Namara Marketplace

Hedge Funds

State

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Employees

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2016Q2

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2016Q3

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Fund Name

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Fund Description

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Reporting Quarter

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Reporting Year

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Market Value

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Previous Market Value

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Change Market Value

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Sentiment

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Turnover Percent

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New Stock Purchase

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Additional Purchases

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Sold Out

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Reduced

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Top 10 Holdings Percent

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Filing Urls

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2Q
0
0
0
13698283000
14418203000
Aull & Monroe Investment Management Corp
Aull & Monroe Investment Management Corp is a Alabama-based institutional investor with more than $265.33 million AUM in September, 2014. Taken from Aull & Monroe Investment Management latest Adv, the fund reported to have 4 full and part-time employees. Among which 3 performing investment advisory and research functions. The institutional investor had more than 200 clients.
Q3
2016
173788000
173679000
0.06
Bullish
0.92
7
9
2
58
28.05
http://www.octafinance.com/wp-content/uploads/HF13F/1387615-2016Q3.csv
A1
0
0
0
0
0
Asset Management Group Inc
Asset Management Group Inc is a Connecticut-based institutional investor with more than $284.95 million AUM in March, 2014. Taken from Asset Management Group latest Adv, the fund reported to have 5 full and part-time employees. Among which 1 performing investment advisory and research functions. The institutional investor had more than 300 clients.
Q3
2016
240586000
230571000
4.34
Bullish
0.27
4
57
1
28
36.6
http://www.octafinance.com/wp-content/uploads/HF13F/1511550-2016Q3.csv
A6
0
0
0
8208873000
9157251000
Ckw Financial Group
Ckw Financial Group is a Hawaii-based institutional investor with more than $900.00 million AUM in March, 2014. This fund invests only a small percentage of its assets in equities and options. Taken from Ckw Financial latest Adv, the fund reported to have 9 full and part-time employees. Among which 2 performing investment advisory and research functions. The institutional investor had more than 200 clients.
Q3
2016
291780000
280768000
3.92
Bullish
0.37
19
36
23
36
93.35
http://www.octafinance.com/wp-content/uploads/HF13F/1600403-2016Q3.csv
A6
2579032636
501
29
1008903000
899000000
Barton Investment Management
Barton Investment Management is a Pennsylvania-based institutional investor with more than $298.36 million AUM in March, 2014. Taken from Barton Investment latest Adv, the fund reported to have 4 full and part-time employees. Among which 2 performing investment advisory and research functions. The institutional investor had more than 200 clients.
Q3
2016
297013000
274821000
8.08
Bullish
0.79
1
9
3
17
87.05
http://www.octafinance.com/wp-content/uploads/HF13F/1387818-2016Q3.csv
A6
13197603135
0
279
19328810000
17140075000
Bsw Wealth Partners
Bsw Wealth Partners is a Colorado-based institutional investor with more than $804.68 million AUM in December, 2014. This fund invests only a small percentage of its assets in equities and options. Taken from Bsw Wealth latest Adv, the fund reported to have 15 full and part-time employees. Among which 10 performing investment advisory and research functions. The institutional investor had more than 200 clients.
Q3
2016
2896496
181869000
-98.41
Very Bearish
0
4
0
3
68
73.34
http://www.octafinance.com/wp-content/uploads/HF13F/1512601-2016Q3.csv
A8
22354403066
180
118
1202444000
1202838000
Addenda Capital Inc
