MOODY ALDRICH PARTNERS LLC

https://www.linkedin.com/company/eastern-shore-capital-management-escm- MARBLEHEAD, MA Investment Advisor How do I update this listing?

Moody Aldrich Partners is based out of Marblehead. Moody Aldrich Partners is a large advisory firm with 574 clients and discretionary assets under management (AUM) of $671,312,799 (Form ADV from 2020-06-25). Their last reported 13F filing for Q2 2020 included $470,283,000 in managed 13F securities and a top 10 holdings concentration of 19.08%. Moody Aldrich Partners's largest holding is Essent Group Ltd with shares held of 314,996. Moody Aldrich Partners has met the qualifications for inclusion in our WhaleScore system. Whalewisdom has at least 72 13F filings, and 16 13G filings

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06/30/2020

13F Activity

  • Market Value $470.283 Million
  • Prior Market Value $331.328 Million
  • New Purchases61 stocks
  • Additional Purchases56 stocks
  • Sold out of32 stocks
  • Reduced holdings in39 stocks
  • Top 10 Holdings % 19.08 %
  • Turnover % [1]:58.13%
  • Turnover Alt % [2]: 43.25 %
  • Time Held Top20:3.60 quarters
  • Time Held Top10:0.20 quarters
  • Time Held All:3.74 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.

06/30/2020

13F Sector Allocation Over Time

Portfolio Performance

Top 20 equal-weighted holdings. Performance numbers calculated through 2020-05-15

Performance for Q1 2020: 18.63%
Performance Last 4 Quarters: -14.34%
Performance Metrics
Stdev (5-yrs): Subscription required BETA (5-yrs): Subscription required ALPHA (3-yrs): Subscription required
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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
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13F Managers

Subsidiaries/Managers included in latest 13F
Name
Bank of New York Mellon Corp

View Last Form Adv Compilation Report on Record

MOODY ALDRICH PARTNERS, LLC
Classified as Hedge Fund
18 SEWALL STREET
MARBLEHEAD MA    01945
Country: United States

Business Phone: 781-639-2750
Fax: 781-639-2751
Professional Investment Advisor Data
SEC Registration as : Large Advisory Firm,Investment advisor to an investment company
Form of Organization: Limited Liability Company
Organized in: DE
Number of employees: 13
Other Business Activities:
Advisor Fees/Compensation: Percentage of assets under management
Amount of client funds and securities: 0
Total Number of Clients: 574
Amount of client funds and securities by related persons: 51,830,000
Total Number of clients from related persons: 3
Disclosures:
Data above was derived from SEC filings.

Active Schedule 13D and 13G events

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Form 4 - Recent Insider Transactions

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MOODY ALDRICH PARTNERS, LLC

ownership team - last updated 2020-06-25
Name Title Start Date Direct/Indirect % Ownership
KENT, ELI, SETH MANAGING MEMBER 05/01/2006 Direct 10 - 25%
Fund Name Position direct/indirect start date end date
MOODY ALDRICH PARTNERS, LLC MEMBER direct 2006-05-01
MOODY ALDRICH PARTNERS, LLC MANAGING MEMBER direct 2006-05-01
HARVEST FUNDS MANAGEMENT, LLC MANAGING MEMBER indirect 2006-05-01
HARVEST FUNDS MANAGEMENT, LLC MANAGING MEMBER direct 2010-07-01
MOODY, WILLIAM, BRADFORD MANAGING MEMBER 06/01/1988 Direct 10 - 25%
Fund Name Position direct/indirect start date end date
MOODY ALDRICH PARTNERS, LLC MEMBER direct 1988-06-01
MOODY ALDRICH PARTNERS, LLC MANAGING MEMBER direct 1988-06-01
MOODY ALDRICH PARTNERS, LLC MEMBER/CHIEF COMPLIANCE OFFICER direct 1988-06-01
HARVEST FUNDS MANAGEMENT, LLC MANAGING MEMBER indirect 1988-06-01
HARVEST FUNDS MANAGEMENT, LLC MANAGING MEMBER direct 2010-07-01
HARVEST FUNDS MANAGEMENT, LLC MANAGING MEMBER/CHIEF COMPLIANCE OFFICER direct 2010-07-01
VAN OTTERLOO, EYK, DE MOL ALEXANDER MEMBER 06/01/1988 Direct 25 - 50%
Fund Name Position direct/indirect start date end date
GRANTHAM MAYO VAN OTTERLOO & CO LLC FOUNDING MEMBER direct 1979-12-01
HARVEST FUNDS MANAGEMENT, LLC MEMBER indirect 1988-06-01
MOODY ALDRICH PARTNERS, LLC MEMBER direct 1988-06-01
LITTLE HARBOR ADVISORS, LLC MEMBER direct 2012-07-01
FUNDQUEST INCORPORATED STOCKHOLDER direct 1993-01-01 2002-03-14
GRANTHAM MAYO VAN OTTERLOO & CO LLC OWNER, GMO BOARD MEMBER direct 1979-12-01 2002-03-22
GMO AUSTRALIA LLC MEMBER direct 1996-12-01 2002-03-22
FUNDQUEST INCORPORATED SHAREHOLDER direct 1993-01-01 2005-07-05
GRANTHAM MAYO VAN OTTERLOO & CO LLC FOUNDING MEMBER; GMO LLC BOARD MEMBER direct 1979-12-01 2008-07-30
GRANTHAM MAYO VAN OTTERLOO & CO LLC FOUNDING MEMBER; BOARD MEMBER direct 1979-12-01 2012-03-30
VELLUTO, AMANDA CHIEF COMPLIANCE OFFICER 06/01/2016 Direct less than 5%
Fund Name Position direct/indirect start date end date
MOODY ALDRICH PARTNERS, LLC CHIEF COMPLIANCE OFFICER direct 2016-06-01
HARVEST FUNDS MANAGEMENT, LLC CHIEF COMPLIANCE OFFICER direct 2016-06-01

