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CONNOR, CLARK & LUNN INVESTMENT MANAGEMENT LTD.

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VANCOUVER A1 Investment Advisor Hedge Fund
13F Summary
Connor, Clark & Lunn Investment Management Ltd. is based out of Vancouver. Connor, Clark & Lunn Investment Management Ltd. is a hedge fund with 192 clients and discretionary assets under management (AUM) of $49,404,831,309 (Form ADV from 2025-05-28). Their last reported 13F filing for Q1 2025 included $22,917,548,318 in managed 13F securities and a top 10 holdings concentration of 26.16%. Connor, Clark & Lunn Investment Management Ltd.'s largest holding is Royal Bank Of Canada with shares held of 11,431,721. Whalewisdom has at least 106 13F filings, and 95 13G filings
Business Description
Connor, Clark & Lunn Investment Management Ltd. ("CC&L" or "the Firm") is a discretionary asset manager registered as an investment adviser with the SEC under the U.S. Investment Advisers Act of 1940. CC&L was founded in 1982. CC&L sends quarterly reports containing performance, portfolio statements, and commentary within 4 weeks of quarter-end. They also publish a monthly newsletter called "Outlook" with current thinking on financial markets and other topical subjects, and a yearly publication called "Forecast" detailing longer-term cyclical and secular forces expected to guide investment direction. CC&L does not monitor, review, or provide reporting to accounts participating in wrap fee managed account programs sponsored by third-party financial institutions.
Investment Strategy
Each of the investment teams at Connor, Clark & Lunn Investment Management Ltd. focuses on assessing investment opportunity and risk. They follow a disciplined approach to portfolio management based on rigorous financial, economic, and fundamental company analysis, incorporating proprietary risk management tools. Research is integrated with portfolio management and is focused on developing and enhancing structured approaches to adding value in the financial markets. Their investment analysis is rooted in fundamental investment disciplines, conducting detailed, broad economic analysis as well as specific asset class, country, industry, and individual security research. The use of in-house databases, systems, and proprietary risk models provides rigor and discipline to their decision-making.
Owners
  • CONNOR, CLARK & LUNN INVESTMENT MANAGEMENT PARTNERSHIP - PARTNERSHIP
  • RICKETTS, JOHN, WYATT - SN. VICE PRESIDENT,CO-HEAD
  • HASENAUER, ERIC, ROMAN - SN. VICE PRESIDENT,CO-HEAD
  • STODDART, JOHN, WARREN - DIRECTOR & VICE PRESIDENT
  • GERBER, MARTIN, LUIS - DIRECTOR & PRESIDENT
  • COTTERILL, PHILLIP, JOHN - DIRECTOR & VICE PRESIDENT
  • Reynolds, Stephen, Edward - VICE PRESIDENT
  • ROBITAILLE, PATRICK, DAVID - CORPORATE SECRETARY
  • BAKER, GARY, NORMAN - DIRECTOR
  • SIMONETTE, GARY, J - VICE PRESIDENT
  • HUANG, STEVEN, BENARD - DIRECTOR AND VICE PRESIDENT
  • SUTTER, TAYLOR, JORDAN CAL - DIRECTOR
  • ZIMCIK, ANDREW, DAVID - DIRECTOR
  • CROWE, DERRICK, PAUL - CHIEF COMPLIANCE OFFICER
  • Marzec, Timothy, Michael - VICE PRESIDENT
  • Walsh, Michael, John - DIRECTOR
  • Drake, Jennifer - DIRECTOR
  • MACKENZIE, CALUM - DIRECTOR
  • Click on the Ownership/Private Fund Data tab for more details.
Known Email Addresses
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Other Contact Information
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2025-03-31

Top Buys (13F)

2025-03-31

Top Sells (13F)

2025-03-31

13F Holdings Summary

Name $ Change
RY Royal Bank Of Canada 5.62%
AEM Agnico Eagle Mines L 3.18%
SHOP Shopify Inc 2.74%
TD Toronto Dominion Ban 2.53%
CM Canadian Imperial Ba 2.31%

2025-03-31

13F Activity

Market Value $22.9b, Prior: $22.1b
Inflows (Outflows) as % of Total MV +5.0106%
New Purchases 270 stocks
Added To 651 stocks
Sold out of 273 stocks
Reduced holdings in 445 stocks
Top 10 Holdings % 26.16%
Turnover %[1] 32.79%
Turnover Alt %[2] 15.2%
Time Held Top 20 21.3 quarters
Time Held Top 10 14.6 quarters
Time Held All 9.09 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.

2025-03-31

13F Sector Allocation Over Time

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2025-03-31

Analysis

Top 20 equal-weighted holdings. Performance numbers calculated through 2025-03-31

Portfolio Performance