whalepapers
Overview/ Bridgewater Associates, LP/ Q3 2014

Bridgewater Associates, LP

CIK 0001350694 · As of Q3 2014 · filed Nov 12, 2014

Q3 2014

Holdings

363 positions · Δ vs prior quarter
VWO VANGUARD FTSE EMERGING MARKE
$4.62B
36.0%
110,883,949 +1,864,216 +1.7% Added
SPY SS SPDR S&P 500 ETF TRUST-US
$3.40B
26.5%
17,271,500 −1,843,800 −9.6% Reduced
EEM ISHARES MSCI EMERGING MARKET
$3.33B
25.9%
80,060,894 +4,501,776 +6.0% Added
AAPL APPLE INC
$54.0M
0.4%
535,897 −36,300 −6.3% Reduced
LQD ISHR IBX USD INVGD CB ETF-UI
$50.2M
0.4%
424,755 Held
IVV ISHARES CORE S&P 500 ETF
$34.7M
0.3%
175,000 Held
IBM INTL BUSINESS MACHINES CORP
$32.5M
0.3%
171,240 −38,280 −18.3% Reduced
GILD GILEAD SCIENCES INC
$25.7M
0.2%
241,521 −108,300 −31.0% Reduced
INTC INTEL CORP
$24.2M
0.2%
696,003 −432,250 −38.3% Reduced
JNPR* JUNIPER NETWORKS INC
$22.5M
0.2%
1,013,798 −146,284 −12.6% Reduced
UTXCHF RTX CORP
$22.1M
0.2%
209,460 +141,200 +206.9% Added
ADI ANALOG DEVICES INC
$20.3M
0.2%
410,609 +284,703 +226.1% Added
CA INC
$19.8M
0.2%
708,197 +443,451 +167.5% Added
AXP AMERICAN EXPRESS CO
$19.6M
0.2%
224,123 +224,123 New
FOSL FOSSIL GROUP INC
$19.0M
0.1%
201,898 +133,377 +194.7% Added
GOLDCORP INC NEW
$16.9M
0.1%
734,361 +207,654 +39.4% Added
ABX BARRICK GOLD CORP
$16.3M
0.1%
1,108,600 +343,200 +44.8% Added
QCOM QUALCOMM INC
$15.1M
0.1%
202,065 +26,100 +14.8% Added
MU MICRON TECHNOLOGY INC
$14.8M
0.1%
430,874 −255,600 −37.2% Reduced
UPS UNITED PARCEL SERVICE-CL B
$14.7M
0.1%
149,364 +149,364 New
KO COCA-COLA CO
$14.7M
0.1%
343,474 −3,400 −1.0% Reduced
SU SUNCOR ENERGY INC
$14.0M
0.1%
386,400 −205,200 −34.7% Reduced
VZ VERIZON COMMUNICATIONS INC
$13.2M
0.1%
263,365 −217,900 −45.3% Reduced
DVN DEVON ENERGY CORP
$12.6M
0.1%
185,039 +111,539 +151.8% Added
COP CONOCOPHILLIPS
$12.6M
0.1%
164,100 −16,200 −9.0% Reduced
OXY OCCIDENTAL PETROLEUM CORP
$12.5M
0.1%
129,800 −33,200 −20.4% Reduced
EXMOC EXXON MOBIL CORP
$12.4M
0.1%
131,400 −41,771 −24.1% Reduced
BP BP PLC-SPONS ADR
$12.3M
0.1%
279,300 +24,600 +9.7% Added
CVX CHEVRON CORP
$12.3M
0.1%
102,800 +6,400 +6.6% Added
PHM PULTEGROUP INC
$12.2M
0.1%
693,514 +92,700 +15.4% Added
KMB KIMBERLY-CLARK CORP
$12.1M
0.1%
112,198 +112,198 New
RIO RIO TINTO PLC-SPON ADR
$12.0M
0.1%
243,600 +21,300 +9.6% Added
BHP BHP GROUP LTD-SPON ADR
$11.8M
0.1%
199,911 +28,100 +16.4% Added
GENERAL ELECTRIC CO
$11.7M
0.1%
457,600 −483,500 −51.4% Reduced
TXN TEXAS INSTRUMENTS INC
$11.1M
0.1%
233,680 −111,346 −32.3% Reduced
PBR PETROLEO BRASILEIRO-SPON ADR
$11.1M
0.1%
783,600 −72,000 −8.4% Reduced
CNQ CANADIAN NATURAL RESOURCES
$11.0M
0.1%
281,900 −148,500 −34.5% Reduced
WU WESTERN UNION CO
$10.8M
0.1%
675,389 +157,300 +30.4% Added
IMO IMPERIAL OIL LTD
$10.6M
0.1%
223,800 −115,100 −34.0% Reduced
VALE VALE SA-SP ADR
$10.4M
0.1%
942,100 +70,100 +8.0% Added
RITE AID CORP
$10.3M
0.1%
2,124,000 +1,890,200 +808.5% Added
