Location
New York, NY
Holdings as of
3/31/2014
Date filed
5/15/2014
Form type
13F-HR
Num holdings
13
Total value ($000)
$1,085,147
Net value change ($000)
-175,999 (-14.0%)
New positions
1
Sold out positions
1
Turnover %
12.1%
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)
ORCL 57,080 NEW
AMAT 5,480 5.3%
ROCKWELL COLLINS INC 4,467 10.2%
Top Reduces (Value $000, Stocks/ETFs)
JOS A BANK CLOTHIERS INC -74,746 -100.0%
OTEX -44,709 -29.2%
Mahwah Bergen Retail Group, Inc. -29,369 -24.5%
TIBCO SOFTWARE INC COM -22,845 -17.6%
ACN -20,308 -11.6%
FIX -15,243 -27.4%
INFORMATICA CORP COM -12,654 -17.0%
KNOLL INC -11,612 -19.0%
PRGS -7,720 -6.6%
NX -2,596 -5.3%
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.
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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