Addenda Capital Inc is a Quebec, Canada-based institutional investor with more than $22.35 billion AUM in March, 2014. This fund invests only a small percentage of its assets in equities and options. Taken from Addenda Capital latest Adv, the fund reported to have 118 full and part-time employees. Among which 41 performing investment advisory and research functions. The institutional investor had more than 180 clients.
Q3
2016
1202838000
1202444000
0.03
Bullish
0
1
0
0
0
41.48
http://www.octafinance.com/wp-content/uploads/HF13F/1569411-2016Q3.csv
AZ
447836367
175
6
438818000
445908000
Avenir Corp
Avenir Corp is a DC-based institutional investor with more than $1.38 billion AUM in November, 2014. Taken from Avenir latest Adv, the fund reported to have 9 full and part-time employees. Among which 5 performing investment advisory and research functions. The institutional investor had more than 400 clients.
Q3
2016
1159632000
1221842000
-5.09
Bearish
2.91
15
8
2
25
65.05
http://www.octafinance.com/wp-content/uploads/HF13F/1033475-2016Q3.csv
C3
0
0
0
0
0
Centre Asset Management Llc
Centre Asset Management Llc is a New York-based institutional investor with more than $811.26 million AUM in September, 2014. Taken from Centre Asset Management latest Adv, the fund reported to have 8 full and part-time employees. Among which 4 performing investment advisory and research functions. The institutional investor had between 1-10 clients.
http://www.octafinance.com/wp-content/uploads/HF13F/1532472-2016Q3.csv
C3
0
0
0
2333447000
2273250000
Camden Asset Management L P
Camden Asset Management L P is a California-based hedge fund with more than $4.65 billion AUM in December, 2014. Taken from Camden Asset Management L latest Adv, the fund reported to have 23 full and part-time employees. Among which 5 performing investment advisory and research functions. The hedge fund had between 11-25 clients.
Q3
2016
2815111000
2719421000
3.52
Bullish
3.82
9
26
7
30
42.6
http://www.octafinance.com/wp-content/uploads/HF13F/903944-2016Q3.csv
CA
0
0
0
0
0
Clinton Group Inc
Clinton Group Inc is a New York-based hedge fund that was founded by Greg Taxin. It had more than $2.04 billion assets under management in October, 2014. This fund invests only a small percentage of its assets in equities and options. Taken from Clinton Group latest Adv, the fund reported to have 40 full and part-time employees. Among which 25 performing investment advisory and research functions. The hedge fund had between 11-25 clients.
Q3
2016
2135517000
2279932000
-6.33
Bearish
37.44
332
277
314
581
9.04
http://www.octafinance.com/wp-content/uploads/HF13F/1134119-2016Q3.csv
CA
0
0
0
0
0
Conatus Capital Management Lp
Conatus Capital Management Lp is a Connecticut-based hedge fund that was founded by David Stemerman. It had more than $4.00 billion assets under management in December, 2014. Taken from Conatus Capital Management latest Adv, the fund reported to have 31 full and part-time employees. Among which 14 performing investment advisory and research functions. The hedge fund had between 1-10 clients. David Stemerman holds degrees from Harvard Business School as well as Harvard Law School. He was employed by billionaire Stephen Mandel’s Lone Pine Capital before founding Conatus Capital Management in 2008.
Q3
2016
1531404000
1582632000
-3.24
Bearish
4.67
3
9
3
14
60.28
http://www.octafinance.com/wp-content/uploads/HF13F/1452929-2016Q3.csv
CA
0
0
0
727789000
919840000
Boston Family Office Llc
Boston Family Office Llc is a Massachusetts-based institutional investor with more than $1.02 billion AUM in March, 2014. Taken from Boston Family Office latest Adv, the fund reported to have 16 full and part-time employees. Among which 10 performing investment advisory and research functions. The institutional investor had more than 400 clients.
Q3
2016
771580000
771769000
-0.02
Bearish
0.14
6
52
9
144
20.78
http://www.octafinance.com/wp-content/uploads/HF13F/1039807-2016Q3.csv
CA
0
0
0
1174017000
1181588000
Cardinal Capital Management Inc
Cardinal Capital Management Inc is a Manitoba, Canada-based institutional investor with more than $1.84 billion AUM in December, 2014. This fund invests only a small percentage of its assets in equities and options. Taken from Cardinal Capital Management latest Adv, the fund reported to have 33 full and part-time employees. Among which 10 performing investment advisory and research functions. The institutional investor had more than 1000 clients.