IPG INTERPUBLIC GROUP OF COS INC
$10.2M
0.1%
554,747 +318,500 +134.8% Added
EOG EOG RESOURCES INC
$10.1M
0.1%
102,300 −64,638 −38.7% Reduced
NEM NEWMONT CORP
$9.9M
0.1%
431,226 +10,300 +2.4% Added
APC3EUR ANADARKO PETROLEUM CORP
$9.5M
0.1%
93,500 +6,600 +7.6% Added
HEWLETT PACKARD CO
$9.4M
0.1%
265,200 +15,600 +6.3% Added
ORCL ORACLE CORP
$9.2M
0.1%
241,182 −274,800 −53.3% Reduced
AFL AFLAC INC
$9.1M
0.1%
155,685 +99,099 +175.1% Added
JNJ JOHNSON & JOHNSON
$9.0M
0.1%
84,193 +18,300 +27.8% Added
WHOLE FOODS MKT INC
$8.9M
0.1%
232,521 −245,891 −51.4% Reduced
VLO VALERO ENERGY CORP
$8.8M
0.1%
189,357 +16,900 +9.8% Added
FCX FREEPORT-MCMORAN INC
$8.7M
0.1%
267,800 −37,385 −12.2% Reduced
PFE PFIZER INC
$8.7M
0.1%
295,108 −97,900 −24.9% Reduced
GLW CORNING INC
$8.7M
0.1%
447,676 +145,186 +48.0% Added
BCRUSD CR BARD INC
$8.4M
0.1%
59,086 +31,700 +115.8% Added
XLNXEUR XILINX INC
$8.2M
0.1%
192,970 −58,409 −23.2% Reduced
UNH UNITEDHEALTH GROUP INC
$8.1M
0.1%
94,300 +12,100 +14.7% Added
PRECISION CASTPARTS CORP
$8.1M
0.1%
34,211 +10,394 +43.6% Added
AEM AGNICO EAGLE MINES LTD
$8.0M
0.1%
276,991 +94,833 +52.1% Added
PRICELINE GRP INC
$8.0M
0.1%
6,900 +6,900 New
BBBYEUR 20230930-DK-BUTTERFLY-1 INC
$8.0M
0.1%
121,116 −134,084 −52.5% Reduced
VRSN VERISIGN INC
$7.9M
0.1%
143,928 −6,782 −4.5% Reduced
CSCO CISCO SYSTEMS INC
$7.9M
0.1%
313,780 −181,400 −36.6% Reduced
GME GAMESTOP CORP-CLASS A
$7.9M
0.1%
191,100 +89,200 +87.5% Added
DNREUR DENBURY INC-PRE BANKRUPTCY
$7.8M
0.1%
515,794 +348,500 +208.3% Added
SILVER WHEATON CORP
$7.7M
0.1%
386,261 +44,200 +12.9% Added
CBS CORP NEW
$7.4M
0.1%
138,684 +108,800 +364.1% Added
SW5 SOUTHWESTERN ENERGY CO
$7.4M
0.1%
210,396 +131,200 +165.7% Added
YRI YAMANA GOLD INC
$7.2M
0.1%
1,205,000 +423,600 +54.2% Added
MONSTER BEVERAGE CORP
$7.1M
0.1%
77,712 +73,313 +1666.6% Added
NOVEUR NATIONAL OILWELL VARCO INC
$7.1M
0.1%
93,303 +74,086 +385.5% Added
ROST ROSS STORES INC
$7.1M
0.1%
93,908 +46,331 +97.4% Added
SCCO SOUTHERN COPPER CORP
$7.0M
0.1%
236,004 −52,860 −18.3% Reduced
FNV FRANCO-NEVADA CORP
$6.9M
0.1%
140,428 +11,000 +8.5% Added
NTAP NETAPP INC
$6.8M
0.1%
159,347 −113,300 −41.6% Reduced
CTSH COGNIZANT TECH SOLUTIONS-A
$6.8M
0.1%
152,900 +124,100 +430.9% Added
NVDA NVIDIA CORP
$6.8M
0.1%
370,181 −105,696 −22.2% Reduced
TJX TJX COMPANIES INC
$6.7M
0.1%
113,539 +113,539 New
9990302D APACHE CORP
$6.7M
0.1%
71,400 −1,299 −1.8% Reduced
COCA COLA ENTERPRISES INC NE
$6.6M
0.1%
148,492 +77,687 +109.7% Added
AMAT APPLIED MATERIALS INC
$6.5M
0.1%
303,099 −37,700 −11.1% Reduced
MMM 3M CO
$6.4M
0.1%
45,486 +6,200 +15.8% Added
BFH BREAD FINANCIAL HOLDINGS INC
$6.4M
0.0%
25,594 +11,220 +78.1% Added
MET METLIFE INC
$6.1M
0.0%
112,764 +22,500 +24.9% Added
BROADCOM CORP
$6.0M
0.0%
147,464 +119,436 +426.1% Added
VIAB VIACOM INC-CLASS B
$5.9M
0.0%
77,180 +77,180 New
ENSCO PLC
$5.9M
0.0%
143,600 +87,100 +154.2% Added
RANDGOLD RES LTD
