JUPITER ASSET MANAGEMENT LTD

LONDON, X0 How do I update this listing?

Download 13F Summary Create Email Alert

Subscription Required

Equal-WT
WhaleScore 2.0 ?

80

S&P 500
WhaleScore ?

Subscription Required

Original
WhaleScore ?

Jupiter Asset Management LTD is based out of London. Their last reported 13F filing for Q3 2021 included $8,827,595,000 in managed 13F securities and a top 10 holdings concentration of 21.79%. Jupiter Asset Management LTD's largest holding is Microsoft Corp. with shares held of 1,265,119. Jupiter Asset Management LTD has met the qualifications for inclusion in our WhaleScore system. Whalewisdom has at least 67 13F filings, and 18 13G filings

09/30/2021

13F Activity

  • Market Value $8.828 Billion
  • Prior Market Value $9.708 Billion
  • New Purchases115 stocks
  • Additional Purchases176 stocks
  • Sold out of139 stocks
  • Reduced holdings in204 stocks
  • Top 10 Holdings % 21.79 %
  • Turnover % [1]:46.52%
  • Turnover Alt % [2]: 20.15 %
  • Time Held Top20:5.50 quarters
  • Time Held Top10:4.60 quarters
  • Time Held All:6.25 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.

09/30/2021

13F Sector Allocation Over Time

Portfolio Performance

Top 20 equal-weighted holdings. Performance numbers calculated through 2021-11-15

Performance for Q3 2021: 2.54%
Performance Last 4 Quarters: 26.49%
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

Refresh Advanced Export Download CSV Download Excel (.xlsx) Download TSV
Filter by:

Security Types:

Refresh
*Shares are split adjusted
This lets you look at individual sub managers or subsidiaries within the 13F filing.

13F Managers

Subsidiaries/Managers included in latest 13F
Name
Jupiter Investment Management Ltd
NZS Capital, LLC

Global (ex. US) Holdings

A premium subscription (standard or higher) is required to view global (non-US) holdings
Source: Refinitiv

Active Schedule 13D and 13G events

Sign in to see

Insider Transactions in the past year

Loading...

WhaleScore history for JUPITER ASSET MANAGEMENT LTD

You must have a subscription to view WhaleScore histories

**EXPERIMENTAL** Current International Short Positions

Only includes UK, France, Germany, Japan, and HKEX are presently being processed.

Holder Issuer Net Short Position Position Date Origin
Jupiter Investment Management Limited PAYPOINT PLC 1.07% 2020-05-11 UK
Jupiter Investment Management Limited PHOTO-ME INTERNATIONAL 0.62% 2021-02-08 UK

Short Position History (last 100)