Q3
2016
884807000
909185000
-2.68
Bearish
0.05
19
20
1
24
58.25
http://www.octafinance.com/wp-content/uploads/HF13F/1518235-2016Q3.csv
CA
240000000
120
7
285730000
299812000
Advisors Asset Management Inc
Advisors Asset Management Inc is a Colorado-based institutional investor with more than $16.50 billion AUM in March, 2014. This fund invests only a small percentage of its assets in equities and options. Taken from Advisors Asset Management latest Adv, the fund reported to have 244 full and part-time employees. Among which 159 performing investment advisory and research functions. The institutional investor had more than 500 clients.
Q3
2016
6097163000
6168421000
-1.16
Bearish
0.77
63
569
82
1216
7.61
http://www.octafinance.com/wp-content/uploads/HF13F/1297376-2016Q3.csv
CA
254940160
1000
4
187161000000
190753000000
Chilton Capital Management Llc
Chilton Capital Management Llc is a Texas-based institutional investor with more than $1.18 billion AUM in September, 2014. Taken from Chilton Capital Management latest Adv, the fund reported to have 27 full and part-time employees. Among which 21 performing investment advisory and research functions. The institutional investor had more than 500 clients.
Q3
2016
991607000
1031311000
-3.85
Bearish
2.34
7
49
16
103
24.52
http://www.octafinance.com/wp-content/uploads/HF13F/1056859-2016Q3.csv
CA
305000000
0
12
875831000
885990000
Churchill Management Corp
Churchill Management Corp is a California-based institutional investor with more than $3.45 billion AUM in January, 2015. Taken from Churchill Management latest Adv, the fund reported to have 37 full and part-time employees. Among which 32 performing investment advisory and research functions. The institutional investor had more than 4400 clients.
Q3
2016
2447011000
1527535000
60.19
Very Bullish
52.87
25
40
33
69
65.46
http://www.octafinance.com/wp-content/uploads/HF13F/1094749-2016Q3.csv
CA
314827000
0
4
23949000
35231000
Ballentine Partners Llc
Ballentine Partners Llc is a Massachusetts-based institutional investor with more than $4.78 billion AUM in October, 2014. This fund invests only a small percentage of its assets in equities and options. Taken from Ballentine Partners latest Adv, the fund reported to have 51 full and part-time employees. Among which 46 performing investment advisory and research functions. The institutional investor had more than 300 clients.
Q3
2016
1231462000
1186078000
3.83
Bullish
1.56
12
56
38
149
72.27
http://www.octafinance.com/wp-content/uploads/HF13F/1374889-2016Q3.csv
CA
481074621
0
4
120273000
124609000
Bouchey Financial Group Ltd
Bouchey Financial Group Ltd is a New York-based institutional investor with more than $227.31 million AUM in October, 2014. Taken from Bouchey Financial Group latest Adv, the fund reported to have 6 full and part-time employees. Among which 3 performing investment advisory and research functions. The institutional investor had more than 300 clients.
Q3
2016
255930000
247603000
3.36
Bullish
3.17
5
14
10
43
56.66
http://www.octafinance.com/wp-content/uploads/HF13F/1599054-2016Q3.csv
CA
494991370
100
3
238248000
231404000
Arcadia Investment Management Corp
Arcadia Investment Management Corp is a Michigan-based institutional investor with more than $587.00 million AUM in December, 2014. Taken from Arcadia Investment Management latest Adv, the fund reported to have 5 full and part-time employees. Among which 4 performing investment advisory and research functions. The institutional investor had between 26-100 clients.
Q3
2016
300873000
306852000
-1.95
Bearish
0.84
6
39
162
264
26.65
http://www.octafinance.com/wp-content/uploads/HF13F/1016972-2016Q3.csv
CA
543257586
300
10
435715000
445837000
Burren Capital Advisors Ltd
Burren Capital Advisors Ltd is a Gibraltar-based hedge fund with more than $105.95 million AUM in March, 2014. Taken from Burren Capital Advisors latest Adv, the fund reported to have 8 full and part-time employees. Among which 5 performing investment advisory and research functions. The hedge fund had between 1-10 clients.
