WhaleScore 2.0 ?
Bloombergsen is based out of Toronto. Bloombergsen is a hedge fund with discretionary assets under management (AUM) of $0 (Form ADV from 2020-03-25). Their last reported 13F filing for Q4 2020 included $1,632,059,000 in managed 13F securities and a top 10 holdings concentration of 81.63%. Bloombergsen's largest holding is Cigna Holding Co with shares held of 1,447,600. Bloombergsen has met the qualifications for inclusion in our WhaleScore system. Whalewisdom has at least 48 13F filings, and 9 13G filings
: 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.
: 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.
You are limited to the prior 8 quarters of 13F filings. Subscribe to WhaleWisdom to view all filing data for BLOOMBERGSEN INC.
Top 20 equal-weighted holdings. Performance numbers calculated through 2021-02-16
|Performance for Q4 2020:||7.6%|
|Performance Last 4 Quarters:||11.82%|
|Stdev (5-yrs):||Subscription required||BETA (5-yrs):||Subscription required||ALPHA (3-yrs):||Subscription required|
|Max Drawdown (all-years):||Subscription required||Annualized Perf (3-yrs):||Subscription required||Batting Avg vs S&P. (3-yrs):||Subscription required|
|Sortino (3-yrs):||Subscription required||Stutzer (3-yrs):||Subscription required||Treynor (3-yrs):||Subscription required|
|Sterling (3-yrs):||Subscription required||Calmar (3-yrs):||Subscription required||Information Ratio (3-yrs):||Subscription required|
|Tracking Error (3 yrs):||Subscription required||Stdev Down (3-yrs):||Subscription required||Winning Months %:||Subscription required|
|Losing Months %:||Subscription required||Best 12 Months:||Subscription required||Worst 12 Months:||Subscription required|
|Efficiency Ratio (3-yrs):||Subscription required||Sharpe:||Subscription required||Stdev Sectors:||Subscription required|
|Skewness (3-yrs):||Subscription required||Kurtosis (3-yrs):||Subscription required||Upside Potential (3-yrs):||Subscription required|
|SEC Registration as :|
|Form of Organization:||Corporation|
|Number of employees:|
|Other Business Activities:||commodity pool operator or commodity trading advisor|
|Amount of client funds and securities:|
|Total Number of Clients:||0|
|Amount of client funds and securities by related persons:|
|Total Number of clients from related persons:|
|Name||Title||Start Date||Direct/Indirect||% Ownership|
|SEN, SANJAY||PRESIDENT, CIO, DIRECTOR||10/01/2007||Direct||less than 5%|
|BLOOMBERG, JONATHAN, IAN||CHIEF EXECUTIVE OFFICER, DIRECTOR||10/01/2007||Direct||less than 5%|
|BLOOMBERG, LAWRENCE, SHELDON||CHAIRMAN||10/01/2007||Direct||less than 5%|
|SKIPP, DANIELLE, EAN||CHIEF OPERATING OFFICER AND CHIEF COMPLIANCE OFFICER||04/01/2015||Direct||less than 5%|
|2152061 ONTARIO INC.||OWNER||10/01/2007||Direct||25 - 50%|
|2152065 ONTARIO INC.||OWNER||10/01/2007||Direct||25 - 50%|