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Winmark

138 hedge funds and large institutions have $785M invested in Winmark in 2023 Q1 according to their latest regulatory filings, with 20 funds opening new positions, 45 increasing their positions, 46 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
138
Holders Change
+9
Holders Change %
+6.98%
% of All Funds
2.21%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
20
Increased
45
Reduced
46
Closed
11
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
LCM
101
Legato Capital Management
California
$256K -$44.9K -140 -15%
AAS
102
Annex Advisory Services
Wisconsin
$244K +$244K +762 New
Bank of Nova Scotia
103
Bank of Nova Scotia
Ontario, Canada
$228K +$228K +713 New
SEI Investments
104
SEI Investments
Pennsylvania
$228K +$228K +710 New
CQS
105
Credential Qtrade Securities
$226K -$641 -2 -0.3%
Millennium Management
106
Millennium Management
New York
$223K -$4.08M -12,702 -95%
Tudor Investment Corp
107
Tudor Investment Corp
Connecticut
$207K -$634K -1,983 -75%
MAM
108
Marquette Asset Management
Minnesota
$200K
DFCM
109
Dark Forest Capital Management
Puerto Rico
$147K +$147K +459 New
First Manhattan
110
First Manhattan
New York
$111K +$35.2K +110 +47%
GCM
111
Gladius Capital Management
Illinois
$103K -$124K -388 -55%
AB
112
Amalgamated Bank
New York
$102K -$21.7K -68 -18%
Osaic Holdings
113
Osaic Holdings
Arizona
$75.3K +$321 +1 +0.4%
BTI
114
Blue Trust Inc
Georgia
$71K
AIP
115
Ameritas Investment Partners
Nebraska
$68.6K
Acadian Asset Management
116
Acadian Asset Management
Massachusetts
$55K +$55K +173 New
CCM
117
Copeland Capital Management
Pennsylvania
$49K +$3.84K +12 +9%
MLICM
118
Metropolitan Life Insurance Company (MetLife)
New York
$48.1K -$8.01K -25 -14%
Allspring Global Investments
119
Allspring Global Investments
North Carolina
$45.5K +$45.5K +142 New
FWA
120
FSC Wealth Advisors
New York
$42.3K +$42.3K +132 New
Canada Life
121
Canada Life
Manitoba, Canada
$35K
HNB
122
Huntington National Bank
Ohio
$34.3K +$34.3K +107 New
GWM
123
Guardian Wealth Management
Illinois
$32.1K -$3.85K -12 -11%
TRCT
124
Tower Research Capital (TRC)
New York
$26K +$9.63K +30 +59%
FHA
125
First Horizon Advisors
Tennessee
$24.4K