Holder Net Short Position Position Date Origin
Jupiter Investment Management Limited A.G. Barr PLC 0.6% 2021-01-29 UK
Jupiter Investment Management Limited ATLANTIA SPA 0.49% 2019-02-06 Italy
Jupiter Investment Management Limited ATLANTIA SPA 0.5% 2018-09-10 Italy
Jupiter Investment Management Limited AUGEAN PLC 0.5% 2015-01-21 UK
Jupiter Investment Management Limited AZIMUT HOLDING SPA 0.48% 2019-05-29 Italy
Jupiter Investment Management Limited AZIMUT HOLDING SPA 0.57% 2019-05-28 Italy
Jupiter Investment Management Limited AZIMUT HOLDING SPA 0.66% 2019-05-24 Italy
Jupiter Investment Management Limited AZIMUT HOLDING SPA 0.73% 2019-05-23 Italy
Jupiter Investment Management Limited AZIMUT HOLDING SPA 0.81% 2019-05-22 Italy
Jupiter Investment Management Limited AZIMUT HOLDING SPA 0.96% 2019-05-16 Italy
Jupiter Investment Management Limited AZIMUT HOLDING SPA 1.05% 2019-05-14 Italy
Jupiter Investment Management Limited AZIMUT HOLDING SPA 1.19% 2019-04-24 Italy
Jupiter Investment Management Limited AZIMUT HOLDING SPA 1.29% 2019-04-17 Italy
Jupiter Investment Management Limited AZIMUT HOLDING SPA 1.36% 2019-03-20 Italy
Jupiter Investment Management Limited AZIMUT HOLDING SPA 1.43% 2019-03-19 Italy
Jupiter Investment Management Limited AZIMUT HOLDING SPA 1.59% 2019-03-12 Italy
Jupiter Investment Management Limited AZIMUT HOLDING SPA 1.68% 2019-01-30 Italy
Jupiter Investment Management Limited AZIMUT HOLDING SPA 1.73% 2019-01-09 Italy
Jupiter Investment Management Limited AZIMUT HOLDING SPA 1.62% 2018-12-11 Italy
Jupiter Investment Management Limited AZIMUT HOLDING SPA 1.52% 2018-11-05 Italy
Jupiter Investment Management Limited AZIMUT HOLDING SPA 1.4% 2018-10-15 Italy
Jupiter Investment Management Limited AZIMUT HOLDING SPA 1.3% 2018-10-11 Italy
Jupiter Investment Management Limited AZIMUT HOLDING SPA 1.22% 2018-10-09 Italy
Jupiter Investment Management Limited AZIMUT HOLDING SPA 1.11% 2018-10-03 Italy
Jupiter Investment Management Limited AZIMUT HOLDING SPA 1.0% 2018-09-27 Italy
Jupiter Investment Management Limited AZIMUT HOLDING SPA 0.91% 2018-09-21 Italy
Jupiter Investment Management Limited AZIMUT HOLDING SPA 0.82% 2018-09-17 Italy
Jupiter Investment Management Limited AZIMUT HOLDING SPA 0.7% 2018-09-11 Italy
Jupiter Investment Management Limited AZIMUT HOLDING SPA 0.61% 2018-09-04 Italy
Jupiter Investment Management Limited AZIMUT HOLDING SPA 0.52% 2018-08-28 Italy
Jupiter Investment Management Limited AZIMUT HOLDING SPA 0.48% 2017-10-11 Italy
Jupiter Investment Management Limited AZIMUT HOLDING SPA 0.59% 2017-09-29 Italy
Jupiter Investment Management Limited AZIMUT HOLDING SPA 0.69% 2017-09-08 Italy
Jupiter Investment Management Limited AZIMUT HOLDING SPA 0.79% 2017-08-18 Italy
Jupiter Investment Management Limited AZIMUT HOLDING SPA 0.89% 2017-08-02 Italy
Jupiter Investment Management Limited AZIMUT HOLDING SPA 0.9% 2017-07-24 Italy
Jupiter Investment Management Limited AZIMUT HOLDING SPA 0.0% 2017-07-21 Italy
Jupiter Investment Management Limited AZIMUT HOLDING SPA 0.99% 2017-06-23 Italy
Jupiter Investment Management Limited AZIMUT HOLDING SPA 1.01% 2017-05-19 Italy
Jupiter Investment Management Limited AZIMUT HOLDING SPA 0.9% 2017-05-16 Italy
Jupiter Investment Management Limited AZIMUT HOLDING SPA 0.82% 2017-05-12 Italy
Jupiter Investment Management Limited AZIMUT HOLDING SPA 0.72% 2017-05-09 Italy
Jupiter Investment Management Limited AZIMUT HOLDING SPA 0.69% 2017-04-20 Italy
Jupiter Investment Management Limited AZIMUT HOLDING SPA 0.7% 2017-03-03 Italy
Jupiter Investment Management Limited AZIMUT HOLDING SPA 0.68% 2017-02-21 Italy
Jupiter Investment Management Limited AZIMUT HOLDING SPA 0.72% 2016-11-30 Italy
Jupiter Investment Management Limited AZIMUT HOLDING SPA 0.64% 2016-11-28 Italy
Jupiter Investment Management Limited AZIMUT HOLDING SPA 0.54% 2016-11-21 Italy
Jupiter Investment Management Limited BANCO BPM SPA 0.48% 2019-11-04 Italy
