Equal-WT
WhaleScore 2.0
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GRANTHAM, MAYO, VAN OTTERLOO & COMPANY . LLC
BOSTON MA
Investment Advisor
Hedge Fund
Grantham, Mayo, VAN Otterloo & Company . is based out of Boston. Grantham, Mayo, VAN Otterloo & Company . is a hedge fund with 163 clients and discretionary assets under management (AUM) of $67,475,983,146 (Form ADV from 2025-03-28). Their last reported 13F filing for Q1 2025 included $31,717,558,851 in managed 13F securities
and a top 10 holdings concentration of 37.46%. Grantham, Mayo, VAN Otterloo & Company .'s largest holding is Microsoft Corporation with shares held of 4,783,085. Whalewisdom has at least 78 13F filings, and 63 13G filings
Investment Strategy
There is no specific investment strategy described in the context. The document mentions that investment strategies are subject to change without notice and that clients should refer to a prospectus or private placement memorandum for disclosure on strategies offered through a pooled vehicle.
The document does mention "Focused Investment Risk" which involves investments concentrated in a limited number of countries, regions, asset classes, sectors, industries, currencies, or issuers. This type of strategy carries higher overall risk compared to more diversified strategies. The document also notes that investing in securities involves risk of loss.
Owners
- CASPER, STEPHEN, PAUL - BOARD MEMBER
- SOCHER, HYLTON - CHIEF TECHNOLOGY OFFICER
- HENRIKSSON, ROY, DONALD - MEMBER; HEAD OF INVESTMENT RISK AND TRADING
- INKER, BENJAMIN, LOUIS - MEMBER; BOARD MEMBER; C0-HEAD OF ASSET ALLOCATION
- MARTIN, ANDREW, DIETRICH - MEMBER; HEAD OF INVESTMENT PRODUCT STRATEGY
- SANTORO, DINA - CHIEF OPERATING OFFICER
- Hayward, Scott, Louis - MEMBER; BOARD MEMBER; CHIEF EXECUTIVE OFFICER
- GRANTHAM, ROBERT, JEREMY - FOUNDING MEMBER; BOARD MEMBER
- MAYO, RICHARD, ARTHUR - CAPITAL MEMBER
- VAN OTTERLOO, EYK, DE MOL ALEXANDER - FOUNDING MEMBER
- NITZBERG, MARK, JAY - BOARD MEMBER
- MCGETRICK, MARGARET, ANN - BOARD MEMBER
- ZIMMERMAN, NICOLE, CARA - MEMBER; DIRECTOR OF HUMAN RESOURCES
- MULLER, ANDREA, KYLE - BOARD MEMBER
- POTTLE, GREGORY, LANCE - MEMBER; CHIEF COMPLIANCE OFFICER
- BARK, ALEXANDER, MARTYN - MEMBER; HEAD OF GLOBAL CLIENT RELATIONS
- SAKOULIS, GEORGIOS - MEMBER; HEAD OF INVESTMENT TEAMS
- ZACHOS, PHILIP, SCOTT - MEMBER; GENERAL COUNSEL
- HENE, ANTHONY - BOARD MEMBER 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)
| Name | % Change |
|---|---|
| UBER Uber Technologies In | 1.03% |
| AVGO Broadcom Inc | 0.75% |
| JNJ Johnson & Johnson | 0.57% |
| ELV Elevance Health Inc | 0.56% |
| ABT Abbott Laboratories | 0.49% |
2025-03-31
Top Sells (13F)
| Name | % Change |
|---|---|
| META Meta Platforms Inc | 0.48% |
| IVV iShares Core S&P 500 | 0.42% |
| GSK GSK Plc | 0.2% |
| HLT Hilton Worldwide Hol | 0.19% |
| KO Coca-Cola Co | 0.19% |
2025-03-31
13F Holdings Summary
| Name | $ Change |
|---|---|
| MSFT Microsoft Corporatio | 5.66% |
| AAPL Apple Inc | 4.68% |
| GOOGL Alphabet Inc. Class | 3.82% |
| META Meta Platforms Inc | 3.75% |
| UNH UnitedHealth Group I | 3.67% |
2025-03-31
13F Activity
| Market Value | $31.7b, Prior: $30.7b |
| Inflows (Outflows) as % of Total MV | +5.9128% |
| New Purchases | 113 stocks |
| Added To | 294 stocks |
| Sold out of | 68 stocks |
| Reduced holdings in | 197 stocks |
| Top 10 Holdings % | 37.46% |
| Turnover %[1] | 26.5% |
| Turnover Alt %[2] | 5.59% |
| Time Held Top 20 | 26.8 quarters |
| Time Held Top 10 | 13.9 quarters |
| Time Held All | 11.71 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