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Winmark

56 hedge funds and large institutions have $55.8M invested in Winmark in 2014 Q3 according to their latest regulatory filings, with 8 funds opening new positions, 18 increasing their positions, 20 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

60% more first-time investments, than exits

New positions opened: 8 | Existing positions closed: 5

4% more funds holding

Funds holding: 5456 (+2)

10% less repeat investments, than reductions

Existing positions increased: 18 | Existing positions reduced: 20

35% less capital invested

Capital invested by funds: $86.4M → $55.8M (-$30.6M)

Holders
56
Holders Change
+2
Holders Change %
+3.7%
% of All Funds
1.62%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
8
Increased
18
Reduced
20
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Dimensional Fund Advisors
1
Dimensional Fund Advisors
Texas
$12.1M +$29K +415 +0.3%
Renaissance Technologies
2
Renaissance Technologies
New York
$8.28M -$33.4K -478 -0.4%
Vanguard Group
3
Vanguard Group
Pennsylvania
$4.88M +$184K +2,636 +4%
BFA
4
BlackRock Fund Advisors
California
$4.16M -$137K -1,968 -3%
T. Rowe Price Associates
5
T. Rowe Price Associates
Maryland
$2.82M +$2.68M +38,334 New
State Street
6
State Street
Massachusetts
$2.45M +$41.9K +600 +2%
Northern Trust
7
Northern Trust
Illinois
$2.28M +$60K +859 +3%
OCG
8
Opus Capital Group
Ohio
$2.16M +$2.05M +29,400 New
BIT
9
BlackRock Institutional Trust
California
$1.61M -$828K -11,859 -35%
TC
10
TFS Capital
Pennsylvania
$1.06M -$850K -12,173 -46%
Bank of New York Mellon
11
Bank of New York Mellon
New York
$1.06M -$23K -329 -2%
California Public Employees Retirement System
12
California Public Employees Retirement System
California
$963K
Geode Capital Management
13
Geode Capital Management
Massachusetts
$892K +$2.23K +32 +0.3%
WA
14
WFG Advisors
Texas
$887K -$39K -558 -4%
DIA
15
Dean Investment Associates
Ohio
$725K +$689K +9,865 New
TCIM
16
TIAA CREF Investment Management
New York
$667K -$20.9K -299 -3%
SO
17
STRS Ohio
Ohio
$610K -$76.8K -1,100 -12%
ACM
18
Ativo Capital Management
Illinois
$537K +$70 +1 +0%
BIM
19
BlackRock Investment Management
Delaware
$508K +$11.5K +165 +2%
WPC
20
White Pine Capital
Minnesota
$481K -$6.99K -100 -2%
Wells Fargo
21
Wells Fargo
California
$481K +$446K +6,379 +3,820%
Charles Schwab
22
Charles Schwab
California
$473K +$7.13K +102 +2%
Morgan Stanley
23
Morgan Stanley
New York
$394K -$710K -10,160 -66%
MPAM
24
Murphy Pohlad Asset Management
Minnesota
$387K
NCCM
25
Nine Chapters Capital Management
New Jersey
$360K -$133K -1,900 -28%

WINA Hedge Fund Activity: Q3 2014 in Review

56 of the 3,447 institutional investors tracked by Wall St. Rank reported a position in Winmark (WINA) for Q3 2014, worth a combined $55.8M — down 35% from $86.4M a quarter earlier.

Buyers outnumbered sellers: 8 funds opened new WINA positions and 5 closed out — a net gain of 3 holders — while 18 added to existing stakes and 20 trimmed.

The largest buyer was T. Rowe Price Associates, opening a new position worth an estimated $2.68M. The largest seller was Bares Capital Management, exiting entirely with an estimated $34.7M sold.

  • 56 institutional investors held Winmark (WINA) as of Q3 2014, up from 54 in Q2 2014.
  • Funds reported $55.8M of Winmark stock for Q3 2014, down 35% quarter-over-quarter.
  • 8 funds opened new Winmark positions in Q3 2014 and 5 closed out, a net change of +3 holders.
  • The largest Winmark buyer in Q3 2014 was T. Rowe Price Associates, an estimated $2.68M added.
  • The largest Winmark seller in Q3 2014 was Bares Capital Management, an estimated $34.7M sold.

Based on aggregated 13F filings for Q3 2014.