AssetMark Financial Holdings, Inc.
AMK was delisted on the 4th of September, 2024.
147 hedge funds and large institutions have $806M invested in AssetMark Financial Holdings, Inc. in 2024 Q2 according to their latest regulatory filings, with 42 funds opening new positions, 44 increasing their positions, 43 reducing their positions, and 38 closing their positions.
3,262% more call options, than puts
Call options by funds: $1.14M | Put options by funds: $34K
200% more funds holding in top 10
Funds holding in top 10: 1 → 3 (+2)
11% more first-time investments, than exits
New positions opened: 42 | Existing positions closed: 38
8% more capital invested
Capital invested by funds: $746M → $806M (+$59.1M)
2% more funds holding
Funds holding: 144 → 147 (+3)
2% more repeat investments, than reductions
Existing positions increased: 44 | Existing positions reduced: 43
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
GCL
Glazer Capital LLC
New York
|
+$59.9M |
| 2 |
PAMP
Polar Asset Management Partners
Toronto,
Ontario, Canada
|
+$50.5M |
| 3 |
Fidelity International
Hamilton,
Bermuda
|
+$34.4M |
| 4 |
FTCM
First Trust Capital Management
Chicago,
Illinois
|
+$29.5M |
| 5 |
NAM
Nexpoint Asset Management
Dallas,
Texas
|
+$17.2M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
JP Morgan Chase
New York
|
-$88.7M |
| 2 |
T. Rowe Price Investment Management
Baltimore,
Maryland
|
-$42M |
| 3 |
Jennison Associates
New York
|
-$38.2M |
| 4 |
Capital World Investors
Los Angeles,
California
|
-$20.7M |
| 5 |
Adage Capital Partners
Boston,
Massachusetts
|
-$16.7M |
AMK Hedge Fund Activity: Q2 2024 in Review
147 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in AssetMark Financial Holdings, Inc. (AMK) for Q2 2024, worth a combined $806M — up 7.9% from $746M a quarter earlier.
Buyers outnumbered sellers: 42 funds opened new AMK positions and 38 closed out — a net gain of 4 holders — while 44 added to existing stakes and 43 trimmed.
The largest buyer was Glazer Capital LLC, opening a new position worth an estimated $59.9M. The largest seller was JP Morgan Chase, cutting an estimated $88.7M.
- 147 institutional investors held AssetMark Financial Holdings, Inc. (AMK) as of Q2 2024, up from 144 in Q1 2024.
- Funds reported $806M of AssetMark Financial Holdings, Inc. stock for Q2 2024, up 7.9% quarter-over-quarter.
- 42 funds opened new AssetMark Financial Holdings, Inc. positions in Q2 2024 and 38 closed out, a net change of +4 holders.
- The largest AssetMark Financial Holdings, Inc. buyer in Q2 2024 was Glazer Capital LLC, an estimated $59.9M added.
- The largest AssetMark Financial Holdings, Inc. seller in Q2 2024 was JP Morgan Chase, an estimated $88.7M sold.
Based on aggregated 13F filings for Q2 2024.