Location
Zurich, V8
Holdings as of
3/31/2014
Date filed
4/29/2014
Form type
13F-HR
Num holdings
985
Total value ($000)
$3,236,092
Net value change ($000)
+179,911 (5.9%)
New positions
44
Sold out positions
35
Turnover %
2.9%
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)
TEVA 9,578 19156.0%
LOGI 8,731 59.5%
PRGO 8,395 NEW
MSFT 7,312 25.6%
LLY 6,658 37.8%
WFC 5,664 27.7%
MRK 5,480 31.9%
BAC 5,264 35.1%
Alphabet Inc. Class C 5,257 17.8%
AMGN 4,994 27.5%
Top Reduces (Value $000, Stocks/ETFs)
UBS GROUP AG F -45,885 -14.5%
MET -5,087 -40.3%
TLPH -4,524 -100.0%
CELG -4,355 -18.2%
SAGENT PHARMACEUTICALS INC -3,807 -100.0%
NUE -3,757 -65.5%
ALXN -3,570 -35.6%
ABT -3,448 -21.1%
LIFE TECHNOLOGIES -3,287 -100.0%
PG -3,070 -12.7%
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