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Winmark
WINA

Overview Fund Activity

88 hedge funds and large institutions have $254M invested in Winmark in 2017 Q4 according to their latest regulatory filings, with 13 funds opening new positions, 29 increasing their positions, 27 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
88
Holders Change
+3
Holders Change %
+3.53%
% of All Funds
2%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
13
Increased
29
Reduced
27
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$1.16M
2
Renaissance Technologies
Renaissance Technologies
New York
$23.1M
3
GIP
Granite Investment Partners
California
$1.06M
4
Russell Investments Group
Russell Investments Group
United Kingdom
$835K
5
Millennium Management
Millennium Management
New York
$620K

Top Sellers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$35.6M
2
LPL Financial
LPL Financial
California
$3.06M
3
BlackRock
BlackRock
New York
$14.5M
4
Northern Trust
Northern Trust
Illinois
$4.25M
5
Two Sigma Investments
Two Sigma Investments
New York
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
AG
76
Advisor Group
Arizona
$13K +$3.19K +25 +32%
SWP
77
Stratos Wealth Partners
Ohio
$13K +$13K +100 New
LTFS
78
Ladenburg Thalmann Financial Services
Florida
$11K +$1.15K +9 +12%
Envestnet Asset Management
79
Envestnet Asset Management
Illinois
$7K +$778 +6 +13%
DA
80
Denali Advisors
California
$5K – – –
RA
81
Royce & Associates
New York
$5K +$417 +3 +9%
US Bancorp
82
US Bancorp
Minnesota
$4K – – –
KTC
83
Kistler-Tiffany Companies
Pennsylvania
$4K +$2K +15 +100%
PFA
84
Pathway Financial Advisors
Vermont
$3K +$3K +20 New
MA
85
MUFG Americas
New York
$1K -$600 -6 -38%
MAM
86
Meeder Asset Management
Ohio
$1K – – –
Fifth Third Bancorp
87
Fifth Third Bancorp
Ohio
$1K +$556 +5 +125%
WAM
88
Wealthspire Advisors (Maryland)
Maryland
$1K +$1K +5 New
Two Sigma Investments
89
Two Sigma Investments
New York
– -$394K -2,992 Closed
YMRC
90
Yorktown Management & Research Company
Virginia
– -$296K -2,250 Closed
CS
91
Credit Suisse
Switzerland
– -$284K -2,159 Closed
MPAM
92
Murphy Pohlad Asset Management
Minnesota
– -$220K -1,670 Closed
FIM
93
Freedom Investment Management
Connecticut
– -$212K -1,609 Closed
Citadel Advisors
94
Citadel Advisors
Florida
– -$208K -1,581 Closed
NFA
95
Nationwide Fund Advisors
Ohio
– -$179K -1,360 Closed
Thrivent Financial for Lutherans
96
Thrivent Financial for Lutherans
Minnesota
– -$40K -300 Closed
GT
97
Glenmede Trust
Pennsylvania
– -$1K -15 Closed
OAM
98
Oppenheimer Asset Management
New York
– -$2K -12 Closed
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