HUNTER ASSOCIATES INVESTMENT MANAGEMENT LLC

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Hunter Associates Investment Management is based out of Pittsburgh. Hunter Associates Investment Management is a large advisory firm with 481 clients and discretionary assets under management (AUM) of $609,369,077 (Form ADV from 2019-04-30). Their last reported 13F filing for Q3 2019 included $290,897,000 in managed 13F securities and a top 10 holdings concentration of 35.92%. Hunter Associates Investment Management's largest holding is Microsoft Corp. with shares held of 122,341. Hunter Associates Investment Management has met the qualifications for inclusion in our WhaleScore system. Whalewisdom has at least 54 13F filings

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09/30/2019

13F Sector Allocation Over Time

09/30/2019

13F Activity

  • Market Value $290.897 Million
  • Prior Market Value $290.673 Million
  • New Purchases5 stocks
  • Additional Purchases41 stocks
  • Sold out of7 stocks
  • Reduced holdings in62 stocks
  • Top 10 Holdings % 35.92 %
  • Turnover % [1]:7.36%
  • Turnover Alt % [2]: 2.09 %
  • Time Held Top20:32.10 quarters
  • Time Held Top10:24.30 quarters
  • Time Held All:27.24 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: 6.83%
Performance Last 4 Quarters: 20.29%
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/A (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)

View Last Form Adv Compilation Report on Record

HUNTER ASSOCIATES LLC
436 SEVENTH AVENUE KOPPERS BUILDING, 27TH FLOOR
PITTSBURGH PA    15219-1818
Country: United States

Business Phone: 412-471-4191
Fax: 412-471-2993
Professional Investment Advisor Data
SEC Registration as : Large Advisory Firm
Form of Organization: Limited Liability Company
Organized in: DE
Number of employees: 11
Other Business Activities: broker-dealer,insurance broker or agent
Advisor Fees/Compensation: Percentage of assets under management,Fixed fees
Amount of client funds and securities:
Total Number of Clients: 481
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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HUNTER ASSOCIATES INVESTMENT MANAGEMENT LLC