Q3
2016
23493000
21399000
9.79
Bullish
42.13
5
2
9
9
100
http://www.octafinance.com/wp-content/uploads/HF13F/1542952-2016Q3.csv
CA
1130000000
600
20
664543000
696874000
Balasa Dinverno & Foltz Llc
Balasa Dinverno & Foltz Llc is a Illinois-based institutional investor with more than $2.77 billion AUM in August, 2014. This fund invests only a small percentage of its assets in equities and options. Taken from Balasa Dinverno & Foltz latest Adv, the fund reported to have 27 full and part-time employees. Among which 27 performing investment advisory and research functions. The institutional investor had more than 1000 clients.
Q3
2016
547846000
560397000
-2.24
Bearish
0.49
12
76
8
76
77.19
http://www.octafinance.com/wp-content/uploads/HF13F/1308757-2016Q3.csv
CA
1279692953
500
18
365986000
399040000
Btr Capital Management Inc
Btr Capital Management Inc is a California-based institutional investor with more than $543.26 million AUM in March, 2014. Taken from Btr Capital Management latest Adv, the fund reported to have 10 full and part-time employees. Among which 7 performing investment advisory and research functions. The institutional investor had more than 300 clients.
Q3
2016
445837000
435715000
2.32
Bullish
1.08
16
41
8
84
29.07
http://www.octafinance.com/wp-content/uploads/HF13F/883790-2016Q3.csv
CA
2944795821
7000
30
1243987000
1213474000
Aspen Investment Management Inc
Aspen Investment Management Inc is a Michigan-based institutional investor with more than $233.10 million AUM in March, 2014. Taken from Aspen Investment Management latest Adv, the fund reported to have 3 full and part-time employees. Among which 3 performing investment advisory and research functions. The institutional investor had more than 200 clients.
Q3
2016
126132000
121532000
3.79
Bullish
0.43
2
22
4
53
45.09
http://www.octafinance.com/wp-content/uploads/HF13F/1541596-2016Q3.csv
CA
17052614711
49938
3100
1720333000
2618622000
Check Capital Management Inc
Check Capital Management Inc is a California-based hedge fund with more than $796.94 million AUM in October, 2014. Taken from Check Capital Management latest Adv, the fund reported to have 11 full and part-time employees. Among which 8 performing investment advisory and research functions. The hedge fund had more than 1100 clients.
Q3
2016
1280318000
1225354000
4.49
Bullish
10.26
2
19
1
22
78.05
http://www.octafinance.com/wp-content/uploads/HF13F/1032814-2016Q3.csv
CA
20203940748
0
136
2514272000
2599909000
Capital Investment Counsel Inc
Capital Investment Counsel Inc is a North Carolina-based institutional investor with more than $2.13 billion AUM in January, 2015. This fund invests only a small percentage of its assets in equities and options. Taken from Capital Investment Counsel latest Adv, the fund reported to have 30 full and part-time employees. Among which 15 performing investment advisory and research functions. The institutional investor had more than 1800 clients.
Q3
2016
200813000
192865000
4.12
Bullish
1.8
12
21
5
75
41
http://www.octafinance.com/wp-content/uploads/HF13F/1418421-2016Q3.csv
CA
35865204160
0
381
1242376000
1561169000
Argentus Capital Management Llc
Argentus Capital Management Llc is a Texas-based institutional investor with more than $438.67 million AUM in October, 2014. Taken from Argentus Capital Management latest Adv, the fund reported to have 19 full and part-time employees. Among which 12 performing investment advisory and research functions. The institutional investor had more than 2400 clients.
Q3
2016
284221000
234680000
21.11
Bullish
15.81
153
238
86
358
28.8
http://www.octafinance.com/wp-content/uploads/HF13F/1476417-2016Q3.csv
CO
282471534
169
5
0
0
Causeway Capital Management Llc
Causeway Capital Management Llc is a California-based institutional investor with more than $27.14 billion AUM in March, 2014. This fund invests only a small percentage of its assets in equities and options. Taken from Causeway Capital Management latest Adv, the fund reported to have 55 full and part-time employees. Among which 19 performing investment advisory and research functions. The institutional investor had more than 100 clients.
Q3
2016
5151981000
4697281000
9.68
Bullish
10.49
13
38
4
30
47.58