$5.7M
0.0%
84,600 +2,400 +2.9% Added
LUV SOUTHWEST AIRLINES CO
$5.7M
0.0%
167,631 −38,800 −18.8% Reduced
AHC HESS CORP
$5.7M
0.0%
59,900 −300 −0.5% Reduced
LABORATORY CORP AMER HLDGS
$5.5M
0.0%
54,536 +23,070 +73.3% Added
PC6A PETROCHINA CO LTD -ADR
$5.5M
0.0%
42,997 +3,400 +8.6% Added
EBAY EBAY INC
$5.5M
0.0%
96,550 +42,000 +77.0% Added
CVE CENOVUS ENERGY INC
$5.4M
0.0%
200,500 −102,800 −33.9% Reduced
MCHP MICROCHIP TECHNOLOGY INC
$5.4M
0.0%
113,813 −43,166 −27.5% Reduced
PXDEUR PIONEER NATURAL RESOURCES CO
$5.2M
0.0%
26,500 +800 +3.1% Added
CTXSEUR CITRIX SYSTEMS INC
$5.2M
0.0%
72,337 −24,084 −25.0% Reduced
TECK TECK RESOURCES LTD-CLS B
$4.9M
0.0%
257,500 +78,800 +44.1% Added
MDLZ MONDELEZ INTERNATIONAL INC-A
$4.8M
0.0%
140,800 +106,000 +304.6% Added
MRO* MARATHON OIL CORP
$4.8M
0.0%
128,200 −700 −0.5% Reduced
BA BOEING CO
$4.7M
0.0%
36,941 −9,800 −21.0% Reduced
EMN EASTMAN CHEMICAL CO
$4.7M
0.0%
58,127 +12,000 +26.0% Added
HD HOME DEPOT INC
$4.7M
0.0%
50,980 +50,980 New
AU3EUR ANGLOGOLD ASHANTI-SPON ADR
$4.6M
0.0%
385,600 +31,000 +8.7% Added
MEAD JOHNSON NUTRITION CO
$4.6M
0.0%
47,619 +47,619 New
CLRUSD CONTINENTAL RESOURCES INC/OK
$4.6M
0.0%
68,900 +35,600 +106.9% Added
NBL2EUR NOBLE ENERGY INC
$4.6M
0.0%
66,952 +2,100 +3.2% Added
LVS LAS VEGAS SANDS CORP
$4.6M
0.0%
73,454 −49,100 −40.1% Reduced
LBEUR L BRANDS INC
$4.6M
0.0%
68,024 +68,024 New
BRK/B BERKSHIRE HATHAWAY INC-CL B
$4.6M
0.0%
32,966 +32,966 New
PPG PPG INDUSTRIES INC
$4.5M
0.0%
23,089 +18,873 +447.7% Added
CHKEUR CHESAPEAKE ENERGY CORP
$4.5M
0.0%
196,188 −130,800 −40.0% Reduced
ELDORADO GOLD CORP NEW
$4.4M
0.0%
644,000 +23,000 +3.7% Added
PRU PRUDENTIAL FINANCIAL INC
$4.4M
0.0%
49,476 +8,700 +21.3% Added
ST JUDE MED INC
$4.2M
0.0%
70,236 +70,236 New
SYMCEUR SYMANTEC CORP
$4.2M
0.0%
177,833 −68,600 −27.8% Reduced
ENCANA CORP
$4.0M
0.0%
187,700 −108,000 −36.5% Reduced
ALTERA CORP
$3.9M
0.0%
110,049 −170,300 −60.7% Reduced
RGLD ROYAL GOLD INC
$3.8M
0.0%
59,200 +2,400 +4.2% Added
GAP GAP INC
$3.8M
0.0%
92,145 +41,900 +83.4% Added
PEP PEPSICO INC
$3.8M
0.0%
41,253 −99,224 −70.6% Reduced
NRG NRG ENERGY INC
$3.8M
0.0%
123,713 +108,686 +723.3% Added
FMC TECHNOLOGIES INC
$3.8M
0.0%
69,118 +22,700 +48.9% Added
CRM SALESFORCE INC
$3.7M
0.0%
64,223 −75,129 −53.9% Reduced
FLR FLUOR CORP
$3.6M
0.0%
54,503 +23,000 +73.0% Added
RHT1EUR RED HAT INC
$3.6M
0.0%
64,107 +64,107 New
CXOEUR CONCHO RESOURCES INC
$3.6M
0.0%
28,500 +10,200 +55.7% Added
EXPRESS SCRIPTS HLDG CO
$3.5M
0.0%
50,162 +12,508 +33.2% Added
MCK MCKESSON CORP
$3.4M
0.0%
17,713 +13,683 +339.5% Added
KGC KINROSS GOLD CORP
$3.4M
0.0%
1,034,300 +18,800 +1.9% Added
AKAM AKAMAI TECHNOLOGIES INC
$3.4M
0.0%
57,198 +57,198 New
CREE INC
$3.4M
0.0%
82,780 +73,814 +823.3% Added
ANF ABERCROMBIE & FITCH CO-CL A
$3.4M
0.0%
92,285 +92,285 New
TSN TYSON FOODS INC-CL A
$3.3M
0.0%
83,215 +58,700 +239.4% Added
LINEAR TECHNOLOGY CORP
