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.


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Fundamental & Technical Factor Exposure

Market Cap Beta Volatility
Momentum (12M) Momentum (6M) Momentum (3M)
Price/Book Price/Earnings Price/Cash Flow
Dividend Yield Sales Growth Earnings Growth
EBIDTA Margin Debt/Assets Hedge Fund Crowding

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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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
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Custodian Pro
Custodian Pro
Custodian Pro
Custodian Pro
Custodian Pro
Custodian Pro
Custodian Pro
Prime Broker Pro
Prime Broker Pro
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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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ADAGE CAPITAL Portfolio Concentration


BOSTON, Massachusetts

ADAGE CAPITAL Contact Information

Phone Number: 617-867-2800
Fax Number: 617-867-2801



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