We grew our team and operated with more focus than in any year I can remember. Whalewisdom.com DA: 15 PA: 37 MOZ Rank: 54. Insmed Incorporated Message board - Online Community of active, educated investors researching and discussing Insmed Incorporated Stocks. No. O Shaughnessy […] Alternative Asset Management in Brooklyn on YP.com.
2021-08-09 13F O'shaughnessy Asset Management, Llc 11.69 6,703 -42.77 60 -64.50 2021-08-11 13F Equitable Holdings, Inc. 11.68 10,506 -16.39 94 -48.07 2021-08-10 13F SOUTH STATE Corp 11.68 2,355 0.00 21 -38.24 2021-08-13 13F Sigma Planning Corp 11.67 32,429 23.14 289 -23.95 Palestra Capital Management is an investment fund managing more than $4.65 billion ran by David Angstreich. COMPILED BY miChele o'Connor. Cos Only ETFs Only Search Active
Overall, O'Shaughnessy Asset Management, LLC oversees $6 billion in assets across 2,508 client accounts and employs 33 staff members. Maybe went back sub $9. 9. Holdings reported below. Name: O'Shaughnessy Asset Management, LLC Address: 6 Suburban Avenue Stamford, CT 06901. Work With Us. View the latest funds and 13F holdings. Palestra Capital Management 13F annual report. The fund owned 2,578 shares of the business services provider's stock after acquiring an additional 1,060 shares […] DORSEY ASSET MANAGEMENT 150 NORTH WACKER DRIVE, SUITE 960 CHICAGO, ILLINOIS 60606 (312 .
Oshaughnessy Asset Management is based out of Stamford. more 13F reports. Dorsey Asset Management. Magyer manages a portfolio worth over $177 million at Lakehouse Capital, with a top ten holdings concentration of 91.75%. It's one of my favorites so far this quarter, and you'll see why. They will report these via SEC form 13F, more details of which can be found here. O'shaughnessy Asset Management, Llc: Investment Portfolios: 13F-HR Institutional Manager Holdings : 1 year ago Thu Aug 13 3:05:41 PM EST: 1714964 Haafor: Investment Portfolios: 13F-HR Institutional Manager Holdings : 1 year ago Thu Aug 13 3:03:27 PM EST: 1604488 Vivaldi Asset Management, Llc: Investment Portfolios: 13F-HR Institutional Manager . Bank of America Corp DE cut its holdings in Tupperware Brands Co. (NYSE:TUP) by 16.3% in the 2nd quarter, according to its most recent 13F filing with the SEC. O Shaughnessy Asset Management LLC raised its stake in Huntsman Co. (NYSE:HUN) by 60.8% during the third quarter, according to the company in its most recent Form 13F filing with the SEC.
3,027,917. NumerixS Investment Technologies Inc Coppell Advisory Solutions LLC PRINCETON CAPITAL MANAGEMENT LLC BEACH INVESTMENT COUNSEL INC/PA Sterling Financial Planning, Inc. Accel XII Associates L.L.C. O Shaughnessy Asset Management […] 12th Street Asset Management is an investment firm registered in Delaware and established in 2007. Track 13F-HR Filings for Hedge Funds and Value Investors. O'shaughnessy Asset Management, Llc. Madison Asset Management is a large advisory firm with 1996 clients and discretionary assets under management (AUM) of $5,024,802,325 (Form ADV from 2021-03-30). . As of 2020-09-30, the fund was valued at $3,334,776,000. Q3 finishes today (09/30) and institutions will start reporting their Q3 holdings from tomorrow up until 11/14 (with last day of reporting being 11/15 due to 11/14 falling on weekend). Form 13F-HR filed by O'shaughnessy Asset Management, Llc with the security and exchange commission. Oshaughnessy Asset Management is a hedge fund with 1843 clients and discretionary assets under management (AUM) of $4,825,829,604 (Form ADV from 2021-11-01). Track the AUM, funds, and holdings for Kabouter Management LLC over time. O Shaughnessy Asset Management LLC increased its stake in shares of Orrstown Financial Services by 16.0% in the 2nd quarter. still a lot of sellers. O' Shaughnessy's Blog - O'Shaughnessy Asset Management research Arlington Value Investor Letters - Five Invaluable Lessons On Value Investing In Practise - Insightful interviews with industry leaders Farnam Street - Mental models Peter Lynch articles - Peter Lynch's Articles from 1993-1999 Markel Letters - Thomas Gayner letters As the most desirable currency of ancient Rome, it was rare, infrequently struck, and reserved for storage of significant wealth. We'll keep following the latest 13F filings by hedge fund managers and bring you .
