Hyperion Partners 13F annual report
Hyperion Partners is an investment fund managing more than $126 billion ran by Jeffrey Leber. There are currently 63 companies in Mr. Leber’s portfolio. The largest investments include Spdr Ser Tr and Invesco Exch Traded Fd Tr Ii, together worth $43 billion.
$126 billion Assets Under Management (AUM)
As of 5th July 2024, Hyperion Partners’s top holding is 179,697 shares of Spdr Ser Tr currently worth over $22.7 billion and making up 18.0% of the portfolio value.
In addition, the fund holds 441,110 shares of Invesco Exch Traded Fd Tr Ii worth $20.3 billion.
The third-largest holding is Vanguard Star Fds worth $9.41 billion and the next is Vanguard Index Fds worth $15.3 billion, with 72,025 shares owned.
Currently, Hyperion Partners's portfolio is worth at least $126 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 Hyperion Partners
The Hyperion Partners office and employees reside in Berwyn, Pennsylvania. According to the last 13-F report filed with the SEC, Jeffrey Leber serves as the CCO at Hyperion Partners.
Recent trades
In the most recent 13F filing, Hyperion Partners revealed that it had opened a new position in
United Parcel Service and bought 2,668 shares worth $365 million.
This means they effectively own approximately 0.1% of the company.
United Parcel Service makes up
27.4%
of the fund's Industrials sector allocation and has decreased its share price by 25.9% in the past year.
The investment fund also strengthened its position in Spdr Ser Tr by buying
7,118 additional shares.
This makes their stake in Spdr Ser Tr total 179,697 shares worth $22.7 billion.
On the other hand, there are companies that Hyperion Partners is getting rid of from its portfolio.
Hyperion Partners closed its position in Ishares Tr on 12th July 2024.
It sold the previously owned 15,380 shares for $1.55 billion.
Jeffrey Leber also disclosed a decreased stake in Apple Inc by approximately 0.1%.
This leaves the value of the investment at $5.29 billion and 25,128 shares.
One of the smallest hedge funds
The two most similar investment funds to Hyperion Partners are Paces Ferry Wealth Advisors and Kiwi Wealth Investments Partnership. They manage $126 billion and $126 billion respectively.
Jeffrey Leber investment strategy
Hyperion Partners’s portfolio is diversified across 10 sectors.
Currently, their heaviest sector is Consumer Discretionary — making up 5.6% of
the total portfolio value.
The fund focuses on investments in the United States as
46.0% 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
43% of the total holdings value.
On the other hand, small-cap stocks make up only 1.6% of the portfolio.
The average market cap of the portfolio companies is close to $389 billion.
The complete list of Hyperion Partners trades based on 13F SEC filings
These positions were updated on July 12th 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 |
|---|---|---|---|
| Spdr Ser Tr |
4.12%
179,697
|
$22,688,279,000 | 17.99% |
| Invesco Exch Traded Fd Tr Ii |
4.95%
441,110
|
$20,348,608,000 | 16.14% |
| Vanguard Star Fds |
5.55%
155,986
|
$9,405,974,000 | 7.46% |
| Vanguard Index Fds |
5.00%
72,025
|
$15,277,982,000 | 12.12% |
| J P Morgan Exchange Traded F |
5.50%
161,268
|
$7,599,740,000 | 6.03% |
| Vanguard Bd Index Fds |
3.81%
94,983
|
$7,113,290,000 | 5.64% |
| Apple Inc |
1.65%
25,128
|
$5,292,501,000 | 4.20% |
| Vanguard World Fd |
13.01%
7,256
|
$4,183,534,000 | 3.32% |
| Johnson Johnson |
0.17%
27,119
|
$3,963,753,000 | 3.14% |
| Spdr Sp 500 Etf Tr |
0.20%
6,373
|
$3,468,423,000 | 2.75% |
| NVIDIA Corp |
980.33%
14,887
|
$1,839,157,000 | 1.46% |
| Ishares Tr |
8.96%
16,072
|
$2,639,302,000 | 2.09% |
| Exxon Mobil Corp. |
2.78%
13,914
|
$1,601,774,000 | 1.27% |
| Microsoft Corporation |
3.53%
3,305
|
