Company profile

Employees
Incorporated
Location
Fiscal year end
Industry
Former names
Bridgewater Capital Advisors Inc
SEC CIK
IRS number
820566501
SEC advisor number
801-61205
FINRA CRD number
117962
AUM ?
$1.43B (as of 30 Jun 20)
Accounts
1,807 (as of 30 Jun 20)
Employees
15 (10 investment advisory or research)
Address
Punch & Associates Investment Management
7701 FRANCE AVE. SOUTH
SUITE 300
EDINA
MN 55435
Phone
9522244350
Fund structure AUM Fund type
Punch & Associates Investment Management, Inc. $1.43B
Punch Micro Cap Partners, LLC $184.97M Hedge Fund
Punch Nano Cap Partners I, LLC $21.79M Hedge Fund

Investment data

Data from SEC filings
Regulatory AUM / Assets Under Management
Number of accounts
Number of employees
Top 50 of 234 long holdings
End of quarter 30 Sep 20
Value
 
#Shares
 
Prev Q
 
Change
%, QoQ
$36.47M 1.46M 1.47M -1.0
Stonex Group Inc
$32.55M 636.26K NEW
$23.69M 102.51K 113.05K -9.3
$22.25M 1.38M 1.75M -20.8
$20.23M 166.29K 169.81K -2.1
$18.98M 991.86K 1.01M -1.6
$18.73M 869.94K 778.13K +11.8
$17.58M 2.2M 2.07M +6.3
$17.52M 1.12M 1.13M -0.9
$16.15M 325.8K 351.12K -7.2
$15.66M 1.11M 1.2M -7.4
$14.28M 128.96K 148.35K -13.1
$12.92M 61.42K 62.2K -1.3
$11.97M 38.38K 38.38K 0
$11.9M 270.69K 785.95K -65.6
$11.41M 1.02M 1.02M -0.2
$10.46M 762.32K 746.54K +2.1
$10.41M 66.13K 66.89K -1.1
$10.4M 536.02K 457.2K +17.2
$10.3M 1.92M 1.93M -0.3
$10.27M 45.06K 64.13K -29.7
$10.18M 662.96K 555.81K +19.3
$9.91M 79.85K 80.77K -1.1
$9.87M 93.73K 94.55K -0.9
$9.84M 220.04K 224.49K -2.0
$9.8M 405.41K 389.17K +4.2
$9.74M 974.27K 992.13K -1.8
$9.68M 292.44K 454.03K -35.6
$9.56M 156.73K 155.2K +1.0
$9.53M 544.87K 455.15K +19.7
$9.49M 751.09K 700.13K +7.3
$9.37M 43.99K 44.38K -0.9
$9.3M 190.12K 132.62K +43.4
$9.17M 268.22K 270.15K -0.7
$9.15M 221.56K 216.8K +2.2
$9.07M 351.22K 353.56K -0.7
$9.01M 95.32K 95.32K 0
$8.98M 116.25K 115.22K +0.9
$8.85M 85.91K 87.18K -1.5
$8.74M 26.26K 26.71K -1.7
$8.74M 423.65K 427.25K -0.8
$8.62M 963.87K 941.56K +2.4
$8.35M 470.71K 473.08K -0.5
$8.29M 668.49K 674.3K -0.9
$8.24M 36.47K 37K -1.4
$8.14M 1.04M 1.04M -0.1
$8.14M 924.49K 919.39K +0.6
$8.07M 74.68K 75.14K -0.6
$8.04M 935.78K 922.75K +1.4
$7.96M 271.54K 271.98K -0.2
Holdings list only includes long positions. Only includes long positions.

Calendar

17 Jan 21
31 Dec 21

News

Financial reports

No filings

Current reports

No filings

Registration and prospectus

No filings

Proxies

No filings

Other

No filings