whalepapers
Overview/ Bridgewater Associates, LP/ Q3 2016

Bridgewater Associates, LP

CIK 0001350694 · As of Q3 2016 · filed Nov 9, 2016

Q3 2016

Holdings

299 positions · Δ vs prior quarter
VWO VANGUARD FTSE EMERGING MARKE
$3.03B
29.8%
80,412,854 +10,411,665 +14.9% Added
EEM ISHARES MSCI EMERGING MARKET
$2.66B
26.2%
70,996,740 +32,804,907 +85.9% Added
SPY SS SPDR S&P 500 ETF TRUST-US
$2.35B
23.2%
10,887,300 +666,100 +6.5% Added
EWZ ISHARES MSCI BRAZIL ETF
$154.3M
1.5%
4,573,811 +416,600 +10.0% Added
LQD ISHR IBX USD INVGD CB ETF-UI
$113.3M
1.1%
919,855 +22,300 +2.5% Added
IEMG ISHARES CORE MSCI EMERGING
$60.2M
0.6%
1,319,320 +1,319,320 New
INTC INTEL CORP
$57.5M
0.6%
1,523,043 +535,000 +54.1% Added
AAPL APPLE INC
$39.2M
0.4%
346,600 +225,400 +186.0% Added
IVV ISHARES CORE S&P 500 ETF
$38.1M
0.4%
175,000 Held
MSFT MICROSOFT CORP
$35.9M
0.4%
623,548 +324,500 +108.5% Added
EXPRESS SCRIPTS HLDG CO
$28.4M
0.3%
403,218 +91,600 +29.4% Added
SU SUNCOR ENERGY INC
$27.6M
0.3%
996,900 +188,100 +23.3% Added
CSCO CISCO SYSTEMS INC
$27.3M
0.3%
859,590 +491,600 +133.6% Added
JNPR* JUNIPER NETWORKS INC
$26.1M
0.3%
1,085,556 +214,547 +24.6% Added
GILD GILEAD SCIENCES INC
$24.9M
0.2%
315,272 −59,400 −15.9% Reduced
AMAT APPLIED MATERIALS INC
$22.3M
0.2%
738,683 +269,100 +57.3% Added
PFE PFIZER INC
$21.2M
0.2%
626,339 +65,700 +11.7% Added
BMY BRISTOL-MYERS SQUIBB CO
$21.1M
0.2%
390,577 +204,123 +109.5% Added
NOBLE CORP PLC
$21.0M
0.2%
3,308,530 +1,054,418 +46.8% Added
CNQ CANADIAN NATURAL RESOURCES
$20.8M
0.2%
653,119 +113,400 +21.0% Added
TXN TEXAS INSTRUMENTS INC
$20.5M
0.2%
291,781 +99,400 +51.7% Added
SW5 SOUTHWESTERN ENERGY CO
$20.1M
0.2%
1,449,623 +1,449,623 New
URI UNITED RENTALS INC
$19.8M
0.2%
252,630 +41,354 +19.6% Added
BFH BREAD FINANCIAL HOLDINGS INC
$18.3M
0.2%
85,071 −82,180 −49.1% Reduced
ENDPUSD ENDO INTERNATIONAL PLC
$17.9M
0.2%
887,293 +887,293 New
CVX CHEVRON CORP
$16.6M
0.2%
161,000 +15,000 +10.3% Added
EXMOC EXXON MOBIL CORP
$16.5M
0.2%
189,000 +25,800 +15.8% Added
IBM INTL BUSINESS MACHINES CORP
$16.4M
0.2%
103,100 +103,100 New
BP BP PLC-SPONS ADR
$16.3M
0.2%
463,900 +10,100 +2.2% Added
BHP BHP GROUP LTD-SPON ADR
$16.2M
0.2%
468,611 −83,300 −15.1% Reduced
CPB THE CAMPBELL'S COMPANY
$16.1M
0.2%
295,122 +241,008 +445.4% Added
OXY OCCIDENTAL PETROLEUM CORP
$16.0M
0.2%
219,800 +18,900 +9.4% Added
PBR PETROLEO BRASILEIRO-SPON ADR
$16.0M
0.2%
1,710,200 −87,700 −4.9% Reduced
RIO RIO TINTO PLC-SPON ADR
$15.9M
0.2%
477,500 −43,400 −8.3% Reduced
IMO IMPERIAL OIL LTD
$15.9M
0.2%
509,450 +88,950 +21.2% Added
RCI ROGERS COMMUNICATIONS INC-B
$15.7M
0.2%
371,700 +371,700 New
VFC VF CORP
$15.6M
0.2%
279,041 +117,141 +72.4% Added
M MACY'S INC
$15.6M
0.2%
421,380 +59,100 +16.3% Added
EOG EOG RESOURCES INC
$15.1M
0.1%
155,765 −7,300 −4.5% Reduced
COP CONOCOPHILLIPS
$14.8M
0.1%
341,444 −2,100 −0.6% Reduced
CAG CONAGRA BRANDS INC
$14.4M
