NEEDHAM INVESTMENT Overview

Needham Investment Management is an investment advisor that manages 552.4 MM dollars in regulatory AUM and has 9 employees, of which 3 perform investment advisory functions.

The manager's has disclosed holdings from 12/31/01 to 09/30/16. The fund's latest filing disclosed 379MM in positions, representing 69% of the manager's regulatory AUM.

NEEDHAM INVESTMENT StockAlpha

-1.2%
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

NEEDHAM INVESTMENT Since Last Filing Return Details

Ticker Size Sector Stock Move StockAlpha Attribution Days to Liquidate Trade Crowdedness
ESRX 6.15% Cons. Disc. 2.76% -0.11% 0 18%
TMO 6.11% Health -8.58% -0.25% 0 13%
Get the Full Report
FEATURED IN
Logo of CNBC
Wall Street Journal Logo
Pensions & Investments logo
BloomBerg Logo

NEEDHAM INVESTMENT Founders and Key Employees

Name Title In Position Since
George A. Needham President And Ceo April-2005
James M. Abbruzzese Chief Compliance Officer October-2004
Christopher J. Retzler Managing Director January-2008
John O. Barr Md/Evp - Portfolio Manager January-2010
James W. Giangrasso Principal - Cfo, Secretary, Treasurer February-2011

NEEDHAM INVESTMENT Brokers, Custodians, Auditors and Administrators

Type Company
Administrator Pro
Auditor Pro
Custodian Pro
Prime Broker Pro

NEEDHAM INVESTMENT Investment Strategy

Methods of Analysis, Investment Strategies and Risk of Loss.......................6

Item 9. ...
Get the Full Report

NEEDHAM INVESTMENT Portfolio Concentration

NEEDHAM INVESTMENT Location

445 PARK AVENUE, 3RD FLOOR
NEW YORK, New York
UNITED STATES, 10022

NEEDHAM INVESTMENT Contact Information

Phone Number: 212-371-8300
Fax Number: 212-705-0375
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