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Hendley & Co

Hendley & Co is an investment advisor in Zanesville with $400.18M assets under management.

Company profile

Website
Employees
Location
SEC CIK
IRS number
310916395
SEC advisor number
801-13491
FINRA CRD number
110465
AUM ?
$400.18M (as of 14 Jun 21)
Accounts
660 (as of 14 Jun 21)
Employees
4 (2 investment advisory or research)
Address
Hendley & Co
822 ADAIR AVE
ZANESVILLE
OH 43702
Office hours
Monday - Friday, 8:00 AM - 4:30 PM
Phone
7404524523
Owner Title From %Ownership
Smith, Renee', Melick President 06/2019 > 75%
Snode, Michael, Allen Chief Compliance Officer 07/2019 < 5%
Smith, Robert, Lewis Beneficial Owner, Officer 06/2019 > 75%

Investment data

Data from SEC filings
Regulatory AUM / Assets Under Management
Number of accounts
Number of employees
Top 50 of 71 long holdings
End of quarter 30 Sep 21
Value
 
#Shares
 
Prev Q
 
Change
%, QoQ
$17.81M 63.17K 60.3K +4.8
$17.48M 123.53K 123.77K -0.2
$15.01M 53.48K 53.67K -0.4
$14.79M 66.41K 66.48K -0.1
$12.85M 108.8K 108.98K -0.2
$11.28M 3.43K 3.41K +0.8
$10.52M 65.12K 65.37K -0.4
$10.31M 68.54K 68.96K -0.6
$9.37M 67.03K 66.73K +0.4
$9.24M 50.74K 50.93K -0.4
$8.11M 24.69K 24.94K -1.0
$7.47M 82.61K 82.61K -0.0
$7.46M 101.84K 102.08K -0.2
$6.83M 15.2K 15.32K -0.8
$5.91M 81.42K 20.93K +289.1
$5.82M 22.74K 17.14K +32.7
$5.82M 83.13K 83.34K -0.3
$5.48M 68.21K 67.19K +1.5
$5.46M 39.2K 39.33K -0.3
Nestle S a Rep RG SH Adr
$5.37M 44.66K 44.48K +0.4
$5.33M 3.14K 2.49K +26.3
$5.26M 51.85K 51.84K 0
$5.16M 24.3K 23.5K +3.4
$4.7M 23.88K 58.41K -59.1
$4.47M 61.75K 62.2K -0.7
$4.43M 37.16K 35.89K +3.6
$4.27M 21.76K 16.9K +28.8
$4.19M 15.89K 15.91K -0.1
$4.02M 69.9K 69.82K +0.1
$3.84M 28.72K 28.79K -0.3
$3.76M 50.12K 50.99K -1.7
$3.61M 66.47K 65.9K +0.9
$3.51M 12.99K 33.79K -61.6
$3.42M 36.05K 36.05K 0
$3.41M 50.86K 50.91K -0.1
$2.81M 21.85K 21.85K 0
$2.7M 4.74K NEW
$2.39M 14.57K 45.62K -68.1
$1.71M 10.13K 10.37K -2.3
$1.49M 2.59K 2.61K -0.6
$1.42M 38.77K 38.7K +0.2
$1.28M 7.56K 2.54K +198.3
$1.24M 16.83K NEW
$1.16M 7.74K 7.74K 0
$1.12M 7.83K 7.38K +6.2
$1.05M 8.25K 7.39K +11.6
$1.03M 19.64K 19.44K +1.0
$955K 16.24K 16.24K 0
$942K 8.54K 8.64K -1.2
$654K 14.37K 14.37K 0
Holdings list only includes long positions. Only includes long positions.

Calendar

2 Dec 21

Financial reports

No filings

Current reports

No filings

Registration and prospectus

No filings

Proxies

No filings

Other

No filings