AMK

AssetMark Financial Holdings, Inc.

Delisted

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

67 hedge funds and large institutions have $458M invested in AssetMark Financial Holdings, Inc. in 2019 Q4 according to their latest regulatory filings, with 17 funds opening new positions, 29 increasing their positions, 16 reducing their positions, and 17 closing their positions.

Holders
67
Holders Change
Holders Change %
0%
% of All Funds
1.32%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
17
Increased
29
Reduced
16
Closed
17
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
Capital World Investors
1
Capital World Investors
California
$65.3M 2,250,000
AllianceBernstein
2
AllianceBernstein
Tennessee
$37.5M 1,291,197 +55,709 +5%
Lord, Abbett & Co
3
Lord, Abbett & Co
New Jersey
$36.7M 1,263,056 +306,024 +32%
Vanguard Group
4
Vanguard Group
Pennsylvania
$34.6M 1,192,304 +182,928 +18%
BlackRock
5
BlackRock
New York
$31.1M 1,070,773 -201,644 -16%
JPMorgan Chase & Co
6
JPMorgan Chase & Co
New York
$30.2M 1,040,333 +296,789 +40%
Wells Fargo
7
Wells Fargo
California
$27.1M 932,563 +620,286 +199%
Loomis, Sayles & Company
8
Loomis, Sayles & Company
Massachusetts
$24.7M 850,242 -2,738 -0.3%
Janus Henderson Group
9
Janus Henderson Group
United Kingdom
$23.8M 820,552 +132,420 +19%
ClearBridge Investments
10
ClearBridge Investments
New York
$22.4M 749,138 +184,487 +33%
Adage Capital Partners
11
Adage Capital Partners
Massachusetts
$20.1M 693,290 +176,248 +34%
ACL
12
Azora Capital LP
Florida
$17.9M 616,321 +56,371 +10%
Jennison Associates
13
Jennison Associates
New York
$14.4M 497,441 +304,705 +158%
T. Rowe Price Associates
14
T. Rowe Price Associates
Maryland
$10.4M 358,510 -622,462 -63%
Balyasny Asset Management
15
Balyasny Asset Management
Illinois
$8.21M 282,814 +124,548 +79%
State Street
16
State Street
Massachusetts
$6.84M 235,846 +41,553 +21%
Franklin Resources
17
Franklin Resources
California
$5.86M 201,915 +53,215 +36%
Bank of New York Mellon
18
Bank of New York Mellon
New York
$5.65M 194,590 +51,668 +36%
Northern Trust
19
Northern Trust
Illinois
$5.33M 183,595 +898 +0.5%
Geode Capital Management
20
Geode Capital Management
Massachusetts
$4.95M 170,495 +15,184 +10%
Millennium Management
21
Millennium Management
New York
$3.6M 124,047 -44,419 -26%
First Trust Advisors
22
First Trust Advisors
Illinois
$2.39M 82,181 +82,181 New
Charles Schwab
23
Charles Schwab
California
$2.3M 79,209 +1,672 +2%
Fidelity Investments
24
Fidelity Investments
Massachusetts
$2.28M 78,500
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
25
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$1.68M 57,900 +57,900 New