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Winmark

90 hedge funds and large institutions have $528M invested in Winmark in 2021 Q2 according to their latest regulatory filings, with 7 funds opening new positions, 29 increasing their positions, 27 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

7% more repeat investments, than reductions

Existing positions increased: 29 | Existing positions reduced: 27

1% more capital invested

Capital invested by funds: $520M → $528M (+$7.6M)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

0.36% less ownership

Funds ownership: 74.61%74.25% (-0.36%)

9% less funds holding

Funds holding: 9990 (-9)

56% less first-time investments, than exits

New positions opened: 7 | Existing positions closed: 16

Holders
90
Holders Change
-9
Holders Change %
-9.09%
% of All Funds
1.57%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
7
Increased
29
Reduced
27
Closed
16
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
$74.1M +$5.4M +27,800 +8%
T. Rowe Price Associates
2
T. Rowe Price Associates
Maryland
$71.5M -$16.5K -85 -0%
BlackRock
3
BlackRock
New York
$45.1M +$1.89M +9,697 +4%
PC
4
Port Capital
Illinois
$39.6M +$1.39M +7,165 +4%
NTCM
5
Nine Ten Capital Management
Illinois
$36.7M
Renaissance Technologies
6
Renaissance Technologies
New York
$32.6M -$1.05M -5,395 -3%
Vanguard Group
7
Vanguard Group
Pennsylvania
$28.3M +$483K +2,482 +2%
QI
8
QV Investors
Alberta, Canada
$25.9M +$1.44M +7,400 +6%
Dimensional Fund Advisors
9
Dimensional Fund Advisors
Texas
$25.2M -$487K -2,505 -2%
William Blair Investment Management
10
William Blair Investment Management
Illinois
$18.2M -$744K -3,825 -4%
Fidelity Investments
11
Fidelity Investments
Massachusetts
$15.4M
State Street
12
State Street
Massachusetts
$14M +$920K +4,730 +7%
AC
13
AltraVue Capital
Washington
$11.7M +$1.2M +6,164 +11%
Geode Capital Management
14
Geode Capital Management
Massachusetts
$10.6M +$820K +4,220 +8%
NEI
15
Northwest & Ethical Investments
Ontario, Canada
$10.3M +$1.44M +7,400 +16%
Northern Trust
16
Northern Trust
Illinois
$7.24M +$692K +3,560 +10%
Arrowstreet Capital
17
Arrowstreet Capital
Massachusetts
$5.39M
Citadel Advisors
18
Citadel Advisors
Florida
$4.48M +$775K +3,989 +21%
Charles Schwab
19
Charles Schwab
California
$4.15M +$240K +1,232 +6%
Bank of New York Mellon
20
Bank of New York Mellon
New York
$3.66M -$95.3K -490 -3%
N
21
Nuveen
North Carolina
$3.37M -$245K -1,258 -7%
Commonwealth Equity Services
22
Commonwealth Equity Services
Massachusetts
$3.06M +$3.09M +15,906 New
LCM
23
Legato Capital Management
California
$2.98M +$446K +2,292 +17%
New York State Common Retirement Fund
24
New York State Common Retirement Fund
New York
$2.5M -$244K -1,255 -9%
AQR Capital Management
25
AQR Capital Management
Connecticut
$2.45M +$31.7K +163 +1%

WINA Hedge Fund Activity: Q2 2021 in Review

90 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in Winmark (WINA) for Q2 2021, worth a combined $528M — up 1.5% from $520M a quarter earlier.

Sellers outnumbered buyers: 16 funds closed out of WINA and 7 opened new positions — a net loss of 9 holders — while 27 trimmed existing stakes and 29 added.

The largest buyer was Mawer Investment Management, adding an estimated $5.4M. The largest seller was Advisory Research, exiting entirely with an estimated $5.14M sold.

  • 90 institutional investors held Winmark (WINA) as of Q2 2021, down from 99 in Q1 2021.
  • Funds reported $528M of Winmark stock for Q2 2021, up 1.5% quarter-over-quarter.
  • 7 funds opened new Winmark positions in Q2 2021 and 16 closed out, a net change of -9 holders.
  • The largest Winmark buyer in Q2 2021 was Mawer Investment Management, an estimated $5.4M added.
  • The largest Winmark seller in Q2 2021 was Advisory Research, an estimated $5.14M sold.

Based on aggregated 13F filings for Q2 2021.