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Winmark
WINA

Overview Fund Activity

185 hedge funds and large institutions have $1.05B invested in Winmark in 2024 Q4 according to their latest regulatory filings, with 34 funds opening new positions, 61 increasing their positions, 61 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
185
Holders Change
+9
Holders Change %
+5.11%
% of All Funds
2.46%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
34
Increased
61
Reduced
61
Closed
22
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
William Blair Investment Management
William Blair Investment Management
Illinois
$33.3M
2
Victory Capital Management
Victory Capital Management
Texas
$6.69M
3
CAM
Congress Asset Management
Massachusetts
$6.22M
4
Neuberger Berman Group
Neuberger Berman Group
New York
$131M
5
Rockefeller Capital Management
Rockefeller Capital Management
New York
$11.9M

Top Sellers

1
Mawer Investment Management
Mawer Investment Management
Alberta, Canada
$30.5M
2
Renaissance Technologies
Renaissance Technologies
New York
$68.5M
3
Morgan Stanley
Morgan Stanley
New York
$28.1M
4
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
$1.78M
5
Goldman Sachs
Goldman Sachs
New York
$6.54M
Name Holding Trade Value Shares
Change 		Shares
Change %
KCM
26
Kennedy Capital Management
Missouri
$6.76M +$1.8M +4,570 +36%
Victory Capital Management
27
Victory Capital Management
Texas
$6.69M +$4.98M +12,682 +292%
Man Group
28
Man Group
United Kingdom
$6.68M -$96.7K -246 -1%
Goldman Sachs
29
Goldman Sachs
New York
$6.54M -$2.97M -7,557 -31%
CAM
30
Congress Asset Management
Massachusetts
$6.22M +$2.63M +6,690 +73%
LCM
31
Legato Capital Management
California
$5.83M – – –
Commonwealth Equity Services
32
Commonwealth Equity Services
Massachusetts
$5.7M +$108K +276 +2%
New York State Common Retirement Fund
33
New York State Common Retirement Fund
New York
$5.67M – – –
CAMG
34
CWA Asset Management Group
Florida
$5.18M -$58.6K -149 -1%
Bank of America
35
Bank of America
North Carolina
$4.45M +$258K +656 +6%
Qube Research & Technologies (QRT)
36
Qube Research & Technologies (QRT)
United Kingdom
$4.42M -$386K -982 -8%
LIP
37
Liontrust Investment Partners
United Kingdom
$4.24M -$102K -260 -2%
JPMorgan Chase & Co
38
JPMorgan Chase & Co
New York
$4.22M +$796K +2,025 +23%
LIC
39
Laurus Investment Counsel
Canada
$4.12M – – –
Nuveen Asset Management
40
Nuveen Asset Management
Illinois
$3.62M -$49.5K -126 -1%
Royal Bank of Canada
41
Royal Bank of Canada
Ontario, Canada
$3.61M +$384K +976 +12%
RhumbLine Advisers
42
RhumbLine Advisers
Massachusetts
$3.56M -$35K -89 -1%
BNP Paribas Financial Markets
43
BNP Paribas Financial Markets
France
$3.55M +$840K +2,136 +31%
UBS Group
44
UBS Group
Switzerland
$3.07M +$1.84M +4,675 +149%
Fiera Capital (Canada)
45
Fiera Capital (Canada)
Quebec, Canada
$2.83M -$664K -1,690 -19%
Wells Fargo
46
Wells Fargo
California
$2.78M +$121K +307 +5%
AQR Capital Management
47
AQR Capital Management
Connecticut
$2.77M -$1.14M -2,896 -29%
Citadel Advisors
48
Citadel Advisors
Florida
$2.69M +$2.15M +5,467 +401%
AG
49
Algert Global
California
$2.65M +$154K +392 +6%
Barclays
50
Barclays
United Kingdom
$2.58M +$197K +501 +8%
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