AssetMark Financial Holdings, Inc.
AMK was delisted on the 4th of September, 2024.
92 hedge funds and large institutions have $376M invested in AssetMark Financial Holdings, Inc. in 2022 Q3 according to their latest regulatory filings, with 13 funds opening new positions, 35 increasing their positions, 27 reducing their positions, and 10 closing their positions.
30% more first-time investments, than exits
New positions opened: 13 | Existing positions closed: 10
30% more repeat investments, than reductions
Existing positions increased: 35 | Existing positions reduced: 27
3% more funds holding
Funds holding: 89 → 92 (+3)
2% more capital invested
Capital invested by funds: $368M → $376M (+$7.99M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Janus Henderson Group
London,
United Kingdom
|
+$13.2M |
| 2 |
ICM
Invenomic Capital Management
Boston,
Massachusetts
|
+$7.2M |
| 3 |
ACL
Azora Capital LP
Miami,
Florida
|
+$4.03M |
| 4 |
Balyasny Asset Management
Chicago,
Illinois
|
+$1.86M |
| 5 |
Adage Capital Partners
Boston,
Massachusetts
|
+$1.78M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
T. Rowe Price Associates
Baltimore,
Maryland
|
-$44M |
| 2 |
Lord, Abbett & Co
Jersey City,
New Jersey
|
-$9.19M |
| 3 |
BlackRock
New York
|
-$2.73M |
| 4 |
N
Nuveen
Charlotte,
North Carolina
|
-$1.39M |
| 5 |
Bank of America
Charlotte,
North Carolina
|
-$1.2M |
AMK Hedge Fund Activity: Q3 2022 in Review
92 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in AssetMark Financial Holdings, Inc. (AMK) for Q3 2022, worth a combined $376M — up 2.2% from $368M a quarter earlier.
Buyers outnumbered sellers: 13 funds opened new AMK positions and 10 closed out — a net gain of 3 holders — while 35 added to existing stakes and 27 trimmed.
The largest buyer was Janus Henderson Group, adding an estimated $13.2M. The largest seller was T. Rowe Price Associates, exiting entirely with an estimated $44M sold.
- 92 institutional investors held AssetMark Financial Holdings, Inc. (AMK) as of Q3 2022, up from 89 in Q2 2022.
- Funds reported $376M of AssetMark Financial Holdings, Inc. stock for Q3 2022, up 2.2% quarter-over-quarter.
- 13 funds opened new AssetMark Financial Holdings, Inc. positions in Q3 2022 and 10 closed out, a net change of +3 holders.
- The largest AssetMark Financial Holdings, Inc. buyer in Q3 2022 was Janus Henderson Group, an estimated $13.2M added.
- The largest AssetMark Financial Holdings, Inc. seller in Q3 2022 was T. Rowe Price Associates, an estimated $44M sold.
Based on aggregated 13F filings for Q3 2022.