0.1%
305,276 +305,276 New
MDLZ MONDELEZ INTERNATIONAL INC-A
$14.1M
0.1%
321,483 +17,783 +5.9% Added
TU TELUS CORP
$14.0M
0.1%
425,300 +425,300 New
KSS KOHLS CORP
$13.7M
0.1%
313,136 −40,373 −11.4% Reduced
ADBE ADOBE INC
$13.7M
0.1%
125,900 +59,700 +90.2% Added
BBBYEUR 20230930-DK-BUTTERFLY-1 INC
$13.6M
0.1%
315,810 −139,691 −30.7% Reduced
UTHR UNITED THERAPEUTICS CORP
$13.4M
0.1%
113,805 +49,705 +77.5% Added
NEM NEWMONT CORP
$13.3M
0.1%
339,164 +48,985 +16.9% Added
LYB LYONDELLBASELL INDU-CL A
$13.2M
0.1%
163,398 −189,718 −53.7% Reduced
UPS UNITED PARCEL SERVICE-CL B
$12.9M
0.1%
118,100 +118,100 New
MCD MCDONALD'S CORP
$12.6M
0.1%
109,287 +2,300 +2.1% Added
KO COCA-COLA CO
$12.4M
0.1%
292,606 +211,606 +261.2% Added
CTLEUR CENTURYLINK INC
$12.2M
0.1%
444,625 −203,745 −31.4% Reduced
MSI MOTOROLA SOLUTIONS INC
$11.8M
0.1%
154,998 −43,232 −21.8% Reduced
GOLDCORP INC NEW
$11.7M
0.1%
709,119 −1,010,206 −58.8% Reduced
MHK MOHAWK INDUSTRIES INC
$11.5M
0.1%
57,457 +26,900 +88.0% Added
HD HOME DEPOT INC
$11.2M
0.1%
87,200 +48,200 +123.6% Added
KEL KELLANOVA
$10.9M
0.1%
140,442 +134,042 +2094.4% Added
LBEUR L BRANDS INC
$10.8M
0.1%
152,076 +152,076 New
WOO FOOT LOCKER INC
$10.6M
0.1%
157,156 −44,500 −22.1% Reduced
DRI DARDEN RESTAURANTS INC
$10.5M
0.1%
171,858 +74,696 +76.9% Added
DISH DISH NETWORK CORP-A
$10.5M
0.1%
192,006 −25,189 −11.6% Reduced
FNV FRANCO-NEVADA CORP
$10.5M
0.1%
149,928 +25,800 +20.8% Added
JCPEUR J.C. PENNEY CO INC
$10.5M
0.1%
1,134,000 +1,134,000 New
LOW LOWE'S COS INC
$10.4M
0.1%
144,000 +90,200 +167.7% Added
TRANSCANADA CORP
$10.4M
0.1%
218,600 +89,800 +69.7% Added
WHR WHIRLPOOL CORP
$10.4M
0.1%
64,000 +30,200 +89.3% Added
GAP GAP INC
$10.4M
0.1%
465,605 +105,792 +29.4% Added
AEM AGNICO EAGLE MINES LTD
$10.1M
0.1%
185,932 −273,095 −59.5% Reduced
SILVER WHEATON CORP
$9.9M
0.1%
367,874 −477,327 −56.5% Reduced
APC3EUR ANADARKO PETROLEUM CORP
$9.9M
0.1%
155,480 +6,100 +4.1% Added
MXIM MAXIM INTEGRATED PRODUCTS
$9.8M
0.1%
245,496 −23,348 −8.7% Reduced
LRCXEUR LAM RESEARCH CORP
$9.7M
0.1%
102,880 +21,800 +26.9% Added
DISCAUSD DISCOVERY INC - A
$9.6M
0.1%
357,335 −210,829 −37.1% Reduced
ORCL ORACLE CORP
$9.5M
0.1%
241,828 +152,600 +171.0% Added
TEL1USD TE CONNECTIVITY LTD
$9.5M
0.1%
147,200 +41,300 +39.0% Added
KMB KIMBERLY-CLARK CORP
$9.4M
0.1%
74,300 +74,300 New
ELV ELEVANCE HEALTH INC
$9.4M
0.1%
74,679 +31,679 +73.7% Added
FFIV F5 INC
$9.2M
0.1%
73,910 −13,550 −15.5% Reduced
TWENTY FIRST CENTY FOX INC
$9.1M
0.1%
376,300 +323,100 +607.3% Added
STAPLES INC
$9.1M
0.1%
1,065,425 −1,572,192 −59.6% Reduced
PXDEUR PIONEER NATURAL RESOURCES CO
$8.9M
0.1%
48,200 −3,100 −6.0% Reduced
CTXSEUR CITRIX SYSTEMS INC
$8.8M
0.1%
103,295 −9,043 −8.0% Reduced
IP INTERNATIONAL PAPER CO
$8.5M
0.1%
176,140 +30,631 +21.1% Added
NVDA NVIDIA CORP
$8.4M
0.1%
123,321 +41,200 +50.2% Added
COR CENCORA INC
$8.3M
0.1%
102,192 −216,900 −68.0% Reduced
