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Winmark

87 hedge funds and large institutions have $398M invested in Winmark in 2019 Q1 according to their latest regulatory filings, with 5 funds opening new positions, 32 increasing their positions, 20 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
87
Holders Change
-4
Holders Change %
-4.4%
% of All Funds
1.89%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.09%
New
5
Increased
32
Reduced
20
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
AIG
51
American International Group
New York
$303K -$5.65K -30 -2%
ZCM
52
Zebra Capital Management
Connecticut
$297K +$35.3K +187 +13%
MPAM
53
Murphy Pohlad Asset Management
Minnesota
$261K
Bank of America
54
Bank of America
North Carolina
$217K -$189K -1,000 -47%
DA
55
Denali Advisors
California
$217K +$208K +1,103 +2,398%
MIM
56
MetLife Investment Management
New Jersey
$215K
Morgan Stanley
57
Morgan Stanley
New York
$213K -$1.3M -6,918 -86%
Barclays
58
Barclays
United Kingdom
$172K +$172K +916 New
MLICM
59
Metropolitan Life Insurance Company (MetLife)
New York
$165K
AF
60
Advisornet Financial
Minnesota
$165K
JIM
61
Jupiter Investment Management
United Kingdom
$163K
Schroder Investment Management Group
62
Schroder Investment Management Group
United Kingdom
$137K +$11.9K +63 +9%
PAM
63
Panagora Asset Management
Massachusetts
$133K +$133K +706 New
First Manhattan
64
First Manhattan
New York
$132K
MAM
65
Marquette Asset Management
Minnesota
$118K +$118K +624 New
Citigroup
66
Citigroup
New York
$109K -$8.44K -45 -7%
BNP Paribas Financial Markets
67
BNP Paribas Financial Markets
France
$101K +$100K +532 +53,200%
Legal & General Group
68
Legal & General Group
United Kingdom
$92K +$6.03K +32 +7%
OSAM
69
O'Shaughnessy Asset Management
Connecticut
$89K
CQS
70
Credential Qtrade Securities
$83.7K
LTFS
71
Ladenburg Thalmann Financial Services
Florida
$54K -$1.52K -8 -3%
CAPTRUST Financial Advisors
72
CAPTRUST Financial Advisors
North Carolina
$47K
AIP
73
Ameritas Investment Partners
Nebraska
$42K
OIA
74
OneDigital Investment Advisors
Kansas
$37K
CCM
75
Copeland Capital Management
Pennsylvania
$18K +$551 +3 +3%