Edgehill Endowment Partners 13F annual report
Edgehill Endowment Partners is an investment fund managing more than $659 billion ran by Christian Tynan. There are currently 6 companies in Mr. Tynan’s portfolio. The largest investments include Vanguard Intl Equity Index F and Ishares Tr, together worth $400 billion.
$659 billion Assets Under Management (AUM)
As of 23rd July 2024, Edgehill Endowment Partners’s top holding is 2,068,112 shares of Vanguard Intl Equity Index F currently worth over $233 billion and making up 35.3% of the portfolio value.
In addition, the fund holds 1,719,245 shares of Ishares Tr worth $167 billion.
The third-largest holding is Vanguard Index Fds worth $156 billion and the next is Vanguard Scottsdale Fds worth $93.6 billion, with 1,606,933 shares owned.
Currently, Edgehill Endowment Partners's portfolio is worth at least $659 billion. The total portfolio value may be much higher due to cash
assets that are not publicly disclosed such as fixed income, real estate, or cash equivalents.
Careers at Edgehill Endowment Partners
The Edgehill Endowment Partners office and employees reside in New Haven, Connecticut. According to the last 13-F report filed with the SEC, Christian Tynan serves as the Chief Compliance Officer at Edgehill Endowment Partners.
Recent trades
Christian Tynan disclosed a decreased stake in Vanguard Intl Equity Index F by 0.2%.
This leaves the value of the investment at $233 billion and 2,068,112 shares.
One of the average hedge funds
The two most similar investment funds to Edgehill Endowment Partners are Hcr Wealth Advisors and Bridgewater Advisors. They manage $659 billion and $660 billion respectively.
Christian Tynan investment strategy
Edgehill Endowment Partners’s portfolio is diversified across 3 sectors.
Currently, their heaviest sector is Miscellaneous — making up 0.8% of
the total portfolio value.
The fund focuses on investments in the United States as
16.7% of the portfolio companies
are based in the United States.
The majority of the companies in the fund’s portfolio are large-cap stocks.
Stocks with a size of more than $10 billion in market cap make up
17% of the total holdings value.
On the other hand, small-cap stocks make up 16.7% of the portfolio.
The average market cap of the portfolio companies is close to $225 billion.
The complete list of Edgehill Endowment Partners trades based on 13F SEC filings
These positions were updated on July 30th based on the fund’s latest 13F filing. Quickly find out what the most recently closed or increased positions are.
| Security | Shares Owned | Value | Allocation |
|---|---|---|---|
| Vanguard Intl Equity Index F |
21.34%
2,068,112
|
$232,931,496,000 | 35.35% |
| Ishares Tr |
11.21%
1,719,245
|
$166,887,169,000 | 25.32% |
| Vanguard Index Fds |
26.58%
312,893
|
$156,487,009,000 | 23.75% |
| Vanguard Scottsdale Fds |
22.53%
1,606,933
|
$93,571,715,000 | 14.20% |
| VanEck ETF Trust |
No change
143,407
|
$5,149,014,000 | 0.78% |
| Exxon Mobil Corp. |
8.76%
34,375
|
$3,957,250,000 | 0.60% |
| No transactions found | |||
| Showing first 500 out of 6 holdings | |||
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