ownership team - last updated 2019-04-30
Name Title Start Date Direct/Indirect % Ownership
HUNTER ASSOCIATES HOLDINGS, LLC COMMON EQUITY MEMBER 01/01/2016 Direct 75% or more
Fund Name Position direct/indirect start date end date
HUNTER ASSOCIATES, INC. COMMON EQUITY MEMBER direct 2016-01-01
MARSHALL, BRADLEY JOHN CFO, CCO, TREASURER, DIRECTOR 07/01/1992 Direct less than 5%
Fund Name Position direct/indirect start date end date
HUNTER ASSOCIATES INVESTMENT MANAGEMENT LLC CFO, CCO, TREASURER, DIRECTOR direct 1992-07-01
HUNTER ASSOCIATES, INC. CHIEF FINANCIAL OFFICER, TREASURER, DIRECTOR direct 1992-07-01 2004-03-30
HUNTER ASSOCIATES, INC. CHIEF FINANCIAL OFFICER, TREASURER, DIRECTOR, OWNER indirect 1992-07-01 2004-03-30
HUNTER ASSOCIATES, INC. C.F.O., C.C.O., TREASURER, DIRECTOR direct 1992-07-01 2006-03-28
HUNTER ASSOCIATES, INC. CHIEF COMPLIANCE OFFICER, C.F.O., TREASURER, DIRECTOR direct 1992-07-01 2013-02-22
HUNTER ASSOCIATES, INC. CFO., CCO., TREASURER, DIRECTOR direct 1992-07-01 2013-04-01
SNYDER, ERICA LYNN PRESIDENT,CEO,DIRECTOR 04/01/2013 Direct less than 5%
Fund Name Position direct/indirect start date end date
HUNTER ASSOCIATES, INC. ASSISTANT VICE PRESIDENT direct 2003-07-01
HUNTER ASSOCIATES, INC. VICE PRESIDENT,DIRECTOR direct 2011-06-01
HUNTER ASSOCIATES, INC. PRESIDENT,CEO,DIRECTOR direct 2013-04-01
MCCULLOCH, ROBERT SPITTAL III VICE PRESIDENT,DIRECTOR 06/01/2011 Direct less than 5%
Fund Name Position direct/indirect start date end date
PARKER/HUNTER INCORPORATED SENIOR VICE PRESIDENT, DIRECTOR direct 2000-01-01
HUNTER ASSOCIATES, INC. VICE PRESIDENT,DIRECTOR direct 2011-06-01
JANNEY MONTGOMERY SCOTT LLC MANAGER direct 2005-03-01 2007-08-10
JANNEY MONTGOMERY SCOTT LLC MANAGER, VICE PRESIDENT direct 2005-03-01 2008-10-09
HUNTER, SUSAN ELIZABETH PREFERENCE EQUITY MEMBER 01/01/2016 Direct 50 - 75%
Fund Name Position direct/indirect start date end date
HUNTER ASSOCIATES INVESTMENT MANAGEMENT LLC PREFERENCE EQUITY MEMBER direct 2016-01-01
HUNTER ASSOCIATES, INC. OWNER direct 1994-07-01 2002-02-27
HUNTER ASSOCIATES, INC. OWNER indirect 1994-07-01 2011-12-20
HUNTER, CROCK PREFERENCE EQUITY MEMBER 01/01/2016 Direct 25 - 50%
Fund Name Position direct/indirect start date end date
HUNTER ASSOCIATES INVESTMENT MANAGEMENT LLC PREFERENCE EQUITY MEMBER direct 2016-01-01
HUNTER ASSOCIATES, INC. OWNER direct 1994-07-01 2002-02-27
HUNTER ASSOCIATES, INC. OWNER indirect 1994-07-01 2011-12-20
H.A. HOLDINGS, INC. MEMBER HUNTER ASSOCIATES HOLDINGS, LLC 01/01/2016 Indirect 25 - 50%
Fund Name Position direct/indirect start date end date
HUNTER ASSOCIATES, INC. OWNER direct 2000-01-01
HUNTER ASSOCIATES INVESTMENT MANAGEMENT LLC MEMBER indirect 2016-01-01

