To see what has changed, two things I look at are historical industry weights and style trail. Co-Chief Executive Officer and Portfolio Manager, containing a link to download the .zip file of the CSV file(s) you requested. To further protect the integrity of our editorial content, we keep a strict separation between our sales teams and authors to remove any pressure or influence on our analyses and research. Active, Closed, This describes the type of investor this organization is (e.g. The funds are run by five managers and 14 analysts. Location. Who is Primecap Management Company's CEO? million verified professionals across 35 million companies. He has worked in investment management since 1970, has managed assets since 1979, has been with PRIMECAP since 1983. Primary Business Name: PRIMECAP MANAGEMENT CO CRD Number: 105516 Annual Amendment - All Sections Rev. After doing some more digging, we found that the top 22 have the combined ownership of 50% in the company, suggesting that no single shareholder has significant control over the company. Primecap Management Co. CA now owns 9,321,840 shares of the oil and gas producer's stock valued at $987,556,000 after acquiring an additional 83,555 shares during the last quarter. The smaller circles are from the beginning of the time period, and the bigger are the most recent. The management team includes Theo A. Kolokotrones, Joel P. Fried, Alfred W. Mordecai, M. Mohsin Ansari and James M. Marchetti. Get contact details including emails and phone numbers if (i > from && i <= to) { PRIMECAP Management Company has managed the fund since 1984. What is Primecap Management Company's phone number? Analyze the Fund PRIMECAP Odyssey Stock Fund having Symbol POSKX for type workplacefunds and perform research on other mutual funds. The funds preference for technology, healthcare, and industrials stocks has been consistent, but its tech weighting seesawed from the late 1990s to the early 2000s and again more recently. Management has conviction, too. Primecap Management Company's revenue is $10 - 50M. That isn't easy for a $100 billion firm . Mr. Ansari graduated from Colgate University with a bachelor's degree in Physics and from Washington University with a bachelor's degree in Chemical Engineering. TipRanks & Hedge Funds: TipRanks measures the performance of Theofanis Kolokotrones and other hedge fund managers based on information submitted to the SEC. Manager Start Date11/01/2004. In addition to mutual funds and ETFs, Vanguard offers brokerage . Sponsored Opportunities: Key People: Joel Fried President, Director, and PM, PRIMECAP Management Company: Theo Kolokotrones Co-CEO and . LEARN MORE. if (isexpanded[from]) { It is a California corporation registered with the Securities and Exchange Commission as an investment advisor under the Investment Advisers Act of 1940. 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 . }, See Full List: All Stocks Held By Primecap Management Co. CA Fund Description. Up to 5 From 1970 to 1977, he was Vice President and Senior Financial Analyst at Smith Barney, Harris Upham and Company in New York. {{ userNotificationState.getAlertCount('bell') }}. Edit Lists Featuring This Company Section, The 2021 Money Issue Money Managers Directory, Private Equity Firms with Investments in United States, Private Equity Firms with Investments in Europe. Russel Kinnel has a position in the following securities mentioned above: VPCCX, VHCOX, POAGX. {{ userNotificationState.getAlertCount('bell') }}. Dan Wiener at The Independent Adviser for Vanguard Investors reports that Howard Schow, co-founder and chairman emeritus of Pasadena-based PRIMECAP Management Co., died this weekend, age 84. What is Primecap Management Company's Industry? display: none; Including: Biggest new positions Biggest exits Biggest increased positions Biggest decreased positions, See Details: Top 10 Stocks Held By Primecap Management Co. CA, All Stocks Held By Primecap Management Co. CA, Top 10 Stocks Held By Primecap Management Co. CA, stock quote data powered by Ticker Technologies. 