Winmark
WINA
167 hedge funds and large institutions have $1.2B invested in Winmark in 2023 Q4 according to their latest regulatory filings, with 34 funds opening new positions, 53 increasing their positions, 56 reducing their positions, and 6 closing their positions.
467% more first-time investments, than exits
New positions opened: 34 | Existing positions closed: 6
30% more capital invested
Capital invested by funds: $923M → $1.2B (+$275M)
18% more funds holding
Funds holding: 141 → 167 (+26)
11.57% more ownership
Funds ownership: 70.56% → 82.14% (+12%)
0% more funds holding in top 10
Funds holding in top 10: 2 → 2 (0)
5% less repeat investments, than reductions
Existing positions increased: 53 | Existing positions reduced: 56
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Neuberger Berman Group
New York
|
+$140M |
| 2 |
BlackRock
New York
|
+$11.8M |
| 3 |
Man Group
London,
United Kingdom
|
+$9.79M |
| 4 |
Renaissance Technologies
New York
|
+$3.87M |
| 5 |
Bessemer Group
Woodbridge,
New Jersey
|
+$3.85M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Mawer Investment Management
Calgary,
Alberta, Canada
|
-$16.1M |
| 2 |
NTCM
Nine Ten Capital Management
Chicago,
Illinois
|
-$3.72M |
| 3 |
Dimensional Fund Advisors
Austin,
Texas
|
-$3.42M |
| 4 |
Grantham, Mayo, Van Otterloo & Co (GMO)
Boston,
Massachusetts
|
-$3.26M |
| 5 |
Goldman Sachs
New York
|
-$3.21M |
WINA Hedge Fund Activity: Q4 2023 in Review
167 of the 6,869 institutional investors tracked by Wall St. Rank reported a position in Winmark (WINA) for Q4 2023, worth a combined $1.2B — up 30% from $923M a quarter earlier.
Buyers outnumbered sellers: 34 funds opened new WINA positions and 6 closed out — a net gain of 28 holders — while 53 added to existing stakes and 56 trimmed.
The largest buyer was Neuberger Berman Group, adding an estimated $140M. The largest seller was Mawer Investment Management, cutting an estimated $16.1M.
- 167 institutional investors held Winmark (WINA) as of Q4 2023, up from 141 in Q3 2023.
- Funds reported $1.2B of Winmark stock for Q4 2023, up 30% quarter-over-quarter.
- 34 funds opened new Winmark positions in Q4 2023 and 6 closed out, a net change of +28 holders.
- The largest Winmark buyer in Q4 2023 was Neuberger Berman Group, an estimated $140M added.
- The largest Winmark seller in Q4 2023 was Mawer Investment Management, an estimated $16.1M sold.
Based on aggregated 13F filings for Q4 2023.