http://www.octafinance.com/wp-content/uploads/HF13F/1165797-2016Q3.csv
CO
542072002
500
5
506818000
517915000
Buffington Mohr Mcneal
Buffington Mohr Mcneal is a Idaho-based institutional investor with more than $309.71 million AUM in July, 2014. Taken from Buffington Mohr latest Adv, the fund reported to have 5 full and part-time employees. Among which 5 performing investment advisory and research functions. The institutional investor had more than 300 clients.
Q3
2016
238002000
226930000
4.88
Bullish
0.75
5
44
10
65
41.07
http://www.octafinance.com/wp-content/uploads/HF13F/1317829-2016Q3.csv
CO
694847216
400
10
575358000
593187000
Brigade Capital Management Lp
Brigade Capital Management Lp is a New York-based hedge fund that was founded by Don Morgan. It had more than $17.09 billion assets under management in November, 2014. This fund invests only a small percentage of its assets in equities and options. Taken from Brigade Capital Management latest Adv, the fund reported to have 92 full and part-time employees. Among which 40 performing investment advisory and research functions. The hedge fund had between 26-100 clients. Brigade Capital was founded in 2006 by Don Morgan after he left MacKay Shields. Brigade Capital is a traditional hedge fund, focusing on high yield as well as long/short credit and distressed debt.
Q3
2016
1995330000
643211000
210.21
Very Bullish
246.4
19
10
10
21
85.35
http://www.octafinance.com/wp-content/uploads/HF13F/1421306-2016Q3.csv
CT
0
0
0
0
0
Chieftain Capital Management Inc
Chieftain Capital Management Inc is a New York-based hedge fund that was founded by John Shapiro. It had more than $1.89 billion assets under management in March, 2014. Taken from Chieftain Capital Management latest Adv, the fund reported to have 6 full and part-time employees. Among which 4 performing investment advisory and research functions. The hedge fund had more than 200 clients. Chieftain Capital was launched in 1984 by Glenn Greenberg and John Shapiro. Personality conflicts surfaced over time and the firm was split in 2009, becoming chieftain Capital Management and Brave Warrior Advisors. Chieftain Capital Management is an investment advisor that specializes in value investing for individuals and institutions. It was formed by Shapiro and his partners Tom Stern and Joshua Slocum in January 2010. Greenberg is now at the helm of Brave Warrior Advisors.
Q3
2016
1734795000
1900724000
-8.73
Bearish
0
0
1
0
6
100
http://www.octafinance.com/wp-content/uploads/HF13F/1491126-2016Q3.csv
CT
418929795
0
14
0
0
Botty Investors Llc
Botty Investors Llc is a Illinois-based institutional investor with more than $342.21 million AUM in March, 2014. This fund invests only a small percentage of its assets in equities and options. Taken from Botty Investors latest Adv, the fund reported to have 4 full and part-time employees. Among which 3 performing investment advisory and research functions. The institutional investor had between 26-100 clients.
Q3
2016
175039000
175261000
-0.13
Bearish
2.11
2
10
70
84
57.73
http://www.octafinance.com/wp-content/uploads/HF13F/1483472-2016Q3.csv
CT
4110690229
0
55
121591000
124748000
Athena Capital Advisors Llc
Athena Capital Advisors Llc is a Massachusetts-based hedge fund with more than $5.10 billion AUM in January, 2015. This fund invests only a small percentage of its assets in equities and options. Taken from Athena Capital Advisors latest Adv, the fund reported to have 53 full and part-time employees. Among which 25 performing investment advisory and research functions. The hedge fund had more than 157 clients.
Q3
2016
117124000
305556000
-61.67
Very Bearish
0.07
2
2
30
57
72.04
http://www.octafinance.com/wp-content/uploads/HF13F/1424480-2016Q3.csv
CT
40835180370
0
118
0
175344000
Ami Investment Management Inc
Ami Investment Management Inc is a Indiana-based institutional investor with more than $407.66 million AUM in September, 2014. This fund invests only a small percentage of its assets in equities and options. Taken from Ami Investment Management latest Adv, the fund reported to have 5 full and part-time employees. Among which 3 performing investment advisory and research functions. The institutional investor had between 26-100 clients.
Q3
2016
141769000
135194000
4.86
Bullish
0.17
2
24
2
13
