AMK

AssetMark Financial Holdings, Inc.

Delisted

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

125 hedge funds and large institutions have $657M invested in AssetMark Financial Holdings, Inc. in 2023 Q1 according to their latest regulatory filings, with 29 funds opening new positions, 54 increasing their positions, 33 reducing their positions, and 7 closing their positions.

Holders
125
Holders Change
+22
Holders Change %
+21.36%
% of All Funds
2%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
%
% of All Funds
0.02%
New
29
Increased
54
Reduced
33
Closed
7
Calls
$1.81M
Puts
$1.01M
Net Calls
+$802K
Net Calls Change
+$814K
Name Market Value Shares Shares
Change
Shares
Change %
Royal Bank of Canada
101
Royal Bank of Canada
Ontario, Canada
$51K 1,611 -13,508 -89%
Citigroup
102
Citigroup
New York
$37.5K 1,192 +494 +71%
PNC Financial Services Group
103
PNC Financial Services Group
Pennsylvania
$30.8K 980
Canada Life
104
Canada Life
Manitoba, Canada
$28K 885
ASN
105
Advisory Services Network
Georgia
$27.3K 869 +869 New
QCG
106
Quadrant Capital Group
Ohio
$23.1K 736
TRCT
107
Tower Research Capital (TRC)
New York
$23K 723 -1,413 -66%
HGERS
108
Householder Group Estate & Retirement Specialist
Arizona
$16K 500
Osaic Holdings
109
Osaic Holdings
Arizona
$15.7K 498 +259 +108%
FHA
110
First Horizon Advisors
Tennessee
$9.47K 301 +301 New
TWA
111
TCI Wealth Advisors
Arizona
$9.44K 300
PA
112
Parallel Advisors
California
$8.27K 263 +15 +6%
BTI
113
Blue Trust Inc
Georgia
$3K 136 +136 New
BAM
114
Belpointe Asset Management
Nevada
$2.64K 84 +84 New
Carson Wealth (CWM LLC)
115
Carson Wealth (CWM LLC)
Nebraska
$2K 60 -1,000 -94%
SC
116
Schubert & Co
Texas
$1.45K 46 +1 +2%
JWA
117
JFS Wealth Advisors
Pennsylvania
$1.32K 42 +3 +8%
SFG
118
Steward Financial Group
Texas
$1K 50 +28 +127%
SIC
119
SJS Investment Consulting
Ohio
$598 19 +5 +36%
US Bancorp
120
US Bancorp
Minnesota
$409 13
AF
121
Advisornet Financial
Minnesota
$409 13 +2 +18%
DI
122
Disciplined Investments
Oklahoma
$377 12 +1 +9%
LC
123
Lindbrook Capital
California
$252 8 +8 New
TWP
124
TFO Wealth Partners
Ohio
$63 2 -8 -80%
Mercer Global Advisors
125
Mercer Global Advisors
Colorado
-1,066,810 Closed