Location
Lansing, MI
Holdings as of
3/31/2014
Date filed
5/13/2014
Form type
13F-HR
Num holdings
1,668
Total value ($000)
$1,285,164
Net value change ($000)
+302,819 (30.8%)
New positions
772
Sold out positions
8
Turnover %
23.4%
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)
KEURIG GREEN MOUNT 3,822 NEW
META 3,379 NEW
PHARMERICA 2,655 NEW
STC 2,540 NEW
Endo International plc 2,176 NEW
PANTRY INC (THE) 1,948 NEW
SPARTAN STORES INC 1,704 NEW
MODVQ 1,609 NEW
AMN 1,516 NEW
GPRE 1,476 NEW
Top Reduces (Value $000, Stocks/ETFs)
MERS ST -5,615 -49.8%
BFH -3,060 -86.9%
GREEN MOUNTAIN COFFE -2,713 -100.0%
TSCO -2,632 -88.8%
MHK -2,201 -88.5%
ENDO PHARMACEUTICALS HLDGS -2,111 -100.0%
AAPL -1,085 -6.2%
HEALTH MGMT -934 -100.0%
LENDER PROCESSING S -875 -100.0%
DDD -845 -35.1%
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