51.07
http://www.octafinance.com/wp-content/uploads/HF13F/1122241-2016Q3.csv
DC
0
0
0
119040000
120472000
Boulegeris Investments Inc
Boulegeris Investments Inc is a Georgia-based institutional investor with more than $126.78 million AUM in October, 2014. Taken from Boulegeris Investments latest Adv, the fund reported to have 3 full and part-time employees. Among which 3 performing investment advisory and research functions. The institutional investor had between 26-100 clients.
Q3
2016
157907000
146970000
7.44
Bullish
0.36
3
26
1
13
71.08
http://www.octafinance.com/wp-content/uploads/HF13F/1620916-2016Q3.csv
DC
0
0
0
5748315000
3758280000
Catawba Capital Management
Catawba Capital Management is a Virginia-based institutional investor with more than $997.47 million AUM in March, 2014. This fund invests only a small percentage of its assets in equities and options. Taken from Catawba Capital latest Adv, the fund reported to have 11 full and part-time employees. Among which 3 performing investment advisory and research functions. The institutional investor had more than 300 clients.
Q3
2016
421852000
411911000
2.41
Bullish
1.82
21
55
12
77
21.65
http://www.octafinance.com/wp-content/uploads/HF13F/1080366-2016Q3.csv
DE
0
0
0
0
0
Cohen Klingenstein Llc
Cohen Klingenstein Llc is a New York-based institutional investor with more than $528.88 million AUM in May, 2014. Taken from Cohen Klingenstein latest Adv, the fund reported to have 6 full and part-time employees. Among which 2 performing investment advisory and research functions. The institutional investor had between 26-100 clients.
Q3
2016
576002000
543850000
5.91
Bullish
0.09
3
5
2
3
53.92
http://www.octafinance.com/wp-content/uploads/HF13F/1453620-2016Q3.csv
DE
0
0
0
149556000
136597000
Bridger Management Llc
Bridger Management Llc is a New York-based hedge fund that was founded by Roberto Mignone. It had more than $3.11 billion assets under management in November, 2014. Taken from Bridger Management latest Adv, the fund reported to have 18 full and part-time employees. Among which 11 performing investment advisory and research functions. The hedge fund had between 1-10 clients. In 2000, Roberto Mignone founded Bridger Management. A graduate of Harvard Business School, Mignone went to work at Blue Ridge Capital with John Griffin . At Bridger, he keeps the fund’s returns close to the vest. His standard fees are a 1.5% management fee and an incentive fee of 20%. Mignone has taken the position that a fund’s size can place a damper on its performance, both long and short funds. He, therefore, has shown no interest in moving to the helm of a larger fund that he currently manages. Mignone and Bridger Management specialize in exhaustive analysis and adhere to a long/short playbook. In her book “Hedge Hunters”, Katherine Burton presents her profile of Roberto Mignone.
Q3
2016
1484053000
1548441000
-4.16
Bearish
8.29
5
5
7
24
48.43
http://www.octafinance.com/wp-content/uploads/HF13F/1166309-2016Q3.csv
FL
213317603
500
8
157951000
164167000
Canyon Capital Advisors Llc
Canyon Capital Advisors Llc is a California-based hedge fund that was founded by Joshua Friedman And Mitchell Julis. It had more than $20.20 billion assets under management in January, 2015. This fund invests only a small percentage of its assets in equities and options. Taken from Canyon Capital Advisors latest Adv, the fund reported to have 136 full and part-time employees. Among which 48 performing investment advisory and research functions. The hedge fund had between 26-100 clients. Canyon Capital Advisors is a firm based out of Los Angeles that was founded in 1990 by Joshua S. Friedman and Mitchell R. Julis. Canyon Capital seeks to earn risk-adjusted returns with much lower volatility, yet still desires to keep ahead of debt and equity market indices. Canyon became a registered investment advisor in 1994, and has offices in New York and London.
Q3
2016
2599909000
2514272000
3.41
Bullish
5.55
14
7
12
29
83.35
http://www.octafinance.com/wp-content/uploads/HF13F/1074034-2016Q3.csv
G7
0
0
0
5223426000
5672909000
Cantillon Capital Management Llc
