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Bruni J V & Co /Co - Jerome V. Bruni

Bruni J V & Co /Co a Portfolio Activity as reported in the most recent 13F form published on Dec 31, 2023
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Jerome V. Bruni

Jerome V. Bruni
Bruni J V & Co /Co

Hedge Fund Manager
Ranked #152 out of 487 Hedge Fund Managers

Portfolio Gain

+107.57%
Since Jan 2016

Sharpe Ratio

1.76
Average Hedge Fund Sharpe: 1.48991

Hedge Fund Net Worth

$805.63M
Jerome V. Bruni manages more assets than 34% of other Hedge Fund Managers
Total assets under management as reported to the SEC

Average Return

+12.97%
A Hedge Fund's portfolio is comprised of data made available by the SEC

Portfolio Breakdown by Sector

PortfolioBreakdown
43.00% Financial
13.53% Consumer Cyclical
9.51% Real Estate
8.06% Industrial Goods
5.67% Communication Services
5.32% Energy
4.12% Technology
4.01% Healthcare
3.89% Utilities
A breakdown of Bruni J V & Co /Co's portfolio by sector

Bruni J V & Co /Co Portfolio Activity

Company Name
Action
Sector
Average Price in Last QTR
Gain Since Last Filing
Holding Change
Value Reported
% of Portfolio
Affiliated Managers
Reduced
Financial
$138.30
($120.22-$156.38)
+6.39%
-0.64%
47.28M
5.87%
Brookfield Corporation
Added
Financial
$34.95
($28.84-$41.05)
-2.63%
+0.09%
60.62M
7.51%
Cigna
Reduced
Healthcare
$286.94
($253.95-$319.92)
+17.00%
-0.36%
32.45M
4.01%
Discover Financial Services
Reduced
Financial
$96.23
($79.04-$113.42)
+8.54%
-0.13%
43.44M
5.36%
Oaktree Specialty Lending
Added
Financial
$19.60
($18.41-$20.79)
-3.12%
<+0.01%
31.17M
3.76%
Hanesbrands
Sold Out
Consumer Cyclical
$4.09
($3.58-$4.60)
+5.16%
-100.00%
0.00
0.00%
Intel
Reduced
Technology
$41.71
($32.15-$51.28)
-27.53%
-0.09%
33.28M
4.12%
Kinder Morgan
Reduced
Energy
$16.89
($15.89-$17.90)
+3.56%
-0.07%
20.64M
2.52%
LKQ
Reduced
Consumer Cyclical
$46.49
($41.49-$51.50)
+3.19%
-0.29%
26.84M
3.31%
MasTec
Added
Industrial Goods
$60.60
($44.65-$76.56)
+11.82%
+2.23%
18.02M
2.24%
See a list of Bruni J V & Co /Co's holdings, as reported to the SEC on Dec 31, 2023. Click on any holding to see more details

Measured Performance

Compare Bruni J V & Co /Co's performance with other Hedge Funds and the S&P 500

Bruni J V & Co /Co activity FAQ

What is Bruni J V & Co /Co’s portfolio gain since Jun 2013?
Bruni J V & Co /Co’s portfolio gain since Jun 2013 was 107.57%.
    What is Bruni J V & Co /Co’s Sharpe Ratio?
    Bruni J V & Co /Co’s Sharpe Ratio is 1.76.
      What is Bruni J V & Co /Co’s portfolio value?
      Bruni J V & Co /Co’s portfolio value is $805.63M.
        What is Bruni J V & Co /Co’s average return since the fund’s last 13F filing?
        Bruni J V & Co /Co’s average return since the fund’s last 13F filing is 1.50%.
          What was Bruni J V & Co /Co’s average return in the last 12 months?
          Bruni J V & Co /Co’s average return in the last 12 months was 17.79%.
            What was Bruni J V & Co /Co’s average return in the last 3 years?
            Bruni J V & Co /Co’s average return in the last 3 years was 12.97%.
              When was the most recent most recent 13F form submitted by Bruni J V & Co /Co?
              Bruni J V & Co /Co's most recent 13F form was submitted on Dec 31, 2023.
                who are the best performing hedge funds?
                Head over to our Expert Center to see a list of the Top Hedge Fund Managers and follow the top hedge fund managers of your choice. Visit their profiles for more details about their holdings and see how they perform on a stock-by-stock basis.
                  What is Jerome V. Bruni Net Worth?
                  Jerome V. Bruni is Managing Bruni J V & Co /Co which has a net worth of $805.63M.
                    TipRanks & Hedge Funds: TipRanks measures the performance of Jerome V. Bruni and other hedge fund managers based on information submitted to the SEC. Any hedge fund managing over $100M is required to submit a 13F form to the SEC which lists their current holdings at the end of each fiscal quarter. TipRanks uses this information to determine how each hedge fund performed in comparison to other hedge funds and to the S&P 500. Top Hedge Funds are determined by those that generate the highest return based on their stock portfolio.

                    Disclosure on Hedge Fund Expert Ranking:
                    We only track and measure hedge fund managers based on their long positions on stocks and ETFs. Our ranking excludes:
                    1. Hedge funds that manage stocks of more than 1,500 different companies
                    2. Hedge funds with a portfolio turnover of over 50% from the previous quarter
                    3. Securities are not stocks, such as warrants, units, stock options (calls and puts), international investments, swaps, short positions, etc.