Parametrica Management Ltd

Q2 2014 13F-HR Holdings

Location
Central, K3
Holdings as of
6/30/2014
Date filed
7/8/2014
Form type
13F-HR
Num holdings
56
Total value ($000)
$13,212
Net value change ($000)
+1,410 (11.9%)
New positions
54
Sold out positions
49
Turnover %
183.7%
Sector allocation + QoQ delta (equities-only)

Holdings aggregated across other managers listed in the original SEC filing. View detailed breakdown

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)
MEI 499 NEW
FNF 494 NEW
CNO 412 NEW
HOV 363 NEW
L 347 NEW
GM 339 NEW
OLED 327 NEW
WMB 316 NEW
IHS CL A 310 NEW
PXGBX 306 NEW
Top Reduces (Value $000, Stocks/ETFs)
BIGGQ -410 -100.0%
ULTIMATE SOFTWARE GROUP INC -400 -100.0%
EXELIS INC COM -387 -100.0%
RESTORATION HARDWARE HLDGS I COM -364 -100.0%
INTERCEPT PHARMACEUTICALS, INC. -349 -100.0%
TRIP -342 -100.0%
AMZN -336 -100.0%
MIDD -324 -100.0%
SIG -322 -100.0%
GOODRICH PETROLEUM CORP -313 -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