CONNOR, CLARK & LUNN INVESTMENT MANAGEMENT LTD.
0
followers
·
Follow
VANCOUVER A1
Investment Advisor
Hedge Fund
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
(Subscription Required)
Other Contact Information
(Subscription Required)
2025-03-31
Top Buys (13F)
| Name | % Change |
|---|---|
| AEM Agnico Eagle Mines L | 1.04% |
| FNV Franco-Nevada Corpor | 0.87% |
| WCN Waste Connections In | 0.5% |
| TRP TC Energy Corp | 0.43% |
| PAAS Pan American Silver | 0.4% |
2025-03-31
Top Sells (13F)
| Name | % Change |
|---|---|
| CM Canadian Imperial Ba | 0.76% |
| SHOP Shopify Inc | 0.67% |
| BNS Bank Of Nova Scotia | 0.66% |
| CLS Celestica, Inc | 0.54% |
| BAM Brookfield Asset Man | 0.52% |
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
limited to past 4 quarters. Subscribe to see all available data
2025-03-31
Analysis
Top 20 equal-weighted holdings. Performance numbers calculated through 2025-03-31