MENORA MIVTACHIM HOLDINGS LTD.
Q1 2014 13F-HR Holdings
Net value change ($000)
+82,681
(7.3%)
New positions
5
Sold out positions
6
Turnover %
13.8%
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)
| PRGO | 50,017 | NEW |
| JNJ | 35,228 | NEW |
| GE | 17,255 | NEW |
| MRK | 10,861 | 44.7% |
| GM | 10,810 | 47.9% |
| C | 7,121 | 12.3% |
| BAC | 5,693 | 10.3% |
| Alphabet Inc. Class C | 5,419 | 19.5% |
| APC | 5,415 | 19.0% |
| AIG | 5,371 | 16.3% |
Top Reduces (Value $000, Stocks/ETFs)
| MDLZ | -20,829 | -100.0% |
| IBM | -15,942 | -100.0% |
| YUM | -14,653 | -100.0% |
| COACH INC | -10,872 | -32.1% |
| PEP | -8,941 | -30.0% |
| QCOM | -7,019 | -100.0% |
| JOY GLOBAL INC | -6,434 | -100.0% |
| CVS | -5,718 | -26.8% |
| MELLANOX TECHNOLOGIES LTD | -3,054 | -11.0% |
| LPSN | -2,352 | -35.5% |
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 |
|---|