HYG ISHR IBX USD HIYLD CB ETF-UI
$8.2M
0.1%
94,400 +14,700 +18.4% Added
RANDGOLD RES LTD
$7.8M
0.1%
77,981 +12,400 +18.9% Added
VALE VALE SA-SP ADR
$7.8M
0.1%
1,415,300 −24,400 −1.7% Reduced
CLX CLOROX COMPANY
$7.6M
0.1%
60,980 +60,980 New
CAH CARDINAL HEALTH INC
$7.6M
0.1%
97,257 −46,324 −32.3% Reduced
DOEUR DIAMOND OFFSHORE DRILLING
$7.5M
0.1%
425,690 +425,690 New
TGT TARGET CORP
$7.5M
0.1%
109,075 −38,307 −26.0% Reduced
MAS MASCO CORP
$7.3M
0.1%
211,998 +26,583 +14.3% Added
CVE CENOVUS ENERGY INC
$7.3M
0.1%
507,297 +89,097 +21.3% Added
KSUEUR KANSAS CITY SOUTHERN
$7.0M
0.1%
74,498 +52,650 +241.0% Added
MCK MCKESSON CORP
$6.9M
0.1%
41,359 +8,000 +24.0% Added
DHI DR HORTON INC
$6.8M
0.1%
224,718 −64,000 −22.2% Reduced
ADI ANALOG DEVICES INC
$6.8M
0.1%
105,239 +37,958 +56.4% Added
9990302D APACHE CORP
$6.7M
0.1%
104,800 −6,100 −5.5% Reduced
DR PEPPER SNAPPLE GROUP INC
$6.6M
0.1%
72,295 +37,107 +105.5% Added
WMT WALMART INC
$6.5M
0.1%
90,100 +90,100 New
TROW T ROWE PRICE GROUP INC
$6.5M
0.1%
97,200 +97,200 New
KR KROGER CO
$6.4M
0.1%
214,610 +214,610 New
DVN DEVON ENERGY CORP
$6.3M
0.1%
143,800 −7,700 −5.1% Reduced
EWY ISHARES MSCI SOUTH KOREA ETF
$6.3M
0.1%
108,820 +108,820 New
TOL TOLL BROTHERS INC
$6.0M
0.1%
201,739 −402,913 −66.6% Reduced
DHR DANAHER CORP
$5.9M
0.1%
75,600 +53,715 +245.4% Added
GIS GENERAL MILLS INC
$5.9M
0.1%
92,600 +92,600 New
SCCO SOUTHERN COPPER CORP
$5.9M
0.1%
224,497 −10,500 −4.5% Reduced
XLNXEUR XILINX INC
$5.7M
0.1%
104,915 +60,600 +136.7% Added
CXOEUR CONCHO RESOURCES INC
$5.6M
0.1%
40,538 +885 +2.2% Added
AU3EUR ANGLOGOLD ASHANTI-SPON ADR
$5.5M
0.1%
342,678 +58,300 +20.5% Added
EW EDWARDS LIFESCIENCES CORP
$5.4M
0.1%
45,065 +11,265 +33.3% Added
GOOGL ALPHABET INC-CL A
$5.4M
0.1%
6,700 +600 +9.8% Added
VLO VALERO ENERGY CORP
$5.4M
0.1%
101,600 −67,691 −40.0% Reduced
ISRG INTUITIVE SURGICAL INC
$5.4M
0.1%
7,400 +7,400 New
CLRUSD CONTINENTAL RESOURCES INC/OK
$5.3M
0.1%
102,260 −3,200 −3.0% Reduced
JNJ JOHNSON & JOHNSON
$5.2M
0.1%
44,400 −85,300 −65.8% Reduced
TIFEUR TIFFANY & CO
$5.2M
0.1%
71,204 +48,304 +210.9% Added
ENSCO PLC
$5.1M
0.1%
599,804 −719,710 −54.5% Reduced
WU WESTERN UNION CO
$5.0M
0.0%
241,400 −281,641 −53.8% Reduced
CHRW C.H. ROBINSON WORLDWIDE INC
$4.9M
0.0%
69,000 +56,900 +470.2% Added
MEAD JOHNSON NUTRITION CO
$4.7M
0.0%
59,126 +51,526 +678.0% Added
NRG NRG ENERGY INC
$4.6M
0.0%
412,274 +292,125 +243.1% Added
AHC HESS CORP
$4.6M
0.0%
86,100 −4,700 −5.2% Reduced
NUE NUCOR CORP
$4.6M
0.0%
92,083 −113,900 −55.3% Reduced
GS GOLDMAN SACHS GROUP INC
$4.5M
0.0%
28,100 +28,100 New
KGC KINROSS GOLD CORP
$4.4M
0.0%
1,041,700 +135,200 +14.9% Added
NBL2EUR NOBLE ENERGY INC
$4.4M
0.0%
122,562 −3,800 −3.0% Reduced
DVA DAVITA INC
$4.3M
0.0%
65,300 −10,670 −14.0% Reduced
RGLD ROYAL GOLD INC
$4.3M
0.0%
55,500 +7,900 +16.6% Added
SWKS SKYWORKS SOLUTIONS INC
$4.3M
0.0%
