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Winmark

73 hedge funds and large institutions have $211M invested in Winmark in 2016 Q4 according to their latest regulatory filings, with 13 funds opening new positions, 28 increasing their positions, 19 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

333% more first-time investments, than exits

New positions opened: 13 | Existing positions closed: 3

47% more repeat investments, than reductions

Existing positions increased: 28 | Existing positions reduced: 19

40.54% more ownership

Funds ownership: 0%40.54% (+41%)

22% more capital invested

Capital invested by funds: $173M → $211M (+$37.8M)

16% more funds holding

Funds holding: 6373 (+10)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

Holders
73
Holders Change
+10
Holders Change %
+15.87%
% of All Funds
1.82%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
13
Increased
28
Reduced
19
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
NTCM
1
Nine Ten Capital Management
Illinois
$54.9M -$2.37M -20,981 -5%
T. Rowe Price Associates
2
T. Rowe Price Associates
Maryland
$35M +$2.15M +19,000 +7%
Dimensional Fund Advisors
3
Dimensional Fund Advisors
Texas
$20.6M -$433K -3,824 -2%
Renaissance Technologies
4
Renaissance Technologies
New York
$16.4M +$147K +1,300 +1%
Kayne Anderson Rudnick Investment Management
5
Kayne Anderson Rudnick Investment Management
California
$11.9M -$609K -5,379 -5%
Vanguard Group
6
Vanguard Group
Pennsylvania
$9.79M +$165K +1,460 +2%
BFA
7
BlackRock Fund Advisors
California
$9.27M +$1.14M +10,087 +16%
ACH
8
ArrowMark Colorado Holdings
Colorado
$5.48M +$1.05M +9,290 +27%
WCM Investment Management
9
WCM Investment Management
California
$5.45M +$295K +2,610 +6%
State Street
10
State Street
Massachusetts
$4.98M +$184K +1,625 +4%
Northern Trust
11
Northern Trust
Illinois
$4.22M +$131K +1,158 +4%
Fidelity Investments
12
Fidelity Investments
Massachusetts
$4M -$4.13M -36,470 -54%
BIT
13
BlackRock Institutional Trust
California
$2.97M +$171K +1,509 +7%
Geode Capital Management
14
Geode Capital Management
Massachusetts
$2.02M +$30.1K +266 +2%
Bank of New York Mellon
15
Bank of New York Mellon
New York
$1.87M +$330K +2,913 +24%
ACM
16
Ativo Capital Management
Illinois
$1.65M
SEI Investments
17
SEI Investments
Pennsylvania
$1.52M +$1.32M +11,700 +3,514%
California Public Employees Retirement System
18
California Public Employees Retirement System
California
$1.35M -$56.6K -500 -4%
BIM
19
BlackRock Investment Management
Delaware
$1.14M +$8.82K +78 +0.9%
Morgan Stanley
20
Morgan Stanley
New York
$1.09M +$794K +7,023 +428%
Charles Schwab
21
Charles Schwab
California
$1.04M +$34.8K +308 +4%
TCIM
22
TIAA CREF Investment Management
New York
$936K -$3.51K -31 -0.4%
JIC
23
Johnson Investment Counsel
Ohio
$920K
WPC
24
White Pine Capital
Minnesota
$684K -$20.6K -182 -3%
PPA
25
Parametric Portfolio Associates
Washington
$676K -$5.77K -51 -0.9%

WINA Hedge Fund Activity: Q4 2016 in Review

73 of the 4,000 institutional investors tracked by Wall St. Rank reported a position in Winmark (WINA) for Q4 2016, worth a combined $211M — up 22% from $173M a quarter earlier.

Buyers outnumbered sellers: 13 funds opened new WINA positions and 3 closed out — a net gain of 10 holders — while 28 added to existing stakes and 19 trimmed.

The largest buyer was T. Rowe Price Associates, adding an estimated $2.15M. The largest seller was Fidelity Investments, cutting an estimated $4.13M.

  • 73 institutional investors held Winmark (WINA) as of Q4 2016, up from 63 in Q3 2016.
  • Funds reported $211M of Winmark stock for Q4 2016, up 22% quarter-over-quarter.
  • 13 funds opened new Winmark positions in Q4 2016 and 3 closed out, a net change of +10 holders.
  • The largest Winmark buyer in Q4 2016 was T. Rowe Price Associates, an estimated $2.15M added.
  • The largest Winmark seller in Q4 2016 was Fidelity Investments, an estimated $4.13M sold.

Based on aggregated 13F filings for Q4 2016.