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AMK

AssetMark Financial Holdings, Inc.
AMK

Delisted

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

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1 hedge funds and large institutions have $4.7K invested in AssetMark Financial Holdings, Inc. in 2024 Q3 according to their latest regulatory filings, with 1 funds opening new positions, 0 increasing their positions, 0 reducing their positions, and 147 closing their positions.

New
Increased
Maintained
Reduced
Closed

99% less funds holding

Funds holding: 147 → 1 (-146)

99% less first-time investments, than exits

New positions opened: 1 | Existing positions closed: 147

100% less funds holding in top 10

Funds holding in top 10: 3 → 0 (-3)

100% less capital invested

Capital invested by funds: $806M → $4.7K (-$806M)

Holders
1
Holders Change
-146
Holders Change %
-99.32%
% of All Funds
0.01%
Holding in Top 10
–
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-100%
% of All Funds
–
New
1
Increased
–
Reduced
–
Closed
147
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
BTI
Blue Trust Inc
Georgia
+$4.72K

Top Sellers

Rank Fund Capital Flow
1
BlackRock
BlackRock
New York
-$75.3M
2
Vanguard Group
Vanguard Group
Pennsylvania
-$72.1M
3
GCL
Glazer Capital LLC
New York
-$60.1M
4
PAMP
Polar Asset Management Partners
Ontario, Canada
-$50.7M
5
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
-$39.2M
Name Holding Trade Value Shares
Change 		Change in
Stake
QCG
126
Quadrant Capital Group
Ohio
– -$24.5K -710 Closed
C
127
Covestor
United Kingdom
– -$19K -546 Closed
HGERS
128
Householder Group Estate & Retirement Specialist
Arizona
– -$17K -500 Closed
AAP
129
Arax Advisory Partners
Colorado
– -$12.6K -365 Closed
Carson Wealth (CWM LLC)
130
Carson Wealth (CWM LLC)
Nebraska
– -$10K -287 Closed
PA
131
Parallel Advisors
California
– -$9.33K -270 Closed
Mirae Asset Global Investments
132
Mirae Asset Global Investments
South Korea
– -$8.91K -258 Closed
PAS
133
Point72 Asia (Singapore)
Singapore
– -$6.19K -179 Closed
HIM
134
Hillsdale Investment Management
Ontario, Canada
– -$5.53K -160 Closed
Osaic Holdings
135
Osaic Holdings
Arizona
– -$4.53K -131 Closed
Simplex Trading
136
Simplex Trading
Illinois
– -$3K -97 Closed
Comerica Bank
137
Comerica Bank
Texas
– -$2.59K -75 Closed
US Bancorp
138
US Bancorp
Minnesota
– -$2.38K -69 Closed
CC
139
Cypress Capital
Tennessee
– -$1.66K -48 Closed
JWA
140
JFS Wealth Advisors
Pennsylvania
– -$1.45K -42 Closed
GI
141
GAMMA Investing
California
– -$1.04K -30 Closed
W
142
WealthCollab
Washington
– -$864 -25 Closed
FFA
143
Farther Finance Advisors
California
– -$549 -16 Closed
AF
144
Allworth Financial
California
– -$516 -15 Closed
SIC
145
SJS Investment Consulting
Ohio
– -$519 -15 Closed
DPW
146
DiNuzzo Private Wealth
Pennsylvania
– -$346 -10 Closed
RIL
147
Rothschild Investment LLC
Illinois
– -$346 -10 Closed
Nisa Investment Advisors
148
Nisa Investment Advisors
Missouri
– -$207 -6 Closed
2 3 4 5
6

AMK Hedge Fund Activity: Q3 2024 in Review

1 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in AssetMark Financial Holdings, Inc. (AMK) for Q3 2024, worth a combined $4.7K — down 100% from $806M a quarter earlier.

Sellers outnumbered buyers: 147 funds closed out of AMK and 1 opened new positions — a net loss of 146 holders — while 0 trimmed existing stakes and 0 added.

The largest buyer was Blue Trust Inc, opening a new position worth an estimated $4.72K. The largest seller was BlackRock, exiting entirely with an estimated $75.3M sold.

  • 1 institutional investor held AssetMark Financial Holdings, Inc. (AMK) as of Q3 2024, down from 147 in Q2 2024.
  • Funds reported $4.7K of AssetMark Financial Holdings, Inc. stock for Q3 2024, down 100% quarter-over-quarter.
  • 1 fund opened new AssetMark Financial Holdings, Inc. positions in Q3 2024 and 147 closed out, a net change of -146 holders.
  • The largest AssetMark Financial Holdings, Inc. buyer in Q3 2024 was Blue Trust Inc, an estimated $4.72K added.
  • The largest AssetMark Financial Holdings, Inc. seller in Q3 2024 was BlackRock, an estimated $75.3M sold.

Based on aggregated 13F filings for Q3 2024.