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Wasatch Advisors

Wasatch Advisors is an investment advisor in Salt Lake City with $20.85B assets under management.

Company profile

Employees
Incorporated
Location
Fiscal year end
SEC CIK
IRS number
870319391
SEC advisor number
801-11095
FINRA CRD number
106081
AUM ?
$20.85B (as of 24 Jun 20)
Accounts
178 (as of 24 Jun 20)
Employees
82 (44 investment advisory or research)
Address
Wasatch Advisors
505 WAKARA WAY
3RD FLOOR
SALT LAKE CITY
UT 84108
Phone
8015330777

Investment data

Data from SEC filings
Regulatory AUM / Assets Under Management
Number of accounts
Number of employees
Top 50 of 252 long holdings
End of quarter 31 Dec 20
Value
 
#Shares
 
Prev Q
 
Change
%, QoQ
$545.25M 3.37M 2.61M +29.3
$484.93M 2.78M 2.94M -5.5
$441.7M 6.06M 6.13M -1.1
$437.26M 2.01M 2.18M -8.0
$413.47M 2.85M 2.65M +7.7
$402.11M 4.51M 4.49M +0.6
$395.47M 2.84M 2.27M +25.1
$392.19M 2.24M 2.44M -8.1
$385.48M 4.15M 4.82M -13.8
$375.91M 1.83M 2.28M -19.9
$374.39M 1.02M 1.22M -15.9
$370.79M 5.32M 3.97M +33.9
$353.27M 891.1K 1.11M -19.8
$345.49M 9.88M 6.45M +53.3
$310.03M 1.59M 1.57M +1.4
$300.99M 2.12M 2.13M -0.3
$298.37M 8.98M 8.89M +1.0
$294.84M 3.52M 3.53M -0.2
$294.81M 1.65M 1.63M +1.3
$294.66M 5.32M 5.28M +0.7
$287.01M 3.51M 2.62M +33.8
$257.99M 1.89M 1.86M +1.7
$256.4M 4.81M 4.69M +2.5
$254.94M 3.72M 3.73M -0.1
$254.29M 10.99M 10.49M +4.8
$251.33M 3.24M 3.02M +7.3
$249.62M 4.68M 4.48M +4.5
$242.88M 144.98K 153.11K -5.3
$238.84M 1.69M 1.68M +0.9
$227.47M 1.2M 1.48M -19.0
$222.78M 2.1M 2.02M +4.4
$209.15M 6.69M 4.34M +54.0
$205.15M 2.28M 1.99M +14.5
$204.73M 3.53M 3.24M +8.9
$202.21M 1.41M 1.51M -6.2
$201.42M 6.33M 5.41M +17.1
$198.32M 2.5M 1.81M +37.9
$194.92M 841.72K 822.99K +2.3
$193.82M 3.82M 4.67M -18.2
$192.14M 515.8K 618.21K -16.6
$171.67M 2.2M 2.22M -1.0
$165.64M 2.63M 2.59M +1.5
$160.99M 9.3M 9.56M -2.8
$157.18M 10.07M 7.11M +41.7
$157.02M 4.77M 5.01M -4.9
$153.91M 2.18M 1.78M +22.2
$151.78M 2.98M NEW
$149.81M 5.5M 5.01M +9.7
$149.32M 1.3M 828.5K +56.4
$144.07M 765.96K 1.13M -32.4
Holdings list only includes long positions. Only includes long positions.

Calendar

8 Mar 21
31 Dec 21

Financial reports

No filings

Current reports

No filings

Registration and prospectus

No filings

Proxies

No filings

Other

No filings