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| Mackenzie Investments Corporation
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| CRD # | 165899 |
| SEC # | 801-77541 |
| CIK # | 0000919859 |
| AUM | $18.1 B (2026-03-30) |
| Employees | 16 (62% Investors, 12% Brokers) |
| Phone | 617-439-9500 |
| Address | Two International Place Boston, MA 02110 |
| Source | [IAPD] [EDGAR] [Website] |
| Total AUM ($B) |
|---|
| Sector | Form 13F Holdings | Value ($B) | |
|---|---|---|---|
| Royal Bank of Canada | 3.1 | ||
| Nvidia Corp | 2.5 | ||
| Apple Inc | 2.4 | ||
| Toronto Dominion Bank | 2.3 | ||
| Microsoft Corp | 1.9 | ||
| Alphabet Inc | 1.8 | ||
| Agnico Eagle Mines Ltd | 1.8 | ||
| Canadian Natural Resources Ltd | 1.3 | ||
| Canadian Pacific Railway Ltd/Cn | 1.2 | ||
| Amazon Com Inc | 1.2 | ||
| View All | |||
| Holdings by Sector ($B) |
|---|
| Type | Form D Funds | Date | Sold ($M) | AUM ($M) |
|---|---|---|---|---|
| HF | Mackenzie US Quantitative Amplified Core Fund Cayman Ltd | 2023-03-30 | 145.2 | |
| HF | Mackenzie US Quantitative Amplified Core Master Fund Cayman LP | 2023-03-30 | 145.2 | |
| Other | Mackenzie International Quantitative Large Cap Fund Cayman Ltd | [2019-06-28] | 34.9 | 62.8 |
| Other | Mackenzie International Quantitative Large Cap Master Fund Cayman LP | [2019-06-28] | 0.0 | 62.8 |
| Other | Mackenzie International Quantitative Small Cap Fund Cayman Ltd | [2019-06-28] | 33.5 | 58.3 |
| Other | Mackenzie International Quantitative Small Cap Master Fund Cayman LP | [2019-06-28] | 0.0 | 58.3 |
| HF | Mackenzie Emerging Markets Long/Short Master Fund Cayman LP | [2018-08-03] | 0.0 | 10.0 |
| Other | Mackenzie Emerging Markets Small Cap Fund Cayman Ltd | [2018-08-03] | 38.5 | 36.4 |
| Other | Mackenzie Emerging Markets Small Cap Master Fund Cayman LP | [2018-08-03] | 7.2 | 49.6 |
| AUM Breakdown | Accounts | AUM ($B) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 0 | 0.0 |
| (b) Individuals (high net worth individuals) | 0 | 0.0 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 2 | 0.7 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 51 | 15.4 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 1.5 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.3 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.1 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 63 | 18.1 |
| By Discretionary | ||
| Discretionary | 63 | 18.1 |
| Non-Discretionary | 0 | 0.0 |
| Total | 63 | 18.1 |
| By Non-United States Persons | ||
| Non-United States Persons | 17.3 | |
| United States Persons | 0.7 | |
| Total | 63 | 18.1 |
| Form D Directors | Role | # Filings | # Firms | 2011 - 2026 |
|---|---|---|---|---|
| James Keyes | 153 | 31 | ||
| Richard Gordon | 45 | 11 | ||
| Todd Hazlewood | 20 | 7 | ||
| Sarah Demerling | 15 | 5 | ||
| Arup Datta | 16 | 4 | ||
| Ian Lawrence | 12 | 3 | ||
| Mackenzie EM Funds Management Cayman Ltd | 6 | 3 | ||
| Mackenzie Investments Corporation | 14 | 2 | ||
| Allan Warren | 14 | 2 | ||
| Nicholas Tham | 14 | 2 | ||
| View All | ||||
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0000919859] | |
| SC 13G | [0000919859] |
| Related Firms | State | AUM ($B) |
|---|---|---|
|
Mackenzie Financial Corporation
✚
|
194.9 | |
|
Mackenzie Investments Corporation
✚
|
MA | 18.1 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Pentwater Capital Management LP
✚
|
FL | 19.3 |
|
PDT Partners LLC
✚
|
NY | 19.2 |
|
Veritas Asset Management LLP
✚
|
19.1 | |
|
Egerton Capital UK LLP
✚
|
19.1 | |
|
Allianz Investment Management LLC
✚
|
MN | 19.1 |
|
Park Square Capital USA LP
✚
|
NY | 18.9 |
|
Blackstone Private Investments Advisors LLC
✚
|
NY | 17.9 |
|
Cevian Capital II GP Limited
✚
|
17.8 | |
|
Durable Capital Partners LP
✚
|
MD | 17.6 |
|
RWC Asset Management LLP
✚
|
17.3 |