AssetMark Financial Holdings, Inc.
AMK was delisted on the 4th of September, 2024.
89 hedge funds and large institutions have $503M invested in AssetMark Financial Holdings, Inc. in 2021 Q4 according to their latest regulatory filings, with 18 funds opening new positions, 36 increasing their positions, 23 reducing their positions, and 6 closing their positions.
200% more first-time investments, than exits
New positions opened: 18 | Existing positions closed: 6
57% more repeat investments, than reductions
Existing positions increased: 36 | Existing positions reduced: 23
13% more funds holding
Funds holding: 79 → 89 (+10)
5% more capital invested
Capital invested by funds: $478M → $503M (+$25.2M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
T. Rowe Price Associates
Baltimore,
Maryland
|
+$5.35M |
| 2 |
Jennison Associates
New York
|
+$5.33M |
| 3 |
Millennium Management
New York
|
+$3.49M |
| 4 |
JP Morgan Chase
New York
|
+$2.92M |
| 5 |
PPA
Parametric Portfolio Associates
Seattle,
Washington
|
+$1.71M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wells Fargo
San Francisco,
California
|
-$14.6M |
| 2 |
Loomis, Sayles & Company
Boston,
Massachusetts
|
-$11.9M |
| 3 |
CS
Credit Suisse
Zurich,
Switzerland
|
-$5.2M |
| 4 |
Mercer Global Advisors
Denver,
Colorado
|
-$2.29M |
| 5 |
BlackRock
New York
|
-$1.89M |
AMK Hedge Fund Activity: Q4 2021 in Review
89 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in AssetMark Financial Holdings, Inc. (AMK) for Q4 2021, worth a combined $503M — up 5.3% from $478M a quarter earlier.
Buyers outnumbered sellers: 18 funds opened new AMK positions and 6 closed out — a net gain of 12 holders — while 36 added to existing stakes and 23 trimmed.
The largest buyer was T. Rowe Price Associates, adding an estimated $5.35M. The largest seller was Wells Fargo, cutting an estimated $14.6M.
- 89 institutional investors held AssetMark Financial Holdings, Inc. (AMK) as of Q4 2021, up from 79 in Q3 2021.
- Funds reported $503M of AssetMark Financial Holdings, Inc. stock for Q4 2021, up 5.3% quarter-over-quarter.
- 18 funds opened new AssetMark Financial Holdings, Inc. positions in Q4 2021 and 6 closed out, a net change of +12 holders.
- The largest AssetMark Financial Holdings, Inc. buyer in Q4 2021 was T. Rowe Price Associates, an estimated $5.35M added.
- The largest AssetMark Financial Holdings, Inc. seller in Q4 2021 was Wells Fargo, an estimated $14.6M sold.
Based on aggregated 13F filings for Q4 2021.