56,310 −48,159 −46.1% Reduced
FE FIRSTENERGY CORP
$4.3M
0.0%
129,245 +21,900 +20.4% Added
LABORATORY CORP AMER HLDGS
$4.2M
0.0%
30,844 +11,331 +58.1% Added
BNY BANK OF NEW YORK MELLON CORP
$4.2M
0.0%
106,000 +106,000 New
LEVEL 3 COMMUNICATIONS INC
$4.1M
0.0%
88,800 +52,400 +144.0% Added
NKE NIKE INC -CL B
$4.1M
0.0%
78,028 +65,928 +544.9% Added
MPC MARATHON PETROLEUM CORP
$4.1M
0.0%
100,100 +100,100 New
MCHP MICROCHIP TECHNOLOGY INC
$4.0M
0.0%
64,369 −34,905 −35.2% Reduced
RHT1EUR RED HAT INC
$4.0M
0.0%
48,963 +48,963 New
EQT EQT CORP
$4.0M
0.0%
54,486 +800 +1.5% Added
SPGI S&P GLOBAL INC
$3.9M
0.0%
31,100 −23,143 −42.7% Reduced
HSY HERSHEY CO
$3.9M
0.0%
40,471 +40,471 New
FDX FEDEX CORP
$3.9M
0.0%
22,136 −83,400 −79.0% Reduced
ITW ILLINOIS TOOL WORKS
$3.8M
0.0%
31,705 +9,426 +42.3% Added
ORLY O'REILLY AUTOMOTIVE INC
$3.8M
0.0%
13,469 +5,300 +64.9% Added
CELG CELGENE CORP
$3.7M
0.0%
35,700 +28,400 +389.0% Added
EMN EASTMAN CHEMICAL CO
$3.6M
0.0%
53,800 −85,000 −61.2% Reduced
MRO* MARATHON OIL CORP
$3.6M
0.0%
230,200 −10,600 −4.4% Reduced
SHW SHERWIN-WILLIAMS CO
$3.6M
0.0%
13,100 +13,100 New
XECEUR CIMAREX ENERGY CO
$3.6M
0.0%
26,859 −800 −2.9% Reduced
CTRA COTERRA ENERGY INC
$3.6M
0.0%
138,480 +280 +0.2% Added
TAHOE RES INC
$3.5M
0.0%
270,300 +58,800 +27.8% Added
BLKCHF BLACKROCK INC
$3.4M
0.0%
9,500 +9,500 New
GFI GOLD FIELDS LTD-SPONS ADR
$3.4M
0.0%
709,200 +123,800 +21.1% Added
MNST MONSTER BEVERAGE CORP
$3.4M
0.0%
23,310 +23,310 New
YRI YAMANA GOLD INC
$3.4M
0.0%
792,668 −1,167,200 −59.6% Reduced
AIY ACTIVISION BLIZZARD INC
$3.4M
0.0%
76,910 −16,600 −17.8% Reduced
ETN EATON CORP PLC
$3.4M
0.0%
50,992 −61,300 −54.6% Reduced
PSA PUBLIC STORAGE
$3.3M
0.0%
14,979 +13,379 +836.2% Added
EXC EXELON CORP
$3.3M
0.0%
99,000 +99,000 New
GME GAMESTOP CORP-CLASS A
$3.2M
0.0%
117,700 +117,700 New
META META PLATFORMS INC-CLASS A
$3.2M
0.0%
24,700 +1,100 +4.7% Added
STZ CONSTELLATION BRANDS INC-A
$3.1M
0.0%
18,913 +16,700 +754.6% Added
TECK TECK RESOURCES LTD-CLS B
$3.1M
0.0%
171,100 −4,400 −2.5% Reduced
PC6A PETROCHINA CO LTD -ADR
$3.0M
0.0%
44,956 +24,147 +116.0% Added
RRC RANGE RESOURCES CORP
$2.9M
0.0%
75,804 +24,200 +46.9% Added
VZ VERIZON COMMUNICATIONS INC
$2.9M
0.0%
55,600 +55,600 New
PANERA BREAD CO
$2.9M
0.0%
14,700 +14,700 New
SIBANYE GOLD LTD
$2.8M
0.0%
196,826 +34,700 +21.4% Added
NTRS NORTHERN TRUST CORP
$2.8M
0.0%
40,500 +27,700 +216.4% Added
MS MORGAN STANLEY
$2.7M
0.0%
85,500 +85,500 New
ENCANA CORP
$2.7M
0.0%
260,800 +102,300 +64.5% Added
MDT MEDTRONIC PLC
$2.7M
0.0%
31,000 +31,000 New
ABT ABBOTT LABORATORIES
$2.6M
0.0%
62,000 −42,100 −40.4% Reduced
TESORO CORP
$2.6M
0.0%
32,600 −126,908 −79.6% Reduced
BWA BORGWARNER INC
$2.5M
0.0%
72,400 −116,146 −61.6% Reduced
AZO AUTOZONE INC
$2.5M
0.0%
3,280 +3,280 New
SBUX STARBUCKS CORP
$2.4M
0.0%
44,900 −154,275 −77.5% Reduced
ELDORADO GOLD CORP NEW
$2.3M
0.0%
597,900 +74,400 +14.2% Added
