HEADINVEST LLC Overview

Headinvest Llc is an investment advisor that manages 524.9 MM dollars in regulatory AUM and has 10 employees, of which 5 perform investment advisory functions.

The manager's has disclosed holdings from 06/30/06 to 09/30/16. The fund's latest filing disclosed 280MM in positions, representing 53% of the manager's regulatory AUM.

HEADINVEST LLC StockAlpha

-1.5%
Top 25%
3yr StockAlpha Register for more...

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
ROE ROA ROC
EBIDTA Margin Debt/Assets Hedge Fund Crowding

HEADINVEST LLC Since Last Filing Return Details

Ticker Size Sector Stock Move StockAlpha Attribution Days to Liquidate Trade Crowdedness
VCSH 7.36% ETF -1.01% -0.13% 0 3%
IJR 6.98% ETF 9.09% 0.48% 0 5%
Get the Full Report
FEATURED IN
Logo of CNBC
Wall Street Journal Logo
Pensions & Investments logo
BloomBerg Logo

HEADINVEST LLC Founders and Key Employees

Name Title In Position Since
Carl G. Gercke Managing Director And Chief Compliance Officer March-2012

HEADINVEST LLC Brokers, Custodians, Auditors and Administrators

Type Company

HEADINVEST LLC Investment Strategy

Methods of Analysis, Investment Strategies and Risk of Loss..................................... 3
...
Get the Full Report

HEADINVEST LLC Portfolio Concentration

HEADINVEST LLC Location

7 CUSTOM HOUSE ST
4TH FLOOR
PORTLAND, Maine
UNITED STATES, 04101-4194

HEADINVEST LLC Contact Information

Phone Number: 207-773-5333
Fax Number: 207-773-1735
Website:

READ RECENT SYMMETRIC REPORTS

Disclaimer

The information contained herein: (1) is proprietary to Symmetric and/or its content providers; (2) may not be copied or distributed; and (3) is not warranted to be accurate, complete or timely. Neither Symmetric nor its content providers are responsible for any damages or losses arising from any use of this information. Past performance and skill metrics are no guarantee of future results. "Symmetric," "Symmetric.io" and the Symmetric logo are marks of Symmetric, Inc. Read our privacy policy here. Read our terms of use here
Path B