CONTRAVISORY INVESTMENT MANAGEMENT, INC.

HTTPS://WWW.LINKEDIN.COM/COMPANY/CONTRAVISORY-INVESTMENT-MANAGEMENT/ NORWELL, MA Investment Advisor Hedge Fund How do I update this listing?

Also known as:

  • CONTRAVISORY RESEARCH & MANAGEMENT CORP

Contravisory Investment Management is based out of Norwell. Contravisory Investment Management is a large advisory firm with 183 clients and discretionary assets under management (AUM) of $303,359,491 (Form ADV from 2019-02-28). Their last reported 13F filing for Q2 2019 included $258,536,000 in managed 13F securities and a top 10 holdings concentration of 27.16%. Contravisory Investment Management's largest holding is Cintas Corporation with shares held of 40,818. Contravisory Investment Management has met the qualifications for inclusion in our WhaleScore system. Whalewisdom has at least 54 13F filings

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62

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06/30/2019

13F Sector Allocation Over Time

06/30/2019

13F Activity

  • Market Value $258.536 Million
  • Prior Market Value $257.91 Million
  • New Purchases40 stocks
  • Additional Purchases92 stocks
  • Sold out of71 stocks
  • Reduced holdings in61 stocks
  • Top 10 Holdings % 27.16 %
  • Turnover % [1]:40.81%
  • Turnover Alt % [2]: 20.05 %
  • Time Held Top20:5.20 quarters
  • Time Held Top10:5.70 quarters
  • Time Held All:6.48 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.

Portfolio Performance

Top 20 equal-weighted holdings. Performance numbers calculated through 2019-05-15

Performance for Q1 2019: 2.74%
Performance Last 4 Quarters: 5.61%
Performance Metrics
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

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13F Filings Available:
  • 2019-06-30 - 13F-HR (Subscription required)
  • 2019-03-31 - 13F-HR (Subscription required)
  • 2018-12-31 - 13F-HR (Subscription required)
  • 2018-09-30 - 13F-HR (Subscription required)
  • 2018-06-30 - 13F-HR (Subscription required)
  • 2018-03-31 - 13F-HR (Subscription required)
  • 2017-12-31 - 13F-HR (Subscription required)
  • 2017-09-30 - 13F-HR (Subscription required)
  • 2017-06-30 - 13F-HR (Subscription required)
  • 2017-03-31 - 13F-HR (Subscription required)
  • 2016-12-31 - 13F-HR (Subscription required)
  • 2016-09-30 - 13F-HR (Subscription required)
  • 2016-06-30 - 13F-HR (Subscription required)
  • 2016-03-31 - 13F-HR (Subscription required)
  • 2015-12-31 - 13F-HR (Subscription required)
  • 2015-09-30 - 13F-HR (Subscription required)
  • 2015-06-30 - 13F-HR (Subscription required)
  • 2015-03-31 - 13F-HR (Subscription required)
  • 2014-12-31 - 13F-HR (Subscription required)
  • 2014-09-30 - 13F-HR (Subscription required)
  • 2014-06-30 - 13F-HR (Subscription required)
  • 2014-03-31 - 13F-HR (Subscription required)
  • 2013-12-31 - 13F-HR (Subscription required)
  • 2013-09-30 - 13F-HR (Subscription required)
  • 2013-06-30 - 13F-HR (Subscription required)
  • 2013-03-31 - 13F-HR (Subscription required)
  • 2012-12-31 - 13F-HR (Subscription required)
  • 2012-09-30 - 13F-HR (Subscription required)
  • 2012-06-30 - 13F-HR (Subscription required)
  • 2012-03-31 - 13F-HR (Subscription required)
  • 2011-12-31 - 13F-HR (Subscription required)
  • 2011-09-30 - 13F-HR (Subscription required)
  • 2011-06-30 - 13F-HR (Subscription required)
  • 2011-03-31 - 13F-HR (Subscription required)
  • 2010-12-31 - 13F-HR (Subscription required)
  • 2010-09-30 - 13F-HR (Subscription required)
  • 2010-06-30 - 13F-HR (Subscription required)
  • 2010-03-31 - 13F-HR (Subscription required)
  • 2009-12-31 - 13F-HR (Subscription required)
  • 2009-09-30 - 13F-HR (Subscription required)
  • 2009-06-30 - 13F-HR (Subscription required)
  • 2009-03-31 - 13F-HR (Subscription required)
  • 2008-12-31 - 13F-HR (Subscription required)
  • 2008-09-30 - 13F-HR (Subscription required)
  • 2008-06-30 - 13F-HR (Subscription required)
  • 2008-03-31 - 13F-HR (Subscription required)
  • 2007-12-31 - 13F-HR (Subscription required)
  • 2007-09-30 - 13F-HR/A (Subscription required)
  • 2007-09-30 - 13F-HR (Subscription required)
  • 2007-06-30 - 13F-HR (Subscription required)
  • 2007-03-31 - 13F-HR (Subscription required)
  • 2006-12-31 - 13F-HR (Subscription required)
  • 2006-09-30 - 13F-HR (Subscription required)
  • 2006-06-30 - 13F-HR (Subscription required)

View Last Form Adv Compilation Report on Record

CONTRAVISORY INVESTMENT MANAGEMENT, INC.
Classified as Hedge Fund
120 LONGWATER DRIVE SUITE 100
NORWELL MA    02061
Country: United States

Business Phone: 781-740-1786
Fax: 781-749-4910
Professional Investment Advisor Data
SEC Registration as : Large Advisory Firm
Form of Organization: Corporation
Organized in: MA
Number of employees: 7
Other Business Activities:
Advisor Fees/Compensation: Percentage of assets under management,Fixed fees,Performance-based fees
Amount of client funds and securities:
Total Number of Clients: 183
Amount of client funds and securities by related persons: 50,207,900
Total Number of clients from related persons: 84
Disclosures:
Data above was derived from SEC filings.

