AMK

AssetMark Financial Holdings, Inc.

Delisted

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

64 hedge funds and large institutions have $407M invested in AssetMark Financial Holdings, Inc. in 2020 Q4 according to their latest regulatory filings, with 13 funds opening new positions, 25 increasing their positions, 17 reducing their positions, and 9 closing their positions.

Holders
64
Holders Change
+4
Holders Change %
+6.67%
% of All Funds
1.14%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
13
Increased
25
Reduced
17
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$62.9M 2,599,936 +792,517 +44%
Capital World Investors
2
Capital World Investors
California
$54.5M 2,250,000
Wells Fargo
3
Wells Fargo
California
$42.1M 1,738,050 -75,173 -4%
BlackRock
4
BlackRock
New York
$41.4M 1,710,666 +222,421 +15%
Vanguard Group
5
Vanguard Group
Pennsylvania
$38.2M 1,578,197 +96,334 +7%
Loomis, Sayles & Company
6
Loomis, Sayles & Company
Massachusetts
$35.5M 1,467,823 -8,419 -0.6%
Adage Capital Partners
7
Adage Capital Partners
Massachusetts
$22.1M 914,986 -7,806 -0.8%
Janus Henderson Group
8
Janus Henderson Group
United Kingdom
$16.2M 668,344 -853 -0.1%
Jennison Associates
9
Jennison Associates
New York
$15.3M 630,628 -105,536 -14%
Fidelity International
10
Fidelity International
Bermuda
$10.8M 445,835 +445,835 New
T. Rowe Price Associates
11
T. Rowe Price Associates
Maryland
$8.09M 334,482 -100 -0%
State Street
12
State Street
Massachusetts
$7.59M 313,473 +12,907 +4%
Geode Capital Management
13
Geode Capital Management
Massachusetts
$5.6M 231,536 +12,733 +6%
Nuveen Asset Management
14
Nuveen Asset Management
Illinois
$5.6M 231,516 +68,171 +42%
Northern Trust
15
Northern Trust
Illinois
$4.88M 201,686 -6,919 -3%
Royal Bank of Canada
16
Royal Bank of Canada
Ontario, Canada
$3.72M 153,820 +67,540 +78%
Citadel Advisors
17
Citadel Advisors
Florida
$3.2M 132,000 +45,452 +53%
Charles Schwab
18
Charles Schwab
California
$2.71M 112,027 +3,487 +3%
Balyasny Asset Management
19
Balyasny Asset Management
Illinois
$2.04M 84,090 +13,894 +20%
Morgan Stanley
20
Morgan Stanley
New York
$1.84M 75,826 +49,732 +191%
Ameriprise
21
Ameriprise
Minnesota
$1.83M 75,784 +7,820 +12%
Dimensional Fund Advisors
22
Dimensional Fund Advisors
Texas
$1.7M 70,317 +30,140 +75%
Millennium Management
23
Millennium Management
New York
$1.69M 69,887 +34,022 +95%
Marshall Wace
24
Marshall Wace
United Kingdom
$1.66M 68,710 +68,710 New
Bank of New York Mellon
25
Bank of New York Mellon
New York
$1.56M 64,557 +147 +0.2%