$1,477,232,000 | 1.17% |
| Jpmorgan Chase Co. |
1.02%
6,337
|
$1,281,786,000 | 1.02% |
| Ishares Tr |
Closed
15,380
|
$1,554,125,000 | |
| Amazon.com Inc. |
9.46%
4,363
|
$843,150,000 | 0.67% |
| Pnc Finl Svcs Group Inc |
0.35%
5,093
|
$791,863,000 | 0.63% |
| Spdr Sp Midcap 400 Etf Tr |
0.23%
1,286
|
$687,937,000 | 0.55% |
| Costco Whsl Corp New |
0.84%
720
|
$611,741,000 | 0.49% |
| Agilent Technologies Inc. |
0.49%
4,692
|
$608,224,000 | 0.48% |
| Tesla Inc |
3.47%
3,056
|
$604,721,000 | 0.48% |
| Chevron Corp. |
0.45%
3,756
|
$587,460,000 | 0.47% |
| Cisco Sys Inc |
0.62%
12,255
|
$582,236,000 | 0.46% |
| Unitedhealth Group Inc |
0.74%
1,087
|
$553,566,000 | 0.44% |
| Verizon Communications Inc |
1.35%
12,609
|
$520,013,000 | 0.41% |
| Att Inc |
0.43%
26,274
|
$502,092,000 | 0.40% |
| Pepsico Inc |
0.76%
2,767
|
$456,388,000 | 0.36% |
| Alphabet Inc |
22.75%
4,230
|
$772,718,000 | 0.61% |
| Salesforce Inc |
0.55%
1,660
|
$426,803,000 | 0.34% |
| Mastercard Incorporated |
3.43%
958
|
$422,631,000 | 0.34% |
| Vanguard Index Fds |
Closed
859
|
$412,825,000 | |
| Paychex Inc. |
2.36%
3,383
|
$401,088,000 | 0.32% |
| Vanguard Charlotte Fds |
56.02%
8,032
|
$390,940,000 | 0.31% |
| Coca-Cola Co |
2.71%
5,806
|
$369,552,000 | 0.29% |
| United Parcel Service, Inc. |
Opened
2,668
|
$365,116,000 | 0.29% |
| Oracle Corp. |
5.03%
2,567
|
$362,405,000 | 0.29% |
| Proshares Tr |
69.93%
4,656
|
$355,296,000 | 0.28% |
| Abbvie Inc |
9.72%
2,044
|
$350,509,000 | 0.28% |
| International Business Machs |
0.45%
2,014
|
$348,393,000 | 0.28% |
| Accenture Plc Ireland |
0.53%
1,132
|
$343,460,000 | 0.27% |
| Honeywell International Inc |
1.46%
1,593
|
$340,169,000 | 0.27% |
| Berkshire Hathaway Inc. |
53.81%
812
|
$330,322,000 | 0.26% |
| Home Depot, Inc. |
5.03%
945
|
$325,397,000 | 0.26% |
| Pure Storage Inc |
Opened
5,056
|
$324,646,000 | 0.26% |
| Intel Corp. |
Closed
6,567
|
$290,070,000 | |
| Procter And Gamble Co |
2.55%
1,731
|
$285,477,000 | 0.23% |
| Blackrock Inc. |
No change
346
|
$272,413,000 | 0.22% |
| Vanguard Scottsdale Fds |
No change
1,413
|
$270,003,000 | 0.21% |
| Tjx Cos Inc New |
17.49%
2,438
|
$268,424,000 | 0.21% |
| Eaton Corp Plc |
Opened
850
|
$266,518,000 | 0.21% |
| Meta Platforms Inc |
8.30%
522
|
$263,385,000 | 0.21% |
| Nike, Inc. |
Closed
2,783
|
$261,546,000 | |
| Texas Instrs Inc |
0.15%
1,298
|
$252,500,000 | 0.20% |
| VanEck ETF Trust |
Opened
4,599
|
$237,559,000 | 0.19% |
| Bristol-Myers Squibb Co. |
Closed
4,368
|
$236,889,000 | |
| Lowes Cos Inc |
Closed
900
|
$229,257,000 | |
| Mcdonalds Corp |
2.63%
898
|
$228,965,000 | 0.18% |
| AMGEN Inc. |
0.55%
732
|
$228,729,000 | 0.18% |
| RTX Corp |
2.09%
2,251
|
$225,978,000 | 0.18% |
| Merck Co Inc |
12.11%
1,787
|
$221,181,000 | 0.18% |
| First Tr Exchange-traded Fd |
Opened
4,831
|
$220,837,000 | 0.18% |
| Sp Global Inc |
Opened
484
|
$215,864,000 | 0.17% |
| Walmart Inc |
Opened
3,133
|
$212,135,000 | 0.17% |
| Thermo Fisher Scientific Inc. |
3.27%
379
|
$209,587,000 | 0.17% |
| Vanguard Whitehall Fds |
0.68%
1,764
|
$209,167,000 | 0.17% |
| Blue Owl Capital Corporation |
No change
13,007
|
$199,788,000 | 0.16% |
| Western Asset High Income Op |
2.81%
10,933
|
$41,655,000 | 0.03% |
| Cel-Sci Corp. |
7.09%
15,100
|
$17,516,000 | 0.01% |
| No transactions found | |||
| Showing first 500 out of 69 holdings | |||
Hedge funds similar to Hyperion Partners
- Rosalind Advisors
- Sippican Capital Advisors
- Continental Advisors
- Legend Advisors
- Alamar Capital Management
- Kiwi Wealth Investments Partnership
- Paces Ferry Wealth Advisors
- Client First Investment Management
- Mcdonough Capital Management, Inc
- American Institute For Advanced Investment Management, LL.P.
- Better Money Decisions
- Ehrlich Financial Group
- Certus Wealth Management
- Kades & Cheifetz