TipRanks & Hedge Funds: TipRanks measures the performance of Theofanis Kolokotrones and other hedge fund managers based on information submitted to the SEC. Primecapmanagement is a Private company. if (table) { -. We recognize that our competency is investment management, not administration. Get contact details including emails and phone numbers Buyer intent data, anonymous visitor identification, first party data integration backed by a massive contact database that will supercharge your sales team. Search over 700 OF ABOVE PERSON (ENTITIES ONLY) 95-3868081. The team runs three funds for Vanguard and three under its own Primecap Odyssey label, all of which have Morningstar Analyst Ratings of Gold. PRIMECAP Management Company is a small organization by design. In 2004, he worked as a product analyst in Fidelity's Strategic Investments group. He has held portfolio management responsibilities since 1979. Bank of America CEO Moynihan Pay Fell to $30 . Executive Vice President, Director, and Portfolio Manager, Who is Primecap Management Company's CEO? Yet Primecap has stayed with the stocks it likes. On to process. Looking for a particular PRIMECAP Management Company employee's phone or email? Primecap Management Company is based out of Pasadena. Primecap Management Co. CA holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from Primecap Management Co. CA 13F filings. Theyve been so successful that only Primecap Odyssey Stock (POSKX) and Primecap Odyssey Growth (POGRX) are open to new investors. Sign up for a free account. Learn more about mutual funds at fidelity.com. Growth managers are largely paid to beat growth indexes, so avoiding those names is a big risk for wallet and employment. Co_Chief Executive . Description. All text and design is copyright 2020 WhaleWisdom.com. We provide a platform for our authors to report on investments fairly, accurately, and from the investors point of view. Brooklyn, NY. if (isexpanded[from]) { This will schedule a job to export all requested 13f holdings data for this filer. under the Investment Company Act of 1940 that you advise for providing chief compliance officer services to you, provide the person's name and IRS Employer Identification Number (if any): Search over 700 It currently has a 1 . Mr. Fried received his undergraduate degree in Economic Systems/Science from the University of California, Los Angeles and is a graduate of UCLA Anderson School of Management. or to simply have an email sent to you whenever we receive a new Primecap Management Co. CA raised its stake in shares of BeiGene by 8.7% in the second quarter. PRIMECAP is a long-only, equity-only investment management company that is the investment advisor for each of the three PRIMECAP Odyssey Funds. The circles represent the middle of the portfolio, or the centroid. CEO at PRIMECAP Odyssey Funds. What is Primecap Management Company's Revenue? trs[i].className = 'hiderow'; Our authors can publish views that we may or may not agree with, but they show their work, distinguish facts from opinions, and make sure their analysis is clear and in no way misleading or deceptive. From 1994 to 1998, he worked at Weyerhaeuser Company on various assignments ranging from managing capital projects to coordinating production at mills. www.primecap.com. Director Of Fund Administration; Chief Financial Officer - Primecap Odyssey Funds. San Francisco Bay Area, Silicon Valley), Operating Status of Organization e.g. Sign up for a free account. (business & personal). Up to 5 The firm provides its services to investment companies, pooled investment vehicles, pension and profit sharing plans, charitable organizations, and sovereign wealth funds. (626) 304-9222. Download a complimentary copy of FundInvestor by visiting the website. Lee Equity Partners, LLC Venture Capital and Private Equity Principals .showrow { OriginalWhaleScore Policy. Read More. HTTP://WWW.PRIMECAP.COM Conclusion On a yearly basis, much of what at first seems to be skill or stupidity is really just a funds industry biases shining through. {{ userNotificationState.getAlertCount('bell') }}. In 1999, he was an associate at Andersen Consulting. This is the PrimeCap Lending company profile. Active, Closed, This describes the type of investor this organization is (e.g. Also known as. It is the largest provider of mutual funds and the second-largest provider of exchange-traded funds (ETFs) in the world after BlackRock's iShares. Phone Number (626) 304-9222. The PRIMECAP Management Company management team includes Joseph Holt (Investment Analyst) . PRIMECAP Management Company No credit card required. As you can see, the centroid has moved from the middle of growth to the middle of blend in just five years. The firm has advised Vanguard PRIMECAP Fund since 1984. In 1996, he was an associate at McKinsey and Company. isexpanded[from] = !isexpanded[from]; } There are three, each a fairly close match for the three Vanguard funds advised by PRIMECAP: Vanguard PRIMECAP Fund - Odyssey Growth (POGRX) Vanguard PRIMECAP Core Fund - Odyssey Stock (POSKX) Vanguard Capital Opportunity - Odyssey Aggressive Growth (POAGX) POGRX and POSKX are open to new investors. Managing investment portfolios is PRIMECAP's only business. All content is posted anonymously by employees working at PrimeCap Lending. {{ userNotificationState.getAlertCount('bell') }}. Location. Label. Primecap has beaten its peer group handily for much of the past decade and all the way back to when its first fund launched in 1984. Management has a good spread of experience levels from co-founder Theo Kolokotrones on down. He spent six years at Capital Research Company, most recently as Senior Vice President. for Q4 2022: Large Advisory Firm,Investment advisor to an investment company, CHIEF COMPLIANCE OFFICER & GENERAL COUNSEL. PRIMECAP Management Company employs 40 employees. Company's approach to investment selection: commitment. How do I update this listing? Headquarters. .littlerow { background-color: #FFFFFF; padding-top: 2px; padding-bottom: 2px; padding-left:0; padding-right:3px; border-top: 1px solid #EEEEEE; font-family: Arial; font-size: 10px; } Subscribe to WhaleWisdom to view all