Location
New York, NY
Holdings as of
3/31/2014
Date filed
5/9/2014
Form type
13F-HR
Num holdings
1,254
Total value ($000)
$4,135,296
Net value change ($000)
+45,363 (1.1%)
New positions
71
Sold out positions
47
Turnover %
3.4%
Sector allocation + QoQ delta (equities-only)

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)
POPEYES LOUISIANA KITCHEN INC 8,616 NEW
Houghton Mifflin Harcourt Co 6,577 NEW
VZ 6,208 38.1%
Endo International Plc 5,866 NEW
NPO 4,462 122.9%
CONVERSANT INC 4,146 NEW
LogMeIn, Inc. 3,651 77.2%
CAVIUM INC 3,603 104.3%
SCHULMAN A INC 3,430 NEW
DIAMOND RESORTS INTL INC COM 3,178 157.8%
Top Reduces (Value $000, Stocks/ETFs)
WWW -6,547 -50.4%
AFC ENTERPRISES INC -6,511 -100.0%
GREEN MOUNTAIN COFFE -5,972 -100.0%
RESPONSYS INC -5,699 -100.0%
AMERICAN RAILCAR INDUSTRIES -5,574 -76.7%
TSCO -5,528 -83.6%
SHUTTERFLY INC -5,093 -43.5%
AAPL -5,024 -7.9%
SLGN -4,980 -45.8%
ENDO PHARMACEUTICALS HLDGS -4,742 -100.0%
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