Susquehanna Fundamental Investments, LLC
Susquehanna Fundamental Investments, LLC is an investment advisory firm headquartered in Bala Cynwyd, Pennsylvania. It is part of the Susquehanna International Group (SIG) family, providing asset management services primarily focused on fundamental investment strategies. The firm manages significant institutional assets and serves a range of clients globally. The exact year founded and number of employees are not explicitly stated in public sources, but the parent company SIG was founded in 1987 and employs thousands globally.
Investment Strategy
Susquehanna Fundamental Investments, LLC employs a fundamentally-driven investment approach, focusing on deep research and analysis of securities to generate alpha. The firm utilizes both quantitative and qualitative methods in security selection, seeking value in equities and derivatives and leveraging extensive market expertise as part of the broader Susquehanna International Group investment platform. Their philosophy emphasizes risk management, liquidity, and a disciplined approach to capital allocation.
Latest 13F Filing Activity
Susquehanna Fundamental Investments, LLC filed their most recent 13F report on Jun 30, 2025 disclosing 698 equity positions with a total 13F market value of $4B. The fund increased holdings in Cameco Corp., Rocket Lab Corp., Comfort SYS USA Inc. among other positions. Susquehanna Fundamental Investments, LLC reduced exposure to Walmart Inc., 3m Co., Qualcomm Inc. among others.
Top Holdings
Equity Positions (698)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
H HON | HONEYWELL INTL INC | 1.51% | $56.2M | 241,484 | $214.64 | $232.88 | +$5.1M |
N NEM | NEWMONT CORP | 1.47% | $54.5M | 934,990 | $39.47 | $58.26 | +$9.3M |
F FIX | COMFORT SYS USA INC | 1.37% | $51.1M | 95,228 | $424.06 | $536.21 | +$19.9M |
G GD | GENERAL DYNAMICS CORP | 1.34% | $49.9M | 170,969 | $272.53 | $291.66 | +$3.3M |
C CI | THE CIGNA GROUP | 1.28% | $47.4M | 143,491 | $327.58 | $330.58 | +$226.7K |