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EATON VANCE MANAGEMENT

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BOSTON MA Investment Advisor Hedge Fund
13F Summary
Eaton Vance Management is based out of Boston. Eaton Vance Management is a hedge fund with 3851 clients and discretionary assets under management (AUM) of $62,512,762,073 (Form ADV from 2025-01-02). Whalewisdom has at least 111 13F filings, and 312 13G filings
Business Description
Eaton Vance Management is the investment management division of Morgan Stanley, a global financial services firm. Eaton Vance and its predecessors have been providing investment advice since 1924. They offer a range of investment management services, including advisory services for both individual and institutional clients. Eaton Vance and its advisory affiliates may invest on behalf of themselves in securities and other instruments that are appropriate for their clients. However, there is a potential for conflicts of interest, as the advisory affiliates may give advice or take action for their own accounts that differs from, conflicts with, or is adverse to advice given or action taken for any of the Advisory Clients.
Investment Strategy
Eaton Vance offers a variety of investment strategies to meet the specific needs of its clients. These strategies involve investing in a wide range of financial instruments and asset classes, and are categorized into four broad categories. Eaton Vance generally seeks to achieve above-average long-term investment results for its clients through emphasis on equity or debt instruments judged by Eaton Vance to have unrecognized value or investment potential. Eaton Vance emphasizes a long-term outlook and capital preservation in its investment decisions. They also focus on portfolio composition to ensure proper balance and diversification, aiming to reduce risk. While Eaton Vance attempts to maintain flexibility to react to market changes, their investment decisions are generally made with a long-term perspective.
Owners
  • MORGAN STANLEY CAPITAL MANAGEMENT, LLC - OWNS 100% OF EATON VANCE MANAGEMENT
  • CHAPPUIS, JACQUES, PHILPPE - CO-CHIEF EXECUTIVE OFFICER & CO-PRESIDENT
  • Froio, Richard, Francis - CHIEF COMPLIANCE OFFICER
  • HUNEKE, BENJAMIN, CORDT - CO-CHIEF EXECUTIVE OFFICER & CO-PRESIDENT
  • BUHAIN WINSLOW, LISA - CHIEF ADMINISTRATIVE OFFICER
  • Gallacher, Desmond, J - CHIEF TECHNOLOGY OFFICER AND VICE PRESIDENT
  • Click on the Ownership/Private Fund Data tab for more details.
Other Contact Information
(Subscription Required)

2024-09-30

Top Buys (13F)

Name % Change
OWL Blue Owl Capital Inc 0.17%
FSV FirstService Corp 0.14%
RHI Robert Half Inc 0.1%
NTNX Nutanix Inc 0.03%
CCCS CCC Intelligent Solu 0.02%

2024-09-30

Top Sells (13F)

Name % Change
PFFD Global X U.S. Prefer 0.03%
LNG Cheniere Energy Inc 0.02%
NVDA NVIDIA Corp 0.02%
GOOG Alphabet Inc. Class 0.01%
PINS Pinterest Inc 0.01%

2024-09-30

13F Holdings Summary

Name $ Change
MSFT Microsoft Corporatio 0.24%
AAPL Apple Inc 0.27%
NVDA NVIDIA Corp 0.22%
AMZN Amazon.com Inc 0.14%
META Meta Platforms Inc 0.12%
All or part of EATON VANCE MANAGEMENT 13F disclosures were filed under a combined 13F through MORGAN STANLEY AMERITAS INVESTMENT PARTNERS, INC.
for 2024-09-30

2024-09-30

13F Activity

Market Value $0, Prior: $29.1b
New Purchases 0 stocks
Added To 0 stocks
Sold out of 0 stocks
Reduced holdings in 0 stocks
Top 10 Holdings % %
Turnover %[1] %
Turnover Alt %[2] %
Time Held Top 20 quarters
Time Held Top 10 quarters
Time Held All 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.

2024-09-30

13F Sector Allocation Over Time

limited to past 4 quarters. Subscribe to see all available data

2024-09-30

Analysis

Top 20 equal-weighted holdings. Performance numbers calculated through 2024-09-30

Portfolio Performance