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Winmark

149 hedge funds and large institutions have $817M invested in Winmark in 2023 Q2 according to their latest regulatory filings, with 22 funds opening new positions, 49 increasing their positions, 48 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
149
Holders Change
+11
Holders Change %
+7.97%
% of All Funds
2.35%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
22
Increased
49
Reduced
48
Closed
11
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
ACM
126
Aquatic Capital Management
Illinois
$66K +$66K +200 New
GCM
127
Gladius Capital Management
Illinois
$64.8K -$41.6K -125 -39%
Acadian Asset Management
128
Acadian Asset Management
Massachusetts
$57K
MLICM
129
Metropolitan Life Insurance Company (MetLife)
New York
$49.9K
HNB
130
Huntington National Bank
Ohio
$45.5K +$9.97K +30 +28%
PI
131
PineBridge Investments
New York
$44.6K +$44.6K +134 New
First Manhattan
132
First Manhattan
New York
$36.6K -$78.5K -236 -68%
Canada Life
133
Canada Life
Manitoba, Canada
$36K
GWM
134
Guardian Wealth Management
Illinois
$33.4K
QCG
135
Quadrant Capital Group
Ohio
$22.3K
FHA
136
First Horizon Advisors
Tennessee
$19K -$6.32K -19 -25%
CCM
137
Copeland Capital Management
Pennsylvania
$18K -$32.9K -99 -65%
PA
138
Parallel Advisors
California
$17.6K
Nisa Investment Advisors
139
Nisa Investment Advisors
Missouri
$16.6K -$6.65K -20 -29%
Fifth Third Bancorp
140
Fifth Third Bancorp
Ohio
$16.6K +$16.6K +50 New
KTC
141
Kistler-Tiffany Companies
Pennsylvania
$16K
S
142
SignatureFD
Georgia
$15.6K +$332 +1 +2%
SOW
143
State of Wyoming
Wyoming
$13.3K +$3.99K +12 +43%
NA
144
NewEdge Advisors
Louisiana
$2.43K -$4.16K -12 -63%
AF
145
Allworth Financial
California
$2.33K
KFP
146
KB Financial Partners
New Jersey
$2K
EWA
147
EverSource Wealth Advisors
Alabama
$997 +$997 +3 New
FGAM
148
Financial Gravity Asset Management
Texas
$242 +$9 +12 +4%
WCA
149
Waratah Capital Advisors
Ontario, Canada
-$1.54M -4,800 Closed
EL
150
Envoi LLC
Minnesota
-$1.25M -3,887 Closed