AssetMark Financial Holdings, Inc.
AMK was delisted on the 4th of September, 2024.
65 hedge funds and large institutions have $395M invested in AssetMark Financial Holdings, Inc. in 2021 Q1 according to their latest regulatory filings, with 7 funds opening new positions, 22 increasing their positions, 29 reducing their positions, and 6 closing their positions.
17% more first-time investments, than exits
New positions opened: 7 | Existing positions closed: 6
2% more funds holding
Funds holding: 64 → 65 (+1)
3% less capital invested
Capital invested by funds: $407M → $395M (-$12.8M)
24% less repeat investments, than reductions
Existing positions increased: 22 | Existing positions reduced: 29
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BlackRock
New York
|
+$15.8M |
| 2 |
GGPE
Golden Gate Private Equity
San Francisco,
California
|
+$11.3M |
| 3 |
Adage Capital Partners
Boston,
Massachusetts
|
+$6.15M |
| 4 |
JP Morgan Chase
New York
|
+$5.61M |
| 5 |
Janus Henderson Group
London,
United Kingdom
|
+$4.5M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Capital World Investors
Los Angeles,
California
|
-$21.8M |
| 2 |
Wells Fargo
San Francisco,
California
|
-$13.8M |
| 3 |
Fidelity International
Hamilton,
Bermuda
|
-$10.7M |
| 4 |
Jennison Associates
New York
|
-$1.64M |
| 5 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$1.43M |
AMK Hedge Fund Activity: Q1 2021 in Review
65 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in AssetMark Financial Holdings, Inc. (AMK) for Q1 2021, worth a combined $395M — down 3.2% from $407M a quarter earlier.
Buyers outnumbered sellers: 7 funds opened new AMK positions and 6 closed out — a net gain of 1 holder — while 22 added to existing stakes and 29 trimmed.
The largest buyer was BlackRock, adding an estimated $15.8M. The largest seller was Capital World Investors, cutting an estimated $21.8M.
- 65 institutional investors held AssetMark Financial Holdings, Inc. (AMK) as of Q1 2021, up from 64 in Q4 2020.
- Funds reported $395M of AssetMark Financial Holdings, Inc. stock for Q1 2021, down 3.2% quarter-over-quarter.
- 7 funds opened new AssetMark Financial Holdings, Inc. positions in Q1 2021 and 6 closed out, a net change of +1 holder.
- The largest AssetMark Financial Holdings, Inc. buyer in Q1 2021 was BlackRock, an estimated $15.8M added.
- The largest AssetMark Financial Holdings, Inc. seller in Q1 2021 was Capital World Investors, an estimated $21.8M sold.
Based on aggregated 13F filings for Q1 2021.