Old Mutual Global Investors (UK) Ltd.
Q1 2014 13F-HR Holdings
Net value change ($000)
+292,626
(24.7%)
New positions
140
Sold out positions
143
Turnover %
42.8%
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)
| DIRECTV | 20,715 | 1183.0% |
| CR BARD | 20,701 | NEW |
| MPC | 19,817 | NEW |
| INTU | 16,682 | 432.2% |
| NETAPP INC | 16,331 | 473.6% |
| FLEX | 15,174 | NEW |
| VRSN | 14,905 | 247.3% |
| DTE | 14,853 | 632.0% |
| SALIX PHARMACEUTICAL | 13,155 | NEW |
| AAL | 12,628 | NEW |
Top Reduces (Value $000, Stocks/ETFs)
| BA | -17,405 | -90.3% |
| BSX | -14,688 | -100.0% |
| GREEN MOUNTAIN COFFE | -11,888 | -100.0% |
| QUESTCOR PHARMACEUTICALS INC COM | -10,886 | -72.6% |
| DAL | -8,812 | -95.6% |
| F | -8,202 | -100.0% |
| PORTFOLIO RECOVERY ASSOCS IN | -7,096 | -55.5% |
| THE CIGNA GROUP | -6,809 | -52.2% |
| STRZ | -6,730 | -46.5% |
| MYGN | -6,541 | -71.4% |
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.
Filter:
Instrument:
| Issuer Name | Ticker | Sector | Industry | Class | History | Value ($000) | % | Shares | Shares Δ | Shares Δ% | Value Δ ($000) | Value Δ% | Principal | Option Type |
|---|