$3.2M
0.0%
71,393 +4,900 +7.4% Added
ENB ENBRIDGE INC
$3.2M
0.0%
65,900 −128,800 −66.2% Reduced
M MACY'S INC
$3.1M
0.0%
53,971 +1,800 +3.5% Added
TROW T ROWE PRICE GROUP INC
$3.1M
0.0%
39,238 +39,238 New
WY WEYERHAEUSER CO
$3.1M
0.0%
95,773 −59,893 −38.5% Reduced
AZO AUTOZONE INC
$3.0M
0.0%
5,968 +3,100 +108.1% Added
E M C CORP MASS
$3.0M
0.0%
102,832 −104,400 −50.4% Reduced
VMW* VMWARE INC-CLASS A
$3.0M
0.0%
31,891 −19,609 −38.1% Reduced
AETNA INC NEW
$3.0M
0.0%
36,919 +2,700 +7.9% Added
FAST FASTENAL CO
$3.0M
0.0%
66,056 +66,056 New
TRANSCANADA CORP
$2.9M
0.0%
56,400 −109,000 −65.9% Reduced
ORLY O'REILLY AUTOMOTIVE INC
$2.9M
0.0%
19,239 +19,239 New
BDX BECTON DICKINSON AND CO
$2.9M
0.0%
25,358 +25,358 New
CIGNA CORPORATION
$2.9M
0.0%
31,781 +4,700 +17.4% Added
CRESCENT PT ENERGY CORP
$2.9M
0.0%
79,000 +8,600 +12.2% Added
GFI GOLD FIELDS LTD-SPONS ADR
$2.7M
0.0%
701,400 −5,200 −0.7% Reduced
STZ CONSTELLATION BRANDS INC-A
$2.6M
0.0%
30,061 +10,442 +53.2% Added
MYLAN INC
$2.6M
0.0%
57,106 +57,106 New
EQT EQT CORP
$2.6M
0.0%
28,200 −94,373 −77.0% Reduced
CTRA COTERRA ENERGY INC
$2.6M
0.0%
78,300 −130,030 −62.4% Reduced
IP INTERNATIONAL PAPER CO
$2.6M
0.0%
53,454 −32,100 −37.5% Reduced
LOW LOWE'S COS INC
$2.5M
0.0%
47,453 −37,900 −44.4% Reduced
KSS KOHLS CORP
$2.5M
0.0%
40,751 −56,900 −58.3% Reduced
MRSH MARSH & MCLENNAN COS
$2.4M
0.0%
46,698 +46,698 New
NGDN NEW GOLD INC
$2.4M
0.0%
464,100 +18,700 +4.2% Added
GOOGLE INC
$2.3M
0.0%
3,989 +3,989 New
URI UNITED RENTALS INC
$2.3M
0.0%
20,944 −23,682 −53.1% Reduced
ACN ACCENTURE PLC-CL A
$2.3M
0.0%
28,000 +28,000 New
PH PARKER HANNIFIN CORP
$2.3M
0.0%
19,826 −19,900 −50.1% Reduced
RRC RANGE RESOURCES CORP
$2.2M
0.0%
32,000 −26,866 −45.6% Reduced
HFCUSD HOLLYFRONTIER CORP
$2.1M
0.0%
48,726 +22,000 +82.3% Added
GIS GENERAL MILLS INC
$2.1M
0.0%
41,125 −10,800 −20.8% Reduced
CMI CUMMINS INC
$2.1M
0.0%
15,666 +1,242 +8.6% Added
TIFEUR TIFFANY & CO
$2.1M
0.0%
21,300 +13,573 +175.7% Added
HP HELMERICH & PAYNE
$2.0M
0.0%
20,400 +3,717 +22.3% Added
ETN EATON CORP PLC
$2.0M
0.0%
31,380 +28,471 +978.7% Added
DVA DAVITA INC
$1.9M
0.0%
26,526 −4,572 −14.7% Reduced
ROWAN COMPANIES PLC
$1.9M
0.0%
75,863 +75,863 New
PCAR PACCAR INC
$1.9M
0.0%
33,402 +9,202 +38.0% Added
MUR MURPHY OIL CORP
$1.9M
0.0%
33,100 Held
URBN URBAN OUTFITTERS INC
$1.8M
0.0%
50,212 +50,212 New
NUE NUCOR CORP
$1.8M
0.0%
33,850 +26,011 +331.8% Added
HSY HERSHEY CO
$1.8M
0.0%
19,076 +19,076 New
VTR VENTAS INC
$1.8M
0.0%
28,386 −234,998 −89.2% Reduced
LNC LINCOLN NATIONAL CORP
$1.7M
0.0%
32,492 +2,700 +9.1% Added
SO SOUTHERN CO
$1.7M
0.0%
39,500 −20,900 −34.6% Reduced
ROK ROCKWELL AUTOMATION INC
$1.7M
0.0%
15,620 +8,500 +119.4% Added
WM WASTE MANAGEMENT INC
$1.7M
0.0%
35,400 +7,500 +26.9% Added
MXIM MAXIM INTEGRATED PRODUCTS
$1.7M
0.0%
55,449 −173,417 −75.8% Reduced
MEDTRONIC INC
$1.7M
0.0%
27,045 +27,045 New
