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Winmark

83 hedge funds and large institutions have $289M invested in Winmark in 2018 Q2 according to their latest regulatory filings, with 8 funds opening new positions, 32 increasing their positions, 23 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
83
Holders Change
-4
Holders Change %
-4.6%
% of All Funds
1.9%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.05%
New
8
Increased
32
Reduced
23
Closed
12
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
DA
76
Denali Advisors
California
$4K
Envestnet Asset Management
77
Envestnet Asset Management
Illinois
$3K -$143 -1 -5%
Bank of Montreal
78
Bank of Montreal
Ontario, Canada
$3K +$3K +18 New
Canada Life
79
Canada Life
Manitoba, Canada
$2K
Fifth Third Bancorp
80
Fifth Third Bancorp
Ohio
$2K +$800 +6 +67%
RCAG
81
Rehmann Capital Advisory Group
Michigan
$1.19K +$1.19K +8 New
MAM
82
Meeder Asset Management
Ohio
$1.04K
WAM
83
Wealthspire Advisors (Maryland)
Maryland
$1K
WCM Investment Management
84
WCM Investment Management
California
-$5.76M -44,037 Closed
Royal Bank of Canada
85
Royal Bank of Canada
Ontario, Canada
-$570K -4,363 Closed
JIC
86
Johnson Investment Counsel
Ohio
-$392K -3,000 Closed
SG Americas Securities
87
SG Americas Securities
New York
-$289K -2,213 Closed
BA
88
Boston Advisors
Massachusetts
-$204K -1,561 Closed
ASN
89
Advisory Services Network
Georgia
-$73K -561 Closed
TAM
90
Tiverton Asset Management
Delaware
-$57K -433 Closed
MCIM
91
Meadow Creek Investment Management
Georgia
-$18K -136 Closed
EP
92
Elkfork Partners
Oregon
-$15K -112 Closed
SWP
93
Stratos Wealth Partners
Ohio
-$13K -100 Closed
GHCM
94
Glen Harbor Capital Management
California
-$12K -88 Closed
NA
95
Neuburgh Advisers
California
-$8K -64 Closed