YHB INVESTMENT ADVISORS, INC.

HTTP://YHBIA.COM WEST HARTFORD, CT Investment Advisor How do I update this listing?

YHB Investment Advisors is based out of West Hartford. YHB Investment Advisors is a large advisory firm with 774 clients and discretionary assets under management (AUM) of $1,349,562,000 (Form ADV from 2017-11-01). Their last reported 13F filing for Q4 2018 included $559,674,000 in managed 13F securities and a top 10 holdings concentration of 27.04%. YHB Investment Advisors's largest holding is Microsoft Corp. with shares held of 205,049. YHB Investment Advisors has met the qualifications for inclusion in our WhaleScore system. Whalewisdom has at least 77 13F filings

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12/31/2018

13F Sector Allocation Over Time

12/31/2018

13F Activity

  • Market Value $559.674 Million
  • Prior Market Value $662.394 Million
  • New Purchases12 stocks
  • Additional Purchases86 stocks
  • Sold out of22 stocks
  • Reduced holdings in68 stocks
  • Top 10 Holdings % 27.04 %
  • Turnover % [1]:18.99%
  • Turnover Alt % [2]: 12.55 %
  • Time Held Top20:26.00 quarters
  • Time Held Top10:14.60 quarters
  • Time Held All:30.40 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 2018-11-14

Performance for Q3 2018: -4.02%
Performance Last 4 Quarters: 10.55%
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:
  • 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 (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

YHB INVESTMENT ADVISORS INC
29 SOUTH MAIN STREET SUITE 306
WEST HARTFORD CT    06107-2417
Country: United States

Business Phone: 860-561-7050
Fax: 860-561-7055
Professional Investment Advisor Data
SEC Registration as : Large Advisory Firm
Form of Organization: Corporation
Organized in: CT
Number of employees: 21
Other Business Activities:
Advisor Fees/Compensation: Percentage of assets under management,Hourly charges,Fixed fees
Amount of client funds and securities:
Total Number of Clients: 774
Amount of client funds and securities by related persons: 359,105,000
Total Number of clients from related persons: 143
Disclosures:
Data above was derived from SEC filings.

Active Schedule 13D and 13G events

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Form 4 - Non-derivative Insider Transactions Since 12/31/2018

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YHB INVESTMENT ADVISORS INC

ownership team - last updated 2017-03-22
Name Title Start Date Direct/Indirect % Ownership
MARTEL, PAUL, ROGER PRESIDENT AND CHAIRMAN 01/01/1990 Direct 50 - 75%
Fund Name Position direct/indirect start date end date
YHB INVESTMENT ADVISORS INC PRESIDENT AND CHAIRMAN direct 1990-01-01
YHB RETIREMENT SERVICES LLC VICE PRESIDENT MANAGER direct 1998-03-01
YHB RETIREMENT SERVICES, LLC VICE PRESIDENT direct 1998-03-01
YHB PENSION INVESTMENT SERVICES MEMBER direct 2007-11-01 2007-12-20
YHB INVESTMENT ADVISORS INC PRESIDENT, CHIEF COMPLIANCE OFFICER direct 1989-11-01 2008-03-14
YHB INVESTMENT ADVISORS INC PRESIDENT AND CHIEF COMPLIANCE OFFICER direct 1989-11-01 2010-02-18
YHB INVESTMENT ADVISORS INC PRESIDENT direct 1989-11-01 2016-03-29
EVERETTE, MARK, WILSON SECRETARY, CHIEF EXECUTIVE OFFICER AND CHIEF COMPLIANCE OFFICER 01/01/2009 Direct 25 - 50%
Fund Name Position direct/indirect start date end date
YHB INVESTMENT ADVISORS INC SECRETARY AND CHIEF EXECUTIVE OFFICER direct 2009-01-01
YHB INVESTMENT ADVISORS INC SECRETARY, CHIEF EXECUTIVE OFFICER AND CHIEF COMPLIANCE OFFICER direct 2009-01-01
HANNIGAN, DENNIS, PATRICK CHIEF INVESTMENT OFFICER 01/01/2009 Direct 10 - 25%
Fund Name Position direct/indirect start date end date
YHB INVESTMENT ADVISORS INC CHIEF INVESTMENT OFFICER direct 2009-01-01

WhaleScore history for YHB INVESTMENT ADVISORS, INC.

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