TALISMAN ENERGY INC
$1.6M
0.0%
189,200 +2,400 +1.3% Added
CONSOL ENERGY INC
$1.6M
0.0%
42,820 +1,800 +4.4% Added
SHW SHERWIN-WILLIAMS CO
$1.6M
0.0%
7,201 +2,179 +43.4% Added
HONGBP HONEYWELL INTERNATIONAL INC
$1.5M
0.0%
16,495 −13,700 −45.4% Reduced
DOV DOVER CORP
$1.5M
0.0%
18,917 +7,365 +63.8% Added
WDC WESTERN DIGITAL CORP
$1.5M
0.0%
15,621 +15,621 New
VFC VF CORP
$1.5M
0.0%
22,478 +22,478 New
MAN MANPOWERGROUP INC
$1.5M
0.0%
21,148 +21,148 New
SM SM ENERGY CO
$1.4M
0.0%
18,483 +18,483 New
CL COLGATE-PALMOLIVE CO
$1.4M
0.0%
21,806 +21,806 New
JBL JABIL INC
$1.4M
0.0%
70,219 −7,700 −9.9% Reduced
AIY ACTIVISION BLIZZARD INC
$1.4M
0.0%
66,966 −27,448 −29.1% Reduced
META META PLATFORMS INC-CLASS A
$1.4M
0.0%
17,600 +17,600 New
LEA LEAR CORP
$1.4M
0.0%
15,700 +15,700 New
TRQEUR TURQUOISE HILL RESOURCES LTD
$1.4M
0.0%
358,300 −800 −0.2% Reduced
EA* ELECTRONIC ARTS INC
$1.3M
0.0%
37,352 +37,352 New
BAX BAXTER INTERNATIONAL INC
$1.3M
0.0%
18,463 +12,700 +220.4% Added
CCJ CAMECO CORP
$1.3M
0.0%
74,600 Held
DAL DELTA AIR LINES INC
$1.3M
0.0%
36,105 +36,105 New
TRMB TRIMBLE INC
$1.3M
0.0%
42,500 +42,500 New
PXGBX PRAXAIR INC
$1.3M
0.0%
9,931 +6,010 +153.3% Added
RL RALPH LAUREN CORP
$1.3M
0.0%
7,759 +7,759 New
JECUSD JACOBS ENGINEERING GROUP INC
$1.3M
0.0%
25,981 +14,978 +136.1% Added
TEL1USD TE CONNECTIVITY LTD
$1.2M
0.0%
22,259 +18,899 +562.5% Added
HUM HUMANA INC
$1.2M
0.0%
9,311 +9,311 New
MOS MOSAIC CO
$1.2M
0.0%
27,000 +27,000 New
DELPHI AUTOMOTIVE PLC
$1.2M
0.0%
19,200 +6,000 +45.5% Added
KMX CARMAX INC
$1.2M
0.0%
25,314 +25,314 New
TXT TEXTRON INC
$1.1M
0.0%
30,858 +30,858 New
ALV AUTOLIV INC
$1.1M
0.0%
11,800 +11,800 New
COF CAPITAL ONE FINANCIAL CORP
$1.1M
0.0%
13,241 +13,241 New
DDR CORP
$1.1M
0.0%
64,136 +64,136 New
NEE NEXTERA ENERGY INC
$1.1M
0.0%
11,335 −740 −6.1% Reduced
XEROX CORP
$1.1M
0.0%
79,400 −226,500 −74.0% Reduced
KEL KELLANOVA
$1.0M
0.0%
16,696 −16,688 −50.0% Reduced
AMCX AMC GLOBAL MEDIA INC
$1.0M
0.0%
17,268 +17,268 New
RHI ROBERT HALF INC
$987K
0.0%
20,145 −14,100 −41.2% Reduced
HCP INC
$965K
0.0%
24,300 +24,300 New
IAG IAMGOLD CORP
$959K
0.0%
345,700 +11,000 +3.3% Added
DGX QUEST DIAGNOSTICS INC
$948K
0.0%
15,626 +2,081 +15.4% Added
AEP AMERICAN ELECTRIC POWER
$940K
0.0%
18,005 −18,500 −50.7% Reduced
PKG PACKAGING CORP OF AMERICA
$925K
0.0%
14,500 +14,500 New
WLK WESTLAKE CORP
$924K
0.0%
10,666 +10,666 New
ISRG INTUITIVE SURGICAL INC
$888K
0.0%
1,923 +1,923 New
AVPUSD AVON PRODUCTS INC
$874K
0.0%
69,400 +69,400 New
CLBUSD CORE LABORATORIES N.V.
$871K
0.0%
5,949 +5,949 New
HMY HARMONY GOLD MNG-SPON ADR
$860K
0.0%
398,200 +2,200 +0.6% Added
DISCKUSD DISCOVERY INC-C
$857K
0.0%
23,000 +23,000 New
COMPUTER SCIENCES CORP
$855K
0.0%
13,990 +10,270 +276.1% Added
JBHT HUNT (JB) TRANSPRT SVCS INC
$854K
0.0%
11,537 −28,614 −71.3% Reduced
IDXX IDEXX LABORATORIES INC
$838K
0.0%
7,113 +7,113 New
MRK MERCK & CO. INC.
