Pioneer Investment Management Inc - Lisa M. Jones

Pioneer Investment Management Inc a Portfolio Activity as reported in the most recent 13F form published on Sep 30, 2017
977 Followers
Lisa M. Jones

Lisa M. Jones
Pioneer Investment Management Inc

Hedge Fund Manager
Ranked #15 out of 483 Hedge Fund Managers

Portfolio Gain

+247.33%
Since Jun 2013

Sharpe Ratio

4.04
Average Hedge Fund Sharpe: 1.48991

Hedge Fund Net Worth

$31.40B
Lisa M. Jones manages more assets than 81% of other Hedge Fund Managers
Total assets under management as reported to the SEC

Average Return

+22.77%
A Hedge Fund's portfolio is comprised of data made available by the SEC

Portfolio Breakdown by Sector

PortfolioBreakdown
23.98% Technology
14.52% Financial
13.99% Consumer Goods
13.46% Healthcare
8.40% Services
4.86% Industrial Goods
4.36% Utilities
2.96% Basic Materials
0.21% General
A breakdown of Pioneer Investment Management Inc's portfolio by sector

Pioneer Investment Management Inc Portfolio Activity

Company Name
Action
Sector
Average Price in Last QTR
Gain Since Last Filing
Holding Change
Value Reported
% of Portfolio
Itau Unibanco
New
Financial
$8.33
($7.24-$9.41)
-22.10%
+100.00%
$3.59M
<0.01%
Compass Minerals International
Reduced
Basic Materials
$65.36
($59.72-$71.00)
-12.85%
-0.25%
$18.07M
0.05%
iShares MSCI Russia ETF
New
General
$31.20
($28.68-$33.72)
-69.40%
+100.00%
$4.69M
0.01%
Conagra Brands
Reduced
Consumer Goods
$34.01
($32.16-$35.85)
+26.95%
-21.41%
$14.09M
0.04%
Eli Lilly & Co
Reduced
Healthcare
$81.25
($76.89-$85.61)
+339.70%
-7.34%
$74.32M
0.21%
Credicorp
New
Financial
$196.74
($179.66-$213.82)
-19.14%
+100.00%
$1.43M
<0.01%
Weibo
New
Technology
$87.33
($66.35-$108.30)
-76.02%
+100.00%
$7.60M
0.02%
Inogen
New
Healthcare
$97.18
($89.01-$105.35)
-73.56%
+100.00%
$3.65M
0.01%
CXO
Concho Resources
Reduced
Utilities
$120.38
($106.73-$134.03)
-49.16%
-39.59%
$8.86M
0.03%
Enbridge
Added
Industrial Goods
$40.66
($39.01-$42.31)
+36.53%
+20.30%
$12.70M
0.03%
See a list of Pioneer Investment Management Inc's holdings, as reported to the SEC on Sep 30, 2017. Click on any holding to see more details

Measured Performance

Compare Pioneer Investment Management Inc's performance with other Hedge Funds and the S&P 500

Pioneer Investment Management Inc activity FAQ

What is Pioneer Investment Management Inc’s portfolio gain since Jun 2013?
Pioneer Investment Management Inc’s portfolio gain since Jun 2013 was 247.33%.
    What is Pioneer Investment Management Inc’s Sharpe Ratio?
    Pioneer Investment Management Inc’s Sharpe Ratio is 4.04.
      What is Pioneer Investment Management Inc’s portfolio value?
      Pioneer Investment Management Inc’s portfolio value is $31.40B.
        What is Pioneer Investment Management Inc’s average return since the fund’s last 13F filing?
        Pioneer Investment Management Inc’s average return since the fund’s last 13F filing is 87.44%.
          What was Pioneer Investment Management Inc’s average return in the last 12 months?
          Pioneer Investment Management Inc’s average return in the last 12 months was -5.47%.
            What was Pioneer Investment Management Inc’s average return in the last 3 years?
            Pioneer Investment Management Inc’s average return in the last 3 years was 22.77%.
              When was the most recent most recent 13F form submitted by Pioneer Investment Management Inc?
              Pioneer Investment Management Inc's most recent 13F form was submitted on Sep 30, 2017.
                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 Lisa M. Jones Net Worth?
                  Lisa M. Jones is Managing Pioneer Investment Management Inc which has a net worth of $31.40B.

                    TipRanks & Hedge Funds: TipRanks measures the performance of Lisa M. Jones 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.