We are live on ! Find out more
HF

Hellman & Friedman Portfolio holdings

AUM $169M
This Fund
S&P 500
This Quarter Est. Return
+35.68%
1 Year Est. Return
–
3 Year Est. Return
–
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$248M
AUM Growth
–
Cap. Flow
+$203M
Cap. Flow %
81.85%
Top 10 Hldgs %
100%
Holding
1
New
1
Increased
–
Reduced
–
Closed
–

Top Buys

Rank Stock Value
1
CHNG
Change Healthcare Inc. Common Stock
CHNG
+$203M

Top Sells

No sells this quarter

Sector Composition

Rank Sector Weight
1 Technology 100%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
CHNG
1
DELISTED
Change Healthcare Inc. Common Stock
CHNG
$248M 100%
+15,131,444
New +$203M

Similar funds

SMFS
Squar Milner Financial Services Irvine, California $176M AUM 10.56% 1-Year Est. Return
SC
Stralem & Co New York $157M AUM 4.29% 1-Year Est. Return
RI
Rudd International Sarasota, Florida $187M AUM 14.73% 1-Year Est. Return
LI
Leap Investments Chicago, Illinois $152M AUM 3.6% 1-Year Est. Return
BC
Blackstart Capital New York $151M AUM 14.01% 1-Year Est. Return
JT
Jump Trading Chicago, Illinois $150M AUM 17.61% 1-Year Est. Return
SCM
Stellar Capital Management Phoenix, Arizona $147M AUM 5.91% 1-Year Est. Return
ALIA
Accel London III Associates Palo Alto, California $203M AUM 148.55% 1-Year Est. Return

Hellman & Friedman's Q4 2019 Portfolio in Review

As of Q4 2019, Hellman & Friedman held 1 position worth $248M. Its ten largest holdings account for 100% of the portfolio.

Hellman & Friedman deployed $203M of net new capital in Q4 2019, opening 1 new position. Its largest new stake was Change Healthcare Inc. Common Stock: 15,131,444 shares worth $248M.

By sector, the portfolio is most concentrated in Technology at 100% of assets.

  • Hellman & Friedman's largest Q4 2019 buy was Change Healthcare Inc. Common Stock: 15,131,444 shares worth $248M.
  • Hellman & Friedman's ten largest holdings make up 100% of its $248M portfolio in Q4 2019.
  • Hellman & Friedman opened 1 new position and closed 0 in Q4 2019.

Based on Hellman & Friedman's 13F filing for Q4 2019, filed 14 Feb 2020.