Private Funds

Name Country Fund Identification Number Fund Type Gross Asset Value Minimum Investment Other
GLOBAL VALUE ADVISORS FUND LP United States 805-6445806977 Other Private Fund LONG ONLY EQUITY FUND 0 500,000

MOODY ALDRICH PARTNERS, LLC

ownership team - last updated 2020-03-26
Name Title Start Date Direct/Indirect % Ownership

Private Funds

Name Country Fund Identification Number Fund Type Gross Asset Value Minimum Investment Other
GLOBAL VALUE ADVISORS FUND LP United States 805-6445806977 Other Private Fund LONG ONLY EQUITY FUND 0 500,000

MOODY ALDRICH PARTNERS, LLC

ownership team - last updated 2019-03-28
Name Title Start Date Direct/Indirect % Ownership
VELLUTO, AMANDA CHIEF COMPLIANCE OFFICER 06/01/2016 Direct less than 5%
Fund Name Position direct/indirect start date end date
MOODY ALDRICH PARTNERS, LLC CHIEF COMPLIANCE OFFICER direct 2016-06-01
HARVEST FUNDS MANAGEMENT, LLC CHIEF COMPLIANCE OFFICER direct 2016-06-01
KENT, ELI, SETH MANAGING MEMBER 05/01/2006 Direct 10 - 25%
Fund Name Position direct/indirect start date end date
MOODY ALDRICH PARTNERS, LLC MEMBER direct 2006-05-01
MOODY ALDRICH PARTNERS, LLC MANAGING MEMBER direct 2006-05-01
HARVEST FUNDS MANAGEMENT, LLC MANAGING MEMBER indirect 2006-05-01
HARVEST FUNDS MANAGEMENT, LLC MANAGING MEMBER direct 2010-07-01
MOODY, WILLIAM, BRADFORD MANAGING MEMBER 06/01/1988 Direct 10 - 25%
Fund Name Position direct/indirect start date end date
MOODY ALDRICH PARTNERS, LLC MEMBER direct 1988-06-01
MOODY ALDRICH PARTNERS, LLC MANAGING MEMBER direct 1988-06-01
MOODY ALDRICH PARTNERS, LLC MEMBER/CHIEF COMPLIANCE OFFICER direct 1988-06-01
HARVEST FUNDS MANAGEMENT, LLC MANAGING MEMBER indirect 1988-06-01
HARVEST FUNDS MANAGEMENT, LLC MANAGING MEMBER direct 2010-07-01
HARVEST FUNDS MANAGEMENT, LLC MANAGING MEMBER/CHIEF COMPLIANCE OFFICER direct 2010-07-01
VAN OTTERLOO, EYK, DE MOL ALEXANDER MEMBER 06/01/1988 Direct 25 - 50%
Fund Name Position direct/indirect start date end date
GRANTHAM MAYO VAN OTTERLOO & CO LLC FOUNDING MEMBER direct 1979-12-01
HARVEST FUNDS MANAGEMENT, LLC MEMBER indirect 1988-06-01
MOODY ALDRICH PARTNERS, LLC MEMBER direct 1988-06-01
LITTLE HARBOR ADVISORS, LLC MEMBER direct 2012-07-01
FUNDQUEST INCORPORATED STOCKHOLDER direct 1993-01-01 2002-03-14
GRANTHAM MAYO VAN OTTERLOO & CO LLC OWNER, GMO BOARD MEMBER direct 1979-12-01 2002-03-22
GMO AUSTRALIA LLC MEMBER direct 1996-12-01 2002-03-22
FUNDQUEST INCORPORATED SHAREHOLDER direct 1993-01-01 2005-07-05
GRANTHAM MAYO VAN OTTERLOO & CO LLC FOUNDING MEMBER; GMO LLC BOARD MEMBER direct 1979-12-01 2008-07-30
GRANTHAM MAYO VAN OTTERLOO & CO LLC FOUNDING MEMBER; BOARD MEMBER direct 1979-12-01 2012-03-30

