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Winmark

87 hedge funds and large institutions have $257M invested in Winmark in 2018 Q1 according to their latest regulatory filings, with 7 funds opening new positions, 29 increasing their positions, 30 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more funds holding in top 10

Funds holding in top 10: 12 (+1)

1% more capital invested

Capital invested by funds: $254M → $257M (+$2.65M)

0% more first-time investments, than exits

New positions opened: 7 | Existing positions closed: 7

0.41% less ownership

Funds ownership: 51.39%50.98% (-0.41%)

3% less repeat investments, than reductions

Existing positions increased: 29 | Existing positions reduced: 30

1% less funds holding

Funds holding: 8887 (-1)

Holders
87
Holders Change
-1
Holders Change %
-1.14%
% of All Funds
1.99%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.05%
New
7
Increased
29
Reduced
30
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
NTCM
1
Nine Ten Capital Management
Illinois
$46.1M -$738K -5,579 -2%
T. Rowe Price Associates
2
T. Rowe Price Associates
Maryland
$36M +$24.5K +185 +0.1%
Renaissance Technologies
3
Renaissance Technologies
New York
$23.5M +$145K +1,100 +0.6%
QI
4
QV Investors
Alberta, Canada
$22.8M
Dimensional Fund Advisors
5
Dimensional Fund Advisors
Texas
$22.7M +$111K +841 +0.5%
Kayne Anderson Rudnick Investment Management
6
Kayne Anderson Rudnick Investment Management
California
$14.6M +$665K +5,028 +5%
BlackRock
7
BlackRock
New York
$14.6M -$89.4K -676 -0.6%
Vanguard Group
8
Vanguard Group
Pennsylvania
$13.9M +$120K +905 +0.9%
NEI
9
Northwest & Ethical Investments
Ontario, Canada
$8.41M
WCM Investment Management
10
WCM Investment Management
California
$5.76M -$39.5K -299 -0.7%
State Street
11
State Street
Massachusetts
$5.46M -$556K -4,203 -9%
Northern Trust
12
Northern Trust
Illinois
$4.25M -$41.9K -317 -1%
LPL Financial
13
LPL Financial
California
$3.3M +$216K +1,630 +7%
Geode Capital Management
14
Geode Capital Management
Massachusetts
$2.48M +$44.2K +334 +2%
PC
15
Port Capital
Illinois
$2.3M +$73.4K +555 +3%
Bank of New York Mellon
16
Bank of New York Mellon
New York
$1.78M +$65.5K +495 +4%
ACM
17
Ativo Capital Management
Illinois
$1.65M +$2.78K +21 +0.2%
SEI Investments
18
SEI Investments
Pennsylvania
$1.46M -$8.73K -66 -0.6%
Deutsche Bank
19
Deutsche Bank
Germany
$1.4M -$349K -2,638 -20%
LCM
20
Legato Capital Management
California
$1.4M
California Public Employees Retirement System
21
California Public Employees Retirement System
California
$1.33M
Charles Schwab
22
Charles Schwab
California
$1.25M +$30.9K +234 +3%
Man Group
23
Man Group
United Kingdom
$1.23M +$1.24M +9,411 New
Morgan Stanley
24
Morgan Stanley
New York
$1.21M +$81.9K +619 +7%
OAM
25
Oxford Asset Management
United Kingdom
$1.06M -$52.9K -400 -5%

WINA Hedge Fund Activity: Q1 2018 in Review

87 of the 4,364 institutional investors tracked by Wall St. Rank reported a position in Winmark (WINA) for Q1 2018, worth a combined $257M — up 1% from $254M a quarter earlier.

Fund positioning in WINA was balanced in Q1 2018: 7 funds opened new positions, 7 closed out, 29 added to existing stakes and 30 trimmed.

The largest buyer was Fenimore Asset Management, opening a new position worth an estimated $960K. The largest seller was Nine Ten Capital Management, cutting an estimated $738K.

  • 87 institutional investors held Winmark (WINA) as of Q1 2018, down from 88 in Q4 2017.
  • Funds reported $257M of Winmark stock for Q1 2018, up 1% quarter-over-quarter.
  • 7 funds opened new Winmark positions in Q1 2018 and 7 closed out, a net change of 0 holders.
  • The largest Winmark buyer in Q1 2018 was Fenimore Asset Management, an estimated $960K added.
  • The largest Winmark seller in Q1 2018 was Nine Ten Capital Management, an estimated $738K sold.

Based on aggregated 13F filings for Q1 2018.