PARNASSUS Overview

Parnassus Investments is an investment advisor that manages 15.5 BN dollars in regulatory AUM and has 39 employees, of which 14 perform investment advisory functions.

The manager's has disclosed holdings from 03/31/01 to 09/30/16. The fund's latest filing disclosed 18BN in positions, representing 118% of the manager's regulatory AUM.

PARNASSUS StockAlpha

-0.6%
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

PARNASSUS Since Last Filing Return Details

Ticker Size Sector Stock Move StockAlpha Attribution Days to Liquidate Trade Crowdedness
GILD 4.66% Health -8.47% -0.13% 1 27%
WFC 4.33% Financials 22.01% 0.18% 0 29%
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FEATURED IN
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Wall Street Journal Logo
Pensions & Investments logo
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PARNASSUS Founders and Key Employees

Name Title In Position Since
Jerome L. Dodson President, Director And Owner June-1984
Thao N. Dodson Director June-1984
Todd C. Ahlsten Vice President, Director And Owner August-2000
Marc C. Mahon Chief Financial Officer And Director December-2007
John V. Skidmore Chief Compliance Officer February-2008
Benjamin E. Allen Vice President And Director December-2008

PARNASSUS Brokers, Custodians, Auditors and Administrators

Type Company

PARNASSUS Investment Strategy

Item 8 - Methods of Analysis, Investment Strategies and Risk of Loss 6

Item 9 - Disciplinary Information 9

Item 10 - Other financial Industry Activities and Affiliations 10

Item 11 - Code of Ethics 1 O

Item 12 - Brokerage Practices 11

Item 13 - Review of Accounts 13

Item 14 - Client Referrals and Other Compensation 14

Item 15 - Custody ...
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PARNASSUS Portfolio Concentration

PARNASSUS Location

1 MARKET STREET, SUITE 1600
SAN FRANCISCO, California
UNITED STATES, 94105

PARNASSUS Contact Information

Phone Number: 415-778-0200
Fax Number: 415-778-0229
Website:

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