HUNTER ASSOCIATES INVESTMENT MANAGEMENT LLC

ownership team - last updated 2019-03-29
Name Title Start Date Direct/Indirect % Ownership
MARSHALL, BRADLEY JOHN CFO, CCO, TREASURER, DIRECTOR 07/01/1992 Direct less than 5%
Fund Name Position direct/indirect start date end date
HUNTER ASSOCIATES INVESTMENT MANAGEMENT LLC CFO, CCO, TREASURER, DIRECTOR direct 1992-07-01
HUNTER ASSOCIATES, INC. CHIEF FINANCIAL OFFICER, TREASURER, DIRECTOR direct 1992-07-01 2004-03-30
HUNTER ASSOCIATES, INC. CHIEF FINANCIAL OFFICER, TREASURER, DIRECTOR, OWNER indirect 1992-07-01 2004-03-30
HUNTER ASSOCIATES, INC. C.F.O., C.C.O., TREASURER, DIRECTOR direct 1992-07-01 2006-03-28
HUNTER ASSOCIATES, INC. CHIEF COMPLIANCE OFFICER, C.F.O., TREASURER, DIRECTOR direct 1992-07-01 2013-02-22
HUNTER ASSOCIATES, INC. CFO., CCO., TREASURER, DIRECTOR direct 1992-07-01 2013-04-01
SNYDER, ERICA LYNN PRESIDENT,CEO,DIRECTOR 04/01/2013 Direct less than 5%
Fund Name Position direct/indirect start date end date
HUNTER ASSOCIATES, INC. ASSISTANT VICE PRESIDENT direct 2003-07-01
HUNTER ASSOCIATES, INC. VICE PRESIDENT,DIRECTOR direct 2011-06-01
HUNTER ASSOCIATES, INC. PRESIDENT,CEO,DIRECTOR direct 2013-04-01
MCCULLOCH, ROBERT SPITTAL III VICE PRESIDENT,DIRECTOR 06/01/2011 Direct less than 5%
Fund Name Position direct/indirect start date end date
PARKER/HUNTER INCORPORATED SENIOR VICE PRESIDENT, DIRECTOR direct 2000-01-01
HUNTER ASSOCIATES, INC. VICE PRESIDENT,DIRECTOR direct 2011-06-01
JANNEY MONTGOMERY SCOTT LLC MANAGER direct 2005-03-01 2007-08-10
JANNEY MONTGOMERY SCOTT LLC MANAGER, VICE PRESIDENT direct 2005-03-01 2008-10-09
HUNTER ASSOCIATES HOLDINGS, LLC COMMON EQUITY MEMBER 01/01/2016 Direct 75% or more
Fund Name Position direct/indirect start date end date
HUNTER ASSOCIATES, INC. COMMON EQUITY MEMBER direct 2016-01-01
HUNTER, SUSAN ELIZABETH PREFERENCE EQUITY MEMBER 01/01/2016 Direct 50 - 75%
Fund Name Position direct/indirect start date end date
HUNTER ASSOCIATES INVESTMENT MANAGEMENT LLC PREFERENCE EQUITY MEMBER direct 2016-01-01
HUNTER ASSOCIATES, INC. OWNER direct 1994-07-01 2002-02-27
HUNTER ASSOCIATES, INC. OWNER indirect 1994-07-01 2011-12-20
HUNTER, CROCK PREFERENCE EQUITY MEMBER 01/01/2016 Direct 25 - 50%
Fund Name Position direct/indirect start date end date
HUNTER ASSOCIATES INVESTMENT MANAGEMENT LLC PREFERENCE EQUITY MEMBER direct 2016-01-01
HUNTER ASSOCIATES, INC. OWNER direct 1994-07-01 2002-02-27
HUNTER ASSOCIATES, INC. OWNER indirect 1994-07-01 2011-12-20
H.A. HOLDINGS, INC. MEMBER HUNTER ASSOCIATES HOLDINGS, LLC 01/01/2016 Indirect 25 - 50%
Fund Name Position direct/indirect start date end date
HUNTER ASSOCIATES, INC. OWNER direct 2000-01-01
HUNTER ASSOCIATES INVESTMENT MANAGEMENT LLC MEMBER indirect 2016-01-01

