Location
New York, NY
Holdings as of
6/30/2014
Date filed
8/7/2014
Form type
13F-HR
Num holdings
1,258
Total value ($000)
$4,265,245
Net value change ($000)
+129,949 (3.1%)
New positions
77
Sold out positions
73
Turnover %
4.7%
Sector allocation + QoQ delta (equities-only)

Snapshot: Change Analysis

Compared to Q1 2014
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)
EFA 54,334 307.8%
ALPHABET INC CL C 19,020 NEW
VEA 16,265 18.8%
AAPL 8,647 14.8%
DIAMOND RESORTS INTL INC COM 7,575 145.9%
Investors Bancorp, Inc. 6,221 NEW
EFG 5,481 53.0%
UTI WORLDWIDE INC 5,393 906.4%
EFV 5,215 50.5%
WRIGHT MED GROUP INC 4,660 NEW
Top Reduces (Value $000, Stocks/ETFs)
Alphabet Inc. Class C -18,269 -48.6%
ODFL -5,719 -31.9%
FNF -5,400 -100.0%
AMG -5,362 -81.0%
CIMAREX ENERGY CO -5,135 -79.6%
UAA -4,651 -82.1%
IBM -4,427 -19.6%
S.Y. Bancorp Inc -4,300 -100.0%
INVESTORS BANCORP INC -4,293 -100.0%
SEKISUI HOUSE U.S., INC. -3,955 -84.4%
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