HTTP://WWW.HEARDCAPITAL.COM CHICAGO, IL Investment Advisor How do I update this listing?

Heard Capital is based out of Chicago. Heard Capital is a large advisory firm with 6 clients and discretionary assets under management (AUM) of $196,871,198 (Form ADV from 2020-03-17). Their last reported 13F filing for Q1 2020 included $168,047,602 in managed 13F securities and a top 10 holdings concentration of 89.08%. Heard Capital's largest holding is Blackstone Group Inc with shares held of 491,473. Whalewisdom has at least 2 13F filings

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13F Sector Allocation Over Time


13F Activity

  • Market Value $168.048 Million
  • Prior Market Value $212.022 Million
  • New Purchases8 stocks
  • Additional Purchases16 stocks
  • Sold out of11 stocks
  • Reduced holdings in0 stocks
  • Top 10 Holdings % 89.08 %
  • Turnover % [1]:73.08%
  • Turnover Alt % [2]: 34.28 %
  • Time Held Top20:0.70 quarters
  • Time Held Top10:0.80 quarters
  • Time Held All:0.69 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 2020-02-14

Performance for Q4 2019: 9.23%
Performance Last 4 Quarters: 0.0%
Performance Metrics
Stats are not available for the latest quarter

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View Last Form Adv Compilation Report on Record

Classified as Hedge Fund
CHICAGO IL    60606
Country: United States

Business Phone: 312-786-5212
Professional Investment Advisor Data
SEC Registration as : Large Advisory Firm
Form of Organization: Limited Liability Company
Organized in: DE
Number of employees: 5
Other Business Activities:
Advisor Fees/Compensation: Percentage of assets under management,Performance-based fees
Amount of client funds and securities:
Total Number of Clients: 6
Amount of client funds and securities by related persons:
Total Number of clients from related persons:
Data above was derived from SEC filings.

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