FDS FACTSET RESEARCH SYSTEMS INC
$2.3M
0.0%
14,400 +10,500 +269.2% Added
PEG PUBLIC SERVICE ENTERPRISE GP
$2.3M
0.0%
55,457 +55,457 New
CHKEUR CHESAPEAKE ENERGY CORP
$2.3M
0.0%
367,600 +367,600 New
BTG B2GOLD CORP
$2.3M
0.0%
872,500 +199,300 +29.6% Added
FLR FLUOR CORP
$2.3M
0.0%
43,866 +43,866 New
SBA COMMUNICATIONS CORP
$2.2M
0.0%
19,604 +19,604 New
FAST FASTENAL CO
$2.2M
0.0%
52,411 +52,411 New
CA INC
$2.1M
0.0%
64,500 +64,500 New
SCHW SCHWAB (CHARLES) CORP
$2.1M
0.0%
67,200 +67,200 New
LP1 LEGGETT & PLATT INC
$2.1M
0.0%
46,300 +38,100 +464.6% Added
CRESCENT PT ENERGY CORP
$2.0M
0.0%
153,800 +700 +0.5% Added
CERNCHF CERNER CORP
$2.0M
0.0%
31,900 −22,100 −40.9% Reduced
GLW CORNING INC
$1.9M
0.0%
81,900 −13,600 −14.2% Reduced
NGDN NEW GOLD INC
$1.9M
0.0%
437,400 +78,700 +21.9% Added
TRQEUR TURQUOISE HILL RESOURCES LTD
$1.8M
0.0%
605,500 −11,600 −1.9% Reduced
TMO THERMO FISHER SCIENTIFIC INC
$1.7M
0.0%
10,600 −1,866 −15.0% Reduced
COACH INC
$1.7M
0.0%
45,700 +45,700 New
LEN LENNAR CORP-A
$1.6M
0.0%
38,471 +12,771 +49.7% Added
LLY ELI LILLY & CO
$1.6M
0.0%
19,881 −57,581 −74.3% Reduced
CCL1EUR CARNIVAL CORP LTD
$1.6M
0.0%
32,229 −102,582 −76.1% Reduced
BCRUSD CR BARD INC
$1.6M
0.0%
6,915 −13,900 −66.8% Reduced
URBN URBAN OUTFITTERS INC
$1.5M
0.0%
44,210 −152,119 −77.5% Reduced
EA* ELECTRONIC ARTS INC
$1.5M
0.0%
17,400 −52,400 −75.1% Reduced
ICE INTERCONTINENTAL EXCHANGE IN
$1.4M
0.0%
5,300 +5,300 New
0WE WEATHERFORD INTERNATIONAL PL
$1.4M
0.0%
252,400 +252,400 New
MRSH MARSH & MCLENNAN COS
$1.3M
0.0%
19,900 +1,010 +5.3% Added
AXP AMERICAN EXPRESS CO
$1.3M
0.0%
20,700 −60,400 −74.5% Reduced
TJX TJX COMPANIES INC
$1.3M
0.0%
17,241 +17,241 New
STT STATE STREET CORP
$1.2M
0.0%
17,800 −43,000 −70.7% Reduced
SYMCEUR SYMANTEC CORP
$1.2M
0.0%
48,764 +29,000 +146.7% Added
BSX BOSTON SCIENTIFIC CORP
$1.2M
0.0%
50,900 +41,216 +425.6% Added
NYCBEUR NEW YORK COMMUNITY BANCORP
$1.2M
0.0%
84,500 +45,400 +116.1% Added
ROST ROSS STORES INC
$1.2M
0.0%
18,561 +18,561 New
AON PLC
$1.2M
0.0%
10,569 +10,569 New
MO ALTRIA GROUP INC
$1.1M
0.0%
18,000 +18,000 New
TEVA TEVA PHARMACEUTICAL-SP ADR
$1.1M
0.0%
24,700 Held
MA MASTERCARD INC - A
$1.1M
0.0%
11,109 +5,609 +102.0% Added
AMP AMERIPRISE FINANCIAL INC
$1.1M
0.0%
10,900 −15,300 −58.4% Reduced
EMR EMERSON ELECTRIC CO
$1.1M
0.0%
19,800 −138,517 −87.5% Reduced
FBIN FORTUNE BRANDS INNOVATIONS I
$1.1M
0.0%
18,400 +9,500 +106.7% Added
FLS FLOWSERVE CORP
$1.1M
0.0%
22,100 −10,300 −31.8% Reduced
CME CME GROUP INC
$1.0M
0.0%
9,900 +9,900 New
PRICELINE GRP INC
$1.0M
0.0%
700 −2,800 −80.0% Reduced
CCJ CAMECO CORP
$1.0M
0.0%
119,700 −7,200 −5.7% Reduced
SJM JM SMUCKER CO
$976K
0.0%
7,200 +7,200 New
FTV FORTIVE CORP
$972K
0.0%
19,092 +19,092 New
WM WASTE MANAGEMENT INC
$948K
0.0%
14,863 −1,200 −7.5% Reduced
BEN FRANKLIN TEMPLETON INC
$935K
0.0%
26,300 +16,700 +174.0% Added
WYNEUR WYNDHAM DESTINATIONS INC
