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Winmark

101 hedge funds and large institutions have $528M invested in Winmark in 2020 Q4 according to their latest regulatory filings, with 5 funds opening new positions, 37 increasing their positions, 33 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
101
Holders Change
-3
Holders Change %
-2.88%
% of All Funds
1.79%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.05%
New
5
Increased
37
Reduced
33
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
ACA
51
Aptus Capital Advisors
Alabama
$527K +$527K +2,834 New
SDWIA
52
Schwarz Dygos Wheeler Investment Advisors
Minnesota
$525K
PC
53
Permanens Capital
New York
$476K +$237K +1,275 +99%
PP
54
PDT Partners
New York
$465K -$77K -414 -14%
Creative Planning
55
Creative Planning
Kansas
$465K
AllianceBernstein
56
AllianceBernstein
Tennessee
$451K -$111K -600 -20%
UBS AM
57
UBS AM
Illinois
$433K +$207K +1,116 +92%
WPC
58
White Pine Capital
Minnesota
$430K -$103K -553 -19%
Deutsche Bank
59
Deutsche Bank
Germany
$399K +$114K +613 +40%
PAM
60
Panagora Asset Management
Massachusetts
$393K +$111K +596 +39%
D.E. Shaw & Co
61
D.E. Shaw & Co
New York
$391K -$346K -1,864 -47%
ECM
62
ExodusPoint Capital Management
New York
$376K +$376K +2,022 New
Manulife (Manufacturers Life Insurance)
63
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$348K +$13K +70 +4%
Victory Capital Management
64
Victory Capital Management
Texas
$328K +$2.05K +11 +0.6%
SCP
65
Seizert Capital Partners
Michigan
$321K
Bank of America
66
Bank of America
North Carolina
$304K +$39.2K +211 +15%
Royal Bank of Canada
67
Royal Bank of Canada
Ontario, Canada
$279K +$89.4K +483 +47%
MAM
68
Martingale Asset Management
Massachusetts
$243K -$1.18M -6,300 -83%
VOYA Investment Management
69
VOYA Investment Management
Georgia
$243K +$243K +1,306 New
Barclays
70
Barclays
United Kingdom
$236K -$57.1K -307 -19%
Two Sigma Investments
71
Two Sigma Investments
New York
$223K -$263K -1,417 -54%
Citigroup
72
Citigroup
New York
$218K +$155K +835 +245%
MIM
73
MetLife Investment Management
New Jersey
$212K
TRCT
74
Tower Research Capital (TRC)
New York
$168K -$374K -2,016 -69%
AF
75
Advisornet Financial
Minnesota
$163K