HYMAN CHARLES D

http://www.charlesdhyman.com PONTE VEDRA BEACH, FL Investment Advisor How do I update this listing?

Hyman Charles D is based out of Ponte Vedra Beach. Hyman Charles D is a large advisory firm with 788 clients and discretionary assets under management (AUM) of $1,072,834,252 (Form ADV from 2019-08-08). Their last reported 13F filing for Q3 2019 included $956,259,000 in managed 13F securities and a top 10 holdings concentration of 32.23%. Hyman Charles D's largest holding is Berkshire Hathaway Inc Class B with shares held of 305,500. Hyman Charles D has met the qualifications for inclusion in our WhaleScore system. Whalewisdom has at least 78 13F filings, and 8 Form 4 filings

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09/30/2019

13F Sector Allocation Over Time

09/30/2019

13F Activity

  • Market Value $956.259 Million
  • Prior Market Value $958.404 Million
  • New Purchases5 stocks
  • Additional Purchases25 stocks
  • Sold out of6 stocks
  • Reduced holdings in88 stocks
  • Top 10 Holdings % 32.23 %
  • Turnover % [1]:5.85%
  • Turnover Alt % [2]: 4.17 %
  • Time Held Top20:21.55 quarters
  • Time Held Top10:17.80 quarters
  • Time Held All:28.21 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 2019-08-14

Performance for Q2 2019: -1.82%
Performance Last 4 Quarters: 1.48%
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:
  • 2019-09-30 - 13F-HR (Subscription required)
  • 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 (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)
  • 2006-03-31 - 13F-HR (Subscription required)
  • 2005-12-31 - 13F-HR (Subscription required)
  • 2005-09-30 - 13F-HR (Subscription required)
  • 2005-06-30 - 13F-HR (Subscription required)
  • 2005-03-31 - 13F-HR (Subscription required)
  • 2004-12-31 - 13F-HR (Subscription required)
  • 2004-09-30 - 13F-HR (Subscription required)
  • 2004-06-30 - 13F-HR (Subscription required)
  • 2004-03-31 - 13F-HR (Subscription required)
  • 2003-12-31 - 13F-HR (Subscription required)
  • 2003-09-30 - 13F-HR (Subscription required)
  • 2003-06-30 - 13F-HR (Subscription required)
  • 2003-03-31 - 13F-HR (Subscription required)
  • 2002-12-31 - 13F-HR (Subscription required)
  • 2002-09-30 - 13F-HR (Subscription required)
  • 2002-06-30 - 13F-HR (Subscription required)
  • 2002-03-31 - 13F-HR (Subscription required)
  • 2001-12-31 - 13F-HR/A (Subscription required)
  • 2001-12-31 - 13F-HR (Subscription required)
  • 2001-09-30 - 13F-HR (Subscription required)
  • 2001-06-30 - 13F-HR (Subscription required)
  • 2001-03-31 - 13F-HR (Subscription required)

View Last Form Adv Compilation Report on Record

CHARLES D. HYMAN & COMPANY
224 PONTE VEDRA PARK DRIVE SUITE 200
PONTE VEDRA BEACH FL    32082
Country: United States

Business Phone: 904-543-0360
Fax: 904-543-0390
Professional Investment Advisor Data
SEC Registration as : Large Advisory Firm
Form of Organization: Corporation
Organized in: FL
Number of employees: 5
Other Business Activities:
Advisor Fees/Compensation: Percentage of assets under management,Fixed fees
Amount of client funds and securities: 551,061,000
Total Number of Clients: 788
Amount of client funds and securities by related persons:
Total Number of clients from related persons:
Disclosures:
Data above was derived from SEC filings.

Active Schedule 13D and 13G events

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CHARLES D. HYMAN & COMPANY

ownership team - last updated 2019-08-08
Name Title Start Date Direct/Indirect % Ownership
HYMAN, CHARLES, DAVID CHIEF EXECUTIVE OFFICER 04/01/1994 Direct 75% or more
Fund Name Position direct/indirect start date end date
HYMAN CHARLES DAVID CHIEF EXECUTIVE OFFICER direct 1994-04-01
BEALE, CELESTE, ROBINSON CHIEF COMPLIANCE OFFICER 10/01/2004 Direct less than 5%
Fund Name Position direct/indirect start date end date
CHARLES D. HYMAN & COMPANY CHIEF COMPLIANCE OFFICER direct 2004-10-01

CHARLES D. HYMAN & COMPANY

ownership team - last updated 2019-02-25
Name Title Start Date Direct/Indirect % Ownership
HYMAN, CHARLES, DAVID CHIEF EXECUTIVE OFFICER 04/01/1994 Direct 75% or more
Fund Name Position direct/indirect start date end date
HYMAN CHARLES DAVID CHIEF EXECUTIVE OFFICER direct 1994-04-01
BEALE, CELESTE, ROBINSON CHIEF COMPLIANCE OFFICER 10/01/2004 Direct less than 5%
Fund Name Position direct/indirect start date end date
CHARLES D. HYMAN & COMPANY CHIEF COMPLIANCE OFFICER direct 2004-10-01

CHARLES D. HYMAN & COMPANY

ownership team - last updated 2017-03-13
Name Title Start Date Direct/Indirect % Ownership
HYMAN, CHARLES, DAVID CHIEF EXECUTIVE OFFICER 04/01/1994 Direct 75% or more
Fund Name Position direct/indirect start date end date
HYMAN CHARLES DAVID CHIEF EXECUTIVE OFFICER direct 1994-04-01
BEALE, CELESTE, ROBINSON CHIEF COMPLIANCE OFFICER 10/01/2004 Direct less than 5%
Fund Name Position direct/indirect start date end date
CHARLES D. HYMAN & COMPANY CHIEF COMPLIANCE OFFICER direct 2004-10-01

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