AssetMark Financial Holdings, Inc.
AMK was delisted on the 4th of September, 2024.
130 hedge funds and large institutions have $643M invested in AssetMark Financial Holdings, Inc. in 2023 Q4 according to their latest regulatory filings, with 22 funds opening new positions, 51 increasing their positions, 37 reducing their positions, and 12 closing their positions.
938% more call options, than puts
Call options by funds: $467K | Put options by funds: $45K
83% more first-time investments, than exits
New positions opened: 22 | Existing positions closed: 12
38% more repeat investments, than reductions
Existing positions increased: 51 | Existing positions reduced: 37
21% more capital invested
Capital invested by funds: $530M → $643M (+$114M)
7% more funds holding
Funds holding: 122 → 130 (+8)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BlackRock
New York
|
+$4.77M |
| 2 |
Morgan Stanley
New York
|
+$4.61M |
| 3 |
Jennison Associates
New York
|
+$3.43M |
| 4 |
Millennium Management
New York
|
+$3.21M |
| 5 |
ACL
Azora Capital LP
Miami,
Florida
|
+$2.95M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Capital International Investors
Los Angeles,
California
|
-$14.2M |
| 2 |
T. Rowe Price Investment Management
Baltimore,
Maryland
|
-$3.74M |
| 3 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$1.1M |
| 4 |
Axa
Paris,
France
|
-$1.04M |
| 5 |
First Trust Advisors
Wheaton,
Illinois
|
-$895K |
AMK Hedge Fund Activity: Q4 2023 in Review
130 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in AssetMark Financial Holdings, Inc. (AMK) for Q4 2023, worth a combined $643M — up 21% from $530M a quarter earlier.
Buyers outnumbered sellers: 22 funds opened new AMK positions and 12 closed out — a net gain of 10 holders — while 51 added to existing stakes and 37 trimmed.
The largest buyer was BlackRock, adding an estimated $4.77M. The largest seller was Capital International Investors, exiting entirely with an estimated $14.2M sold.
- 130 institutional investors held AssetMark Financial Holdings, Inc. (AMK) as of Q4 2023, up from 122 in Q3 2023.
- Funds reported $643M of AssetMark Financial Holdings, Inc. stock for Q4 2023, up 21% quarter-over-quarter.
- 22 funds opened new AssetMark Financial Holdings, Inc. positions in Q4 2023 and 12 closed out, a net change of +10 holders.
- The largest AssetMark Financial Holdings, Inc. buyer in Q4 2023 was BlackRock, an estimated $4.77M added.
- The largest AssetMark Financial Holdings, Inc. seller in Q4 2023 was Capital International Investors, an estimated $14.2M sold.
Based on aggregated 13F filings for Q4 2023.