TOTEM POINT MANAGEMENT, LLC

HTTP://WWW.TOTEMPOINT.COM NEW YORK, NY Investment Advisor How do I update this listing?

Totem Point Management is based out of New York. Totem Point Management is a registered investment advisory firm with discretionary assets under management (AUM) of $0 (Form ADV from 2019-03-28). Their last reported 13F filing for Q1 2019 included $156,383,000 in managed 13F securities and a top 10 holdings concentration of 74.75%. Totem Point Management's largest holding is Pegasystems Inc. with shares held of 229,640. Whalewisdom has at least 2 13F filings

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03/31/2019

13F Sector Allocation Over Time

03/31/2019

13F Activity

  • Market Value $156.383 Million
  • Prior Market Value $133.295 Million
  • New Purchases4 stocks
  • Additional Purchases5 stocks
  • Sold out of2 stocks
  • Reduced holdings in8 stocks
  • Top 10 Holdings % 74.75 %
  • Turnover % [1]:35.29%
  • Turnover Alt % [2]: 32.03 %
  • Time Held Top20:0.76 quarters
  • Time Held Top10:0.50 quarters
  • Time Held All:0.76 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: 4.61%
Performance Last 4 Quarters: 0.0%
Performance Metrics
Stats are not available for the latest quarter

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13F Filings Available:
  • 2019-03-31 - 13F-HR (Subscription required)
  • 2018-12-31 - 13F-HR (Subscription required)

View Last Form Adv Compilation Report on Record

TOTEM POINT MANAGEMENT, LLC
Classified as Hedge Fund
45 ROCKEFELLER PLAZA SUITE 2500
NEW YORK NY    10111
Country: United States

Business Phone: 212-905-8646
Fax: 212-905-8641
Professional Investment Advisor Data
SEC Registration as :
Form of Organization: Limited Liability Company
Organized in: DE
Number of employees:
Other Business Activities: commodity pool operator or commodity trading advisor
Advisor Fees/Compensation:
Amount of client funds and securities:
Total Number of Clients: 0
Amount of client funds and securities by related persons:
Total Number of clients from related persons:
Disclosures:
Data above was derived from SEC filings.

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