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Winmark

56 hedge funds and large institutions have $122M invested in Winmark in 2015 Q1 according to their latest regulatory filings, with 7 funds opening new positions, 23 increasing their positions, 16 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

44% more repeat investments, than reductions

Existing positions increased: 23 | Existing positions reduced: 16

40% more first-time investments, than exits

New positions opened: 7 | Existing positions closed: 5

7% more capital invested

Capital invested by funds: $114M → $122M (+$7.94M)

2% more funds holding

Funds holding: 5556 (+1)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

Holders
56
Holders Change
+1
Holders Change %
+1.82%
% of All Funds
1.49%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
7
Increased
23
Reduced
16
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
NTCM
1
Nine Ten Capital Management
Illinois
$40.2M +$37.7M +459,463 New
Dimensional Fund Advisors
2
Dimensional Fund Advisors
Texas
$14.7M +$97.7K +1,190 +0.7%
T. Rowe Price Associates
3
T. Rowe Price Associates
Maryland
$10.5M +$2.34M +28,458 +31%
Renaissance Technologies
4
Renaissance Technologies
New York
$10.2M +$238K +2,900 +3%
Vanguard Group
5
Vanguard Group
Pennsylvania
$6.08M +$160K +1,950 +3%
BFA
6
BlackRock Fund Advisors
California
$5.79M -$28.8K -351 -0.5%
Kayne Anderson Rudnick Investment Management
7
Kayne Anderson Rudnick Investment Management
California
$4.46M +$2.88M +35,155 +224%
State Street
8
State Street
Massachusetts
$3.44M +$265K +3,234 +9%
OCG
9
Opus Capital Group
Ohio
$3.14M +$27.8K +339 +1%
Northern Trust
10
Northern Trust
Illinois
$2.53M -$158K -1,924 -6%
Wells Fargo
11
Wells Fargo
California
$2.02M +$35.7K +435 +2%
BIT
12
BlackRock Institutional Trust
California
$1.9M +$9.68K +118 +0.5%
ACH
13
ArrowMark Colorado Holdings
Colorado
$1.71M +$533K +6,491 +50%
BCCM
14
Blue Clay Capital Management
Minnesota
$1.56M +$699K +8,518 +92%
Bank of New York Mellon
15
Bank of New York Mellon
New York
$1.31M -$29.4K -358 -2%
Geode Capital Management
16
Geode Capital Management
Massachusetts
$1.25M +$167K +2,033 +17%
California Public Employees Retirement System
17
California Public Employees Retirement System
California
$1.07M
SO
18
STRS Ohio
Ohio
$683K -$16.4K -200 -3%
ACM
19
Ativo Capital Management
Illinois
$675K +$32.7K +399 +5%
TCIM
20
TIAA CREF Investment Management
New York
$657K -$38.4K -468 -6%
WA
21
WFG Advisors
Texas
$651K -$139K -1,692 -19%
BIM
22
BlackRock Investment Management
Delaware
$610K +$4.02K +49 +0.7%
Charles Schwab
23
Charles Schwab
California
$595K +$19K +232 +4%
Two Sigma Investments
24
Two Sigma Investments
New York
$571K +$535K +6,522 New
WPC
25
White Pine Capital
Minnesota
$532K -$3.12K -38 -0.6%

WINA Hedge Fund Activity: Q1 2015 in Review

56 of the 3,752 institutional investors tracked by Wall St. Rank reported a position in Winmark (WINA) for Q1 2015, worth a combined $122M — up 7% from $114M a quarter earlier.

Buyers outnumbered sellers: 7 funds opened new WINA positions and 5 closed out — a net gain of 2 holders — while 23 added to existing stakes and 16 trimmed.

The largest buyer was Kayne Anderson Rudnick Investment Management, adding an estimated $2.88M. The largest seller was Dean Investment Associates, exiting entirely with an estimated $858K sold.

  • 56 institutional investors held Winmark (WINA) as of Q1 2015, up from 55 in Q4 2014.
  • Funds reported $122M of Winmark stock for Q1 2015, up 7% quarter-over-quarter.
  • 7 funds opened new Winmark positions in Q1 2015 and 5 closed out, a net change of +2 holders.
  • The largest Winmark buyer in Q1 2015 was Kayne Anderson Rudnick Investment Management, an estimated $2.88M added.
  • The largest Winmark seller in Q1 2015 was Dean Investment Associates, an estimated $858K sold.

Based on aggregated 13F filings for Q1 2015.