River Road manages $11.8 billion in total assets (as of September 30, 2021; total assets includes advisory-only assets). Fund Title Shares % Owned Source; Fidelity Investments: COM: 4,515,970: 21.98%: 13F: VANGUARD GROUP INC: COM: 4,250,594: 20.69%: 13F: CRAMER ROSENTHAL MCGLYNN LLC . $11.6B Equity shares traded during 2020, up 149% over 2019 . The current market value of his portfolio is $3,483,277,000, with a top 10 holdings concentration of 59.29%.
The latest 13F reporting period has come and gone .
Rafferty Asset Management . Laughter reduces stress hormones, increases feelgood serotonin and oxytocin and relaxes your muscles. $1145633000. Our investment teams specialize in U.S., international and global equity portfolios in addition to a variety of fixed income strategies, including ESG. The Form 13F report requires disclosure of the manager that files the report, the name and class of the security, the CUSIP number, the . As per the Q3 13F filings, the largest holding in Joe Magyer's portfolio . More information about the advisor, including its investment strategies and objectives, can be obtained by visiting the Terms and Conditions section of this site and reviewing this document. 1423442) SEC Filings. 2021-11-10 - O'shaughnessy Asset Management, Llc has filed a 13F-HR form disclosing ownership of 663 shares of NeoGames S.A. (US:NGMS) with total holdings valued at $24,000 USD as of 2021-09-30. The fund owned 6,668 shares of the company's stock after acquiring an additional 3,858 shares during the […] The institutional investor owned 4,740 shares of the basic materials company's stock after buying an additional 1,793 shares during the quarter. TEMPLETON ASSET MANAGEMENT LTD Top 13F Holdings. This week we'll take a look at superinvestor Michael Burry (6-30-2021). In 2019, we completed more research than in any prior year, built and launched Canvas TM, and shared 13 papers and over 50 podcasts.
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O Shaughnessy Asset Management LLC increased its stake in shares of Cowen by 59.3% in the 1st quarter. Compare against similar firms. Bank of America Corp DE owned about 0.39% of Tupperware […] Creative Planning: 11.99K: 10 Nov 21: 30 Sep 21: 11.44K +5%: 30 Jun 21: 13F-HR. The largest investments include Microsoft and Alphabet Inc, together worth $663 million. JW Asset Management, LLC LVW Advisors, LLC Stephens Investment Management Group LLC GILDER GAGNON HOWE & CO LLC SUMMIT PARTNERS L P Banco BTG Pactual S . Anyone want to guess they will come back in, sell low and buy high? This data is updated daily from 13F, 13D and 13G . O'Shaughnessy Asset Management, LLC is headquartered in Stamford, Connecticut. NWQ Investment Management Co, LLC: 028-12966: O'Shaughnessy Asset Management, LLC: 028-10952: Pacific Investment Management Company LLC: 028-05320: Palisade Capital Management . The firm was founded by Michael O'Keefe who is its principal manager and majority owner. Track performance, allocation, dividends, and risks. As of the end of the year, we are managing $5.7B in assets under management, across . O Shaughnessy Asset Management LLC: Existing-89-$26: Shelton Capital Management: Existing-195 +$1,751: NorthRock Partners LLC: Existing-21 +$82: Silverback Asset Management LLC: NEW +9,732,000 . There are currently 23 companies in Mr. Angstreich's portfolio.
Form 13F File Number: 28-10399. The firm owned 193,188 shares of the company's stock after selling 37,519 shares during the quarter. Visit HoldingsChannel.com to get the latest 13F filings and insider . O Shaughnessy Asset Management LLC cut its stake in CONMED Co. (NASDAQ:CNMD) by 21.6% during the 3rd quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). Search SEC filings.
Track the AUM, funds, and holdings for O'shaughnessy Asset Management LLC over time. OSHAUGHNESSY ASSET MANAGEMENT, LLC Top 13F Holding . Institutional holdings report for O'SHAUGHNESSY ASSET MANAGEMENT, LLC. : 208958799 | State of Incorp. 30 Jun 21: 13F-HR. Nov 2016 Jul 2017 Mar 2018 Oct 2018 Jun 2019 Jan 2020 Sep 2020 May 2021 Form 13F-HR Form 40-APP Form 40-APP/A Form APP NTC Form APP ORDR. As a new weekly feature, we're now providing the top 10 holdings from some of our favorite superinvestors based on their latest 13F-HR documents. Top Holdings Largest Trades Portfolio Structure Sector Allocation Performance History. Top 5 Book run underwriter of IPOs & Follow-ons for companies $5B market cap in Healthcare. Overall, O'Shaughnessy Asset Management, LLC oversees $6 billion in assets across 2,508 client accounts and employs 33 staff members. View the latest funds and 13F holdings. River Road specializes in value-oriented equity management for institutional investors around the world. Find out the full Top 10 Hedge Funds Holding TGT. O Shaughnessy Asset Management LLC now owns 1,345 shares of the construction company's stock worth $51,000 after buying an additional 1,155 shares during the period. O'shaughnessy Asset Management. Aflac Asset Management Japan's simplified payroll drives productivity. Dorsey Asset Management Holdings Heatmap.
