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Adviser Profile

As of Date 08/08/2024
Adviser Type - Large advisory firm
Number of Employees 175 -7.89%
of those in investment advisory functions 59 -14.49%
Registration SEC, Approved, 8/30/2005
AUM* 23,106,396,704 -6.63%
of that, discretionary 22,836,346,704 -7.67%
Private Fund GAV* 15,969,734,314 -34.08%
Avg Account Size 316,525,982 2.32%
SMA’s Yes
Private Funds 61 6
Contact Info 847 xxxxxxx
Websites

Client Types

- Pooled investment vehicles
- Pension and profit sharing plans
- Other investment advisers
- Insurance companies
- Corporations or other businesses not listed above

Advisory Activities

- Portfolio management for pooled investment vehicles
- Portfolio management for businesses
- Selection of other advisers

Compensation Arrangments

- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Performance-based fees

Recent News

Reported AUM

Discretionary
Non-discretionary
29B 25B 21B 17B 13B 8B 4B
2015 2016 2017 2018 2019 2020 2021 2022 2023

Private Funds



Employees

Private Funds Structure

Fund Type Count GAV
Fund TypeHedge Fund Count61 GAV$15,969,734,314

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Top Holdings

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Stck Ticker28414H103 Stock NameELANCO ANIMAL HEALTH INC $ Position$120,297,961 % Position3.00% $ Change43.00% # Change61.00%
Stck Ticker98956P102 Stock NameZIMMER BIOMET HOLDINGS INC $ Position$142,203,061 % Position3.00% $ Change31.00% # Change59.00%
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Stck Ticker845467109 Stock NameSOUTHWESTERN ENERGY CO $ Position$79,946,457 % Position2.00% $ Change-15.00% # Change-4.00%
Stck Ticker83444M101 Stock NameSOLVENTUM CORP $ Position$78,812,881 % Position2.00% $ Change2166.00% # Change2881.00%
Stck Ticker858912108 Stock NameSTERICYCLE INC $ Position$81,595,860 % Position2.00% $ Change # Change
Stck Ticker580589109 Stock NameMCGRATH RENTCORP $ Position$72,286,610 % Position2.00% $ Change-14.00% # Change0.00%
Stck Ticker15872M104 Stock NameCHAMPIONX CORPORATION $ Position$72,860,382 % Position2.00% $ Change # Change

Brochure Summary

Overview

Magnetar Financial LLC (“Magnetar” or the “Investment Manager”) is a Delaware limited liability company and has been an SEC registered investment adviser since September 2005. Magnetar Capital Partners LP is the sole member of Magnetar Financial LLC. The general partner of Magnetar Capital Partners LP is Supernova Management LLC. Supernova Management LLC is owned by David Snyderman, Ross Laser and Alec Litowitz. Effective October 24, 2022, David Snyderman was appointed Chief Executive Officer of Magnetar. Magnetar Financial LLC serves as the investment manager for, and provides discretionary and may at times provide non-discretionary investment advisory services to, several U.S. and non-U.S. private investment funds and separately managed accounts. The private investment funds and separately managed accounts may pursue a single strategy or multiple strategies and may invest in a wide range of securities, derivatives and other assets. “ The private investment funds for which Magnetar acts as investment manager are referred to collectively as the “Funds.” The Funds can be broadly categorized as “Internal Funds,” which are anticipated to have as their only investors one or more of the other Funds, and “External Funds,” which accept investments from outside investors. The External Funds may invest any or all of their assets into one or more Internal Funds rather than trading directly. Magnetar has full discretion in trading on behalf of the Funds. Magnetar does not require, and does not seek, approval from the Funds or the investors in the Funds with respect to its trading. Magnetar
provides discretionary (and, in some cases, non-discretionary) investment advisory services to separately managed accounts and, as such, will tailor its advisory services to the needs of the client which owns the separately managed account. The separately managed accounts for which Magnetar acts as investment manager are referred to collectively as the “SMAs.” Investors may impose restrictions on investing in certain securities or types of securities in a SMA. Magnetar also manages co-investment funds, funds of one, including funds of one that may invest solely through co-investment funds managed by Magnetar, and certain other investment vehicles. Where appropriate under the circumstances, Magnetar also expects to serve as investment advisor and/or sub-adviser to additional accounts, products or private investment funds in the future, including funds of one and other pooled investment vehicles. Together, the Funds and SMAs are referred to collectively herein as the “Clients”. As of December 31, 2023, Magnetar managed $23,106,396,704 of gross client assets, substantially all of which are managed on a discretionary basis. The descriptions set forth in the Brochure of specific advisory services that Magnetar offers to Clients, and investments made by Magnetar on behalf of its Clients, should not be understood to limit in any way Magnetar’s investment activities. Magnetar may offer any advisory services, engage in any investment strategy and make any investment including any not described in this Brochure, that Magnetar considers appropriate, subject to each Client’s investment objectives and guidelines.