ASSETMARK FINL HLDGS INC - COM (AMK)

Q4 2023 13F Holders as of 31 Dec 2023

Type / Class
Equity / COM
Total 13F shares
21,300,874
Share change
+215,276
Total reported value
$637,979,957
Put/Call ratio
500%
Price per share
$29.95
Number of holders
130
Value change
+$10,071,545
Number of buys
68
Number of sells
50

Institutional Holders of ASSETMARK FINL HLDGS INC - COM (AMK) as of Q4 2023

As of 31 Dec 2023, ASSETMARK FINL HLDGS INC - COM (AMK) was held by 130 institutional shareholders that filed Form 13F with the SEC. Together, they reported ownership of 21,300,874 shares. The largest 10 holders included JPMORGAN CHASE & CO, VANGUARD GROUP INC, BlackRock Inc., JENNISON ASSOCIATES LLC, Capital World Investors, T. Rowe Price Investment Management, Inc., DIMENSIONAL FUND ADVISORS LP, ADAGE CAPITAL PARTNERS GP, L.L.C., JANUS HENDERSON GROUP PLC, and Cerity Partners LLC. This page lists 130 institutional shareholders reporting positions in this security for the Q4 2023 filing period.
Investor Option Weight % Change % Value $ * Price Shares Share Change Activity Report Period
* Reported Price is the price of the security as of the portfolio date. This value is significant in that it is the last known price at which the security was still held.
An asterisk sign (*) next to the price indicates that the price is likely invalid.