Formuepleje A/S

Q4 2014 13F-HR Holdings

Location
Aarhus C, G7
Holdings as of
12/31/2014
Date filed
8/27/2026
Form type
13F-HR
Num holdings
33
Total value ($000)
$782,610
Net value change ($000)
+19,606 (2.6%)
New positions
7
Sold out positions
4
Turnover %
16.0%
Sector allocation + QoQ delta (equities-only)
Prev filing: 8/27/2026 Next filing: 8/27/2026 SEC filing

Snapshot: Change Analysis

Compared to Q3 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)
DOV 20,700 NEW
UNH 17,228 32.3%
MSCI 16,908 45.6%
ELV 13,967 NEW
TROW 11,954 NEW
THE CIGNA GROUP 11,702 NEW
CME 9,952 21.6%
MARKIT LTD 9,419 71.7%
V 8,596 24.9%
AXP 8,352 9.6%
Top Reduces (Value $000, Stocks/ETFs)
WELLPOINT INC -36,156 -100.0%
MCO -32,309 -39.0%
YUM -22,405 -72.5%
MCD -16,096 -100.0%
CSCO -10,527 -49.2%
AIZ -5,339 -40.7%
JPM -4,067 -26.4%
OXY -3,284 -25.5%
MA -2,854 -4.4%
PM -2,402 -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.
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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