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. Primecap Management Company is based out of Pasadena. When completed, an email will be sent to the email address you specify 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. Their last reported 13F filing for Q4 2022 included $109,229,662,042 in managed 13F securities Hired for a position then let go 2 months later because they didn't have my position ready A lot of False promises. Provide specific products and services to you, such as portfolio management or data aggregation. Add Benefits. 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 . 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. Investment Advisor trs[i].className = 'hiderow'; Zoom (ZM), Tesla (TSLA), Square (SQ), and most of the FAANGs (Facebook (FB), Amazon.com (AMZN), Apple (AAPL), Netflix (NFLX), and Alphabet (GOOG) [aka Google]) posted stratospheric gains. Mr. Mordecai graduated with a degree in Mechanical Engineering from Duke University. Micron Technology Inc. Institutional investors hold a majority ownership of MU through the 83.32% of the outstanding shares that they control. 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. Located on a single floor of an unexceptional office building in a Los Angeles suburb, Primecap is one of the best fund shops you've never heard of. .hiderow { WH Smith Workers Personal Data Accessed in Second Cyber Attack in a Year, Todays QE Saddles Governments With Soaring Debt Costs, Euro-Zone Inflation Barely Slows as Core Gauge Hits Record, Elizabeth Warren Wants Bidens Next Fed Pick to Counter Powells Extreme Rate Hikes, Taylor Wimpey Warns of Sales Slowdown as Pricey Mortgages Weigh, Flutter Shares Fall After Fans Winning Bets Undermine Profit, Microsoft and Activision Blizzard Meet UK Watchdog to Heal $69 Billion Deal Rift, SpaceX Launches Latest International Crew to Space Station, SoftBank-Backed Arm Rules Out UK Listing for Now to Focus on US IPO, G-20 Top Diplomats Fail to Agree on Language on Russias War, Russia Supporters Lay Flowers on Captured Tanks, Stoking Tensions in the Baltics, Credit Suisse Bids Above Rivals For Rich Clients as Bankers Exit, Singapore Hikes Permanent Residence Threshold for Ultra-Rich, Cruise Ships Return to Japan Three Years After Deadly Diamond Princess Outbreak, Singaporeans Snap Up Free Hong Kong Air Tickets Within the Hour, The Cardi B Uproar Shouldnt Be About Family Values, Uncle Sam Is Disrupting the Venture Capital World, Republicans Are Splitting Their Party Over Clean Energy, Female Execs Are Exhausted, Frustrated and Heading for the Exits, Critics of Bidens Antitrust Push Target FTCs Lina Khan, FBI Documents Show Leonardo DiCaprio, Kim Kardashian Grilled for 1MDB Secrets, Higher-Rated Companies Have More Women at the Top, Says Moodys, Record Number of Singapores New Director Roles Filled by Women, TheEnvironmental Disaster Lurking Inside Your Chocolate Bar, Chinas Coal Power Boom Is More Complex Than It Seems, The 15-Minute City Freakout Is a Case Study in Conspiracy Paranoia, Another Blow to City Centers: Retail Stores Move Outward, Singapore Crypto Lender Hodlnaut's Founders Propose Selling Business Rather Than Liquidating Firm. Find More Contacts for Primecap Management. Find John's email address, mobile number, work history, and more. WH Smith Workers Personal Data Accessed in Second Cyber Attack in a Year, Todays QE Saddles Governments With Soaring Debt Costs, Euro-Zone Inflation Barely Slows as Core Gauge Hits Record, Elizabeth Warren Wants Bidens Next Fed Pick to Counter Powells Extreme Rate Hikes, Taylor Wimpey Warns of Sales Slowdown as Pricey Mortgages Weigh, Flutter Shares Fall After Fans Winning Bets Undermine Profit, Microsoft and Activision Blizzard Meet UK Watchdog to Heal $69 Billion Deal Rift, SpaceX Launches Latest International Crew to Space Station, SoftBank-Backed Arm Rules Out UK Listing for Now to Focus on US IPO, G-20 Top Diplomats Fail to Agree on Language on Russias War, Russia Supporters Lay Flowers on Captured Tanks, Stoking Tensions in the Baltics, Credit Suisse Bids Above Rivals For Rich Clients as Bankers Exit, Singapore Hikes Permanent Residence Threshold for Ultra-Rich, Cruise Ships Return to Japan Three Years After Deadly Diamond Princess Outbreak, Singaporeans Snap Up Free Hong Kong Air Tickets Within the Hour, The Cardi B Uproar Shouldnt Be About Family Values, Uncle Sam Is Disrupting the Venture Capital World, Republicans Are Splitting Their Party Over Clean Energy, Female Execs Are Exhausted, Frustrated