Jupiter Investment Management Limited BANCO BPM SPA 0.55% 2019-10-29 Italy
Jupiter Investment Management Limited BANCO BPM SPA 0.67% 2019-10-24 Italy
Jupiter Investment Management Limited BANCO BPM SPA 0.75% 2019-10-21 Italy
Jupiter Investment Management Limited BANCO BPM SPA 0.89% 2019-10-16 Italy
Jupiter Investment Management Limited BANCO BPM SPA 0.94% 2019-10-15 Italy
Jupiter Investment Management Limited BANCO BPM SPA 1.02% 2019-10-04 Italy
Jupiter Investment Management Limited BANCO BPM SPA 0.94% 2019-10-03 Italy
Jupiter Investment Management Limited BANCO BPM SPA 0.82% 2019-09-27 Italy
Jupiter Investment Management Limited BANCO BPM SPA 0.96% 2019-09-25 Italy
Jupiter Investment Management Limited BANCO BPM SPA 1.16% 2019-09-19 Italy
Jupiter Investment Management Limited BANCO BPM SPA 1.26% 2019-09-12 Italy
Jupiter Investment Management Limited BANCO BPM SPA 1.36% 2019-09-11 Italy
Jupiter Investment Management Limited BANCO BPM SPA 1.43% 2019-09-06 Italy
Jupiter Investment Management Limited BANCO BPM SPA 1.5% 2019-08-29 Italy
Jupiter Investment Management Limited BANCO BPM SPA 1.4% 2019-08-23 Italy
Jupiter Investment Management Limited BANCO BPM SPA 1.5% 2019-08-06 Italy
Jupiter Investment Management Limited BANCO BPM SPA 1.44% 2019-08-01 Italy
Jupiter Investment Management Limited BANCO BPM SPA 1.34% 2019-07-19 Italy
Jupiter Investment Management Limited BANCO BPM SPA 1.2% 2019-07-16 Italy
Jupiter Investment Management Limited BANCO BPM SPA 1.12% 2019-07-11 Italy
Jupiter Investment Management Limited BANCO BPM SPA 1.01% 2019-07-09 Italy
Jupiter Investment Management Limited BANCO BPM SPA 0.91% 2019-07-03 Italy
Jupiter Investment Management Limited BANCO BPM SPA 0.82% 2019-06-28 Italy
Jupiter Investment Management Limited BANCO BPM SPA 0.73% 2019-06-26 Italy
Jupiter Investment Management Limited BANCO BPM SPA 0.6% 2019-06-24 Italy
Jupiter Investment Management Limited BANCO BPM SPA 0.53% 2019-06-21 Italy
Jupiter Investment Management Limited BANCO BPM SPA 0.48% 2018-09-28 Italy
Jupiter Investment Management Limited BANCO BPM SPA 0.57% 2018-09-25 Italy
Jupiter Investment Management Limited BANCO BPM SPA 0.66% 2018-09-21 Italy
Jupiter Investment Management Limited BANCO BPM SPA 0.79% 2018-08-28 Italy
Jupiter Investment Management Limited BANCO BPM SPA 0.88% 2018-08-23 Italy
Jupiter Investment Management Limited BANCO BPM SPA 0.95% 2018-08-22 Italy
Jupiter Investment Management Limited BANCO BPM SPA 1.03% 2018-08-21 Italy
Jupiter Investment Management Limited BANCO BPM SPA 1.12% 2018-08-20 Italy
Jupiter Investment Management Limited BANCO BPM SPA 1.22% 2018-07-25 Italy
Jupiter Investment Management Limited BANCO BPM SPA 1.12% 2018-07-18 Italy
Jupiter Investment Management Limited BANCO BPM SPA 1.0% 2018-07-12 Italy
Jupiter Investment Management Limited BANCO BPM SPA 0.91% 2018-07-02 Italy
Jupiter Investment Management Limited BANCO BPM SPA 0.83% 2018-06-27 Italy
Jupiter Investment Management Limited BANCO BPM SPA 0.71% 2018-06-20 Italy
Jupiter Investment Management Limited BANCO BPM SPA 0.66% 2018-06-19 Italy
Jupiter Investment Management Limited BANCO BPM SPA 0.53% 2018-06-15 Italy
Jupiter Investment Management Limited BPER BANCA SPA 0.46% 2018-05-25 Italy
Jupiter Investment Management Limited BPER BANCA SPA 0.59% 2018-05-23 Italy
Jupiter Investment Management Limited BPER BANCA SPA 0.67% 2018-05-22 Italy
Jupiter Investment Management Limited BPER BANCA SPA 0.7% 2018-03-22 Italy
Jupiter Investment Management Limited BPER BANCA SPA 0.6% 2018-03-16 Italy
Jupiter Investment Management Limited BPER BANCA SPA 0.51% 2018-03-12 Italy
Jupiter Investment Management Limited BREMBO SPA 0.49% 2019-11-13 Italy
Jupiter Investment Management Limited BREMBO SPA 0.5% 2019-08-19 Italy
Jupiter Investment Management Limited BREMBO SPA - FRENI BREMBO 0.49% 2019-11-13 Italy

Elevate your investments