AssetMark Financial Holdings, Inc.
AMK was delisted on the 4th of September, 2024.
63 hedge funds and large institutions have $482M invested in AssetMark Financial Holdings, Inc. in 2020 Q2 according to their latest regulatory filings, with 9 funds opening new positions, 36 increasing their positions, 13 reducing their positions, and 4 closing their positions.
177% more repeat investments, than reductions
Existing positions increased: 36 | Existing positions reduced: 13
125% more first-time investments, than exits
New positions opened: 9 | Existing positions closed: 4
48% more capital invested
Capital invested by funds: $326M → $482M (+$156M)
9% more funds holding
Funds holding: 58 → 63 (+5)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Victory Capital Management
San Antonio,
Texas
|
+$14M |
| 2 |
Loomis, Sayles & Company
Boston,
Massachusetts
|
+$8.16M |
| 3 |
Wells Fargo
San Francisco,
California
|
+$6.77M |
| 4 |
Vanguard Group
Malvern,
Pennsylvania
|
+$6.2M |
| 5 |
JP Morgan Chase
New York
|
+$4.67M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Adage Capital Partners
Boston,
Massachusetts
|
-$4.38M |
| 2 |
Lord, Abbett & Co
Jersey City,
New Jersey
|
-$4.02M |
| 3 |
Calamos Advisors
Naperville,
Illinois
|
-$2.05M |
| 4 |
Russell Investments Group
London,
United Kingdom
|
-$1.73M |
| 5 |
Janus Henderson Group
London,
United Kingdom
|
-$1.44M |
AMK Hedge Fund Activity: Q2 2020 in Review
63 of the 4,877 institutional investors tracked by Wall St. Rank reported a position in AssetMark Financial Holdings, Inc. (AMK) for Q2 2020, worth a combined $482M — up 48% from $326M a quarter earlier.
Buyers outnumbered sellers: 9 funds opened new AMK positions and 4 closed out — a net gain of 5 holders — while 36 added to existing stakes and 13 trimmed.
The largest buyer was Victory Capital Management, adding an estimated $14M. The largest seller was Adage Capital Partners, cutting an estimated $4.38M.
- 63 institutional investors held AssetMark Financial Holdings, Inc. (AMK) as of Q2 2020, up from 58 in Q1 2020.
- Funds reported $482M of AssetMark Financial Holdings, Inc. stock for Q2 2020, up 48% quarter-over-quarter.
- 9 funds opened new AssetMark Financial Holdings, Inc. positions in Q2 2020 and 4 closed out, a net change of +5 holders.
- The largest AssetMark Financial Holdings, Inc. buyer in Q2 2020 was Victory Capital Management, an estimated $14M added.
- The largest AssetMark Financial Holdings, Inc. seller in Q2 2020 was Adage Capital Partners, an estimated $4.38M sold.
Based on aggregated 13F filings for Q2 2020.