and Heading for the Exits, Critics of Bidens Antitrust Push Target FTCs Lina Khan, FBI Documents Show Leonardo DiCaprio, Kim Kardashian Grilled for 1MDB Secrets, Higher-Rated Companies Have More Women at the Top, Says Moodys, Record Number of Singapores New Director Roles Filled by Women, TheEnvironmental Disaster Lurking Inside Your Chocolate Bar, Chinas Coal Power Boom Is More Complex Than It Seems, The 15-Minute City Freakout Is a Case Study in Conspiracy Paranoia, Another Blow to City Centers: Retail Stores Move Outward, Singapore Crypto Lender Hodlnaut's Founders Propose Selling Business Rather Than Liquidating Firm, Exec VP/Dir:Rsch/Portfolio Mgr, Primecap Management Co. Managing investment portfolios is PRIMECAP's only business. Primecap Management Co. CA now owns 4,031,449 shares of the company's stock worth $652,490,000 after purchasing an additional 322,645 shares during the last quarter. Mohammed Mohsin Ansari is Exec VP/Dir:Rsch/Portfolio Mgr at Primecap Management Co. See Mohammed Mohsin Ansari's compensation, career history, education, & memberships. Primecap's MO is to find the smartest people at a school, hire them without much regard to background, and then let them work. PRIMECAP Management Company ("PRIMECAP"), the Fund's investment advisor, believes that it is in the best interest of the shareholders of the Aggressive Growth Fund to reduce the amount and pace of investments into the Fund. Buyer intent data, anonymous visitor identification, first party data integration backed by a massive contact database that will supercharge your sales team. From 1994 to 1998, he worked at Weyerhaeuser Company on various assignments ranging from managing capital projects to coordinating production at mills. PRIMECAP Management Company is an employee owned investment manager. 13F filing from PRIMECAP MANAGEMENT COMPANY, enter your var trs = table.getElementsByTagName('tr'); Limiting our client relationships to twenty-five enables our investment professionals to focus on our core competency, investment management. Australia. editorial policies. email address below and choose 'Submit'. Primecap Management Company's CEO is Alexander Sokolowsky. Bloomberg Surveillance, covering the latest news in finance, economics and investments. Connecting decision makers to a dynamic network of information, people and ideas, Bloomberg quickly and accurately delivers business and financial information, news and insight around the world. India is one of only a handful of nations that have sent probes to the moon and Mars. Lets start with people. Primecap Management Co. CA now owns 4,031,449 shares of the company's stock valued at $652,490,000 after buying an additional 322,645 shares during the period. .showrow { Previously, John served as SVP of Strategy for the semiconductor manufacturer . We provide a platform for our authors to report on investments fairly, accurately, and from the investors point of view. PRIMECAP's assets under management surpass $60 billion. } (626) 304-9222. function expandRow(from,plus) { CEO: Theofanis Kolokotrones, Joel Fried, Alfred Mordecai : CFO: Michael Ricks : Phone +1 (626) 304-9222 . One of my favorite Vanguard fund managers fell well behind in 2020. 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. Massachusetts Financial Services Co. MA lifted its position in Hess by 11.4% in the third quarter. var isexpanded = new Array(); For sure, there have been off years, but not many like 2020 . The article was published in the January 2021 issue of Morningstar FundInvestor. Tesla Primecap Management Company Tesla 30 469% . Mr. Marchetti joined PRIMECAP Management Company in September 2005. Joel Fried (BA '84, MBA '86) Joel Fried is President of PRIMECAP Management Company, a Pasadena based investment company. primecap management co primecap management Privacy Policy and PRIMECAP Management Company operates as an investment management firm. Good news: The people here havent changed. The Firm also manages equity portfolios for a limited number of institutional clients, including the Vanguard Group. Sign up for a free account. The current portfolio value is calculated to be $109.23 Bil. Overall, I see less change than at the typical actively managed fund. 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