⚲
|
Mackenzie Financial Corporation
✚
| |
---|---|
CRD # | 110338 |
SEC # | 801-25226 |
CIK # | 0000919859 |
AUM | $158.2 BB (2024-03-28) |
Employees | 1,496 (7% Investors, 1% Brokers) |
Phone | 416-967-2323 |
Address | 180 Queen Street West Toronto Ontario, Canada |
Source | [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] [Facebook] [Instagram] |
Total AUM ($BB) |
---|
Sector | Form 13F Holdings | Cap ($BB) | Value ($BB) |
---|---|---|---|
RY | 136.4 | 2.7 | |
MSFT | 1,918.2 | 2.4 | |
TD | 118.7 | 1.4 | |
AAPL | 2,382.8 | 1.4 | |
GOOGL | 1,475.1 | 1.4 | |
CNI | 76.7 | 1.1 | |
CP | 65.2 | 1.1 | |
CNQ | 64.4 | 1.1 | |
AMZN | 1,093.0 | 1.0 | |
BMO | 62.8 | 1.0 | |
View All |
Holdings by Sector ($BB) |
---|
Type | Form D Funds | Date | Sold ($MM) | AUM ($MM) |
---|---|---|---|---|
Other | Mackenzie Global Environmental Equity Fund Cayman Ltd | [2022-03-30] | 85.5 | 88.2 |
Other | Mackenzie Global Environmental Equity Master Fund Cayman LP | [2022-03-30] | 0.0 | 88.2 |
HF | Mackenzie Global Energy Long / Short Fund Cayman Ltd | 2017-06-06 | 0.0 | |
HF | Mackenzie Global Energy Long / Short Fund Delaware LP | 2017-06-06 | 2.0 | |
HF | Mackenzie Global Energy Long / Short Master Fund Cayman LP | 2017-06-06 | 18.3 | |
HF | Cundill International Company Ltd | 2013-03-28 | 1.5 | |
HF | Cundill Global Value LP | 2012-03-30 | 12.0 |
AUM Breakdown | Accounts | AUM ($BB) |
---|---|---|
By Client Type | ||
(a) Individuals (other than high net worth individuals) | 0 | 0.0 |
(b) Individuals (high net worth individuals) | 0 | 0.0 |
(c) Banking or thrift institutions | 0 | 0.0 |
(d) Investment companies | 0 | 0.0 |
(e) Business development companies | 0 | 0.0 |
(f) Pooled investment vehicles | 439 | 130.9 |
(g) Pension and profit sharing plans | 5 | 1.9 |
(h) Charitable organizations | 0 | 0.0 |
(i) State or municipal government entities | 0 | 0.0 |
(j) Other investment advisers | 0 | 0.0 |
(k) Insurance companies | 0 | 25.3 |
(l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
(m) Corporations or other businesses not listed above | 0 | 0.0 |
(n) Other | 0 | 0.1 |
Total | 638 | 158.2 |
By Discretionary | ||
Discretionary | 638 | 158.2 |
Non-Discretionary | 0 | 0.0 |
Total | 638 | 158.2 |
By Non-United States Persons | ||
Non-United States Persons | 158.2 | |
United States Persons | 0.0 | |
Total | 638 | 158.2 |
Form D Directors | # Filings | # Firms | 2011 - 2024 |
---|---|---|---|
James Keyes | 152 | ||
Todd Hazlewood | 19 | ||
Ian Lawrence | 12 | ||
Mackenzie EM Funds Management Cayman Ltd | 6 | ||
John Cook | 25 | ||
Gregory Payne | 8 | ||
Mackenzie Financial Corporation | 3 |
EDGAR Form | CIK | 2011 - 2024 |
---|---|---|
13F-HR | [0000919859] | |
SC 13G | [0000919859] |
Related Firms | State | AUM ($BB) |
---|---|---|
Mackenzie Financial Corporation
✚
|
158.2 | |
Mackenzie Investments Corporation
✚
|
MA | 7.6 |
Comparable Firms | State | AUM ($BB) |
---|---|---|
Jennison Associates LLC
✚
|
NY | 194.4 |
Macquarie Investment Management Business Trust
✚
|
PA | 191.0 |
Manulife Investment Management US LLC
✚
|
MA | 188.8 |
HSBC Global Asset Management UK Limited
✚
|
160.7 | |
Artisan Partners Limited Partnership
✚
|
WI | 151.3 |
Lazard Asset Management LLC
✚
|
NY | 150.3 |
Clearbridge Investments LLC
✚
|
NY | 148.2 |
MFS Institutional Advisors Inc
✚
|
MA | 128.5 |
BlackRock Capital Management Inc
✚
|
DE | 110.9 |
CIBC Asset Management Inc
✚
|
108.4 |