ADAGE CAPITAL Overview
Adage Capital Partners Gp Llc is a hedge fund that manages 48.2 BN dollars in regulatory AUM and has 48 employees, of which 35 perform investment advisory functions.
The manager's has disclosed holdings from 12/31/01 to 12/31/22. The fund's latest filing disclosed 42BN in positions, representing 87% of the manager's regulatory AUM.
The manager's has disclosed holdings from 12/31/01 to 12/31/22. The fund's latest filing disclosed 42BN in positions, representing 87% of the manager's regulatory AUM.
ADAGE CAPITAL StockAlpha
| Top 25% |
3yr StockAlpha
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Fundamental & Technical Factor Exposure
ADAGE CAPITAL Since Last Filing Return Details
| Ticker | Size | Sector | Stock Move | StockAlpha Attribution | Days to Liquidate | Trade Crowdedness | ||
|---|---|---|---|---|---|---|---|---|
| AAPL | 4.65% | Tech | 28.32% | 0.43% | 0 | 45% | ||
| MSFT | 4.36% | Tech | 17.4% | -0.04% | 0 | 53% | ||
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FEATURED IN
ADAGE CAPITAL Founders and Key Employees
| Name | Title | In Position Since |
|---|
| Robert G. Atchinson | Managing Director, Limited Partner | July-2001 |
| Phillip T. Gross | Managing Director, Limited Partner | July-2001 |
| Kurt J. Hiler | Equity Analyst, Limited Partner | July-2001 |
| Daniel J. Lehan | Chief Operating Officer And Chief Compliance Officer, Limited Partner | July-2001 |
| Matthew D. Magee | Equity Analyst, Limited Partner | January-2009 |
| Donald C. Macdougall | Equity Analyst, Limited Partner | January-2011 |
| James A. Bardinelli | Chief Financial Officer, Limited Partner | January-2010 |
| Robert G. Atchinson | Managing Member Of Adage Capital Services Llc | May-2008 |
| Phillip T. Gross | Managing Member Of Adage Capital Services Llc | May-2008 |
| Roy G. Dixon | Chief Compliance Officer/Managing Member | August-2013 |
| Gregory P. Armstrong | Managing Member | August-2013 |
ADAGE CAPITAL Brokers, Custodians, Auditors and Administrators
| Type | Company |
|---|
| Administrator | Pro |
| Auditor | Pro |
| Custodian | Pro |
| Custodian | Pro |
| Custodian | Pro |
| Custodian | Pro |
| Custodian | Pro |
| Custodian | Pro |
| Custodian | Pro |
| Custodian | Pro |
| Custodian | Pro |
| Custodian | Pro |
| Prime Broker | Pro |
| Prime Broker | Pro |
| Prime Broker | Pro |
| Prime Broker | Pro |
| Prime Broker | Pro |
| Prime Broker | Pro |
| Prime Broker | Pro |
ADAGE CAPITAL Investment Strategy
Methods of Analysis, Investment Strategies and Risk of Loss
Methods of Analysis and Investment Strategies
The investment objective of ACP is to provide investors with compound annual long‐ term returns that are superior to the returns of the S&P 500 Index (the ʺIndexʺ). ACM seeks to achieve its objective through stock selection based primarily on intra‐industry fundamental analysis with a dedicated focus on intra‐industry valuation methodologies. Primary research is a central component of ACM’s investment process.
In selecting ACP’s investments, ACM utilizes a staff of portfolio managers and equity analysts dedicated to tracking specific sectors represented within the Index that utilize a stock valuation methodology designed for each specific sector. Such investments include long positions and over‐weighted positions in securities of companies, both within and outside of the Index, that ACM believes to be attractively valued, with an e...
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Methods of Analysis and Investment Strategies
The investment objective of ACP is to provide investors with compound annual long‐ term returns that are superior to the returns of the S&P 500 Index (the ʺIndexʺ). ACM seeks to achieve its objective through stock selection based primarily on intra‐industry fundamental analysis with a dedicated focus on intra‐industry valuation methodologies. Primary research is a central component of ACM’s investment process.
In selecting ACP’s investments, ACM utilizes a staff of portfolio managers and equity analysts dedicated to tracking specific sectors represented within the Index that utilize a stock valuation methodology designed for each specific sector. Such investments include long positions and over‐weighted positions in securities of companies, both within and outside of the Index, that ACM believes to be attractively valued, with an e...
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ADAGE CAPITAL Portfolio Concentration
ADAGE CAPITAL Location
200 CLARENDON STREET
52ND FLOOR
BOSTON, Massachusetts
UNITED STATES, 02116
52ND FLOOR
BOSTON, Massachusetts
UNITED STATES, 02116
ADAGE CAPITAL Contact Information
Phone Number: 617-867-2800
Fax Number: 617-867-2801
Website: https://www.adagecapital.com
Fax Number: 617-867-2801
Website: https://www.adagecapital.com
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