HANLON INVESTMENT MANAGEMENT, INC.

https://www.hanlon.com EGG HARBOR TOWNSHIP, NJ Investment Advisor How do I update this listing?

Hanlon Investment Management is based out of Egg Harbor Township. Hanlon Investment Management is a large advisory firm with 6007 clients and discretionary assets under management (AUM) of $703,646,965 (Form ADV from 2019-04-18). Their last reported 13F filing for Q3 2019 included $395,476,000 in managed 13F securities and a top 10 holdings concentration of 56.88%. Hanlon Investment Management's largest holding is Gaming and Leisure Properties Inc with shares held of 1,656,575. Whalewisdom has at least 33 13F filings

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09/30/2019

13F Sector Allocation Over Time

09/30/2019

13F Activity

  • Market Value $395.476 Million
  • Prior Market Value $1.399 Billion
  • New Purchases5 stocks
  • Additional Purchases1 stock
  • Sold out of51 stocks
  • Reduced holdings in81 stocks
  • Top 10 Holdings % 56.88 %
  • Turnover % [1]:64.37%
  • Turnover Alt % [2]: 258.44 %
  • Time Held Top20:1.45 quarters
  • Time Held Top10:1.20 quarters
  • Time Held All:1.84 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 2019-11-14

Performance for Q3 2019: 5.67%
Performance Last 4 Quarters: 6.77%
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)
  • 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/A (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/A (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)

View Last Form Adv Compilation Report on Record

HANLON INVESTMENT MANAGEMENT, INC.
3393 BARGAINTOWN ROAD
EGG HARBOR TWP. NJ    08234
Country: United States

Business Phone: 609-601-1200
Fax: 609-601-7171
Professional Investment Advisor Data
SEC Registration as : Large Advisory Firm,Investment advisor to an investment company
Form of Organization: Corporation
Organized in: NJ
Number of employees: 110
Other Business Activities: registered representative of a broker-dealer,insurance broker or agent,,ADVISORY SOFTWARE SERVICES
Advisor Fees/Compensation: Percentage of assets under management,Hourly charges,Fixed fees
Amount of client funds and securities:
Total Number of Clients: 6007
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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HANLON INVESTMENT MANAGEMENT, INC.

ownership team - last updated 2019-04-18
Name Title Start Date Direct/Indirect % Ownership
HANLON, JOHN, JOSEPH CHAIRMAN, CEO AND CHIEF INVESTMENT OFFICER 03/01/2000 Direct 75% or more
Fund Name Position direct/indirect start date end date
HANLON INVESTMENT MANAGEMENT, INC. CHAIRMAN, CEO AND CHIEF INVESTMENT OFFICER direct 2000-03-01
HANLON INVESTMENT MANAGEMENT, INC. PRESIDENT/CEO direct 2000-03-01 2005-01-03
HANLON INVESTMENT MANAGEMENT, INC. CEO & PRESIDENT direct 2000-03-01 2009-01-21
DOWNHAM, DIERDRE, A CHIEF ADMINISTRATIVE OFFICER 09/01/2009 Direct less than 5%
Fund Name Position direct/indirect start date end date
HANLON INVESTMENT MANAGEMENT, INC. CHIEF COMPLIANCE OFFICER direct 2004-10-01
HANLON INVESTMENT MANAGEMENT, INC. CHIEF ADMINISTRATIVE OFFICER direct 2009-09-01
ADAMO, CHRISTOPHER CHIEF COMPLIANCE OFFICER AND SENIOR COUNSEL 12/01/2017 Direct less than 5%
Fund Name Position direct/indirect start date end date
MMC SECURITIES LLC CHIEF COMPLIANCE OFFICER direct 2016-10-01
MMC SECURITIES LLC BCP OFFICER direct 2016-10-01
MMC SECURITIES LLC DIRECTOR (ELECTED MANAGER) direct 2017-03-01

HANLON INVESTMENT MANAGEMENT, INC.

ownership team - last updated 2018-06-04
Name Title Start Date Direct/Indirect % Ownership
HANLON, JOHN, JOSEPH CHAIRMAN, CEO AND CHIEF INVESTMENT OFFICER 03/01/2000 Direct 75% or more
Fund Name Position direct/indirect start date end date
HANLON INVESTMENT MANAGEMENT, INC. CHAIRMAN, CEO AND CHIEF INVESTMENT OFFICER direct 2000-03-01
HANLON INVESTMENT MANAGEMENT, INC. PRESIDENT/CEO direct 2000-03-01 2005-01-03
HANLON INVESTMENT MANAGEMENT, INC. CEO & PRESIDENT direct 2000-03-01 2009-01-21
DOWNHAM, DIERDRE, A CHIEF ADMINISTRATIVE OFFICER 09/01/2009 Direct less than 5%
Fund Name Position direct/indirect start date end date
HANLON INVESTMENT MANAGEMENT, INC. CHIEF COMPLIANCE OFFICER direct 2004-10-01
HANLON INVESTMENT MANAGEMENT, INC. CHIEF ADMINISTRATIVE OFFICER direct 2009-09-01
ADAMO, CHRISTOPHER CHIEF COMPLIANCE OFFICER AND SENIOR COUNSEL 12/01/2017 Direct less than 5%
Fund Name Position direct/indirect start date end date
MMC SECURITIES LLC CHIEF COMPLIANCE OFFICER direct 2016-10-01
MMC SECURITIES LLC BCP OFFICER direct 2016-10-01
MMC SECURITIES LLC DIRECTOR (ELECTED MANAGER) direct 2017-03-01

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