Location
Stockholm, V7
Holdings as of
3/31/2014
Date filed
5/15/2014
Form type
13F-HR
Num holdings
655
Total value ($000)
$2,662,761
Net value change ($000)
+2,508,215 (1623.0%)
New positions
501
Sold out positions
9
Turnover %
58.2%
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)
AAPL 70,419 5310.6%
XOM 62,158 1580.8%
MSFT 47,834 1485.1%
Alphabet Inc. Class C 45,047 NEW
JNJ 40,803 1574.2%
GE 38,268 NEW
WFC 36,441 NEW
JPM 33,442 1444.0%
CVX 33,325 942.7%
PG 31,830 1367.9%
Top Reduces (Value $000, Stocks/ETFs)
ENDO PHARMACEUTICALS HLDGS -1,507 -100.0%
CTC Media, Inc. -925 -33.0%
JBL -652 -100.0%
FSLR -481 -100.0%
NUS -454 -40.1%
URS CORP NEW COM -339 -100.0%
UTHR -270 -16.8%
ANG-PD -224 -18.4%
POTASH CORP OF SASKATCHEWAN INC -175 -100.0%
SNX -153 -10.1%
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