AMK

AssetMark Financial Holdings, Inc.

Delisted

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

79 hedge funds and large institutions have $478M invested in AssetMark Financial Holdings, Inc. in 2021 Q3 according to their latest regulatory filings, with 22 funds opening new positions, 32 increasing their positions, 17 reducing their positions, and 5 closing their positions.

Holders
79
Holders Change
+17
Holders Change %
+27.42%
% of All Funds
1.39%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
22
Increased
32
Reduced
17
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$69.2M 2,782,041 +24,570 +0.9%
BlackRock
2
BlackRock
New York
$53.4M 2,147,161 -327,912 -13%
Vanguard Group
3
Vanguard Group
Pennsylvania
$42.1M 1,692,404 +11,735 +0.7%
T. Rowe Price Associates
4
T. Rowe Price Associates
Maryland
$34.1M 1,370,243 +660,747 +93%
Capital World Investors
5
Capital World Investors
California
$33.6M 1,350,000
Adage Capital Partners
6
Adage Capital Partners
Massachusetts
$31.3M 1,256,535 +56,905 +5%
Mercer Global Advisors
7
Mercer Global Advisors
Colorado
$31.2M 1,254,595 -759,102 -38%
Janus Henderson Group
8
Janus Henderson Group
United Kingdom
$20.8M 836,200 -6,125 -0.7%
ACL
9
Azora Capital LP
Florida
$16.7M 672,209 +325,129 +94%
Wells Fargo
10
Wells Fargo
California
$15.2M 611,647 -156,783 -20%
Jennison Associates
11
Jennison Associates
New York
$13.8M 555,443 -1,388 -0.2%
Lord, Abbett & Co
12
Lord, Abbett & Co
New Jersey
$12.3M 492,800 +492,800 New
Loomis, Sayles & Company
13
Loomis, Sayles & Company
Massachusetts
$11.9M 479,337 -1,115,784 -70%
State Street
14
State Street
Massachusetts
$9.28M 373,100 +26,188 +8%
Geode Capital Management
15
Geode Capital Management
Massachusetts
$7.76M 312,177 +7,005 +2%
Citadel Advisors
16
Citadel Advisors
Florida
$5.74M 230,783 +128,515 +126%
CS
17
Credit Suisse
Switzerland
$5.35M 214,929 +204,107 +1,886%
Nuveen Asset Management
18
Nuveen Asset Management
Illinois
$5.06M 196,494 +5,057 +3%
Northern Trust
19
Northern Trust
Illinois
$4.36M 175,191 -10,135 -5%
Dimensional Fund Advisors
20
Dimensional Fund Advisors
Texas
$4.21M 169,259 +62,447 +58%
Two Sigma Advisers
21
Two Sigma Advisers
New York
$3.56M 143,100 +133,800 +1,439%
Primecap Management
22
Primecap Management
California
$3.43M 138,000 +138,000 New
Two Sigma Investments
23
Two Sigma Investments
New York
$3.28M 131,977 +91,624 +227%
Charles Schwab
24
Charles Schwab
California
$3.26M 131,229 +10,162 +8%
MWNA
25
Marshall Wace North America
New York
$2.97M 119,224 +119,224 New