WINA icon

Winmark

119 hedge funds and large institutions have $535M invested in Winmark in 2022 Q3 according to their latest regulatory filings, with 18 funds opening new positions, 40 increasing their positions, 38 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
119
Holders Change
+6
Holders Change %
+5.31%
% of All Funds
2.06%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
18
Increased
40
Reduced
38
Closed
12
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
AIP
101
Ameritas Investment Partners
Nebraska
$46K
Macquarie Group
102
Macquarie Group
Australia
$38K
MLICM
103
Metropolitan Life Insurance Company (MetLife)
New York
$37.9K
CCM
104
Copeland Capital Management
Pennsylvania
$30K -$7.55K -35 -20%
UBS Group
105
UBS Group
Switzerland
$30K +$5.69K +26 +23%
TRCT
106
Tower Research Capital (TRC)
New York
$29K +$13.8K +63 +91%
Barclays
107
Barclays
United Kingdom
$26K -$5.24K -24 -17%
AFA
108
Abacus FCF Advisors
Florida
$24K -$430K -2,005 -95%
Canada Life
109
Canada Life
Manitoba, Canada
$24K
GWM
110
Guardian Wealth Management
Illinois
$24K +$214 +1 +0.9%
FHA
111
First Horizon Advisors
Tennessee
$16K
IA
112
IFP Advisors
Florida
$14K
QCG
113
Quadrant Capital Group
Ohio
$14K +$1.06K +5 +8%
PA
114
Parallel Advisors
California
$11K +$2.28K +11 +26%
KTC
115
Kistler-Tiffany Companies
Pennsylvania
$10K
SOW
116
State of Wyoming
Wyoming
$6K +$429 +2 +8%
S
117
SignatureFD
Georgia
$2K +$222 +1 +13%
EI
118
Ellevest Inc
New York
$2K +$2K +7 New
AF
119
Allworth Financial
California
$1K +$1K +6 New
T. Rowe Price Associates
120
T. Rowe Price Associates
Maryland
-$68.6M -350,775 Closed
PCM
121
Penn Capital Management
Pennsylvania
-$773K -3,955 Closed
HF
122
HRT Financial
New York
-$586K -2,997 Closed
E
123
Ergoteles
New York
-$567K -2,900 Closed
CSS
124
Cubist Systematic Strategies
Connecticut
-$442K -2,259 Closed
Two Sigma Investments
125
Two Sigma Investments
New York
-$416K -2,129 Closed