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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 %
Ohio Public Employees Retirement System (OPERS)
51
Ohio Public Employees Retirement System (OPERS)
Ohio
$2.42M – – –
Swiss National Bank
52
Swiss National Bank
Switzerland
$2.32M +$39.3K +100 +2%
KAS
53
Kestra Advisory Services
Texas
$2.31M +$45.2K +115 +2%
UBS AM
54
UBS AM
Illinois
$2.31M -$469K -1,194 -17%
SCA
55
Stonebridge Capital Advisors
Minnesota
$2.1M -$197K -500 -9%
D.E. Shaw & Co
56
D.E. Shaw & Co
New York
$2.05M -$557K -1,418 -21%
Skandinaviska Enskilda Banken (SEB)
57
Skandinaviska Enskilda Banken (SEB)
Sweden
$2.02M – – –
AAIS
58
ABN AMRO Investment Solutions
$1.96M -$59.4K -151 -3%
Arrowstreet Capital
59
Arrowstreet Capital
Massachusetts
$1.78M -$3.1M -7,878 -63%
Susquehanna International Group
60
Susquehanna International Group
Pennsylvania
$1.73M +$1M +2,552 +138%
Stifel Financial
61
Stifel Financial
Missouri
$1.7M +$148K +376 +9%
PA
62
Promethium Advisors
Maryland
$1.7M +$1.7M +4,323 New
MCM
63
Monimus Capital Management
New Jersey
$1.69M +$1.69M +4,298 New
Legal & General Group
64
Legal & General Group
United Kingdom
$1.51M +$126K +321 +9%
Citigroup
65
Citigroup
New York
$1.47M +$463K +1,178 +46%
MAM
66
Martingale Asset Management
Massachusetts
$1.43M -$3.93K -10 -0.3%
Teacher Retirement System of Texas
67
Teacher Retirement System of Texas
Texas
$1.38M +$1.38M +3,519 New
Creative Planning
68
Creative Planning
Kansas
$1.38M +$63.3K +161 +5%
ACA
69
Anchor Capital Advisors
Massachusetts
$1.36M +$31.4K +80 +2%
Balyasny Asset Management
70
Balyasny Asset Management
Illinois
$1.36M -$24.8K -63 -2%
Acadian Asset Management
71
Acadian Asset Management
Massachusetts
$1.29M +$1.29M +3,284 New
Canada Pension Plan Investment Board
72
Canada Pension Plan Investment Board
Ontario, Canada
$1.26M – – –
NAMM
73
NorthStar Asset Management (Massachusetts)
Massachusetts
$1.2M +$1.2M +3,052 New
AllianceBernstein
74
AllianceBernstein
Tennessee
$1.18M – – –
DCM
75
DGS Capital Management
New Jersey
$1.14M -$125K -319 -10%
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