Who owns Assetmark Financial Hldg?
- Ticker: AMK
- CUSIP Number: 04546l106
Tip: Access positions for across all investors
Analyze quarterly positions in Assetmark Financial Hldg with up to 7 years of data, all consolidated into one spreadsheet
Download as csv
Download as Excel
Top investors of Assetmark Financial Hldg stock
Who bought or sold Assetmark Financial Hldg this quarter?
| Fund or Company Name | Shares Held | Valued At | Change in Shares | As Of | Actions |
|---|---|---|---|---|---|
| Jpmorgan Chase & Co | 3.0M | $89M | -1% | Dec 2023 |
|
| Vanguard Group | 2.1M | $63M | 1% | Dec 2023 |
|
| Jennison Associates | 1.9M | $56M | 8% | Dec 2023 |
|
| Dimensional Fund Advisors | 943k | $28M | 12% | Dec 2023 |
|
| Henderson Group | 735k | $22M | 1% | Dec 2023 |
|
| HPM Partners | 606k | $18M | 0% | Dec 2023 |
|
| Millennium Management | 467k | $14M | 37% | Dec 2023 |
|
| William Blair $ Company | 323k | $9.7M | 18% | Dec 2023 |
|
| PRIMECAP Management Company | 252k | $7.5M | 0% | Dec 2023 |
|
| Stony Point Wealth Management | 247k | $8.7M | 0% | Mar 2024 |
|
| Charles Schwab Investment Management | 172k | $5.1M | 1% | Dec 2023 |
|
| Bank of New York Mellon | 118k | $3.5M | 13% | Dec 2023 |
|
| Two Sigma Advisers | 116k | $3.5M | 40% | Dec 2023 |
|
| Bank of America Corporation | 114k | $3.4M | 66% | Dec 2023 |
|
| Goldman Sachs Group | 112k | $3.4M | 46% | Dec 2023 |
|
| Phocas Financial | 109k | $3.2k | 0% | Mar 2024 |
|
| Two Sigma Investments | 97k | $2.9M | 58% | Dec 2023 |
|
| Algert Coldiron Investors | 95k | $2.9M | -10% | Dec 2023 |
|
| Norges Bank Investment Management | 76k | $2.3M | 100% | Dec 2023 |
|
| Hodges Capital Management | 60k | $2.1M | 100% | Mar 2024 |
|
| Swiss National Bank | 51k | $1.5M | -10% | Dec 2023 |
|
| Barclays | 50k | $1.5M | 117% | Dec 2023 |
|
| One Charles Private Wealth Services | 41k | $1.2M | 100% | Dec 2023 |
|
| UBS Group | 39k | $1.2M | 25% | Dec 2023 |
|
| Thomas Stevens, CFA" | 38k | $1.3M | -50% | Mar 2024 |
|
| Lee Munder Capital Group | 37k | $1.1M | 0% | Dec 2023 |
|
| Citadel Advisors | 32k | $954k | 64% | Dec 2023 |
|
| Rhumbline Advisers | 32k | $944k | -1% | Dec 2023 |
|
| Credit Suisse | 29k | $869k | 10% | Dec 2023 |
|
| Teacher Retirement System Of Texas | 29k | $869k | -21% | Dec 2023 |
|
| New York State Common Retirement Fund | 25k | $747k | -8% | Dec 2023 |
|
| PanAgora Asset Management | 24k | $721k | 0% | Dec 2023 |
|
| AQR Capital Management | 23k | $701k | 3% | Dec 2023 |
|
| Legal & General Group | 23k | $676k | 2% | Dec 2023 |
|
| OTR - Nominee Name for The State Teachers Retirement Board of Ohio | 22k | $670k | -4% | Dec 2023 |
|
| Cubist Systematic Strategies | 22k | $648k | -35% | Dec 2023 |
|
| Allspring Global Investments Holdings | 21k | $750k | -38% | Mar 2024 |
|
| Alliancebernstein | 20k | $590k | 0% | Dec 2023 |
|
| Ubs Global Asset Management Americas | 19k | $578k | 0% | Dec 2023 |
|
| Quest Partners | 19k | $558k | 100% | Dec 2023 |
|
| D. E. Shaw & Co | 15k | $448k | 52% | Dec 2023 |
|
| Jump Financial | 15k | $446k | 14% | Dec 2023 |
|
| Victory Capital Management | 15k | $438k | 55% | Dec 2023 |
|
| GSA Capital Partners | 14k | $431k | -43% | Dec 2023 |
|
| Federated Investors | 14k | $419k | 3% | Dec 2023 |
|
| Arp Americas | 13k | $392k | 0% | Dec 2023 |
|
| Yarbrough Capital | 12k | $430k | 0% | Mar 2024 |
|
| Mirae Asset Global Investments | 12k | $359k | 1% | Dec 2023 |
|
