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Winmark

103 hedge funds and large institutions have $457M invested in Winmark in 2019 Q4 according to their latest regulatory filings, with 18 funds opening new positions, 38 increasing their positions, 27 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
103
Holders Change
+9
Holders Change %
+9.57%
% of All Funds
2.03%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.06%
New
18
Increased
38
Reduced
27
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
Victory Capital Management
76
Victory Capital Management
Texas
$141K +$47.3K +239 +50%
First Manhattan
77
First Manhattan
New York
$138K
Russell Investments Group
78
Russell Investments Group
United Kingdom
$129K +$129K +652 New
SG Americas Securities
79
SG Americas Securities
New York
$128K +$128K +648 New
MAM
80
Marquette Asset Management
Minnesota
$124K
PC
81
Permanens Capital
New York
$124K +$124K +625 New
Schroder Investment Management Group
82
Schroder Investment Management Group
United Kingdom
$110K +$20K +101 +22%
Legal & General Group
83
Legal & General Group
United Kingdom
$104K +$7.51K +38 +8%
BNP Paribas Financial Markets
84
BNP Paribas Financial Markets
France
$103K +$22.2K +112 +28%
Citigroup
85
Citigroup
New York
$101K +$33.1K +167 +49%
CQS
86
Credential Qtrade Securities
$96.2K +$2.78K +14 +3%
Bank of Montreal
87
Bank of Montreal
Ontario, Canada
$63K +$20.1K +101 +47%
LTFS
88
Ladenburg Thalmann Financial Services
Florida
$58K
AIP
89
Ameritas Investment Partners
Nebraska
$44K
Canada Life
90
Canada Life
Manitoba, Canada
$42K +$42K +212 New
ZB
91
Zions Bancorporation
Utah
$35K
Fidelity International
92
Fidelity International
Bermuda
$34K +$34K +170 New
RA
93
Royce & Associates
New York
$28K -$1.61K -8 -5%
Lazard Asset Management
94
Lazard Asset Management
New York
$22K +$22K +111 New
CCM
95
Copeland Capital Management
Pennsylvania
$20K
TRCT
96
Tower Research Capital (TRC)
New York
$19K +$6.67K +33 +54%
AG
97
Advisor Group
Arizona
$11K +$200 +1 +2%
KTC
98
Kistler-Tiffany Companies
Pennsylvania
$10K
SL
99
Savior LLC
Massachusetts
$7K +$7K +33 New
OAM
100
Oppenheimer Asset Management
New York
$3K