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Winmark

167 hedge funds and large institutions have $1.1B invested in Winmark in 2023 Q4 according to their latest regulatory filings, with 34 funds opening new positions, 53 increasing their positions, 56 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
167
Holders Change
+26
Holders Change %
+18.44%
% of All Funds
2.45%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
34
Increased
53
Reduced
56
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
QCG
151
Quadrant Capital Group
Ohio
$28K
CCM
152
Copeland Capital Management
Pennsylvania
$23K
PA
153
Parallel Advisors
California
$22.1K
Nisa Investment Advisors
154
Nisa Investment Advisors
Missouri
$21.7K
S
155
SignatureFD
Georgia
$19.2K
FHA
156
First Horizon Advisors
Tennessee
$11.7K -$4.59K -11 -28%
Comerica Bank
157
Comerica Bank
Texas
$10.7K +$1.65K +4 +18%
NFSG
158
Newbridge Financial Services Group
Florida
$4.18K -$2.09K -5 -33%
SPIA
159
Steward Partners Investment Advisory
New York
$4.18K +$4.18K +10 New
First Manhattan
160
First Manhattan
New York
$4.18K
GI
161
GAMMA Investing
California
$3.25K +$3.25K +9 New
Mitsubishi UFJ Asset Management
162
Mitsubishi UFJ Asset Management
Japan
$3.13K
AF
163
Allworth Financial
California
$2.92K
PNC Financial Services Group
164
PNC Financial Services Group
Pennsylvania
$2.92K +$2.92K +7 New
PS
165
Principal Securities
Iowa
$1.25K +$1.25K +3 New
EWA
166
EverSource Wealth Advisors
Alabama
$1.25K +$1.25K +3 New
AW
167
Avion Wealth
Texas
$1K
Grantham, Mayo, Van Otterloo & Co (GMO)
168
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
-$3.26M -8,734 Closed
LIP
169
Liontrust Investment Partners
United Kingdom
-$981K -2,630 Closed
SGI
170
Summit Global Investments
Utah
-$519K -1,390 Closed
YIH
171
Y-Intercept (HK)
Hong Kong
-$219K -586 Closed
Acadian Asset Management
172
Acadian Asset Management
Massachusetts
-$64K -173 Closed
SOW
173
State of Wyoming
Wyoming
-$22.4K -60 Closed