Find Institutional Investor
Institutional Investor
Browse Institutional Investors
Time Period
Activity
Security Type
Top Percentile
?
Use this filter to see holdings within a selected percentile portfolio.

For example, click 10 to show only holdings in the top 10 percentile.

100908070605040302010%
Sectors
?
Use the pull down list to add one or more sectors to the space below and click Apply to filter out the holdings that belong to your selected sector(s).
 
Stock Style
?
Stock Style shows hedge fund manager's main investment focus in Value or Growth. It is determined based on analysis of portfolio holdings that are part of about 3000 US Stocks.
Style
Market Cap
Large
Value
Mid
Blend
Small
Growth
0
0
0
0
0
0
0
0
0
WELLESLEY INVESTMENT ADVISORS

Time Period2018-12-31

Total Holdings76

Total Value ($x1000)1,460,473
Activities
New27

Increased12

Unchanged0

Decreased37

Sold Out19

Top Stock Holdingstotal 2.93%
RCA2.84

ANIP0.09

-- hover over a symbol below for details --
SEC 13F
Filing
Detail
Sort:
BCS/NEM...
5.74%
PRN
TPC...
5.45%
PRN
ARI...
4.81%
PRN
ATSG...
4.29%
PRN
FNSR...
4.07%
PRN
DY...
3.8%
PRN
AAWW...
3.45%
PRN
BXMT...
3.45%
PRN
SYNA...
3.4%
PRN
HASI...
3.36%
PRN
HCI...
3.32%
PRN
BCS/DHI...
3.21%
PRN
LITE...
3.01%
PRN
RCA
2.84%
7% CN SR NT 2023
RWT...
2.81%
PRN
PCRX...
2.49%
PRN
COWN...
2.03%
PRN
WMC...
1.9%
PRN
PMT...
1.84%
PRN
GPMT...
1.79%
PRN
VIAV...
1.78%
PRN
PDCE...
1.71%
PRN
IIVI...
1.63%
PRN
NYMT...
1.62%
PRN
JAZZ...
1.59%
PRN
TWTR...
1.57%
PRN
EZPW...
1.5%
PRN
ON...
1.47%
PRN
GSBD...
1.45%
PRN
PRAA...
1.41%
PRN
CAMP...
1.35%
PRN
LGIH...
1.18%
PRN
XAN...
1.04%
PRN
GBX...
0.95%
PRN
KAMN...
0.91%
PRN
HTGC...
0.87%
PRN
TWTR...
0.84%
PRN
SM...
0.81%
PRN
ANIP...
0.76%
PRN
JAZZ...
0.64%
PRN
ON...
0.63%
PRN
KBH
0.59%
PRN
GWRE...
0.57%
PRN
COWN...
0.44%
PRN
PATK...
0.39%
PRN
LGND...
0.36%
PRN
HLX...
0.36%
PRN
RMBS...
0.36%
PRN
ARI...
0.35%
PRN
TSLX...
0.31%
PRN
GS/KSU...
0.3%
PRN
ABR...
0.3%
PRN
HCI...
0.29%
PRN
AAWW...
0.27%
PRN
BKCC...
0.25%
PRN
PRAA...
0.18%
PRN
ECPG...
0.17%
PRN
KN...
0.16%
PRN
EZPW...
0.15%
PRN
SQ...
0.14%
PRN
BXMT...
0.14%
PRN
VSI...
0.13%
PRN
ECPG...
0.13%
PRN
TCPC...
0.13%
PRN
TSLA...
0.12%
PRN
NMFC...
0.1%
PRN
CSGS...
0.1%
PRN
VAC...
0.09%
PRN
ANIP
0.09%
COM
SLAB...
0.09%
PRN
OSIS...
0.06%
PRN
OAS...
0.04%
PRN
Z...
0.04%
PRN
RGLD...
0.01%
PRN
MIC...
0.01%
PRN
BKNG...
0.01%
PRN
AFSI...
2.8%
PRN
GPMT...
2.5%
PRN
ATSG...
2.33%
PRN
TTMI...
1.79%
PRN
HZN...
1.67%
PRN
IPHI...
1.61%
PRN
ANW...
1.28%
PRN
IDTI...
0.84%
PRN
AKAM...
0.8%
PRN
GPRE...
0.48%
PRN
FCN...
0.43%
PRN
VECO...
0.43%
PRN
WFC/INTC...
0.38%
PRN
TWO...
0.32%
PRN
TIVO...
0.29%
PRN
HLX...
0.13%
PRN
ZG...
0.08%
PRN
ECHO...
0.07%
PRN
EFII...
0.01%
PRN