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Winmark

74 hedge funds and large institutions have $237M invested in Winmark in 2017 Q2 according to their latest regulatory filings, with 9 funds opening new positions, 25 increasing their positions, 25 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
74
Holders Change
+2
Holders Change %
+2.78%
% of All Funds
1.85%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
9
Increased
25
Reduced
25
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
MCIM
51
Meadow Creek Investment Management
Georgia
$136K -$43.9K -340 -24%
FQ
52
First Quadrant
California
$122K
EP
53
Elkfork Partners
Oregon
$112K -$36.1K -280 -24%
Bessemer Group
54
Bessemer Group
New Jersey
$103K -$25.8K -200 -20%
GHCM
55
Glen Harbor Capital Management
California
$88K -$28.4K -220 -24%
Legal & General Group
56
Legal & General Group
United Kingdom
$77K
ASN
57
Advisory Services Network
Georgia
$77K +$8.64K +67 +13%
Acadian Asset Management
58
Acadian Asset Management
Massachusetts
$70K
NA
59
Neuburgh Advisers
California
$64K -$20.6K -160 -24%
Bank of America
60
Bank of America
North Carolina
$61K -$54.3K -423 -47%
AG
61
Advisor Group
Arizona
$60K +$49.7K +385 +481%
AIM
62
Acrospire Investment Management
Illinois
$49K +$49K +380 New
BNP Paribas Financial Markets
63
BNP Paribas Financial Markets
France
$37.4K +$34.4K +267 +1,161%
CS
64
Credential Securities
$36.8K +$36.8K +283 New
UBS Group
65
UBS Group
Switzerland
$31K -$38.4K -297 -55%
AIP
66
Ameritas Investment Partners
Nebraska
$29K
TRCT
67
Tower Research Capital (TRC)
New York
$25K +$25K +190 New
OIA
68
OneDigital Investment Advisors
Kansas
$25K +$25K +195 New
LTFS
69
Ladenburg Thalmann Financial Services
Florida
$11K
Envestnet Asset Management
70
Envestnet Asset Management
Illinois
$7K
MA
71
MUFG Americas
New York
$5K
DA
72
Denali Advisors
California
$4K +$966 +7 +32%
Citigroup
73
Citigroup
New York
$2K -$3.75K -30 -65%
Barclays
74
Barclays
United Kingdom
$1K -$9.5K -38 -90%
Fidelity Investments
75
Fidelity Investments
Massachusetts
-$3.58M -31,667 Closed