| Deutsche Bank Aktiengesellschaft | 12k | $354k | 0% | Dec 2023 |
|
| Martingale Asset Management | 12k | $348k | 13% | Dec 2023 |
|
| Jane Street | 11k | $342k | -33% | Dec 2023 |
|
| MetLife Investment Advisors | 11k | $341k | 0% | Dec 2023 |
|
| New York Life Investment Management | 11k | $331k | -2% | Dec 2023 |
|
| Hsbc Holdings | 11k | $335k | 20% | Dec 2023 |
|
| Trexquant Investment | 11k | $329k | 100% | Dec 2023 |
|
| American International | 11k | $327k | 0% | Dec 2023 |
|
| Franklin Resources | 11k | $322k | 0% | Dec 2023 |
|
| TT International Asset Management | 10k | $305k | 100% | Dec 2023 |
|
| Allianz Asset Management | 9.2k | $276k | 100% | Dec 2023 |
|
| Point72 Asset Management | 9.0k | $270k | 148% | Dec 2023 |
|
| Principal Financial Group | 8.7k | $260k | 100% | Dec 2023 |
|
| Zurcher Kantonalbank | 8.0k | $240k | 13% | Dec 2023 |
|
| Dynamic Technology Lab Private | 7.7k | $230k | 100% | Dec 2023 |
|
| Citigroup | 7.4k | $220k | 274% | Dec 2023 |
|
| Arizona State Retirement System | 7.3k | $218k | 100% | Dec 2023 |
|
| Wells Fargo & Company | 5.8k | $174k | 28% | Dec 2023 |
|
| SG Americas Securities | 5.6k | $169k | 100% | Dec 2023 |
|
| Sandler O'Neill Asset Management | 5.4k | $163k | 100% | Dec 2023 |
|
| Royal Bank of Canada | 5.2k | $154k | 90% | Dec 2023 |
|
| Russell Investments | 5.0k | $149k | -80% | Dec 2023 |
|
| State of Wyoming | 3.0k | $90k | -51% | Dec 2023 |
|
| Summit Investment Advisors | 2.2k | $65k | 0% | Dec 2023 |
|
| New York State Teachers Retirement System | 1.9k | $57k | 0% | Dec 2023 |
|
| Lazard Asset Management | 1.7k | $52k | 100% | Dec 2023 |
|
| Aquatic Capital Management | 1.7k | $51k | 70% | Dec 2023 |
|
| Signature | 1.7k | $51k | 0% | Dec 2023 |
|
| Covestor | 1.4k | $41k | -39% | Dec 2023 |
|
| Metropolitan Life Insurance Company | 1.2k | $37k | 0% | Dec 2023 |
|
| Pnc Financial Services | 980.00 | $29k | 0% | Dec 2023 |
|
| Amalgamated Bank | 756.00 | $27k | -76% | Mar 2024 |
|
| Quadrant Capital | 710.00 | $21k | 19% | Dec 2023 |
|
| Householder Group Estate & Retirement Specialist | 500.00 | $14k | 0% | Dec 2023 |
|
| Tfo-tdc | 434.00 | $60k | 21600% | Dec 2023 |
|
| Parallel Advisors | 262.00 | $7.8k | 2% | Dec 2023 |
|
| West Tower Group | 212.00 | $6.3k | -91% | Dec 2023 |
|
| CWM | 179.00 | $6.0k | 5% | Mar 2024 |
|
| Zrc Wealth Management | 110.00 | $3.9k | 0% | Mar 2024 |
|
| JFS Wealth Advisors | 42.00 | $1.3k | 11% | Dec 2023 |
|
| Venturi Wealth Management | 33.00 | $1.2k | -25% | Mar 2024 |
|
| GAMMA Investing | 30.00 | $1.1k | 0% | Mar 2024 |
|
| Farther Finance Advisors | 21.00 | $629.000400 | 100% | Dec 2023 |
|
| SJS Investment Consulting | 15.00 | $532.000500 | 0% | Mar 2024 |
|
| Hanson McClain Advisors | 10.00 | $300.000000 | 100% | Dec 2023 |
|
| DiNuzzo Private Wealth | 10.00 | $300.000000 | 100% | Dec 2023 |
|
| Point72 Middle East FZE | 4.00 | $120.000000 | -100% | Dec 2023 |
|
Who sold out of Assetmark Financial Hldg?
| Fund or Company Name | Date Sold | Shares Held | Valued At |
|---|---|---|---|
| Aviva | Sep 2023 | 22k | $561k |
| Zacks Investment Management | Sep 2023 | 22k | $538k |
| State of Wisconsin Investment Board | Sep 2023 | 19k | $470k |
| Occudo Quantitative Strategies | Sep 2023 | 13k | $321k |
| Squarepoint Ops | Sep 2023 | 12k | $305k |
| Quadrature Capital | Sep 2023 | 11k | $265k |
| Tudor Investment Corporation | Sep 2023 | 8.4k | $211k |
| Hillsdale Investment Management | Sep 2023 | 200.00 | $5.0k |