$838K
0.0%
14,141 +14,141 New
FLS FLOWSERVE CORP
$837K
0.0%
11,862 +11,862 New
SYK STRYKER CORP
$835K
0.0%
10,341 +10,341 New
TOWERS WATSON & CO
$834K
0.0%
8,384 +8,384 New
CITUSD CIT GROUP INC
$827K
0.0%
18,000 +18,000 New
ALK ALASKA AIR GROUP INC
$797K
0.0%
18,300 +18,300 New
ALAMOS GOLD INC
$792K
0.0%
99,122 +1,200 +1.2% Added
HST HOST HOTELS & RESORTS INC
$781K
0.0%
36,618 +36,618 New
VRSK VERISK ANALYTICS INC
$760K
0.0%
12,485 −4,500 −26.5% Reduced
PSA PUBLIC STORAGE
$751K
0.0%
4,527 −34,673 −88.5% Reduced
ALB ALBEMARLE CORP
$748K
0.0%
12,700 +12,700 New
BSX BOSTON SCIENTIFIC CORP
$725K
0.0%
61,384 +61,384 New
NLYEUR ANNALY CAPITAL MANAGEMENT IN
$721K
0.0%
67,500 +67,500 New
SNH1EUR SENIOR HOUSING PROP TRUST
$710K
0.0%
33,953 +33,953 New
PLD PROLOGIS INC
$703K
0.0%
18,645 +18,645 New
STAPLES INC
$700K
0.0%
57,820 −194,238 −77.1% Reduced
KRAFT FOODS GROUP INC
$696K
0.0%
12,334 +12,334 New
PAAS PAN AMERICAN SILVER CORP
$688K
0.0%
62,677 +44,500 +244.8% Added
AVY AVERY DENNISON CORP
$683K
0.0%
15,302 +15,302 New
AGCO AGCO CORP
$679K
0.0%
14,941 +14,941 New
MSFT MICROSOFT CORP
$679K
0.0%
14,645 −767,300 −98.1% Reduced
AVB* AVALONBAY COMMUNITIES INC
$677K
0.0%
4,800 +4,800 New
AIG AMERICAN INTERNATIONAL GROUP
$675K
0.0%
12,500 +12,500 New
SWK STANLEY BLACK & DECKER INC
$670K
0.0%
7,547 +7,547 New
ACE LTD
$649K
0.0%
6,185 +6,185 New
PEABODY ENERGY CORP
$644K
0.0%
52,000 +3,400 +7.0% Added
TRV TRAVELERS COS INC
$637K
0.0%
6,780 +6,780 New
THE ADT CORPORATION
$599K
0.0%
16,900 +16,900 New
SLG1USD SL GREEN REALTY CORP
$598K
0.0%
5,900 +5,900 New
STWD STARWOOD PROPERTY TRUST INC
$593K
0.0%
27,000 +27,000 New
LIBERTY INTERACTIVE CORP
$582K
0.0%
20,418 +9,718 +90.8% Added
REGN REGENERON PHARMACEUTICALS
$577K
0.0%
1,600 −16,800 −91.3% Reduced
CHUBB CORP
$565K
0.0%
6,200 +6,200 New
WSM WILLIAMS-SONOMA INC
$556K
0.0%
8,353 −16,900 −66.9% Reduced
BIIB BIOGEN INC
$545K
0.0%
1,646 +1,646 New
PEG PUBLIC SERVICE ENTERPRISE GP
$542K
0.0%
14,548 −20,200 −58.1% Reduced
UAA UNDER ARMOUR INC-CLASS A
$539K
0.0%
7,800 +7,800 New
AMERICAN CAPITAL AGENCY CORP
$534K
0.0%
25,117 +25,117 New
BMY BRISTOL-MYERS SQUIBB CO
$523K
0.0%
10,228 +10,228 New
OII OCEANEERING INTL INC
$523K
0.0%
8,031 +8,031 New
IFF INTL FLAVORS & FRAGRANCES
$514K
0.0%
5,363 +5,363 New
NDAQ NASDAQ INC
$509K
0.0%
12,000 +12,000 New
COVANCE INC
$507K
0.0%
6,437 +6,437 New
ALL ALLSTATE CORP
$500K
0.0%
8,146 +8,146 New
AEO AMERICAN EAGLE OUTFITTERS
$499K
0.0%
34,400 −124,400 −78.3% Reduced
LINKEDIN CORP
$499K
0.0%
2,400 +100 +4.3% Added
LPTUSD LIBERTY PROPERTY TRUST
$496K
0.0%
14,900 +14,900 New
SNA SNAP-ON INC
$496K
0.0%
4,100 +4,100 New
SNI SCRIPPS NETWORKS INTER-CL A
$491K
0.0%
6,294 +6,294 New
XEL XCEL ENERGY INC
$483K
0.0%
15,900 +15,900 New
FREESCALE SEMICONDUCTOR LTD
$477K
0.0%
24,400 +24,400 New
LULU LULULEMON ATHLETICA INC
$462K
0.0%
11,000 +11,000 New
COLFAX CORP
$459K
0.0%
8,058 +8,058 New
ARCC ARES CAPITAL CORP
$452K
0.0%
28,000 +28,000 New
EMR EMERSON ELECTRIC CO
$449K
0.0%
7,180 −101,799 −93.4% Reduced
AN AUTONATION INC
$448K
0.0%
8,905 +5,357 +151.0% Added
STLD STEEL DYNAMICS INC
$447K
0.0%
19,754 −78,000 −79.8% Reduced
SENSATA TECHNOLOGIES HLDG NV
$445K
0.0%
10,000 +10,000 New
AME AMETEK INC
$444K
0.0%
8,840 +8,840 New
EIX EDISON INTERNATIONAL
$444K
0.0%
7,937 −9,100 −53.4% Reduced
EAT BRINKER INTERNATIONAL INC
$443K
0.0%
8,724 −27,400 −75.8% Reduced
XL GROUP PLC
$442K
0.0%
13,340 +13,340 New