Cantillon Capital Management Llc is a New York-based hedge fund that was founded by William Von Mueffling. It had more than $12.49 billion assets under management in March, 2014. This fund invests only a small percentage of its assets in equities and options. Taken from Cantillon Capital Management latest Adv, the fund reported to have 21 full and part-time employees. Among which 21 performing investment advisory and research functions. The hedge fund had between 11-25 clients. William von Mueffling graduated with an MBA from Columbia in 1995 and went to work immediately in Germany and France for Deutsche Bank. He would later join Lazard Asset Management where he would become the managing director for hedge funds. His rise at Lazard saw him compared to rock stars. Boasting annual average returns of over 30% for 1998 to 2003, Mueffling gained such laudable numbers mostly by the shorting of technology stocks. He would go on to found Cantillon Capital in 2003, and he remains the present and CEO of that firm today.
Q3
2016
7078650000
5938258000
19.2
Bullish
2.53
3
7
0
19
56.3
http://www.octafinance.com/wp-content/uploads/HF13F/1279936-2016Q3.csv
GA
0
0
0
1067635000
1135513000
Cardinal Capital Management Llc
Cardinal Capital Management Llc is a Connecticut-based institutional investor with more than $1.96 billion AUM in March, 2014. Taken from Cardinal Capital Management latest Adv, the fund reported to have 14 full and part-time employees. Among which 7 performing investment advisory and research functions. The institutional investor had between 26-100 clients.
Q3
2016
2156747000
2019727000
6.78
Bullish
8.93
12
44
9
44
34.22
http://www.octafinance.com/wp-content/uploads/HF13F/1080383-2016Q3.csv
GA
126784536
0
3
146970000
157907000
Bradley Foster & Sargent Inc
Bradley Foster & Sargent Inc is a Connecticut-based institutional investor with more than $2.48 billion AUM in March, 2014. Taken from Bradley Foster & Sargent latest Adv, the fund reported to have 33 full and part-time employees. Among which 18 performing investment advisory and research functions. The institutional investor had more than 1200 clients.
Q3
2016
2282354000
2229726000
2.36
Bullish
2.22
27
116
18
158
23.01
http://www.octafinance.com/wp-content/uploads/HF13F/1015086-2016Q3.csv
GA
657909224
400
6
481601000
480704000
Astenbeck Capital Management Llc
Astenbeck Capital Management Llc is a Connecticut-based hedge fund that was founded by Andrew Hall. It had more than $4.11 billion assets under management in March, 2014. This fund invests only a small percentage of its assets in equities and options. Taken from Astenbeck Capital Management latest Adv, the fund reported to have 55 full and part-time employees. Among which 4 performing investment advisory and research functions. The hedge fund had between 1-10 clients. Andrew Hall, CEO of Phibro LLC, and Occidental Petroleum Corporation founded Astenbeck Capital in 2010. The hedge fund is based in Connecticut specializes in energy and commodities. 80% of Aastenbeck Capital is held by Andrew Hall and 20% is owned by Occidental Petroleum.
Q3
2016
124748000
121591000
2.6
Bullish
0
0
0
1
1
99.99
http://www.octafinance.com/wp-content/uploads/HF13F/1489226-2016Q3.csv
GA
16770248427
300
47
14977960000
15076355000
Atria Investments Llc
Atria Investments Llc is a North Carolina-based institutional investor with more than $2.88 billion AUM in August, 2014. This fund invests only a small percentage of its assets in equities and options. Taken from Atria Investments latest Adv, the fund reported to have 5 full and part-time employees. Among which 4 performing investment advisory and research functions. The institutional investor had more than 6706 clients.
Q3
2016
1088299000
928478000
17.21
Bullish
6.29
124
290
47
176
36.34
http://www.octafinance.com/wp-content/uploads/HF13F/1535865-2016Q3.csv
IA
183152157
800
5
82078000
73513000
Brave Asset Management Inc
Brave Asset Management Inc is a New Jersey-based institutional investor with more than $193.32 million AUM in March, 2014. Taken from Brave Asset Management latest Adv, the fund reported to have 2 full and part-time employees. Among which 2 performing investment advisory and research functions. The institutional investor had more than 200 clients.
Q3
2016
155992000
149516000
4.33
Bullish
1.87
19
46
32
129
28.62
http://www.octafinance.com/wp-content/uploads/HF13F/1085867-2016Q3.csv
