PROSPECTOR PARTNERS LLC

Q1 2014 13F-HR Holdings

Location
Guilford, CT
Holdings as of
3/31/2014
Date filed
5/15/2014
Form type
13F-HR
Num holdings
191
Total value ($000)
$2,099,052
Net value change ($000)
-148,445 (-6.6%)
New positions
13
Sold out positions
13
Turnover %
4.8%
Sector allocation + QoQ delta (equities-only)

Holdings aggregated across other managers listed in the original SEC filing. View detailed breakdown

Snapshot: Change Analysis

Compared to Q4 2013
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
MCD 15,057 NEW
AVB 14,366 NEW
KO 10,840 49.7%
XL GROUP PLC SHS 6,731 47.0%
USB 6,549 NEW
PHH CORP 6,513 74.3%
SNY 6,384 44.6%
SAIC 5,369 NEW
WMT 5,039 15.1%
STT 4,409 NEW
Top Reduces (Value $000, Stocks/ETFs)
PFE -21,787 -73.1%
AXS -11,413 -66.6%
GEN DIGITAL INC -9,220 -100.0%
SYY -8,560 -52.0%
L -7,703 -21.5%
COCA COLA ENTERPRISE -7,449 -100.0%
AHC -7,352 -10.7%
AHL -6,331 -18.4%
Domtar CORP -6,150 -12.8%
ADP -6,116 -14.2%
Instrument mix + QoQ Δ (ex-options)
Derivatives reported exposure ($000): 15,368 (0.7% of total reported value)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type