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Winmark

63 hedge funds and large institutions have $173M invested in Winmark in 2016 Q3 according to their latest regulatory filings, with 4 funds opening new positions, 28 increasing their positions, 17 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

65% more repeat investments, than reductions

Existing positions increased: 28 | Existing positions reduced: 17

8% more capital invested

Capital invested by funds: $160M → $173M (+$13M)

0% more funds holding

Funds holding: 6363 (0)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

0% more first-time investments, than exits

New positions opened: 4 | Existing positions closed: 4

Holders
63
Holders Change
Holders Change %
0%
% of All Funds
1.68%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
4
Increased
28
Reduced
17
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
NTCM
1
Nine Ten Capital Management
Illinois
$48.1M -$323K -3,174 -0.7%
T. Rowe Price Associates
2
T. Rowe Price Associates
Maryland
$27.2M +$1.95M +19,170 +8%
Dimensional Fund Advisors
3
Dimensional Fund Advisors
Texas
$17.6M -$115K -1,134 -0.7%
Renaissance Technologies
4
Renaissance Technologies
New York
$13.6M +$142K +1,400 +1%
Kayne Anderson Rudnick Investment Management
5
Kayne Anderson Rudnick Investment Management
California
$10.5M +$4.51M +44,367 +81%
Vanguard Group
6
Vanguard Group
Pennsylvania
$8.04M +$159K +1,559 +2%
Fidelity Investments
7
Fidelity Investments
Massachusetts
$7.19M -$497K -4,880 -7%
BFA
8
BlackRock Fund Advisors
California
$6.69M +$368K +3,620 +6%
WCM Investment Management
9
WCM Investment Management
California
$4.28M +$75.3K +740 +2%
State Street
10
State Street
Massachusetts
$4M +$37.8K +371 +1%
ACH
11
ArrowMark Colorado Holdings
Colorado
$3.6M +$1.35M +13,282 +64%
Northern Trust
12
Northern Trust
Illinois
$3.4M +$131K +1,289 +4%
BIT
13
BlackRock Institutional Trust
California
$2.32M +$112K +1,104 +5%
Geode Capital Management
14
Geode Capital Management
Massachusetts
$1.67M +$40.2K +395 +3%
ACM
15
Ativo Capital Management
Illinois
$1.38M
Bank of New York Mellon
16
Bank of New York Mellon
New York
$1.25M +$24K +236 +2%
California Public Employees Retirement System
17
California Public Employees Retirement System
California
$1.18M -$81.4K -800 -7%
BIM
18
BlackRock Investment Management
Delaware
$947K -$1.63K -16 -0.2%
Charles Schwab
19
Charles Schwab
California
$836K +$27.7K +272 +4%
JIC
20
Johnson Investment Counsel
Ohio
$770K +$173K +1,700 +30%
WPC
21
White Pine Capital
Minnesota
$591K
PPA
22
Parametric Portfolio Associates
Washington
$571K -$4.58K -45 -0.8%
MPAM
23
Murphy Pohlad Asset Management
Minnesota
$556K
SO
24
STRS Ohio
Ohio
$527K -$91.6K -900 -15%
California State Teachers Retirement System (CalSTRS)
25
California State Teachers Retirement System (CalSTRS)
California
$506K +$10.2K +100 +2%

WINA Hedge Fund Activity: Q3 2016 in Review

63 of the 3,748 institutional investors tracked by Wall St. Rank reported a position in Winmark (WINA) for Q3 2016, worth a combined $173M — up 8.2% from $160M a quarter earlier.

Fund positioning in WINA was balanced in Q3 2016: 4 funds opened new positions, 4 closed out, 28 added to existing stakes and 17 trimmed.

The largest buyer was Kayne Anderson Rudnick Investment Management, adding an estimated $4.51M. The largest seller was Wells Fargo, cutting an estimated $2.74M.

  • 63 institutional investors held Winmark (WINA) as of Q3 2016, unchanged from Q2 2016.
  • Funds reported $173M of Winmark stock for Q3 2016, up 8.2% quarter-over-quarter.
  • 4 funds opened new Winmark positions in Q3 2016 and 4 closed out, a net change of 0 holders.
  • The largest Winmark buyer in Q3 2016 was Kayne Anderson Rudnick Investment Management, an estimated $4.51M added.
  • The largest Winmark seller in Q3 2016 was Wells Fargo, an estimated $2.74M sold.

Based on aggregated 13F filings for Q3 2016.