Q3 2021 Institutional Holdings.
We are proud to contribute to the communities in which we live and work and provide opportunities for our people to give back through . 2 0 2 1 DearColeen.. Blackrock: 219.47K: 9 Nov 21: 30 Sep 21: 227.5K-4%: 30 Jun 21: About this data. Compare against similar firms. 32 d a i l y r e c o r d 2 9 . SEC Form 13F Filing History. Templeton Asset Management LTD is based out of Singapore; Templeton Asset Management LTD is a hedge fund with 73 clients and discretionary assets under management (AUM) of $27,049,335,965 (Form ADV from 2021-02-01) This week we'll take a look at superinvestor Stanley Druckenmiller (6-30-2021). This page shows a list of all the recent 13F filings made by O'shaughnessy Asset Management, Llc. As a new weekly feature, we're now providing the top 10 holdings from some of our favorite superinvestors based on their latest 13F-HR documents. If you're pressed for time, here's the cliff-notes: Growth beat value, again; Growth generated returns via multiple expansion 3.
I want to dive into O'Shaughnessy Asset Management's Q4 2019 Investor Letter. O'Shaughnessy Asset Management is a quantitative money management firm based in Stamford, CT. We deliver a broad range of equity portfolios to institutional investors, individual investors, and the high-net-worth clients of financial advisers. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Bank of America Corp DE owned about 0.39% of Tupperware […] River Road was established in 2005 and is located in Louisville, KY. Read more. Brown Capital Management is a registered investment advisor. life. O Shaughnessy Asset Management LLC increased its stake in shares of NI Holdings, Inc. (NASDAQ:NODK) by 137.3% during the 3rd quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). O Shaughnessy Asset Management LLC holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from O Shaughnessy Asset Management LLC 13F filings. The current market value of his portfolio is $2,081,933,000, with a top 10 holdings concentration of 92.93%. Bank of America Corp DE cut its holdings in Tupperware Brands Co. (NYSE:TUP) by 16.3% in the 2nd quarter, according to its most recent 13F filing with the SEC. O Shaughnessy Asset Management LLC increased its holdings in shares of CRA International, Inc. (NASDAQ:CRAI) by 69.8% during the second quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). Columbus Circle Investors. O'Shaughnessy Quarterly Investor Letter Q4 2019. The firm owned 193,188 shares of the company's stock after selling 37,519 shares during the quarter. 4-10. Patrick is also an author, having written the book Millennial Money while frequently posting on his blog, "The Investor's Field Guide." Date: 6/8/16 Run-Time: 1:28:28 . 13F-HR: Comparable Firms . Entity Amount Change 03/31/2021 to 06/30/2021 Position Size 1 Advisor in U.S. M&A for Banks & Thrifts. Compare against similar firms. Tweet. The sTraighT-Talking problem page email dearcoleen@dailyrecord.co.uk I'm glad I left HIm, so wHy do I feel so bad? Link to 13F filings: SEC filings: As of 06/30/2021. O SHAUGHNESSY ASSET MANAGEMENT LLC Mercer Investments LLC. 2021-08-09 13F O'shaughnessy Asset Management, Llc 18.91 7,800 0.00 178 52.14 2021-09-03 13F/A Parametric Portfolio Associates Llc 18.90 158,184 394.49 3,616 656.49 2021-08-17 13F Beacon Pointe Advisors, LLC 18.90 18,225 0.00 417 53.31 Aureus Asset Management. Form 13F File Number: Name: 028-05990: Acadian Asset Management LLC: 028-12654: AH Lisanti Capital Growth LLC: 028-01091: American Century Investment Management, Inc. . :DE | Fiscal Year End: 1231 Type: 13F-HR . With the third-quarter round of 13F filings behind us it is time to take a look at the stocks in which some of the best money managers in the world . Aristotle is an employee-owned investment management organization backed by an experienced leadership team that has worked together for over twenty-five years. The fund owned 9,073 shares of the medical technology company's stock after selling 2,502 shares during the period. ): is a restatement. Today, Aureus combines respect for the traditions of wealth management with a contemporary investment . and by analyzing their 13F filings . O'shaughnessy Asset Management, Llc: Investment Portfolios: 13F-HR Institutional Manager Holdings : 1 year ago Thu Aug 13 3:05:41 PM EST: 1714964 Haafor: Investment Portfolios: 13F-HR Institutional Manager Holdings : 1 year ago Thu Aug 13 3:03:27 PM EST: 1604488 Vivaldi Asset Management, Llc: Investment Portfolios: 13F-HR Institutional Manager . 