42
Penserra Capital Management
California
$421K +$434K +16,182 New
RhumbLine Advisers
43
RhumbLine Advisers
Massachusetts
$372K +$383K +14,279 New
TD Asset Management
44
TD Asset Management
Ontario, Canada
$308K +$317K +11,825 New
New York State Common Retirement Fund
45
New York State Common Retirement Fund
New York
$281K +$290K +10,800 New
MIM
46
MetLife Investment Management
New Jersey
$275K +$283K +10,553 New
UBS Group
47
UBS Group
Switzerland
$248K +$255K +9,519 New
CSS
48
Cubist Systematic Strategies
Connecticut
$232K +$239K +8,897 New
AIG
49
American International Group
New York
$227K +$233K +8,699 New
State of Tennessee, Department of Treasury
50
State of Tennessee, Department of Treasury
Tennessee
$208K +$215K +8,000 New
1
2
3

AMK Hedge Fund Activity: Q3 2019 in Review

67 of the 4,560 institutional investors tracked by Wall St. Rank reported a position in AssetMark Financial Holdings, Inc. (AMK) for Q3 2019, worth a combined $391M.

Buyers outnumbered sellers: 67 funds opened new AMK positions and 0 closed out — a net gain of 67 holders — while 0 added to existing stakes and 0 trimmed.

The largest buyer was Capital World Investors, opening a new position worth an estimated $60.4M.

  • 67 institutional investors held AssetMark Financial Holdings, Inc. (AMK) as of Q3 2019, up from 0 in Q2 2019.
  • Funds reported $391M of AssetMark Financial Holdings, Inc. stock for Q3 2019.
  • 67 funds opened new AssetMark Financial Holdings, Inc. positions in Q3 2019 and 0 closed out, a net change of +67 holders.
  • The largest AssetMark Financial Holdings, Inc. buyer in Q3 2019 was Capital World Investors, an estimated $60.4M added.

Based on aggregated 13F filings for Q3 2019.