AMK

AssetMark Financial Holdings, Inc.
AMK

Overview Fund Activity
Delisted

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

Back to rankings

103 hedge funds and large institutions have $453M invested in AssetMark Financial Holdings, Inc. in 2022 Q4 according to their latest regulatory filings, with 22 funds opening new positions, 44 increasing their positions, 25 reducing their positions, and 10 closing their positions.

Holders
103
Holders Change
+11
Holders Change %
+11.96%
% of All Funds
1.66%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
22
Increased
44
Reduced
25
Closed
10
Calls
$23K
Puts
$35K
Net Calls
-$12K
Net Calls Change
-$12K

Top Buyers

1
Capital International Investors
1
Capital International Investors
California
$13M
2
HIM
2
Hillsdale Investment Management
Ontario, Canada
$3.83M
3
William Blair & Company
3
William Blair & Company
Illinois
$2.63M
4
Wolverine Trading
4
Wolverine Trading
Illinois
$1.43M
5
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
5
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$1.22M

Top Sellers

1
Janus Henderson Group
1
Janus Henderson Group
United Kingdom
$17M
2
ACL
2
Azora Capital LP
Florida
$0
3
JPMorgan Chase & Co
3
JPMorgan Chase & Co
New York
$69.5M
4
Mercer Global Advisors
4
Mercer Global Advisors
Colorado
$24.5M
5
Carson Wealth (CWM LLC)
5
Carson Wealth (CWM LLC)
Nebraska
$24K
Name Market Value Shares Shares
Change 		Shares
Change %
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$69.5M 3,021,960 -122,856 -4%
T. Rowe Price Investment Management
2
T. Rowe Price Investment Management
Maryland
$54M 2,348,171 +19,619 +0.8%
Vanguard Group
3
Vanguard Group
Pennsylvania
$45.7M 1,984,989 +27,295 +1%
BlackRock
4
BlackRock
New York
$43.5M 1,889,138 +9,236 +0.5%
Adage Capital Partners
5
Adage Capital Partners
Massachusetts
$33.1M 1,437,089 -39,293 -3%
Capital World Investors
6
Capital World Investors
California
$31.1M 1,350,000 – –
Mercer Global Advisors
7
Mercer Global Advisors
Colorado
$24.5M 1,066,810 -100,245 -9%
Jennison Associates
8
Jennison Associates
New York
$21.6M 937,474 +7,926 +0.9%
Janus Henderson Group
9
Janus Henderson Group
United Kingdom
$17M 739,148 -778,082 -51%
Capital International Investors
10
Capital International Investors
California
$13M 565,000 +565,000 New
State Street
11
State Street
Massachusetts
$9.95M 432,822 +33,374 +8%
Geode Capital Management
12
Geode Capital Management
Massachusetts
$9.05M 393,666 +17,978 +5%
ICM
13
Invenomic Capital Management
Massachusetts
$8.11M 352,458 -18,809 -5%
Primecap Management
14
Primecap Management
California
$5.79M 251,700 – –
Millennium Management
15
Millennium Management
New York
$4.6M 199,942 -20,317 -9%
Northern Trust
16
Northern Trust
Illinois
$4.33M 188,196 +3,460 +2%
HIM
17
Hillsdale Investment Management
Ontario, Canada
$3.83M 166,600 +166,600 New
Charles Schwab
18
Charles Schwab
California
$3.64M 158,425 +2,358 +2%
William Blair & Company
19
William Blair & Company
Illinois
$2.63M 114,403 +114,403 New
Bank of New York Mellon
20
Bank of New York Mellon
New York
$2.59M 112,708 +12,861 +13%
MC
21
McMorgan & Co
California
$2.4M 104,541 +4,585 +5%
Nuveen Asset Management
22
Nuveen Asset Management
Illinois
$2.37M 103,008 +30,926 +43%
First Trust Advisors
23
First Trust Advisors
Illinois
$2.33M 101,296 +5,115 +5%
Goldman Sachs
24
Goldman Sachs
New York
$1.97M 85,520 -12,701 -13%
Two Sigma Advisers
25
Two Sigma Advisers
New York
$1.94M 84,400 +19,200 +29%
1
2 3 4 5