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Bloombergsen Investment Partners - Jonathan Bloomberg

Bloombergsen Investment Partners a Portfolio Activity as reported in the most recent 13F form published on Dec 31, 2023
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Jonathan Bloomberg

Jonathan Bloomberg
Bloombergsen Investment Partners

Hedge Fund Manager
Ranked #99 out of 487 Hedge Fund Managers

Portfolio Gain

+124.45%
Since Jan 2016

Sharpe Ratio

2.25
Average Hedge Fund Sharpe: 1.48991

Hedge Fund Net Worth

$1.59B
Jonathan Bloomberg manages more assets than 49% of other Hedge Fund Managers
Total assets under management as reported to the SEC

Average Return

+15.01%
A Hedge Fund's portfolio is comprised of data made available by the SEC

Portfolio Breakdown by Sector

PortfolioBreakdown
23.95% Financial
11.03% Consumer Cyclical
10.86% Healthcare
10.62% Real Estate
9.84% Communication Services
7.20% Technology
4.29% Industrial Goods
A breakdown of Bloombergsen Investment Partners's portfolio by sector

Bloombergsen Investment Partners Portfolio Activity

Company Name
Action
Sector
Average Price in Last QTR
Gain Since Last Filing
Holding Change
Value Reported
% of Portfolio
CBIZ
Added
Industrial Goods
$56.13
($49.15-$63.12)
+18.25%
+5.92%
68.16M
4.29%
Charter Communications
Reduced
Communication Services
$408.39
($358.48-$458.30)
-32.98%
-1.85%
74.06M
4.66%
Aon
Reduced
Financial
$310.94
($284.85-$337.02)
+6.05%
-12.82%
90.54M
5.68%
Cigna
Reduced
Healthcare
$286.94
($253.95-$319.92)
+17.32%
-1.85%
32.34M
2.02%
Credit Acceptance
Reduced
Financial
$459.30
($379.77-$538.82)
+4.09%
-1.87%
9.89M
0.62%
DR Horton
Reduced
Consumer Cyclical
$127.36
($100.08-$154.64)
+0.03%
-1.85%
107.05M
6.72%
Encore Capital
Reduced
Financial
$43.45
($34.74-$52.17)
-15.63%
-1.85%
46.60M
2.93%
Corpay Inc
Reduced
Technology
$252.39
($220.39-$284.39)
+6.12%
-1.85%
112.93M
7.10%
Humana
Reduced
Healthcare
$489.72
($448.91-$530.54)
-31.55%
-1.85%
58.87M
3.69%
Pinnacle Financial Partners
Reduced
Financial
$74.99
($59.66-$90.32)
-8.11%
-1.85%
82.72M
5.19%
See a list of Bloombergsen Investment Partners's holdings, as reported to the SEC on Dec 31, 2023. Click on any holding to see more details

Measured Performance

Compare Bloombergsen Investment Partners's performance with other Hedge Funds and the S&P 500

Bloombergsen Investment Partners activity FAQ

What is Bloombergsen Investment Partners’s portfolio gain since Jun 2013?
Bloombergsen Investment Partners’s portfolio gain since Jun 2013 was 124.45%.
    What is Bloombergsen Investment Partners’s Sharpe Ratio?
    Bloombergsen Investment Partners’s Sharpe Ratio is 2.25.
      What is Bloombergsen Investment Partners’s portfolio value?
      Bloombergsen Investment Partners’s portfolio value is $1.59B.
        What is Bloombergsen Investment Partners’s average return since the fund’s last 13F filing?
        Bloombergsen Investment Partners’s average return since the fund’s last 13F filing is 1.75%.
          What was Bloombergsen Investment Partners’s average return in the last 12 months?
          Bloombergsen Investment Partners’s average return in the last 12 months was 20.38%.
            What was Bloombergsen Investment Partners’s average return in the last 3 years?
            Bloombergsen Investment Partners’s average return in the last 3 years was 15.01%.
              When was the most recent most recent 13F form submitted by Bloombergsen Investment Partners?
              Bloombergsen Investment Partners'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 Jonathan Bloomberg Net Worth?
                  Jonathan Bloomberg is Managing Bloombergsen Investment Partners which has a net worth of $1.59B.
                    TipRanks & Hedge Funds: TipRanks measures the performance of Jonathan Bloomberg 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.

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                    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.