2,854,521. Form Adv Compilation data as of 2021-05-10 for OSHAUGHNESSY ASSET MANAGEMENT, LLC WhaleWisdom Search All Search 13F Filers Only Search SEC Filer Search Stocks Only Search Mgmt Inv. SEC Filings for O'Shaughnessy Asset Management, LLC (CIK No. O Shaughnessy Asset Management LLC: Existing-89-$26: Shelton Capital Management: Existing-195 +$1,751: NorthRock Partners LLC: Existing-21 +$82: Silverback Asset Management LLC: NEW +9,732,000 . If you have a passion for investing, are great at what you do, enjoy the challenge of learning every day, and seek a career path, we want you to join us - there is no ceiling for you at Point72. O'Shaughnessy Asset Management, LLC is headquartered in Stamford, Connecticut. The institutional investment manager filing this report and the person by whom it is signed hereby represent that the person signing the report is authorized to submit it, that all information contained herein is true . Pat Dorsey. Deep Basin Capital is a fund manager in Stamford with $937.96M assets under management. -9.65%. Latest statistics and disclosures from O'shaughnessy Asset Management's latest quarterly 13F-HR filing: Top 5 stock holdings are SYF , CE , JCI , MO , MCK , and represent 8.48% of O'shaughnessy Asset Management's stock portfolio. Cannot image how low the stock price would drop to, if not for stock buy back. Franklin Resources, Inc. BEN announced the acquisition of O'Shaughnessy Asset Management, LLC ("OSAM"), a preeminent quantitative asset management firm . OSHAUGHNESSY ASSET MANAGEMENT, LLC Top 13F Holding . O'shaughnessy Asset Management: 1.7K: 10 Nov 21: 30 Sep 21: 1.7K: 0%: 30 Jun 21: 13F-HR. . I can see the disappointment from institution investors. Unlike coins of lesser worth, the Aureus was intrinsically valuable, made of gold itself. Annotate, download XLSX & look up similar tables O Shaughnessy Asset Management LLC holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from O Shaughnessy Asset Management LLC 13F filings.
FORM 13F COVER PAGE: OMB APPROVAL OMB Number: 3235-0006 Expires: Oct 31, 2018 Estimated average burden hours per response: 23.8 Report for the Calendar Year or Quarter Ended: 09-30-2021 Check here if Amendment Amendment Number: This Amendment (Check only one. Of the 68 institutional investors that purchased Elevate Credit stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Requisite Capital Management LLC ($2.27M), Point72 Asset Management L.P. ($1.30M), Islet Management LP ($1.24M), Acadian Asset Management LLC ($0.80M), Fuller & Thaler Asset Management Inc. ($0.80M), Raymond James . Franklin Resources, Inc. BEN announced the acquisition of O'Shaughnessy Asset Management, LLC ("OSAM"), a preeminent quantitative asset . The level of assets currently under the firm's management places it among the .
2021-11-10 - O'shaughnessy Asset Management, Llc has filed a 13F-HR form disclosing ownership of 663 shares of NeoGames S.A. (US:NGMS) with total holdings valued at $24,000 USD as of 2021-09-30. Investment Banking Public Finance Equities Research Fixed Income Alternative Asset Management About Us Strong Market Leadership. Franklin Resources, Inc. [NYSE:BEN], a global investment management organization operating as Franklin Templeton, today announced that it will acquire O'Shaughnessy Asset Management, LLC . O Shaughnessy Asset Management LLC now owns 1,099 shares of the financial services provider's stock worth $39,000 after purchasing an additional 409 shares in the last quarter.
O'shaughnessy Asset Management LLC . O'SHAUGHNESSY ASSET MANAGEMENT, LLC (Filer) CIK: 0001423442 (see all company filings) IRS No. 8,590: . Private Funds - 7B(1) Upload Fund Information . Episode #2: Patrick O'Shaughnessy, O'Shaughnessy Asset Management, An Unexpected Drop-in from Patrick O'Shaughnessy Guest: Patrick O'Shaughnessy of O'Shaughnessy Asset Management, a $5B+ asset management group. Berkshire Hathaway Baupost Group Southeastern Asset Management Eagle Capital Management Markel Corporation Fairfax Financial Holdings Muhlenkamp & Company Tweedy, . It . CITIGROUP INC. O'shaughnessy Asset Management : 6.7k $97k -8% : Jun 2021 . (The Investor's Field Guide, Invest Like the Best hosted by Patrick O'Shaughnessy, February 2018) "Buying Companies with Economic Moats" (Podcast) (The Investor's Field Guide, Invest Like the Best hosted by Patrick O'Shaughnessy, August 2017) .
Link to 13F filings: SEC filings Track the AUM, funds, and holdings for O'shaughnessy Asset Management LLC over time. View the latest funds and 13F holdings. The level of assets currently under the firm's management places it among the .