Pricing

BLOOMBERGSEN INC.

1 follower ยท
TORONTO A6 Investment Advisor Hedge Fund
13F Summary

Subscription Required

Equal-WT
WhaleScore 2.0 ?

85

S&P 500
WhaleScore ?

Subscription Required

Equal-WT
WhaleScore 1.0 ?

Bloombergsen is based out of Toronto. Bloombergsen is a hedge fund Their last reported 13F filing for Q4 2023 included $1,590,599,856 in managed 13F securities and a top 10 holdings concentration of 79.46%. Bloombergsen's largest holding is Cigna Holding Co with shares held of 1,168,400. Whalewisdom has at least 61 13F filings, and 9 13G filings

2023-12-31

Top Buys (13F)

Name % Change
CBZ CBIZ Inc 0.65%
HCA HCA Healthcare Inc 0.36%
CVNA Carvana Co 0.02%
W Wayfair Inc Class A 0.01%
MNDY Monday.Com Ltd 0%

2023-12-31

Top Sells (13F)

Name % Change
AON Aon PLC 2.2%
CHTR Charter Communicatio 1.17%
CI Cigna Holding Co (CALL) 1.09%
HUM Humana, Inc. 0.65%
GOOG Alphabet Inc. Class 0.17%

2023-12-31

13F Holdings Summary

Name $ Change
CI Cigna Holding Co 22%
CIGI Colliers Internation 10.61%
PGR Progressive Corp. 7.18%
CPAY Corpay Inc. 7.1%
DHI D.R. Horton, Inc. 6.73%

2023-12-31

13F Activity

Market Value $1.59b, Prior: $1.47b
New Purchases 0 stocks
Added To 6 stocks
Sold out of 0 stocks
Reduced holdings in 25 stocks
Top 10 Holdings % 79.46%
Turnover %[1] 0%
Turnover Alt %[2] 0.56%
Time Held Top 20 17.4 quarters
Time Held Top 10 14.5 quarters
Time Held All 14.47 quarters

[1]: Turnover is calculated by taking the # of new holdings (initial purchases) + the # of positions sold out of (not just reduced) divided by the total # of holdings for the quarter.

[2]: Alt Turnover is calculated by taking either the total MV of new purchases or the MV of securities sold, whichever is less, divided by the total MV of the fund.

2023-12-31

13F Sector Allocation Over Time

2023-12-31

Analysis

Top 20 equal-weighted holdings. Performance numbers calculated through 2023-12-31

Portfolio Performance