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Hedge Fund Profile

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Richard J Bielen

Richard J Bielen

Protective Life Corp
Hedge Fund Manager
Ranked #373 out of 462 Hedge Fund Managers

Portfolio Gain

-5.16%
Since Jun 2013

Sharpe Ratio

-0.25
Average Hedge Fund Sharpe: 1.48991

Portfolio Value

$131.72M
Richard J Bielen manages more assets than 16% of other Hedge Fund Managers
Total assets under management as reported to the SEC

Average Return

-3.07%
A Hedge Fund's portfolio is comprised of data made available by the SEC

Portfolio Breakdown by Sector

PortfolioBreakdown
95.84% General
3.13% Industrial Goods
0.12% Utilities
A breakdown of Protective Life Corp's portfolio by sector

Portfolio Activity

Company Name
Action
Sector
Average Price in Last QTR
Gain Since Last Filing
Holding Change
Value Reported
% of Portfolio
Summit Midstream
Not Changed
Utilities
$17.20
($12.91-$21.49)
+6.84%
0.00%
$157.22K
0.12%
iShares Floating Rate Bond ETF
Not Changed
General
$50.13
($49.63-$50.64)
+1.52%
0.00%
$2.45M
1.85%
SPDR Bloomberg Investment Grade Floating Rate ETF
Not Changed
General
$30.26
($29.97-$30.55)
+1.64%
0.00%
$490.79K
0.37%
iShares Core U.S. Aggregate Bond ETF
Added
General
$102.91
($98.86-$106.95)
-3.85%
+22.17%
$21.80M
16.45%
VanEck Fallen Angel High Yield Bond ETF
Not Changed
General
$28.48
($26.44-$30.53)
-0.64%
0.00%
$432.32K
0.32%
iShares iBoxx $ Investment Grade Corporate Bond ETF
Added
General
$114.32
($107.09-$121.55)
-3.99%
+36.27%
$17.36M
13.08%
iShares MBS ETF
Added
General
$97.92
($94.32-$101.51)
-4.75%
+32.90%
$15.99M
12.07%
Invesco Taxable Municipal Bond ETF
New
General
$28.16
($26.60-$29.72)
-5.00%
+100.00%
$4.44M
3.34%
Vanguard Long-Term Bond ETF
New
General
$84.20
($76.34-$92.06)
-5.94%
+100.00%
$3.91M
2.94%
SPDR ICE Preferred Securities ETF
Not Changed
General
$36.63
($34.36-$38.90)
-2.64%
0.00%
$26.22M
19.62%
See a list of Protective Life Corp's holdings, as reported to the SEC on Jun 30, 2022. Click on any holding to see more details

Measured Performance

Compare Protective Life Corp's performance with other Hedge Funds and the S&P 500
TipRanks & Hedge Funds: TipRanks measures the performance of Richard J Bielen 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.