HUNTER ASSOCIATES INVESTMENT MANAGEMENT LLC

ownership team - last updated 2018-12-24
Name Title Start Date Direct/Indirect % Ownership
SNYDER, ERICA LYNN PRESIDENT,CEO,DIRECTOR 04/01/2013 Direct less than 5%
Fund Name Position direct/indirect start date end date
HUNTER ASSOCIATES, INC. ASSISTANT VICE PRESIDENT direct 2003-07-01
HUNTER ASSOCIATES, INC. VICE PRESIDENT,DIRECTOR direct 2011-06-01
HUNTER ASSOCIATES, INC. PRESIDENT,CEO,DIRECTOR direct 2013-04-01
MARSHALL, BRADLEY JOHN CFO, CCO, TREASURER, DIRECTOR 07/01/1992 Direct less than 5%
Fund Name Position direct/indirect start date end date
HUNTER ASSOCIATES INVESTMENT MANAGEMENT LLC CFO, CCO, TREASURER, DIRECTOR direct 1992-07-01
HUNTER ASSOCIATES, INC. CHIEF FINANCIAL OFFICER, TREASURER, DIRECTOR direct 1992-07-01 2004-03-30
HUNTER ASSOCIATES, INC. CHIEF FINANCIAL OFFICER, TREASURER, DIRECTOR, OWNER indirect 1992-07-01 2004-03-30
HUNTER ASSOCIATES, INC. C.F.O., C.C.O., TREASURER, DIRECTOR direct 1992-07-01 2006-03-28
HUNTER ASSOCIATES, INC. CHIEF COMPLIANCE OFFICER, C.F.O., TREASURER, DIRECTOR direct 1992-07-01 2013-02-22
HUNTER ASSOCIATES, INC. CFO., CCO., TREASURER, DIRECTOR direct 1992-07-01 2013-04-01
MCCULLOCH, ROBERT SPITTAL III VICE PRESIDENT,DIRECTOR 06/01/2011 Direct less than 5%
Fund Name Position direct/indirect start date end date
PARKER/HUNTER INCORPORATED SENIOR VICE PRESIDENT, DIRECTOR direct 2000-01-01
HUNTER ASSOCIATES, INC. VICE PRESIDENT,DIRECTOR direct 2011-06-01
JANNEY MONTGOMERY SCOTT LLC MANAGER direct 2005-03-01 2007-08-10
JANNEY MONTGOMERY SCOTT LLC MANAGER, VICE PRESIDENT direct 2005-03-01 2008-10-09
HUNTER ASSOCIATES HOLDINGS, LLC COMMON EQUITY MEMBER 01/01/2016 Direct 75% or more
Fund Name Position direct/indirect start date end date
HUNTER ASSOCIATES, INC. COMMON EQUITY MEMBER direct 2016-01-01
HUNTER, SUSAN ELIZABETH PREFERENCE EQUITY MEMBER 01/01/2016 Direct 25 - 50%
Fund Name Position direct/indirect start date end date
HUNTER ASSOCIATES INVESTMENT MANAGEMENT LLC PREFERENCE EQUITY MEMBER direct 2016-01-01
HUNTER ASSOCIATES, INC. OWNER direct 1994-07-01 2002-02-27
HUNTER ASSOCIATES, INC. OWNER indirect 1994-07-01 2011-12-20
HUNTER, MARY CLARK PREFERENCE EQUITY MEMBER 01/01/2016 Direct 25 - 50%
Fund Name Position direct/indirect start date end date
HUNTER ASSOCIATES INVESTMENT MANAGEMENT LLC PREFERENCE EQUITY MEMBER direct 2016-01-01
HUNTER ASSOCIATES, INC. OWNER direct 1994-12-01 2002-02-27
HUNTER ASSOCIATES, INC. OWNER indirect 1994-12-01 2013-04-01
HUNTER, CROCK PREFERENCE EQUITY MEMBER 01/01/2016 Direct 10 - 25%
Fund Name Position direct/indirect start date end date
HUNTER ASSOCIATES INVESTMENT MANAGEMENT LLC PREFERENCE EQUITY MEMBER direct 2016-01-01
HUNTER ASSOCIATES, INC. OWNER direct 1994-07-01 2002-02-27
HUNTER ASSOCIATES, INC. OWNER indirect 1994-07-01 2011-12-20
H.A. HOLDINGS, INC. MEMBER HUNTER ASSOCIATES HOLDINGS, LLC 01/01/2016 Indirect 25 - 50%
Fund Name Position direct/indirect start date end date
HUNTER ASSOCIATES, INC. OWNER direct 2000-01-01
HUNTER ASSOCIATES INVESTMENT MANAGEMENT LLC MEMBER indirect 2016-01-01