$916K
0.0%
13,600 +9,600 +240.0% Added
BDX BECTON DICKINSON AND CO
$899K
0.0%
5,000 +1,263 +33.8% Added
NDAQ NASDAQ INC
$885K
0.0%
13,100 +6,200 +89.9% Added
AMCX AMC GLOBAL MEDIA INC
$856K
0.0%
16,500 −5,228 −24.1% Reduced
BMRN BIOMARIN PHARMACEUTICAL INC
$826K
0.0%
8,926 +8,926 New
DDR CORP
$678K
0.0%
38,900 +38,900 New
BA BOEING CO
$640K
0.0%
4,856 −52,600 −91.5% Reduced
PCAR PACCAR INC
$623K
0.0%
10,600 −71,159 −87.0% Reduced
SPLKCHF SPLUNK INC
$622K
0.0%
10,600 +10,600 New
CHTR CHARTER COMMUNICATIONS INC-A
$594K
0.0%
2,200 Held
APD AIR PRODUCTS & CHEMICALS INC
$541K
0.0%
3,600 −12,900 −78.2% Reduced
EQIX EQUINIX INC
$504K
0.0%
1,400 +1,400 New
ANF ABERCROMBIE & FITCH CO-CL A
$485K
0.0%
30,500 +30,500 New
IVZ INVESCO LTD
$472K
0.0%
15,100 −285,722 −95.0% Reduced
AN AUTONATION INC
$468K
0.0%
9,618 +9,618 New
MLM MARTIN MARIETTA MATERIALS
$466K
0.0%
2,600 −27,489 −91.4% Reduced
CCEP COCA-COLA EUROPACIFIC PARTNE
$454K
0.0%
11,384 +11,384 New
KRC KILROY REALTY CORP
$451K
0.0%
6,500 +6,500 New
DKS DICK'S SPORTING GOODS INC
$437K
0.0%
7,700 −700 −8.3% Reduced
GNCIQ GNC HOLDINGS INC-CL A
$434K
0.0%
21,261 +21,261 New
EL ESTEE LAUDER COMPANIES-CL A
$434K
0.0%
4,900 −30,739 −86.3% Reduced
CSRA INC
$401K
0.0%
14,900 +14,900 New
SLG1USD SL GREEN REALTY CORP
$400K
0.0%
3,700 +3,700 New
SRCLEUR STERICYCLE INC
$393K
0.0%
4,900 +4,900 New
ASH ASHLAND INC
$383K
0.0%
3,300 +3,300 New
GENERAL GROWTH PPTYS INC NEW
$375K
0.0%
13,600 +13,600 New
TRIP TRIPADVISOR INC
$370K
0.0%
5,852 −348 −5.6% Reduced
LIBERTY INTERACTIVE CORP
$342K
0.0%
17,100 −2,700 −13.6% Reduced
TAP MOLSON COORS BEVERAGE CO - B
$341K
0.0%
3,104 −4,096 −56.9% Reduced
CTAS CINTAS CORP
$327K
0.0%
2,900 −300 −9.4% Reduced
AVB* AVALONBAY COMMUNITIES INC
$320K
0.0%
1,800 +1,800 New
COF CAPITAL ONE FINANCIAL CORP
$316K
0.0%
4,400 −69,100 −94.0% Reduced
MKC MCCORMICK & CO-NON VTG SHRS
$310K
0.0%
3,100 +3,100 New
DNKN DUNKIN' BRANDS GROUP INC
$307K
0.0%
5,900 +5,900 New
OASEUR OASIS PETROLEUM INC
$298K
0.0%
26,000 +26,000 New
PNR PENTAIR PLC
$296K
0.0%
4,600 +4,600 New
FLT1EUR FLEETCOR TECHNOLOGIES INC
$295K
0.0%
1,700 +1,700 New
SENSATA TECHNOLOGIES HLDG NV
$293K
0.0%
7,556 −8,144 −51.9% Reduced
REALOGY HLDGS CORP
$292K
0.0%
11,300 +11,300 New
MSGS MADISON SQUARE GARDEN SPORTS
$288K
0.0%
1,700 +1,700 New
CALPINE CORP
$287K
0.0%
22,700 +22,700 New
CBRE CBRE GROUP INC - A
$283K
0.0%
10,100 −24,600 −70.9% Reduced
BIIB BIOGEN INC
$282K
0.0%
900 −50,561 −98.3% Reduced
FLEX FLEX LTD
$282K
0.0%
20,729 +3,729 +21.9% Added
FNF FIDELITY NATIONAL FINANCIAL
$277K
0.0%
7,500 +7,500 New
AGCO AGCO CORP
$276K
0.0%
5,600 −13,300 −70.4% Reduced
TCO TAUBMAN CENTERS INC
$275K
0.0%
3,700 +3,700 New
SBNY SIGNATURE BANK
$272K
0.0%
2,300 −6,600 −74.2% Reduced
CYH COMMUNITY HEALTH SYSTEMS INC
$270K
0.0%
23,400 +23,400 New
WCGEUR WELLCARE HEALTH PLANS INC
$269K
0.0%
2,300 +2,300 New
XRAY DENTSPLY SIRONA INC
