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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 %
Nisa Investment Advisors
126
Nisa Investment Advisors
Missouri
$22K -$346K -1,100 -94%
QCG
127
Quadrant Capital Group
Ohio
$21.5K
EI
128
Ellevest Inc
New York
$18.3K +$641 +2 +4%
PA
129
Parallel Advisors
California
$17K
KTC
130
Kistler-Tiffany Companies
Pennsylvania
$15.4K
S
131
SignatureFD
Georgia
$14.7K +$12.8K +40 +667%
SOW
132
State of Wyoming
Wyoming
$8.97K -$77.5K -242 -90%
NA
133
NewEdge Advisors
Louisiana
$6.25K -$45.7K -139 -88%
Commonwealth Equity Services
134
Commonwealth Equity Services
Massachusetts
$4.24K +$10 +32 +0.2%
AF
135
Allworth Financial
California
$2.24K +$641 +2 +40%
KFP
136
KB Financial Partners
New Jersey
$2K +$2K +5 New
Russell Investments Group
137
Russell Investments Group
United Kingdom
$320 -$544K -1,699 -100%
FGAM
138
Financial Gravity Asset Management
Texas
$1 +84 +36%
NYLIM
139
New York Life Investment Management
New York
-$615K -2,609 Closed
ACM
140
Aquatic Capital Management
Illinois
-$376K -1,600 Closed
GCP
141
GSA Capital Partners
United Kingdom
-$374K -1,587 Closed
Squarepoint
142
Squarepoint
New York
-$307K -1,300 Closed
VF
143
Virtu Financial
New York
-$249K -1,055 Closed
HCC
144
Hirtle Callaghan & Co
Pennsylvania
-$236K -1,000 Closed
QT
145
Quantbot Technologies
New York
-$183K -775 Closed
AI
146
AXS Investments
New York
-$64.4K -273 Closed
Rockefeller Capital Management
147
Rockefeller Capital Management
New York
-$1K -5 Closed
IA
148
IFP Advisors
Florida
-$14K -1 Closed