EAGLE ASSET Overview
Eagle Asset Management Inc is an investment advisor that manages 27.4 BN dollars in regulatory AUM and has 195 employees, of which 65 perform investment advisory functions.
The manager's has disclosed holdings from 03/31/01 to 09/30/21. The fund's latest filing disclosed 22BN in positions, representing 81% of the manager's regulatory AUM.
The manager's has disclosed holdings from 03/31/01 to 09/30/21. The fund's latest filing disclosed 22BN in positions, representing 81% of the manager's regulatory AUM.
EAGLE ASSET StockAlpha
| Top 25% |
3yr StockAlpha
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Fundamental & Technical Factor Exposure
EAGLE ASSET Since Last Filing Return Details
| Ticker | Size | Sector | Stock Move | StockAlpha Attribution | Days to Liquidate | Trade Crowdedness | ||
|---|---|---|---|---|---|---|---|---|
| LPLA | 1.37% | Financials | 5.36% | -0.04% | 3 | 6% | ||
| CRWD | 1.31% | Tech | 0% | -0.16% | 0 | 12% | ||
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FEATURED IN
EAGLE ASSET Founders and Key Employees
| Name | Title | In Position Since |
|---|
| Richard J. Rossi | President | October-2009 |
| Thomas A. James | Chairman Of Board | July-1984 |
| Damian D. Sousa | Chief Compliance Officer | February-2003 |
| Richard J. Rossi | Co Chief Operating Officer | November-2007 |
| James C. Abbott | Co-Chief Operating Officer, Director | October-2009 |
| Damian D. Sousa | Director | February-2012 |
| Eric C. Wilwant | Director Chief Admin Officer | October-2008 |
EAGLE ASSET Brokers, Custodians, Auditors and Administrators
| Type | Company |
|---|
| Administrator | Pro |
| Administrator | Pro |
| Auditor | Pro |
| Auditor | Pro |
| Custodian | Pro |
| Prime Broker | Pro |
EAGLE ASSET Investment Strategy
Methods of Analysis, Investment Strategies and Risk of Loss
Eagle’s investment programs are listed further along with a brief description of each investment objective’s general investment strategies typically used in managing the assets including the methods of analysis, and the material risks associated with investing in the objective. There is no guarantee that a particular strategy will meet its investment goals. Additionally, the investment strategies and techniques Eagle uses within a given strategy will vary over time depending on various factors. Eagle may give advice and take action for clients which differs from advice given or the timing or nature of action taken for other clients with different objectives. Eagle is not obligated to initiate transactions for clients in any security which its principals, affiliates or employees may purchase or sell for their own accounts or for other clients.
Eagle generally manages accounts with full invest...
Unlock Full Investment Process Description
Eagle’s investment programs are listed further along with a brief description of each investment objective’s general investment strategies typically used in managing the assets including the methods of analysis, and the material risks associated with investing in the objective. There is no guarantee that a particular strategy will meet its investment goals. Additionally, the investment strategies and techniques Eagle uses within a given strategy will vary over time depending on various factors. Eagle may give advice and take action for clients which differs from advice given or the timing or nature of action taken for other clients with different objectives. Eagle is not obligated to initiate transactions for clients in any security which its principals, affiliates or employees may purchase or sell for their own accounts or for other clients.
Eagle generally manages accounts with full invest...
Unlock Full Investment Process Description
EAGLE ASSET Portfolio Concentration
EAGLE ASSET Location
880 CARILLON PKWY
ST. PETERSBURG, Florida
UNITED STATES, 33716
ST. PETERSBURG, Florida
UNITED STATES, 33716
EAGLE ASSET Contact Information
Phone Number: 727-573-2453
Fax Number: 727-573-8655
Website: null
Fax Number: 727-573-8655
Website: null
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