$267K
0.0%
4,500 −1,500 −25.0% Reduced
SEALED AIR CORP NEW
$263K
0.0%
5,730 +5,730 New
COST COSTCO WHOLESALE CORP
$259K
0.0%
1,700 +1,700 New
FMC FMC CORP
$257K
0.0%
5,323 −9,877 −65.0% Reduced
BCO BRINK'S CO
$256K
0.0%
6,893 +6,893 New
VRSK VERISK ANALYTICS INC
$252K
0.0%
3,100 −600 −16.2% Reduced
OC OWENS CORNING
$246K
0.0%
4,600 +4,600 New
WTW WILLIS TOWERS WATSON PLC
$242K
0.0%
1,823 −2,077 −53.3% Reduced
MAN MANPOWERGROUP INC
$240K
0.0%
3,319 −20,581 −86.1% Reduced
ADP AUTOMATIC DATA PROCESSING
$238K
0.0%
2,700 +2,700 New
T86 TRI POINTE HOMES INC
$238K
0.0%
18,091 +18,091 New
ULTA ULTA BEAUTY INC
$238K
0.0%
1,000 +1,000 New
DEVRY ED GROUP INC
$233K
0.0%
10,100 +10,100 New
BEMIS INC
$230K
0.0%
4,500 +4,500 New
BALL BALL CORP
$229K
0.0%
2,800 +2,800 New
LINKEDIN CORP
$229K
0.0%
1,200 Held
TIME1EUR TIME INC
$225K
0.0%
15,526 +15,526 New
LVS LAS VEGAS SANDS CORP
$219K
0.0%
3,800 +3,800 New
NYT NEW YORK TIMES CO-A
$215K
0.0%
18,000 +18,000 New
NUANEUR NUANCE COMMUNICATIONS INC
$183K
0.0%
12,648 −15,352 −54.8% Reduced

Sold positions

132 closed in Q3 2016 · shares & value as of prior filing
Holding Shares sold Prior value
ABX BARRICK GOLD CORP
2,112,956 $45.1M
MET METLIFE INC
415,045 $16.5M
MRK MERCK & CO. INC.
251,546 $14.5M
PH PARKER HANNIFIN CORP
133,700 $14.4M
CVS CVS HEALTH CORP
149,700 $14.3M
PEP PEPSICO INC
103,500 $11.0M
LNC LINCOLN NATIONAL CORP
282,200 $10.9M
NTAP NETAPP INC
444,638 $10.9M
RCL ROYAL CARIBBEAN CRUISES LTD
144,274 $9.7M
PVH PVH CORP
87,792 $8.3M
VMW* VMWARE INC-CLASS A
141,162 $8.1M
AMT AMERICAN TOWER CORP
69,800 $7.9M
PPG PPG INDUSTRIES INC
69,020 $7.2M
DIS WALT DISNEY CO
68,800 $6.7M
CTSH COGNIZANT TECH SOLUTIONS-A
112,500 $6.4M
PRU PRUDENTIAL FINANCIAL INC
89,917 $6.4M
AMGN AMGEN INC
38,300 $5.8M
GD GENERAL DYNAMICS CORP
41,600 $5.8M
FMC TECHNOLOGIES INC
214,000 $5.7M
YUM YUM! BRANDS INC
68,407 $5.7M
TXT TEXTRON INC
148,800 $5.4M
INTU INTUIT INC
48,611 $5.4M
VRSN VERISIGN INC
60,601 $5.2M
FCX FREEPORT-MCMORAN INC
369,991 $4.1M
LINEAR TECHNOLOGY CORP
79,439 $3.7M
VAREUR VARIAN MEDICAL SYSTEMS INC
44,400 $3.7M
CMI CUMMINS INC
31,900 $3.6M
FOSL FOSSIL GROUP INC
119,587 $3.4M
GWW WW GRAINGER INC
14,818 $3.4M
UNH UNITEDHEALTH GROUP INC
23,400 $3.3M
DAL DELTA AIR LINES INC
85,800 $3.1M
MGM MGM RESORTS INTERNATIONAL
134,700 $3.0M
ROK ROCKWELL AUTOMATION INC
25,700 $3.0M
SWK STANLEY BLACK & DECKER INC
23,816 $2.6M
ADM ARCHER-DANIELS-MIDLAND CO
60,000 $2.6M
ACN ACCENTURE PLC-CL A
22,300 $2.5M
HONGBP HONEYWELL INTERNATIONAL INC
21,197 $2.5M
AKAM AKAMAI TECHNOLOGIES INC
41,200 $2.3M
TSN TYSON FOODS INC-CL A
33,648 $2.2M
HFCUSD HOLLYFRONTIER CORP
92,036 $2.2M
AMG AFFILIATED MANAGERS GROUP
14,800 $2.1M
HBAN HUNTINGTON BANCSHARES INC
221,600 $2.0M
ALK ALASKA AIR GROUP INC
33,900 $2.0M
JLL JONES LANG LASALLE INC
17,600 $1.7M
UNM UNUM GROUP
52,300 $1.7M
N2EUR NETSUITE INC
22,600 $1.6M
