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Winmark

149 hedge funds and large institutions have $817M invested in Winmark in 2023 Q2 according to their latest regulatory filings, with 22 funds opening new positions, 49 increasing their positions, 48 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
149
Holders Change
+11
Holders Change %
+7.97%
% of All Funds
2.35%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
22
Increased
49
Reduced
48
Closed
11
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
SGI
51
Summit Global Investments
Utah
$1.4M -$581K -1,747 -29%
Ohio Public Employees Retirement System (OPERS)
52
Ohio Public Employees Retirement System (OPERS)
Ohio
$1.34M
JPMorgan Chase & Co
53
JPMorgan Chase & Co
New York
$1.33M +$585K +1,760 +78%
Man Group
54
Man Group
United Kingdom
$1.29M +$1.29M +3,876 New
MAM
55
Martingale Asset Management
Massachusetts
$1.21M
Legal & General Group
56
Legal & General Group
United Kingdom
$1.2M +$751K +2,260 +169%
California State Teachers Retirement System (CalSTRS)
57
California State Teachers Retirement System (CalSTRS)
California
$1.18M -$24.3K -73 -2%
D.E. Shaw & Co
58
D.E. Shaw & Co
New York
$1.17M +$70.8K +213 +6%
US Bancorp
59
US Bancorp
Minnesota
$1.13M
AG
60
Algert Global
California
$1.11M -$409K -1,230 -27%
SDWIA
61
Schwarz Dygos Wheeler Investment Advisors
Minnesota
$1.11M
Creative Planning
62
Creative Planning
Kansas
$1.03M +$41.6K +125 +4%
ACA
63
Anchor Capital Advisors
Massachusetts
$1.02M -$357K -1,073 -26%
CCP
64
Clifford Capital Partners
Utah
$1.01M -$303K -910 -23%
AllianceBernstein
65
AllianceBernstein
Tennessee
$997K
DCM
66
DGS Capital Management
New Jersey
$932K +$95.1K +286 +11%
VRS
67
Virginia Retirement Systems
Virginia
$931K
Barclays
68
Barclays
United Kingdom
$858K -$287K -865 -25%
Balyasny Asset Management
69
Balyasny Asset Management
Illinois
$775K +$775K +2,330 New
BNP Paribas Financial Markets
70
BNP Paribas Financial Markets
France
$773K -$86.4K -260 -10%
JIR
71
James Investment Research
Ohio
$773K
UBS Group
72
UBS Group
Switzerland
$739K +$244K +734 +49%
CC
73
Cannell Capital
Wyoming
$731K
DTL
74
Dynamic Technology Lab
Singapore
$708K +$708K +2,130 New
Jane Street
75
Jane Street
New York
$699K +$699K +2,103 New