BAKER HUGHES INC
$436K
0.0%
6,700 +6,700 New
CE CELANESE CORP
$435K
0.0%
7,426 +7,426 New
AMT AMERICAN TOWER CORP
$429K
0.0%
4,585 +4,585 New
T AT&T INC
$412K
0.0%
11,696 −27,904 −70.5% Reduced
O REALTY INCOME CORP
$406K
0.0%
9,953 +9,953 New
PGR PROGRESSIVE CORP
$401K
0.0%
15,851 +15,851 New
RCL ROYAL CARIBBEAN CRUISES LTD
$397K
0.0%
5,900 −28,200 −82.7% Reduced
MA MASTERCARD INC - A
$390K
0.0%
5,277 +5,277 New
FLT1EUR FLEETCOR TECHNOLOGIES INC
$384K
0.0%
2,700 +2,700 New
EXC EXELON CORP
$381K
0.0%
11,169 +11,169 New
IVZ INVESCO LTD
$379K
0.0%
9,600 +9,600 New
SJM JM SMUCKER CO
$374K
0.0%
3,783 +3,783 New
LYB LYONDELLBASELL INDU-CL A
$369K
0.0%
3,400 +700 +25.9% Added
DUK DUKE ENERGY CORP
$361K
0.0%
4,834 −111,700 −95.9% Reduced
UNM UNUM GROUP
$358K
0.0%
10,400 +10,400 New
TRIP TRIPADVISOR INC
$357K
0.0%
3,900 +3,900 New
WAT WATERS CORP
$357K
0.0%
3,600 +3,600 New
VNO VORNADO REALTY TRUST
$356K
0.0%
3,560 +3,560 New
JWNUSD NORDSTROM INC
$352K
0.0%
5,143 −34,760 −87.1% Reduced
OMNICARE INC
$351K
0.0%
5,634 +5,634 New
PBCTEUR PEOPLE'S UNITED FINANCIAL
$349K
0.0%
24,100 +24,100 New
HIG HARTFORD INSURANCE GROUP INC
$345K
0.0%
9,256 +9,256 New
LEVEL 3 COMMUNICATIONS INC
$338K
0.0%
7,400 +7,400 New
SUPERIOR ENERGY SVCS INC
$329K
0.0%
10,000 +10,000 New
MADISON SQUARE GARDEN CO
$327K
0.0%
4,951 +4,951 New
KIM KIMCO REALTY CORP
$320K
0.0%
14,600 +14,600 New
ROCK-TENN CO
$313K
0.0%
6,582 +6,582 New
VMRK VIVMARK RESIDENTIAL
$310K
0.0%
5,026 +5,026 New
CMS CMS ENERGY CORP
$305K
0.0%
10,300 +10,300 New
GNW GENWORTH FINANCIAL INC
$300K
0.0%
22,937 +22,937 New
WDR WADDELL & REED FINANCIAL-A
$299K
0.0%
5,794 +5,794 New
NNN NNN REIT INC
$297K
0.0%
8,584 +8,584 New
INGR INGREDION INC
$296K
0.0%
3,909 +3,909 New
BXP BXP INC
$289K
0.0%
2,500 −25,300 −91.0% Reduced
VMC VULCAN MATERIALS CO
$289K
0.0%
4,800 +4,800 New
FISV FISERV INC
$282K
0.0%
4,368 +4,368 New
INFORMATICA CORP
$277K
0.0%
8,091 +1,801 +28.6% Added
AAL AMERICAN AIRLINES GROUP INC
$270K
0.0%
7,600 +7,600 New
AMG AFFILIATED MANAGERS GROUP
$266K
0.0%
1,326 +1,326 New
HSIC HENRY SCHEIN INC
$262K
0.0%
2,250 +2,250 New
AOL INC
$261K
0.0%
5,800 +5,800 New
CRL CHARLES RIVER LABORATORIES
$251K
0.0%
4,200 +4,200 New
FEDERAL REALTY INVT TR
$249K
0.0%
2,100 +2,100 New
HN9 HANESBRANDS INC
$247K
0.0%
2,300 +2,300 New
FDX FEDEX CORP
$241K
0.0%
1,495 +1,495 New
DDS DILLARDS INC-CL A
$240K
0.0%
2,200 +2,200 New
DLX DELUXE CORP
$232K
0.0%
4,200 +4,200 New
PARTNERRE LTD
$231K
0.0%
2,100 +2,100 New
SGENEUR SEAGEN INC
$228K
0.0%
6,140 +6,140 New
MAS MASCO CORP
$227K
0.0%
9,501 −75,299 −88.8% Reduced
FIS FIDELITY NATIONAL INFO SERV
$225K
0.0%
4,000 +4,000 New
GHC GRAHAM HOLDINGS CO-CLASS B
$222K
0.0%
318 +318 New
PWR QUANTA SERVICES INC
$221K
0.0%
6,101 +6,101 New
TECHNE CORP
$215K
0.0%
2,300 +2,300 New
L-3 COMMUNICATIONS HLDGS INC
$209K
0.0%
1,759 +1,759 New
MO ALTRIA GROUP INC
$207K
0.0%
4,500 −41,500 −90.2% Reduced
TUP TUPPERWARE BRANDS CORP
$207K
0.0%
2,994 +2,994 New
RS RELIANCE INC
$205K
0.0%
3,000 +3,000 New
DONNELLEY R R & SONS CO
$204K
0.0%
12,400 +12,400 New
ENERGEN CORP
$204K
0.0%
2,826 +2,826 New
MPC MARATHON PETROLEUM CORP
$203K
0.0%
2,400 −37,600 −94.0% Reduced
NUANEUR NUANCE COMMUNICATIONS INC
$194K
0.0%
12,565 +12,565 New
CVCEUR CABLEVISION SYSTEMS-NY GRP-A
$186K
0.0%
10,636 −2,540 −19.3% Reduced
GRPNCHF GROUPON INC
$180K
0.0%
26,892 +26,892 New
BROCADE COMMUNICATIONS SYS I
$116K
0.0%
10,700 +10,700 New
QLOGIC CORP
$107K
0.0%
