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Cowen Investment Management LLC

Portfolio Profile

CIK: 0001475770 | New York, NY

Investment Profile

Style

GARP

Turnover

Very High

Orientation

—
$0
AUM
1
Positions
0%
Top 10 Conc.
0%
Top 25 Conc.

Top Holdings

#SecuritySharesValue% of Portfolio
1N/A0$00.00%

Sector Allocation

Latest filing, equity positions only

Unclassified0% · $0

Sector Rotation

Quarter-over-quarter weight changes

SectorPrev %Curr %Change
Financial Services100%0%-100%
Unclassified0%0%0%

Cap Size Rotation

Quarter-over-quarter weight changes by market cap

Cap SizePrev %Curr %

AUM History

$8.2M | 248 pos.
$8.2M | 253 pos.
$492.2M | 196 pos.
$383.1M | 115 pos.
$167.5M | 46 pos.
$78.8M | 15 pos.
Change
Large Cap100%0%-100%
Unclassified0%0%0%
$81.8M | 10 pos.
$81.2M | 9 pos.
$66.3M | 5 pos.
$22.4M | 3 pos.
$12.0M | 1 pos.
$0 | 1 pos.
Q2
22
Q3
22
Q4
22
Q1
23
Q2
23
Q3
23
Q4
23
Q1
24
Q2
24
Q3
24
Q4
24
Q1
25

Recent Activity

Quarter-over-quarter position changes

1
New
1
Closed
0
Increased
0
Decreased
0
Unchanged