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Winmark

176 hedge funds and large institutions have $1.02B invested in Winmark in 2024 Q3 according to their latest regulatory filings, with 26 funds opening new positions, 65 increasing their positions, 56 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
176
Holders Change
+9
Holders Change %
+5.39%
% of All Funds
2.55%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
26
Increased
65
Reduced
56
Closed
16
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
CF
126
Centaurus Financial
California
$276K +$144K +375 +108%
IIM
127
INTECH Investment Management
Florida
$271K +$271K +708 New
CAM
128
Cresset Asset Management
Illinois
$258K -$383 -1 -0.1%
State Board of Administration of Florida Retirement System
129
State Board of Administration of Florida Retirement System
Florida
$253K
SCA
130
Snowden Capital Advisors
New York
$236K +$1.53K +4 +0.7%
AAS
131
Avantax Advisory Services
Texas
$230K -$4.98K -13 -2%
PTC
132
Petrus Trust Company
Texas
$228K +$228K +595 New
TSS
133
Two Sigma Securities
New York
$216K +$216K +564 New
OQS
134
Occudo Quantitative Strategies
Florida
$212K +$212K +554 New
Marshall Wace
135
Marshall Wace
United Kingdom
$208K -$617K -1,611 -75%
A
136
AlphaQuest
New York
$186K +$2.68K +7 +1%
TRCT
137
Tower Research Capital (TRC)
New York
$135K -$64.3K -168 -32%
Comerica Bank
138
Comerica Bank
Texas
$129K +$4.22K +11 +3%
Canada Life
139
Canada Life
Manitoba, Canada
$110K
AIP
140
Ameritas Investment Partners
Nebraska
$109K
BTI
141
Blue Trust Inc
Georgia
$106K
Fidelity Investments
142
Fidelity Investments
Massachusetts
$83.3K +$5.73K +15 +7%
Carson Wealth (CWM LLC)
143
Carson Wealth (CWM LLC)
Nebraska
$82K +$43.1K +112 +111%
NC
144
nVerses Capital
Florida
$76.6K +$76.6K +200 New
GCM
145
Gladius Capital Management
Illinois
$66.2K -$12.6K -33 -16%
HNB
146
Huntington National Bank
Ohio
$43.7K +$2.3K +6 +6%
FHA
147
First Horizon Advisors
Tennessee
$41K +$3.06K +8 +8%
W
148
WealthCollab
Washington
$40.6K -$16.8K -44 -29%
SOW
149
State of Wyoming
Wyoming
$37.9K +$1.53K +4 +4%
SAM
150
Smartleaf Asset Management
Massachusetts
$37.3K +$37.3K +97 New