11,713 +11,713 New

Sold positions

92 closed in Q3 2014 · shares & value as of prior filing
Holding Shares sold Prior value
CAG CONAGRA BRANDS INC
431,782 $12.8M
CCL1EUR CARNIVAL CORP LTD
319,835 $12.0M
HEALTH CARE REIT INC
185,647 $11.6M
RTN1USD RAYTHEON COMPANY
79,998 $7.4M
LRCXEUR LAM RESEARCH CORP
101,620 $6.9M
CERNCHF CERNER CORP
121,400 $6.3M
ADBE ADOBE INC
86,503 $6.3M
WHR WHIRLPOOL CORP
44,401 $6.2M
MGM MGM RESORTS INTERNATIONAL
208,088 $5.5M
DOW CHEM CO
100,588 $5.2M
PG PROCTER & GAMBLE CO
62,831 $4.9M
POT1EUR POTASH CORP OF SASKATCHEWAN
124,100 $4.7M
NOC NORTHROP GRUMMAN CORP
35,688 $4.3M
STARWOOD HOTELS&RESORTS WRLD
52,523 $4.2M
WYNN WYNN RESORTS LTD
20,314 $4.2M
ALXN ALEXION PHARMACEUTICALS INC
26,332 $4.1M
MHK MOHAWK INDUSTRIES INC
29,308 $4.1M
FMC FMC CORP
54,910 $3.9M
KLAC KLA CORP
50,584 $3.7M
LMT LOCKHEED MARTIN CORP
22,437 $3.6M
SLB SLB LTD
26,187 $3.1M
JOY GLOBAL INC
48,230 $3.0M
ED CONSOLIDATED EDISON INC
44,978 $2.6M
PAYX PAYCHEX INC
60,572 $2.5M
TSCO TRACTOR SUPPLY COMPANY
39,216 $2.4M
OC OWENS CORNING
55,451 $2.1M
HAL HALLIBURTON CO
29,800 $2.1M
SANDISK CORP
19,700 $2.1M
WELLPOINT INC
18,926 $2.0M
CF CF INDUSTRIES HOLDINGS INC
8,400 $2.0M
TEX TEREX CORP
48,936 $2.0M
DLTR DOLLAR TREE INC
35,139 $1.9M
TKR TIMKEN CO
27,315 $1.9M
ITW ILLINOIS TOOL WORKS
20,724 $1.8M
KSUEUR KANSAS CITY SOUTHERN
16,823 $1.8M
DISCAUSD DISCOVERY INC - A
24,000 $1.8M
AGRIUM INC
18,961 $1.7M
VMI VALMONT INDUSTRIES
10,697 $1.6M
DHR DANAHER CORP
20,139 $1.6M
ETR ENTERGY CORP
19,116 $1.6M
ICE INTERCONTINENTAL EXCHANGE IN
7,600 $1.4M
COBALT INTL ENERGY INC
76,100 $1.4M
PTEN PATTERSON-UTI ENERGY INC
37,444 $1.3M
DIS WALT DISNEY CO
14,513 $1.2M
PNR PENTAIR PLC
14,277 $1.0M
PSX PHILLIPS 66
11,750 $945K
LKQ LKQ CORP
32,805 $876K
CAH CARDINAL HEALTH INC
10,834 $743K
MSI MOTOROLA SOLUTIONS INC
11,053 $736K
ABT ABBOTT LABORATORIES
17,700 $724K
THC TENET HEALTHCARE CORP
14,725 $691K
IRON MTN INC
18,247 $647K
UAL UNITED AIRLINES HOLDINGS INC
15,600 $641K
KR KROGER CO
12,777 $632K
DE DEERE & CO
6,956 $630K
RACKSPACE HOSTING INC
17,210 $579K
FFIV F5 INC
4,889 $545K
AIZ ASSURANT INC
7,958 $522K
AKX ANSYS INC
6,361 $482K
AGO ASSURED GUARANTY LTD
18,999 $465K
SBH SALLY BEAUTY HOLDINGS INC
14,678 $368K
CHRW C.H. ROBINSON WORLDWIDE INC
5,162 $329K
CROWN CASTLE INTL CORP
4,291 $319K
NVR NVR INC
266 $306K
CABELAS INC
4,752 $297K
AXIALL CORP
6,102 $288K
THOMSON REUTERS CORP
7,800 $284K
SEADRILL LIMITED
6,900 $276K
LIBERTY MEDIA CORP DELAWARE
1,900 $260K
URS CORP NEW
5,418 $248K
BARNES & NOBLE INC
10,781 $246K
SBA COMMUNICATIONS CORP
2,400 $246K
ASHLAND INC NEW
2,190 $238K
PTC PTC INC
6,000 $233K
MSCI MSCI INC
5,070 $232K
JAHEUR JARDEN CORP
3,900 $231K
CDNS CADENCE DESIGN SYS INC
13,079 $229K
SOLARWINDS INC
5,900 $228K
HUN HUNTSMAN CORP
7,989 $224K
GT GOODYEAR TIRE & RUBBER CO
8,018 $223K
LMEUR LEGG MASON INC
4,333 $222K
TIBCO SOFTWARE INC
11,000 $222K
AMERICAN CAP LTD
14,304 $219K
CYH COMMUNITY HEALTH SYSTEMS INC
4,810 $218K
INTERNATIONAL GAME TECHNOLOG
13,578 $216K
CRI CARTER'S INC
3,100 $214K
CHS1USD CHICO'S FAS INC
12,600 $214K
VCA INC
5,924 $208K
GENERAL CABLE CORP DEL NEW
7,900 $203K
PM PHILIP MORRIS INTERNATIONAL
2,400 $202K
FLEX FLEX LTD
17,937 $199K
PMC-SIERRA INC
17,398 $132K

Holdings reflect long positions disclosed in 13F filings only and exclude short positions, cash, and other non-13F assets. Holdings data sourced from SEC EDGAR. Not investment advice. Full disclaimer.