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Winmark

107 hedge funds and large institutions have $450M invested in Winmark in 2020 Q2 according to their latest regulatory filings, with 20 funds opening new positions, 46 increasing their positions, 23 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more repeat investments, than reductions

Existing positions increased: 46 | Existing positions reduced: 23

82% more first-time investments, than exits

New positions opened: 20 | Existing positions closed: 11

45% more capital invested

Capital invested by funds: $311M → $450M (+$139M)

9% more funds holding

Funds holding: 98107 (+9)

5.06% more ownership

Funds ownership: 66.79%71.85% (+5.1%)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

Holders
107
Holders Change
+9
Holders Change %
+9.18%
% of All Funds
2.19%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.04%
New
20
Increased
46
Reduced
23
Closed
11
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Mawer Investment Management
1
Mawer Investment Management
Alberta, Canada
$83.1M +$46.1M +314,875 +184%
T. Rowe Price Associates
2
T. Rowe Price Associates
Maryland
$58.4M +$1.01M +6,891 +2%
NTCM
3
Nine Ten Capital Management
Illinois
$37M -$14.8M -101,135 -32%
Renaissance Technologies
4
Renaissance Technologies
New York
$33.7M -$1.7M -11,600 -6%
BlackRock
5
BlackRock
New York
$33.6M +$4.02M +27,451 +16%
Dimensional Fund Advisors
6
Dimensional Fund Advisors
Texas
$28.2M -$673K -4,598 -3%
QI
7
QV Investors
Alberta, Canada
$22M -$1.53M -10,450 -8%
Vanguard Group
8
Vanguard Group
Pennsylvania
$21.8M +$1.5M +10,278 +9%
PC
9
Port Capital
Illinois
$19.2M +$9.38M +64,128 +133%
State Street
10
State Street
Massachusetts
$9.4M -$3.07K -21 -0%
NEI
11
Northwest & Ethical Investments
Ontario, Canada
$7.96M -$164K -1,120 -2%
ProShare Advisors
12
ProShare Advisors
Maryland
$7.54M +$6.44M +44,024 New
Geode Capital Management
13
Geode Capital Management
Massachusetts
$6.8M +$684K +4,676 +13%
Northern Trust
14
Northern Trust
Illinois
$6.8M +$503K +3,438 +9%
JP Morgan Chase
15
JP Morgan Chase
New York
$4.09M -$479K -3,277 -12%
N
16
Nuveen
North Carolina
$3.62M +$1.19M +8,124 +62%
Citadel Advisors
17
Citadel Advisors
Florida
$3.58M +$2.14M +14,607 +232%
AR
18
Advisory Research
Illinois
$3.13M +$2.68M +18,310 New
LPL Financial
19
LPL Financial
California
$3.13M +$97.3K +665 +4%
AC
20
AltraVue Capital
Washington
$3.12M -$110K -750 -4%
EL
21
Envoi LLC
Minnesota
$3.11M
Bank of New York Mellon
22
Bank of New York Mellon
New York
$2.79M +$210K +1,437 +10%
MAM
23
Martingale Asset Management
Massachusetts
$2.78M
Charles Schwab
24
Charles Schwab
California
$2.66M +$209K +1,427 +10%
Arrowstreet Capital
25
Arrowstreet Capital
Massachusetts
$2.56M +$184K +1,256 +9%

WINA Hedge Fund Activity: Q2 2020 in Review

107 of the 4,877 institutional investors tracked by Wall St. Rank reported a position in Winmark (WINA) for Q2 2020, worth a combined $450M — up 45% from $311M a quarter earlier.

Buyers outnumbered sellers: 20 funds opened new WINA positions and 11 closed out — a net gain of 9 holders — while 46 added to existing stakes and 23 trimmed.

The largest buyer was Mawer Investment Management, adding an estimated $46.1M. The largest seller was Kayne Anderson Rudnick Investment Management, exiting entirely with an estimated $26.1M sold.

  • 107 institutional investors held Winmark (WINA) as of Q2 2020, up from 98 in Q1 2020.
  • Funds reported $450M of Winmark stock for Q2 2020, up 45% quarter-over-quarter.
  • 20 funds opened new Winmark positions in Q2 2020 and 11 closed out, a net change of +9 holders.
  • The largest Winmark buyer in Q2 2020 was Mawer Investment Management, an estimated $46.1M added.
  • The largest Winmark seller in Q2 2020 was Kayne Anderson Rudnick Investment Management, an estimated $26.1M sold.

Based on aggregated 13F filings for Q2 2020.