Adage Capital Partners Gp Llc

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Phil Gross and Robert Atchinson founded Adage in the year 2001 and based it in Boston. Before they became partners is heralding their own company, the two were poised on different facets of the business before they met at Harvard Management Company. It was Phil Gross who first started to work for them as their healthcare and retail analyst. He later on became a lucrative partner of the firm, to which he stayed for about 18 years. Robert Atchinson, on the other hand, began his involvement with the company in 1991 and that’s how the two became partner analysts. Based on the information published in the Harvard Magazine, their team managed to best the S&P 500 index with an average percentage of 4.5 points in an annual basis. Now, Adage is hired by HMC to manage about $1.8 billion of their funds and they also basically hold a minority interest in Adage.

Portfolio Q32016
Market Value:$36,308,579,000
Previous Mkt Value:$36,653,851,000
Chg Mkt Value %:-0.94 %
Turnover %:4.00 %
Stocks Activity
New Purchases:93
Additional Purchases:195
Sold out:94
Top 10 Holdings %:13%

Phill Gross And Robert Atchinson – Adage Capital Partners Gp Llc Portfolio Holdings

13F Report Date: 9/30/2016

ADAGE CAPITAL PARTNERS GP Sector Weightings & New Holdings

Top 5 New Buys
Johnson Ctls Intl Plc0.33%
Kinder Morgan Inc Del0.18%
Stanley Black & Decker Inc0.16%
Acuity Brands Inc0.15%
Alibaba Group Hldg Ltd0.15%
13F Sector Allocation
Information Technology15 %
Health Care14 %
Consumer Discretionary11 %
Finance11 %
Other11 %

ADAGE CAPITAL PARTNERS GP AUM, Portfolio Value and Historical 13F

The historical portfolio values of the hedge fund were:

$36,874,496,000 in 2016Q1 – 13F Filing Available

$36,653,851,000 in 2016Q2 – 13F Filing Available

$36,308,579,000 in 2016Q3 – 13F Filing Available

*Institutional Portfolio Holdings information is filed by institutions with over $100 million in AUM on form 13F with the SEC.

*% AUM is the stock or security value as a percentage of the assets under management. AUM is taken from the latest fund filed SEC Adv.

*The portfolio holdings report is limited to stocks and stock options of common and other shares, convertible preferred and convertible bonds. The report does not include cash, real estate and fixed income securities.

*Sentiment could be wrong because the fund might have increase or decrease its portfolio because of investments inflow or because an increase in short positions.


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