PACER ADVISORS, INC.

HTTP://WWW.PACERADVISORS.COM MALVERN, PA Investment Advisor How do I update this listing?

Pacer Advisors is based out of Malvern. Pacer Advisors is a registered investment advisory firm with 1 clients and discretionary assets under management (AUM) of $3,227,697,700 (Form ADV from 2019-08-01). Their last reported 13F filing for Q3 2019 included $4,350,413,000 in managed 13F securities and a top 10 holdings concentration of 18.42%. Pacer Advisors's largest holding is Microsoft Corp. with shares held of 1,291,820. Whalewisdom has at least 20 13F filings

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09/30/2019

13F Sector Allocation Over Time

09/30/2019

13F Activity

  • Market Value $4.448 Billion
  • Prior Market Value $4.089 Billion
  • New Purchases66 stocks
  • Additional Purchases641 stocks
  • Sold out of48 stocks
  • Reduced holdings in420 stocks
  • Top 10 Holdings % 18.02 %
  • Turnover % [1]:10.04%
  • Turnover Alt % [2]: 11.28 %
  • Time Held Top20:2.63 quarters
  • Time Held Top10:1.67 quarters
  • Time Held All:8.28 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 2019-08-14

Performance for Q2 2019: -1.18%
Performance Last 4 Quarters: -3.38%
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 (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)
  • 2013-12-31 - 13F-HR (Subscription required)

View Last Form Adv Compilation Report on Record

PACER ADVISORS, INC.
500 CHESTERFIELD PARKWAY
MALVERN PA    19355
Country: United States

Business Phone: 610-644-8100
Fax: 610-644-7177
Professional Investment Advisor Data
SEC Registration as : Investment advisor to an investment company
Form of Organization: Corporation
Organized in: PA
Number of employees: 18
Other Business Activities: broker-dealer,insurance broker or agent
Advisor Fees/Compensation: Percentage of assets under management
Amount of client funds and securities:
Total Number of Clients: 1
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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Form 4 - Recent Insider Transactions

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PACER ADVISORS, INC.

ownership team - last updated 2019-03-27
Name Title Start Date Direct/Indirect % Ownership
THOMSON, JOE, MCKEE PRESIDENT 03/01/2005 Direct 75% or more
Fund Name Position direct/indirect start date end date
PACER ADVISORS, INC. PRESIDENT & CCO direct 2005-03-01
PACER ADVISORS, INC. PRESIDENT direct 2005-03-01
THOMSON, JOANN TREASURER/SECRETARY 03/01/2005 Direct 5 - 10%
Fund Name Position direct/indirect start date end date
PACER ADVISORS, INC. TREASURER/SECRETARY direct 2005-03-01
BRADBARD, ASHLEE, ANN THOMSON SVP & CCO 10/01/2015 Direct 5 - 10%
Fund Name Position direct/indirect start date end date
PACER ADVISORS, INC. CCO direct 2015-10-01
PACER ADVISORS, INC. SVP & CCO direct 2015-10-01
ZELLER, KIMBERLY, L. T. VICE PRESIDENT, KEY ACCOUNTS 01/01/2015 Direct 5 - 10%
Fund Name Position direct/indirect start date end date
PACER ADVISORS, INC. VICE PRESIDENT, KEY ACCOUNTS direct 2015-01-01

PACER ADVISORS, INC.

ownership team - last updated 2018-12-19
Name Title Start Date Direct/Indirect % Ownership
THOMSON, JOE, MCKEE PRESIDENT 03/01/2005 Direct 75% or more
Fund Name Position direct/indirect start date end date
PACER ADVISORS, INC. PRESIDENT & CCO direct 2005-03-01
PACER ADVISORS, INC. PRESIDENT direct 2005-03-01
THOMSON, JOANN TREASURER/SECRETARY 03/01/2005 Direct 5 - 10%
Fund Name Position direct/indirect start date end date
PACER ADVISORS, INC. TREASURER/SECRETARY direct 2005-03-01
BRADBARD, ASHLEE, ANN THOMSON SVP & CCO 10/01/2015 Direct 5 - 10%
Fund Name Position direct/indirect start date end date
PACER ADVISORS, INC. CCO direct 2015-10-01
PACER ADVISORS, INC. SVP & CCO direct 2015-10-01
ZELLER, KIMBERLY, L. T. VICE PRESIDENT, KEY ACCOUNTS 01/01/2015 Direct 5 - 10%
Fund Name Position direct/indirect start date end date
PACER ADVISORS, INC. VICE PRESIDENT, KEY ACCOUNTS direct 2015-01-01

PACER ADVISORS, INC.

ownership team - last updated 2018-05-22
Name Title Start Date Direct/Indirect % Ownership
THOMSON, JOE, MCKEE PRESIDENT 03/01/2005 Direct 75% or more
Fund Name Position direct/indirect start date end date
PACER ADVISORS, INC. PRESIDENT & CCO direct 2005-03-01
PACER ADVISORS, INC. PRESIDENT direct 2005-03-01
THOMSON, JOANN TREASURER/SECRETARY 03/01/2005 Direct 5 - 10%
Fund Name Position direct/indirect start date end date
PACER ADVISORS, INC. TREASURER/SECRETARY direct 2005-03-01
BRADBARD, ASHLEE, ANN THOMSON SVP & CCO 10/01/2015 Direct 5 - 10%
Fund Name Position direct/indirect start date end date
PACER ADVISORS, INC. CCO direct 2015-10-01
PACER ADVISORS, INC. SVP & CCO direct 2015-10-01
ZELLER, KIMBERLY, L. T. VICE PRESIDENT, KEY ACCOUNTS 01/01/2015 Direct 5 - 10%
Fund Name Position direct/indirect start date end date
PACER ADVISORS, INC. VICE PRESIDENT, KEY ACCOUNTS direct 2015-01-01

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