Location
New York, NY
Holdings as of
6/30/2014
Date filed
7/21/2014
Form type
13F-HR
Num holdings
70
Total value ($000)
$229,643
Net value change ($000)
+24,168 (11.8%)
New positions
8
Sold out positions
6
Turnover %
16.3%
Sector allocation + QoQ delta (equities-only)

Snapshot: Change Analysis

Compared to Q1 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)
AAPL 9,085 NEW
FEZ 6,023 NEW
C 2,899 NEW
Acadia Pharmaceuticals 2,803 NEW
CLMT 2,384 22.8%
GOLDCORP INC NEW 2,059 27.6%
DVN 1,875 20.8%
OSG 1,403 22.2%
TNK 1,387 24.0%
TRONOX LTD 1,374 12.5%
Top Reduces (Value $000, Stocks/ETFs)
APPLE INC -7,721 -100.0%
C -2,929 -100.0%
ACAD -1,097 -100.0%
GLDI -993 -100.0%
Promotora De Info Adr Bf -885 -25.5%
TDAY -415 -6.4%
Arrowhead Pharma Inc -400 -100.0%
BOND -362 -100.0%
Hi-Crush Inc. -358 -28.0%
ENDOCYTE INC -302 -81.0%
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