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First Pacific Advisors LLC - Richard Atwood

First Pacific Advisors LLC a Portfolio Activity as reported in the most recent 13F form published on Sep 30, 2024
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Richard Atwood

Richard Atwood
First Pacific Advisors LLC

Hedge Fund Manager
Ranked #119 out of 487 Hedge Fund Managers

Portfolio Gain

+178.18%
Since Jan 2016

Sharpe Ratio

2.35
Average Hedge Fund Sharpe: 1.48991

Hedge Fund Net Worth

$7.20B
Richard Atwood manages more assets than 75% of other Hedge Fund Managers
Total assets under management as reported to the SEC

Average Return

+19.92%
A Hedge Fund's portfolio is comprised of data made available by the SEC

Portfolio Breakdown by Sector

PortfolioBreakdown
27.53% Communication Services
20.66% Technology
18.46% Financial
10.15% Consumer Cyclical
5.93% Basic Materials
3.40% Energy
3.31% Industrial Goods
2.43% Real Estate
2.34% Healthcare
0.31% Utilities
0.19% Consumer Defensive
0.08% General
A breakdown of First Pacific Advisors LLC's portfolio by sector

First Pacific Advisors LLC Portfolio Activity

Company Name
Action
Sector
Average Price in Last QTR
Gain Since Last Filing
Holding Change
Value Reported
% of Portfolio
Allegiant Travel Company
Not Changed
Industrial Goods
$47.32
($36.09-$58.55)
+50.35%
0.00%
1.88M
0.03%
Jefferies
Reduced
Financial
$56.28
($49.59-$62.98)
+28.03%
-27.65%
240.92M
3.33%
Broadcom
Reduced
Technology
$154.38
($128.50-$180.25)
-0.40%
-24.38%
110.77M
1.54%
Par Pacific Holdings
Not Changed
Energy
$22.26
($17.06-$27.45)
-6.14%
0.00%
1.26M
0.02%
Uber Technologies
Reduced
Technology
$66.64
($54.84-$78.45)
-13.57%
-0.16%
107.72M
1.50%
Westinghouse Air Brake Technologies
Reduced
Industrial Goods
$165.88
($147.66-$184.11)
+11.72%
-7.19%
107.61M
1.49%
Gulfport Energy
Reduced
Energy
$146.62
($130.02-$163.22)
+14.56%
-20.18%
57.91M
0.80%
iShares 0-3 Month Treasury Bond ETF
New
General
$100.52
($100.29-$100.75)
+0.94%
+100.00%
4.15M
0.06%
Analog Devices
Reduced
Technology
$221.44
($198.73-$244.14)
-5.93%
-2.18%
484.07M
6.70%
TE Connectivity
Reduced
Technology
$150.29
($140.60-$159.98)
-0.06%
-1.51%
413.41M
5.72%
See a list of First Pacific Advisors LLC's holdings, as reported to the SEC on Sep 30, 2024. Click on any holding to see more details

Measured Performance

Compare First Pacific Advisors LLC's performance with other Hedge Funds and the S&P 500

First Pacific Advisors LLC activity FAQ

What is First Pacific Advisors LLC’s portfolio gain since Jun 2013?
First Pacific Advisors LLC’s portfolio gain since Jun 2013 was 178.18%.
    What is First Pacific Advisors LLC’s Sharpe Ratio?
    First Pacific Advisors LLC’s Sharpe Ratio is 2.35.
      What is First Pacific Advisors LLC’s portfolio value?
      First Pacific Advisors LLC’s portfolio value is $7.20B.
        What is First Pacific Advisors LLC’s average return since the fund’s last 13F filing?
        First Pacific Advisors LLC’s average return since the fund’s last 13F filing is 13.45%.
          What was First Pacific Advisors LLC’s average return in the last 12 months?
          First Pacific Advisors LLC’s average return in the last 12 months was 23.87%.
            What was First Pacific Advisors LLC’s average return in the last 3 years?
            First Pacific Advisors LLC’s average return in the last 3 years was 19.92%.
              When was the most recent most recent 13F form submitted by First Pacific Advisors LLC?
              First Pacific Advisors LLC's most recent 13F form was submitted on Sep 30, 2024.
                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 Richard Atwood Net Worth?
                  Richard Atwood is Managing First Pacific Advisors LLC which has a net worth of $7.20B.
                    TipRanks & Hedge Funds: TipRanks measures the performance of Richard Atwood 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.