Active Schedule 13D and 13G events

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Form 4 - Recent Insider Transactions

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CONTRAVISORY INVESTMENT MANAGEMENT, INC.

ownership team - last updated 2019-02-28
Name Title Start Date Direct/Indirect % Ownership
NOONAN, WILLIAM, MARK PRESIDENT/CEO 07/01/2006 Direct 50 - 75%
Fund Name Position direct/indirect start date end date
CONTRAVISORY INVESTMENT MANAGEMENT, INC. PRESIDENT/CEO direct 2006-07-01
CONTRAVISORY RESEARCH & MANAGEMENT CORP. VICE PRESIDENT direct 1996-11-01 2007-02-22
NOONAN, PHILIP, ANTHONY CHIEF OPERATING OFFICER 07/01/2006 Direct 50 - 75%
Fund Name Position direct/indirect start date end date
CONTRAVISORY INVESTMENT MANAGEMENT, INC. CHIEF OPERATING OFFICER direct 2006-07-01
CONTRAVISORY RESEARCH & MANAGEMENT CORP. VICE PRESIDENT direct 1999-01-01 2005-03-30
CONTRAVISORY RESEARCH & MANAGEMENT CORP. VICE PRESIDENT/CHIEF COMPLIANCE OFFICER direct 1999-01-01 2007-02-22
CONTRAVISORY RESEARCH & MANAGEMENT CORP. CHIEF OPERATING OFFICER/CHIEF COMPLIANCE OFFICER direct 2006-07-01 2011-03-28
SULLIVAN, MATTHEW, BRIAN CHIEF COMPLIANCE OFFICER 01/01/2008 Direct less than 5%
Fund Name Position direct/indirect start date end date
CONTRAVISORY INVESTMENT MANAGEMENT, INC. CHIEF COMPLIANCE OFFICER direct 2008-01-01

Private Funds

Name Country Fund Identification Number Fund Type Gross Asset Value Minimum Investment Other
CONTRAVISORY FUND, LP United States 805-3742922667 Hedge Fund 45,007,418 250,000
CONTRAVISORY IDF, LP United States 805-8025540008 Hedge Fund 14,191,846 250,000
CONTRAVISORY LONG-SHORT OPPORTUNITIES, LP United States 805-8268495475 Hedge Fund 3,900,298 250,000

CONTRAVISORY INVESTMENT MANAGEMENT, INC.

ownership team - last updated 2017-02-15
Name Title Start Date Direct/Indirect % Ownership
NOONAN, WILLIAM, MARK PRESIDENT/CEO 07/01/2006 Direct 50 - 75%
Fund Name Position direct/indirect start date end date
CONTRAVISORY INVESTMENT MANAGEMENT, INC. PRESIDENT/CEO direct 2006-07-01
CONTRAVISORY RESEARCH & MANAGEMENT CORP. VICE PRESIDENT direct 1996-11-01 2007-02-22
NOONAN, PHILIP, ANTHONY CHIEF OPERATING OFFICER 07/01/2006 Direct 50 - 75%
Fund Name Position direct/indirect start date end date
CONTRAVISORY INVESTMENT MANAGEMENT, INC. CHIEF OPERATING OFFICER direct 2006-07-01
CONTRAVISORY RESEARCH & MANAGEMENT CORP. VICE PRESIDENT direct 1999-01-01 2005-03-30
CONTRAVISORY RESEARCH & MANAGEMENT CORP. VICE PRESIDENT/CHIEF COMPLIANCE OFFICER direct 1999-01-01 2007-02-22
CONTRAVISORY RESEARCH & MANAGEMENT CORP. CHIEF OPERATING OFFICER/CHIEF COMPLIANCE OFFICER direct 2006-07-01 2011-03-28
SULLIVAN, MATTHEW, BRIAN CHIEF COMPLIANCE OFFICER 01/01/2008 Direct less than 5%
Fund Name Position direct/indirect start date end date
CONTRAVISORY INVESTMENT MANAGEMENT, INC. CHIEF COMPLIANCE OFFICER direct 2008-01-01

Private Funds

Name Country Fund Identification Number Fund Type Gross Asset Value Minimum Investment Other
CONTRAVISORY LONG-SHORT OPPORTUNITIES, LP United States 805-8268495475 Hedge Fund 502,035 250,000
CONTRAVISORY FUND, LP United States 805-3742922667 Hedge Fund 58,266,713 250,000
CONTRAVISORY IDF, LP United States 805-8025540008 Hedge Fund 13,586,002 250,000

WhaleScore history for CONTRAVISORY INVESTMENT MANAGEMENT, INC.

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