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Winmark

167 hedge funds and large institutions have $928M invested in Winmark in 2024 Q2 according to their latest regulatory filings, with 23 funds opening new positions, 67 increasing their positions, 49 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
167
Holders Change
-3
Holders Change %
-1.76%
% of All Funds
2.43%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
23
Increased
67
Reduced
49
Closed
24
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
CAM
126
Creekmur Asset Management
Illinois
$211K +$211K +599 New
CC
127
Corton Capital
Ontario, Canada
$205K +$205K +582 New
TRCT
128
Tower Research Capital (TRC)
New York
$184K +$151K +429 +466%
Lazard Asset Management
129
Lazard Asset Management
New York
$177K +$99.9K +284 +130%
A
130
AlphaQuest
New York
$169K +$169K +478 New
State of Tennessee, Department of Treasury
131
State of Tennessee, Department of Treasury
Tennessee
$134K
CF
132
Centaurus Financial
California
$122K +$122K +346 New
Comerica Bank
133
Comerica Bank
Texas
$115K +$43.7K +124 +62%
BTI
134
Blue Trust Inc
Georgia
$109K
Canada Life
135
Canada Life
Manitoba, Canada
$101K
AIP
136
Ameritas Investment Partners
Nebraska
$100K
GCM
137
Gladius Capital Management
Illinois
$72.6K +$39.1K +111 +117%
Fidelity Investments
138
Fidelity Investments
Massachusetts
$71.6K -$74.4K -211 -51%
W
139
WealthCollab
Washington
$52.9K -$705 -2 -1%
HNB
140
Huntington National Bank
Ohio
$38.1K -$33.5K -95 -47%
UWS
141
Unique Wealth Strategies
Illinois
$36.2K +$36.2K +100 New
Carson Wealth (CWM LLC)
142
Carson Wealth (CWM LLC)
Nebraska
$36K +$23.9K +67 +197%
FHA
143
First Horizon Advisors
Tennessee
$34.9K +$8.82K +25 +34%
AB
144
Amalgamated Bank
New York
$34K
SOW
145
State of Wyoming
Wyoming
$33.5K +$2.12K +6 +7%
QCG
146
Quadrant Capital Group
Ohio
$23.6K
AAP
147
Arax Advisory Partners
Colorado
$20.5K +$10.2K +29 +100%
SPIA
148
Steward Partners Investment Advisory
New York
$20.5K -$4.94K -14 -19%
Nisa Investment Advisors
149
Nisa Investment Advisors
Missouri
$20.5K +$1.41K +4 +7%
PA
150
Parallel Advisors
California
$19K +$353 +1 +2%