HUNTER ASSOCIATES INVESTMENT MANAGEMENT LLC

ownership team - last updated 2017-03-31
Name Title Start Date Direct/Indirect % Ownership
MARSHALL, BRADLEY JOHN CFO, CCO, TREASURER, DIRECTOR 07/01/1992 Direct less than 5%
Fund Name Position direct/indirect start date end date
HUNTER ASSOCIATES INVESTMENT MANAGEMENT LLC CFO, CCO, TREASURER, DIRECTOR direct 1992-07-01
HUNTER ASSOCIATES, INC. CHIEF FINANCIAL OFFICER, TREASURER, DIRECTOR direct 1992-07-01 2004-03-30
HUNTER ASSOCIATES, INC. CHIEF FINANCIAL OFFICER, TREASURER, DIRECTOR, OWNER indirect 1992-07-01 2004-03-30
HUNTER ASSOCIATES, INC. C.F.O., C.C.O., TREASURER, DIRECTOR direct 1992-07-01 2006-03-28
HUNTER ASSOCIATES, INC. CHIEF COMPLIANCE OFFICER, C.F.O., TREASURER, DIRECTOR direct 1992-07-01 2013-02-22
HUNTER ASSOCIATES, INC. CFO., CCO., TREASURER, DIRECTOR direct 1992-07-01 2013-04-01
SNYDER, ERICA LYNN PRESIDENT,CEO,DIRECTOR 04/01/2013 Direct less than 5%
Fund Name Position direct/indirect start date end date
HUNTER ASSOCIATES, INC. ASSISTANT VICE PRESIDENT direct 2003-07-01
HUNTER ASSOCIATES, INC. VICE PRESIDENT,DIRECTOR direct 2011-06-01
HUNTER ASSOCIATES, INC. PRESIDENT,CEO,DIRECTOR direct 2013-04-01
MCCULLOCH, ROBERT SPITTAL III VICE PRESIDENT,DIRECTOR 06/01/2011 Direct less than 5%
Fund Name Position direct/indirect start date end date
PARKER/HUNTER INCORPORATED SENIOR VICE PRESIDENT, DIRECTOR direct 2000-01-01
HUNTER ASSOCIATES, INC. VICE PRESIDENT,DIRECTOR direct 2011-06-01
JANNEY MONTGOMERY SCOTT LLC MANAGER direct 2005-03-01 2007-08-10
JANNEY MONTGOMERY SCOTT LLC MANAGER, VICE PRESIDENT direct 2005-03-01 2008-10-09
HUNTER ASSOCIATES HOLDINGS, LLC COMMON EQUITY MEMBER 01/01/2016 Direct 75% or more
Fund Name Position direct/indirect start date end date
HUNTER ASSOCIATES, INC. COMMON EQUITY MEMBER direct 2016-01-01
HUNTER, SUSAN ELIZABETH PREFERENCE EQUITY MEMBER 01/01/2016 Direct 25 - 50%
Fund Name Position direct/indirect start date end date
HUNTER ASSOCIATES INVESTMENT MANAGEMENT LLC PREFERENCE EQUITY MEMBER direct 2016-01-01
HUNTER ASSOCIATES, INC. OWNER direct 1994-07-01 2002-02-27
HUNTER ASSOCIATES, INC. OWNER indirect 1994-07-01 2011-12-20
HUNTER, MARY CLARK PREFERENCE EQUITY MEMBER 01/01/2016 Direct 25 - 50%
Fund Name Position direct/indirect start date end date
HUNTER ASSOCIATES INVESTMENT MANAGEMENT LLC PREFERENCE EQUITY MEMBER direct 2016-01-01
HUNTER ASSOCIATES, INC. OWNER direct 1994-12-01 2002-02-27
HUNTER ASSOCIATES, INC. OWNER indirect 1994-12-01 2013-04-01
HUNTER, CROCK PREFERENCE EQUITY MEMBER 01/01/2016 Direct 10 - 25%
Fund Name Position direct/indirect start date end date
HUNTER ASSOCIATES INVESTMENT MANAGEMENT LLC PREFERENCE EQUITY MEMBER direct 2016-01-01
HUNTER ASSOCIATES, INC. OWNER direct 1994-07-01 2002-02-27
HUNTER ASSOCIATES, INC. OWNER indirect 1994-07-01 2011-12-20
H.A. HOLDINGS, INC. MEMBER HUNTER ASSOCIATES HOLDINGS, LLC 01/01/2016 Indirect 25 - 50%
Fund Name Position direct/indirect start date end date
HUNTER ASSOCIATES, INC. OWNER direct 2000-01-01
HUNTER ASSOCIATES INVESTMENT MANAGEMENT LLC MEMBER indirect 2016-01-01

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