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Winmark

103 hedge funds and large institutions have $562M invested in Winmark in 2022 Q1 according to their latest regulatory filings, with 12 funds opening new positions, 30 increasing their positions, 44 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

20% more first-time investments, than exits

New positions opened: 12 | Existing positions closed: 10

2% more funds holding

Funds holding: 101103 (+2)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

3.14% less ownership

Funds ownership: 74.28%71.14% (-3.1%)

16% less capital invested

Capital invested by funds: $669M → $562M (-$107M)

32% less repeat investments, than reductions

Existing positions increased: 30 | Existing positions reduced: 44

Holders
103
Holders Change
+2
Holders Change %
+1.98%
% of All Funds
1.62%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
12
Increased
30
Reduced
44
Closed
10
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
T. Rowe Price Associates
1
T. Rowe Price Associates
Maryland
$81.2M -$759K -3,369 -0.9%
Mawer Investment Management
2
Mawer Investment Management
Alberta, Canada
$81M -$4.03M -17,873 -5%
BlackRock
3
BlackRock
New York
$49.9M -$1.32M -5,876 -3%
Renaissance Technologies
4
Renaissance Technologies
New York
$35.3M -$590K -2,621 -2%
Vanguard Group
5
Vanguard Group
Pennsylvania
$33.1M +$513K +2,275 +2%
QI
6
QV Investors
Alberta, Canada
$31.2M +$1.55M +6,860 +5%
Dimensional Fund Advisors
7
Dimensional Fund Advisors
Texas
$28.3M -$9.46K -42 -0%
PC
8
Port Capital
Illinois
$25.7M -$1.3M -5,774 -5%
William Blair Investment Management
9
William Blair Investment Management
Illinois
$21.7M +$478K +2,123 +2%
NTCM
10
Nine Ten Capital Management
Illinois
$19.9M -$22.5M -100,000 -52%
Fidelity Investments
11
Fidelity Investments
Massachusetts
$18.3M +$706K +3,135 +4%
AC
12
AltraVue Capital
Washington
$16.2M -$40.6K -180 -0.2%
State Street
13
State Street
Massachusetts
$15.1M -$1.04M -4,627 -6%
NEI
14
Northwest & Ethical Investments
Ontario, Canada
$13M +$1.15M +5,100 +9%
Geode Capital Management
15
Geode Capital Management
Massachusetts
$12.9M +$590K +2,619 +5%
Northern Trust
16
Northern Trust
Illinois
$7.59M -$294K -1,303 -4%
Charles Schwab
17
Charles Schwab
California
$5.02M +$135K +601 +3%
Arrowstreet Capital
18
Arrowstreet Capital
Massachusetts
$4.99M -$853K -3,785 -14%
Bank of New York Mellon
19
Bank of New York Mellon
New York
$4.12M +$3.38K +15 +0.1%
EAM
20
Eagle Asset Management
Florida
$3.52M -$185K -823 -5%
LCM
21
Legato Capital Management
California
$3.46M
N
22
Nuveen
North Carolina
$3.38M -$94.6K -420 -3%
Citadel Advisors
23
Citadel Advisors
Florida
$3.19M -$1.34M -5,961 -29%
New York State Common Retirement Fund
24
New York State Common Retirement Fund
New York
$3.16M +$901 +4 +0%
Commonwealth Equity Services
25
Commonwealth Equity Services
Massachusetts
$2.88M

WINA Hedge Fund Activity: Q1 2022 in Review

103 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in Winmark (WINA) for Q1 2022, worth a combined $562M — down 16% from $669M a quarter earlier.

Buyers outnumbered sellers: 12 funds opened new WINA positions and 10 closed out — a net gain of 2 holders — while 30 added to existing stakes and 44 trimmed.

The largest buyer was QV Investors, adding an estimated $1.55M. The largest seller was Nine Ten Capital Management, cutting an estimated $22.5M.

  • 103 institutional investors held Winmark (WINA) as of Q1 2022, up from 101 in Q4 2021.
  • Funds reported $562M of Winmark stock for Q1 2022, down 16% quarter-over-quarter.
  • 12 funds opened new Winmark positions in Q1 2022 and 10 closed out, a net change of +2 holders.
  • The largest Winmark buyer in Q1 2022 was QV Investors, an estimated $1.55M added.
  • The largest Winmark seller in Q1 2022 was Nine Ten Capital Management, an estimated $22.5M sold.

Based on aggregated 13F filings for Q1 2022.