filing data It manages separate client-focused equity portfolios. PRIMECAP Management Company is the second largest shareholder owning 5.2% of common stock, and Cevian Capital AB holds about 4.6% of the company stock. How we use your information depends on the product and service that you use and your relationship with us. PRIMECAP is a long-only, equity-only investment management company that is the investment advisor for each of the three PRIMECAP Odyssey Funds. Sponsored Opportunities: Key People: Joel Fried President, Director, and PM, PRIMECAP Management Company: Theo Kolokotrones Co-CEO and . Add Interview. Prior to this, John worked for a private . Primecap has beaten its peer group handily for much of the past decade and all the way back to when its first fund launched in 1984. From 1994 to 1998, he worked at Weyerhaeuser Company on various assignments ranging from managing capital projects to coordinating production at mills. Performance numbers calculated through 2023-02-14. Mr. Ansari joined PRIMECAP Management Company in July 2000. Now India is throwing open its doors to private companies and raising its stellar ambitions. The 52-week range on XNCR shows that it touched its highest point at $38.20 and its lowest point at $19.35 during that stretch. Looking for a particular PRIMECAP Management Company employee's phone or email? Prior to joining PRIMECAP, he spent one year as a financial analyst with Hughes Investment Management Company, a wholly-owned subsidiary of Hughes Aircraft. Management has conviction, too. Get contact details including emails and phone numbers What is Primecap Management Company's NAICS code? All rights Reserved. Their last reported 13F filing for Q4 2022 included $109,229,662,042 in managed 13F securities A third weak spot was big biotech names like Biogen (BIIB) and Amgen (AMGN), which have been big winners in the past but lost money in 2020. We sell different types of products and services to both investment professionals and individual investors. The firm provides its services to investment companies, pooled investment vehicles, pension and profit sharing plans, charitable organizations, and sovereign wealth funds. Wed like to share more about how we work and what drives our day-to-day business. When completed, an email will be sent to the email address you specify Lorem ipsum dolor sit amet consectetur adipisicing elit. Prior to PRIMECAP, John worked as a Wall Street sell-side analyst and a Managing Director at the Bank of Montreal (BMO Capital Markets), including predecessor firm Gerard Klauer Mattison. It is a California corporation registered as an investment advisor under the Investment Advisers Act of 1940. . This page was last edited on 24 March 2021, at 04:41. Now India is throwing open its doors to private companies and raising its stellar ambitions. These products and services are usually sold through license agreements or subscriptions. It is able to do this because the firm is a partnership in which ownership is very lucrative for those successful in the long run. Adobe was a winner, but Intel was in the red in 2020. containing a link to download the .zip file of the CSV file(s) you requested. Mohammed Mohsin Ansari is Exec VP/Dir:Rsch/Portfolio Mgr at Primecap Management Co. See Mohammed Mohsin Ansari's compensation, career history, education, & memberships. Primecapmanagement has 12 followers on Owler. 13F filing from PRIMECAP MANAGEMENT COMPANY, enter your As of 12/31/2022, below is a summary of the Primecap Management Co. CA top holdings by largest position size, as per the latest 13f filing made by Primecap Management Co. CA. Fund or Company Name Date Sold Shares Held Valued At ; RP Management: Jun 2022 32M $47M PRIMECAP Management Company: Jun 2022 17M $25M Newtyn Management: Jun 2022 7.6M $11M Vanguard Group: Jun 2022 7.5M $11M Palo Alto Investors: Jun 2022 6.8M . From 1970 to 1977, he was Vice President and Senior Financial Analyst at Smith Barney, Harris Upham and Company in New York. The firm is dedicated to a single purpose: to be one of the best (prime) capital management companies in the country. The companys five principal portfolio managers have over one hundred fifty years of successful investment management experience. for PRIMECAP MANAGEMENT COMPANY, Top 20 equal-weighted holdings. PRIMECAP Management (Trades, Portfolio. PRIMECAP Management Company manages only equity portfolios for a select group of employee benefit plans, endowment funds, foundations, and the Vanguard Group. It was so bad that the funds three-, five-, and 10-year returns are now pedestrian relative to peers as well. President, Director, and Portfolio Manager, PRIMECAP Management Company } Micron Technology Inc. Institutional investors hold a majority ownership of MU through the 83.32% of the outstanding shares that they control. free lookups / month. free lookups / month. During the session, the Biotechnology company that operates in wider Healthcare sector, reached to the highest price of $33.38 whereas the lowest price it dropped to was $32.06. Get Contact Info for All Departments. So, What Went Wrong? Manager Start Date11/01/2004. Also, CEO John Oyler . Vice Chairman, Director, and Portfolio Manager, In 1999, he was an associate at Andersen Consulting. Industry: Investment Advisory Service, Financial Advisor, Investment Advice Doing business as: Primecap Management Co Registration: Aug 15, 1983 Site: odysseyfunds.com, primecap-mgmt.com Phone: (626) 304-9222, (626) 304-9656, (626) 577-1741 (Fax) Description: Investment Management State ID: C1208475 Business type: Articles of Incorporation Members (11): Mitchell J. Milias / President John . Primecap Management Company's largest holding is Lilly (Eli) & Co. with shares held of 25,892,025. Company profile. PRIMECAP Odyssey Funds. No credit card required. PRIMECAP Management Company | 879 followers on LinkedIn. Several other hedge funds have also recently modified their holdings of the business. Directions. PRIMECAP Management Company. Sign-up Employees. .getTime()); Powerful Sales Data from SEC filings. John joined PRIMECAP as COO in September 2018. 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