NUMERIC INVESTORS LLC Overview

Numeric Investors Llc is a hedge fund that manages 18.2 BN dollars in regulatory AUM and has 83 employees, of which 29 perform investment advisory functions.

The manager's has disclosed holdings from 03/31/04 to 09/30/16. The fund's latest filing disclosed 10BN in positions, representing 53% of the manager's regulatory AUM.

NUMERIC INVESTORS LLC StockAlpha

-1.5%
Top 25%
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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
ROE ROA ROC
EBIDTA Margin Debt/Assets Hedge Fund Crowding

NUMERIC INVESTORS LLC Since Last Filing Return Details

Ticker Size Sector Stock Move StockAlpha Attribution Days to Liquidate Trade Crowdedness
VZ 2.31% Telecom -2.01% -0.09% 0 28%
C 2.25% Financials 23.04% -0.06% 0 24%
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FEATURED IN
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NUMERIC INVESTORS LLC Founders and Key Employees

Name Title In Position Since
Michael N. Even President, Chief Executive Officer & Director June-2006
Robert E. Furdak Chief Investment Officer & Head Of Portfolio Management February-2008
Robert R. Hanna Vice President & Chief Financial Officer February-2010
Shanta A. Puchtler Chief Investment Officer & Head Of Research November-2011
Dunyelle N. Rosen Chief Compliance Officer June-2013
Gregory C. Bond Director September-2014
Antoine H. Forterre Director September-2014
Emmanuel N. Roman Director September-2014
Eric N. Burl Director September-2014
Lisa J. Stanton Secretary September-2014
Shiraz Y. Kajee Treasurer September-2014
Douglas W. Hamilton Chief Operating Officer January-2015

NUMERIC INVESTORS LLC Brokers, Custodians, Auditors and Administrators

Type Company
Administrator Pro
Administrator Pro
Administrator Pro
Auditor Pro
Auditor Pro
Custodian Pro
Custodian Pro
Custodian Pro
Prime Broker Pro
Prime Broker Pro

NUMERIC INVESTORS LLC Investment Strategy

Methods of Analysis, Investment Strategies and Risk of Loss

A. Methods of Analysis and Investment Strategies


Numeric will generally, but may not always, employ quantitative models to select investments. There can be no assurance that these models will operate correctly or as expected in all market conditions.

A broad summary of Numeric’s proprietary models follows:

 Valuation Models – designed to capture excess returns due to investor overreaction in the marketplace by combining model outputs from various proprietary valuation models.

 Information Flow Models – designed to capture catalysts in a stock’s price. These models capture trends in prices and earnings as well as assess the quality of a company’s financial statements.

12
Numeric Investors LLC Part 2A of Form ADV as of December 31, 2014




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NUMERIC INVESTORS LLC Portfolio Concentration

NUMERIC INVESTORS LLC Location

470 ATLANTIC AVENUE
6TH FLOOR
BOSTON, Massachusetts
UNITED STATES, 02210

NUMERIC INVESTORS LLC Contact Information

Phone Number: 617 897 7800
Fax Number: 617 897 7899
Website:

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