Location
Greenwich, CT
Holdings as of
3/31/2014
Date filed
5/15/2014
Form type
13F-HR
Num holdings
655
Total value ($000)
$1,551,181
Net value change ($000)
-448,837 (-22.4%)
New positions
221
Sold out positions
590
Turnover %
117.8%
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 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)
BEAM INC 37,518 16383.4%
IBB 27,742 NEW
FOREST LAB 24,761 NEW
FOSTER WHEELER LTD 20,637 NEW
IYR 18,185 NEW
Old COPPER Company, Inc. 12,777 2937.2%
CYH 11,751 NEW
UNS ENERGY CORP COM 11,428 381.8%
VYX 10,965 NEW
Time Warner Cable 9,754 1019.2%
Top Reduces (Value $000, Stocks/ETFs)
LIFE TECHNOLOGIES -45,518 -100.0%
XLP -44,348 -94.6%
IWM -18,691 -40.5%
LinnCo, LLC -16,335 -96.8%
LORILLARD INC COM -15,685 -100.0%
People's United Financial, Inc. -14,640 -94.9%
CAT -14,622 -100.0%
NXPI -13,641 -100.0%
Chubb Ltd. -12,563 -100.0%
BARNES & NOBLE INC -11,960 -100.0%
Instrument mix + QoQ Δ (ex-options)
Derivatives reported exposure ($000): 465,272 (30.0% of total reported value)
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