MOODY ALDRICH PARTNERS, LLC

ownership team - last updated 2018-04-26
Name Title Start Date Direct/Indirect % Ownership
KENT, ELI, SETH MANAGING MEMBER 05/01/2006 Direct 25 - 50%
Fund Name Position direct/indirect start date end date
MOODY ALDRICH PARTNERS, LLC MEMBER direct 2006-05-01
MOODY ALDRICH PARTNERS, LLC MANAGING MEMBER direct 2006-05-01
HARVEST FUNDS MANAGEMENT, LLC MANAGING MEMBER indirect 2006-05-01
HARVEST FUNDS MANAGEMENT, LLC MANAGING MEMBER direct 2010-07-01
MOODY, WILLIAM, BRADFORD MANAGING MEMBER 06/01/1988 Direct 25 - 50%
Fund Name Position direct/indirect start date end date
MOODY ALDRICH PARTNERS, LLC MEMBER direct 1988-06-01
MOODY ALDRICH PARTNERS, LLC MANAGING MEMBER direct 1988-06-01
MOODY ALDRICH PARTNERS, LLC MEMBER/CHIEF COMPLIANCE OFFICER direct 1988-06-01
HARVEST FUNDS MANAGEMENT, LLC MANAGING MEMBER indirect 1988-06-01
HARVEST FUNDS MANAGEMENT, LLC MANAGING MEMBER direct 2010-07-01
HARVEST FUNDS MANAGEMENT, LLC MANAGING MEMBER/CHIEF COMPLIANCE OFFICER direct 2010-07-01
VAN OTTERLOO, EYK, DE MOL ALEXANDER MEMBER 06/01/1988 Direct 50 - 75%
Fund Name Position direct/indirect start date end date
GRANTHAM MAYO VAN OTTERLOO & CO LLC FOUNDING MEMBER direct 1979-12-01
HARVEST FUNDS MANAGEMENT, LLC MEMBER indirect 1988-06-01
MOODY ALDRICH PARTNERS, LLC MEMBER direct 1988-06-01
LITTLE HARBOR ADVISORS, LLC MEMBER direct 2012-07-01
FUNDQUEST INCORPORATED STOCKHOLDER direct 1993-01-01 2002-03-14
GRANTHAM MAYO VAN OTTERLOO & CO LLC OWNER, GMO BOARD MEMBER direct 1979-12-01 2002-03-22
GMO AUSTRALIA LLC MEMBER direct 1996-12-01 2002-03-22
FUNDQUEST INCORPORATED SHAREHOLDER direct 1993-01-01 2005-07-05
GRANTHAM MAYO VAN OTTERLOO & CO LLC FOUNDING MEMBER; GMO LLC BOARD MEMBER direct 1979-12-01 2008-07-30
GRANTHAM MAYO VAN OTTERLOO & CO LLC FOUNDING MEMBER; BOARD MEMBER direct 1979-12-01 2012-03-30
VELLUTO, AMANDA CHIEF COMPLIANCE OFFICER 06/01/2016 Direct less than 5%
Fund Name Position direct/indirect start date end date
MOODY ALDRICH PARTNERS, LLC CHIEF COMPLIANCE OFFICER direct 2016-06-01
HARVEST FUNDS MANAGEMENT, LLC CHIEF COMPLIANCE OFFICER direct 2016-06-01

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