Location
Paramus, NJ
Holdings as of
3/31/2014
Date filed
5/13/2014
Form type
13F-HR
Num holdings
85
Total value ($000)
$222,156
Net value change ($000)
-18,467 (-7.7%)
New positions
7
Sold out positions
3
Turnover %
5.2%
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)
AB 2,750 NEW
MFIC 1,998 NEW
V 1,968 66.8%
ACTAVIS INC 1,625 511.0%
AMGN 1,498 37.5%
Bausch Health 1,465 423.4%
GIS 1,265 48.1%
AL 1,253 268.9%
RIG 1,168 67.5%
PRGO 1,013 177.4%
Top Reduces (Value $000, Stocks/ETFs)
BKE -5,211 -88.0%
HRSGBX -3,799 -81.2%
COACH INC -2,956 -59.3%
EL PASO PIPELINE PARTNERS -2,718 -57.1%
ABBV -2,385 -30.7%
IRON MTN INC NEW REIT -2,276 -100.0%
NUS -2,261 -38.1%
LLY -2,013 -90.8%
WMT -1,880 -45.0%
Dr Pepper Snapple Group Inc -1,594 -32.1%
Instrument mix + QoQ Δ (ex-options)
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