AssetMark Financial Holdings, Inc.
AMK was delisted on the 4th of September, 2024.
64 hedge funds and large institutions have $407M invested in AssetMark Financial Holdings, Inc. in 2020 Q4 according to their latest regulatory filings, with 13 funds opening new positions, 25 increasing their positions, 17 reducing their positions, and 9 closing their positions.
47% more repeat investments, than reductions
Existing positions increased: 25 | Existing positions reduced: 17
44% more first-time investments, than exits
New positions opened: 13 | Existing positions closed: 9
10% more capital invested
Capital invested by funds: $370M → $407M (+$37M)
7% more funds holding
Funds holding: 60 → 64 (+4)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
JP Morgan Chase
New York
|
+$18.8M |
| 2 |
Fidelity International
Hamilton,
Bermuda
|
+$10.6M |
| 3 |
BlackRock
New York
|
+$5.27M |
| 4 |
Vanguard Group
Malvern,
Pennsylvania
|
+$2.28M |
| 5 |
Marshall Wace
London,
United Kingdom
|
+$1.63M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
ClearBridge Investments
New York
|
-$16M |
| 2 |
Victory Capital Management
San Antonio,
Texas
|
-$14.1M |
| 3 |
ACL
Azora Capital LP
Miami,
Florida
|
-$10.1M |
| 4 |
ECM
Element Capital Management
New York
|
-$2.69M |
| 5 |
Jennison Associates
New York
|
-$2.5M |
AMK Hedge Fund Activity: Q4 2020 in Review
64 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in AssetMark Financial Holdings, Inc. (AMK) for Q4 2020, worth a combined $407M — up 10% from $370M a quarter earlier.
Buyers outnumbered sellers: 13 funds opened new AMK positions and 9 closed out — a net gain of 4 holders — while 25 added to existing stakes and 17 trimmed.
The largest buyer was JP Morgan Chase, adding an estimated $18.8M. The largest seller was ClearBridge Investments, exiting entirely with an estimated $16M sold.
- 64 institutional investors held AssetMark Financial Holdings, Inc. (AMK) as of Q4 2020, up from 60 in Q3 2020.
- Funds reported $407M of AssetMark Financial Holdings, Inc. stock for Q4 2020, up 10% quarter-over-quarter.
- 13 funds opened new AssetMark Financial Holdings, Inc. positions in Q4 2020 and 9 closed out, a net change of +4 holders.
- The largest AssetMark Financial Holdings, Inc. buyer in Q4 2020 was JP Morgan Chase, an estimated $18.8M added.
- The largest AssetMark Financial Holdings, Inc. seller in Q4 2020 was ClearBridge Investments, an estimated $16M sold.
Based on aggregated 13F filings for Q4 2020.