Beech Hill Advisors, Inc.
Q1 2014 13F-HR Holdings
Net value change ($000)
+14,937
(7.5%)
New positions
27
Sold out positions
25
Turnover %
21.2%
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)
| YUM | 4,535 | NEW |
| HCP Inc | 4,413 | NEW |
| DLR | 3,298 | NEW |
| SODASTREAM INTL F | 3,090 | NEW |
| EBAY | 2,184 | 66.8% |
| SEADRILL LIMITED | 1,988 | 72.4% |
| CERNER Corp | 1,970 | NEW |
| GTLS | 1,185 | 43.8% |
| MRK | 1,107 | 22.0% |
| ORCL | 922 | NEW |
Top Reduces (Value $000, Stocks/ETFs)
| KINDER MORGAN ENERGY PARTNER UT LTD PARTNER | -3,849 | -100.0% |
| EMC | -3,437 | -80.0% |
| ZTS | -3,070 | -100.0% |
| CVX | -2,109 | -100.0% |
| PRU | -1,137 | -100.0% |
| LINKEDIN CORP | -945 | -100.0% |
| GM | -892 | -100.0% |
| NOV | -877 | -54.1% |
| ARM | -821 | -39.0% |
| UAL | -624 | -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.
Filter:
Instrument:
| Issuer Name | Ticker | Sector | Industry | Class | History | Value ($000) | % | Shares | Shares Δ | Shares Δ% | Value Δ ($000) | Value Δ% | Principal | Option Type |
|---|