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Winmark

129 hedge funds and large institutions have $535M invested in Winmark in 2022 Q4 according to their latest regulatory filings, with 16 funds opening new positions, 55 increasing their positions, 28 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
129
Holders Change
+10
Holders Change %
+8.4%
% of All Funds
2.08%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
16
Increased
55
Reduced
28
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
Royal Bank of Canada
101
Royal Bank of Canada
Ontario, Canada
$185K +$118K +502 +176%
QT
102
Quantbot Technologies
New York
$183K +$75.9K +322 +71%
GCM
103
Gladius Capital Management
Illinois
$167K +$90.8K +385 +119%
CQS
104
Credential Qtrade Securities
$167K -$3.07K -13 -2%
MAM
105
Marquette Asset Management
Minnesota
$147K
AB
106
Amalgamated Bank
New York
$91K
BTI
107
Blue Trust Inc
Georgia
$65K
AI
108
AXS Investments
New York
$64.4K +$64.4K +273 New
SOW
109
State of Wyoming
Wyoming
$63.7K +$57.1K +242 +864%
AIP
110
Ameritas Investment Partners
Nebraska
$56.2K
First Manhattan
111
First Manhattan
New York
$55.7K
Osaic Holdings
112
Osaic Holdings
Arizona
$55K +$1.41K +6 +3%
MLICM
113
Metropolitan Life Insurance Company (MetLife)
New York
$41.3K
CCM
114
Copeland Capital Management
Pennsylvania
$33K +$468 +2 +1%
NA
115
NewEdge Advisors
Louisiana
$32.8K +$32.8K +158 New
Dimensional Fund Advisors
116
Dimensional Fund Advisors
Texas
$30.4K +$232 +985 +0.8%
GWM
117
Guardian Wealth Management
Illinois
$26.4K
Canada Life
118
Canada Life
Manitoba, Canada
$26K
FHA
119
First Horizon Advisors
Tennessee
$17.9K
QCG
120
Quadrant Capital Group
Ohio
$15.8K +$236 +1 +2%
IA
121
IFP Advisors
Florida
$14K
EI
122
Ellevest Inc
New York
$13K +$11.3K +48 +686%
PA
123
Parallel Advisors
California
$12.5K
TRCT
124
Tower Research Capital (TRC)
New York
$12K -$19.1K -81 -61%
KTC
125
Kistler-Tiffany Companies
Pennsylvania
$11.3K