INSIGHT CAPITAL RESEARCH & MANAGEMENT INC
Q1 2014 13F-HR Holdings
Net value change ($000)
-12,143
(-2.7%)
New positions
39
Sold out positions
54
Turnover %
68.4%
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)
| NUVASIVE INC | 8,310 | NEW |
| ENTA | 8,272 | NEW |
| YELP | 7,707 | NEW |
| CalAmp Corp. | 7,001 | NEW |
| INTERCEPT PHARMACEUTICALS, INC. | 6,902 | NEW |
| SYNA | 6,369 | 150.4% |
| KW | 6,305 | NEW |
| PENN VIRGINIA CORP | 6,042 | NEW |
| RCL | 5,911 | NEW |
| MSFT | 5,889 | 277.9% |
Top Reduces (Value $000, Stocks/ETFs)
| WAGEWORKS, INC. | -10,408 | -100.0% |
| TYL | -10,153 | -100.0% |
| Medidata Solutions, Inc. | -10,012 | -100.0% |
| SKAA | -7,108 | -100.0% |
| CIVITAS RESOURCES, INC. | -6,534 | -100.0% |
| PACWEST BANCORP | -6,144 | -100.0% |
| JAZZ | -5,889 | -100.0% |
| EGHT | -5,346 | -100.0% |
| BUFFALO WILD WINGS INC | -5,302 | -100.0% |
| HARMAN | -5,007 | -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 |
|---|