IA
113000000000
0
400
423284000
496443000
Aew Capital Management L P
Aew Capital Management L P is a Massachusetts-based hedge fund that was founded by Jeffrey Furber. It had more than $25.93 billion assets under management in July, 2014. This fund invests only a small percentage of its assets in equities and options. Taken from Aew Capital Management L latest Adv, the fund reported to have 203 full and part-time employees. Among which 128 performing investment advisory and research functions. The hedge fund had more than 200 clients. A real estate related investments fund, AEW Capital Management is based in Boston and is managed by Jeffrey Furber.
Q3
2016
4806706000
4968542000
-3.26
Bearish
0
0
13
2
30
57.96
http://www.octafinance.com/wp-content/uploads/HF13F/1046187-2016Q3.csv
ID
309707400
300
5
226930000
238002000
Cabot-Wellington Llc
Cabot-Wellington Llc is a Massachusetts-based hedge fund with more than $846.57 million AUM in March, 2014. This fund invests only a small percentage of its assets in equities and options. Taken from Cabot-Wellington latest Adv, the fund reported to have 9 full and part-time employees. Among which 4 performing investment advisory and research functions. The hedge fund had between 26-100 clients.
Q3
2016
123661000
114986000
7.54
Bullish
0
1
4
1
5
96.97
http://www.octafinance.com/wp-content/uploads/HF13F/1353198-2016Q3.csv
IL
325806099
0
4
220132000
224307000
Alliancebernstein Lp
Alliancebernstein Lp is a New York-based hedge fund with more than $431.00 billion AUM in November, 2014. This fund invests only a small percentage of its assets in equities and options. Alliancebernstein Lp is the 8th largest hedge fund in our database. Taken from Alliancebernstein latest Adv, the fund reported to have 3355 full and part-time employees. Among which 1100 performing investment advisory and research functions. The hedge fund had more than 28200 clients.
Q3
2016
118499497000
116126180000
2.04
Bullish
1.43
104
1060
92
1418
14.35
http://www.octafinance.com/wp-content/uploads/HF13F/1109448-2016Q3.csv
IL
349446735
300
8
190099000
242597000
Ardsley Advisory Partners
Ardsley Advisory Partners is a Connecticut-based hedge fund that was founded by Philip Hempleman. It had more than $862.45 million assets under management in March, 2014. Taken from Ardsley Advisory latest Adv, the fund reported to have 17 full and part-time employees. Among which 9 performing investment advisory and research functions. The hedge fund had between 1-10 clients.
Q3
2016
632300000
576424000
9.69
Bullish
39.68
80
30
75
113
34.01
http://www.octafinance.com/wp-content/uploads/HF13F/900529-2016Q3.csv
IL
649912548
200
13
289630000000
309098000000
Comerica Securities Inc
Comerica Securities Inc is a Michigan-based institutional investor with more than $820.57 million AUM in January, 2015. This fund invests only a small percentage of its assets in equities and options. Taken from Comerica Securities latest Adv, the fund reported to have 301 full and part-time employees. Among which 176 performing investment advisory and research functions. The institutional investor had more than 1700 clients.
Q3
2016
158406000
150619000
5.17
Bullish
1.14
8
71
10
61
42.53
http://www.octafinance.com/wp-content/uploads/HF13F/1399248-2016Q3.csv
IL
849209000
0
10
2865180000
3257329000
Ancient Art Lp
Ancient Art Lp is a Texas-based hedge fund that was founded by Quincy Lee. It had more than $961.48 million assets under management in March, 2014. This fund invests only a small percentage of its assets in equities and options. Taken from Ancient Art latest Adv, the fund reported to have 10 full and part-time employees. Among which 8 performing investment advisory and research functions. The hedge fund had between 1-10 clients. Quincy Lee was once an executive of the publically traded company Rackspace Hosting. The majority of his investments are focused on the technology and services sector. Teton raised much of its capital in 2010 when it gathered $194 million from 80 investors. Between 2001 and 2011 it had an average return of 21% annually.
Q3
2016
547378000
560963000
-2.42
Bearish
0
0
2
3
6
97.56
http://www.octafinance.com/wp-content/uploads/HF13F/1426749-2016Q3.csv

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