AMK

AssetMark Financial Holdings, Inc.
AMK

Overview Fund Activity
Delisted

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

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144 hedge funds and large institutions have $746M invested in AssetMark Financial Holdings, Inc. in 2024 Q1 according to their latest regulatory filings, with 29 funds opening new positions, 41 increasing their positions, 50 reducing their positions, and 15 closing their positions.

Holders
144
Holders Change
+14
Holders Change %
+10.77%
% of All Funds
2.09%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
%
% of All Funds
0.01%
New
29
Increased
41
Reduced
50
Closed
15
Calls
$538K
Puts
$53K
Net Calls
+$485K
Net Calls Change
+$63K

Top Buyers

1
Deutsche Bank
1
Deutsche Bank
Germany
$10.8M
2
SCPM
2
Sea Cliff Partners Management
California
$9.07M
3
Morgan Stanley
3
Morgan Stanley
New York
$19.1M
4
Nuveen Asset Management
4
Nuveen Asset Management
Illinois
$16.9M
5
Dimensional Fund Advisors
5
Dimensional Fund Advisors
Texas
$37.8M

Top Sellers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$92.7M
2
T. Rowe Price Investment Management
2
T. Rowe Price Investment Management
Maryland
$42M
3
Adage Capital Partners
3
Adage Capital Partners
Massachusetts
$16.7M
4
Capital World Investors
4
Capital World Investors
California
$46.4M
5
Millennium Management
5
Millennium Management
New York
$7.61M
Name Market Value Shares Shares
Change 		Shares
Change %
TRCT
126
Tower Research Capital (TRC)
New York
$13.8K 389 -5,696 -94%
PA
127
Parallel Advisors
California
$9.28K 262 – –
HIM
128
Hillsdale Investment Management
Ontario, Canada
$6.73K 190 +190 New
Carson Wealth (CWM LLC)
129
Carson Wealth (CWM LLC)
Nebraska
$6K 179 +8 +5%
EWP
130
Elevation Wealth Partners
California
$3.9K 110 – –
PFC
131
Phocas Financial Corp
California
$3.74K 105,510 -2,954 -3%
US Bancorp
132
US Bancorp
Minnesota
$2.59K 73 +73 New
QL
133
Quarry LP
New York
$2.13K 60 +60 New
EC
134
EntryPoint Capital
New York
$2.09K 59 -2,010 -97%
JWA
135
JFS Wealth Advisors
Pennsylvania
$1.49K 42 – –
VWM
136
Venturi Wealth Management
Texas
$1.17K 33 -11 -25%
GI
137
GAMMA Investing
California
$1.06K 30 – –
FFA
138
Farther Finance Advisors
California
$557 16 -5 -24%
SIC
139
SJS Investment Consulting
Ohio
$532 15 – –
AF
140
Allworth Financial
California
$532 15 +5 +50%
DPW
141
DiNuzzo Private Wealth
Pennsylvania
$355 10 – –
AWM
142
Avior Wealth Management
Nebraska
$177 5 +5 New
RIL
143
Rothschild Investment LLC
Illinois
$177 5 +5 New
TWP
144
TFO Wealth Partners
Ohio
$71 2 – –
Norges Bank
145
Norges Bank
Norway
– – -76,200 Closed
D.E. Shaw & Co
146
D.E. Shaw & Co
New York
– – -14,957 Closed
JF
147
Jump Financial
Illinois
– – -14,894 Closed
GCP
148
GSA Capital Partners
United Kingdom
– – -14,391 Closed
OMC
149
Old Mission Capital
Illinois
– – -13,530 Closed
Franklin Resources
150
Franklin Resources
California
– – -10,746 Closed
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