EWBC EAST WEST BANCORP INC
45,300 $1.5M
LEA LEAR CORP
15,100 $1.5M
CSX CSX CORP
57,600 $1.5M
ZION ZIONS BANCORP NA
59,112 $1.5M
RHI ROBERT HALF INC
38,800 $1.5M
RJF RAYMOND JAMES FINANCIAL INC
30,000 $1.5M
CE CELANESE CORP
21,500 $1.4M
CITUSD CIT GROUP INC
42,400 $1.4M
KEY KEYCORP
120,100 $1.3M
DOV DOVER CORP
18,500 $1.3M
WAB WABTEC CORP
17,699 $1.2M
SEIC SEI INVESTMENTS COMPANY
25,000 $1.2M
LUV SOUTHWEST AIRLINES CO
29,954 $1.2M
PFG PRINCIPAL FINANCIAL GROUP
26,900 $1.1M
RF REGIONS FINANCIAL CORP
129,900 $1.1M
UAL UNITED AIRLINES HOLDINGS INC
26,900 $1.1M
CCK CROWN HOLDINGS INC
21,000 $1.1M
ARW ARROW ELECTRONICS INC
16,600 $1.0M
PBCTEUR PEOPLE'S UNITED FINANCIAL
69,900 $1.0M
SNI SCRIPPS NETWORKS INTER-CL A
15,700 $978K
IT GARTNER INC
9,300 $906K
AMT TD AMERITRADE HOLDING CORP
31,300 $891K
JECUSD JACOBS ENGINEERING GROUP INC
17,600 $877K
CLBUSD CORE LABORATORIES N.V.
7,000 $867K
LKQ LKQ CORP
27,200 $862K
CFR CULLEN/FROST BANKERS INC
13,272 $846K
SNA SNAP-ON INC
5,300 $836K
CL COLGATE-PALMOLIVE CO
11,300 $827K
GENERAL ELECTRIC CO
25,900 $815K
MSM MSC INDUSTRIAL DIRECT CO-A
11,400 $804K
WRKUSD WESTROCK CO
20,500 $797K
AME AMETEK INC
16,900 $781K
ROCKWELL COLLINS INC
9,000 $766K
IFF INTL FLAVORS & FRAGRANCES
5,900 $744K
JOHNSON CTLS INC
16,433 $727K
TSS TOTAL SYSTEM SERVICES INC
13,200 $701K
PKG PACKAGING CORP OF AMERICA
10,400 $696K
MTD METTLER-TOLEDO INTERNATIONAL
1,900 $693K
PSX PHILLIPS 66
8,529 $677K
HST HOST HOTELS & RESORTS INC
41,700 $676K
FIS FIDELITY NATIONAL INFO SERV
8,900 $656K
AVY AVERY DENNISON CORP
8,700 $650K
BF/B BROWN-FORMAN CORP-CLASS B
6,200 $619K
PWR QUANTA SERVICES INC
26,400 $610K
XYL XYLEM INC
13,100 $585K
RS RELIANCE INC
7,500 $577K
HN9 HANESBRANDS INC
22,400 $563K
BXP BXP INC
4,100 $541K
BGUSD BUNGE LTD
9,100 $538K
APH AMPHENOL CORP-CL A
9,300 $533K
JBL JABIL INC
27,000 $499K
ALB ALBEMARLE CORP
6,200 $492K
ASHLAND INC NEW
4,200 $482K
RVTY REVVITY INC
9,100 $477K
JBHT HUNT (JB) TRANSPRT SVCS INC
5,500 $445K
LMEUR LEGG MASON INC
14,400 $425K
EFX EQUIFAX INC
3,300 $424K
ROP ROPER TECHNOLOGIES INC
2,400 $409K
HSIC HENRY SCHEIN INC
2,300 $407K
L LOEWS CORP
9,500 $390K
FITB FIFTH THIRD BANCORP
22,000 $387K
PLD PROLOGIS INC
7,900 $387K
SBH SALLY BEAUTY HOLDINGS INC
13,100 $385K
WAT WATERS CORP
2,600 $366K
LMT LOCKHEED MARTIN CORP
1,400 $347K
EXPD EXPEDITORS INTL WASH INC
7,000 $343K
VMRK VIVMARK RESIDENTIAL
4,607 $317K
PDCOEUR PATTERSON COS INC
6,400 $306K
TSCO TRACTOR SUPPLY COMPANY
3,200 $292K
TMK TORCHMARK CORP
4,600 $284K
FISV FISERV INC
2,600 $283K
AIZ ASSURANT INC
3,246 $280K
CAT CATERPILLAR INC
3,700 $280K
JKHY JACK HENRY & ASSOCIATES INC
2,925 $255K
AKX ANSYS INC
2,800 $254K
CVLT COMMVAULT SYSTEMS INC
5,786 $250K
OII OCEANEERING INTL INC
7,800 $233K
FLO FLOWERS FOODS INC
12,100 $227K
UTXCHF RTX CORP
2,200 $226K
TUP TUPPERWARE BRANDS CORP
3,800 $214K
KBR KBR INC
15,200 $201K
UHS UNIVERSAL HEALTH SERVICES-B
1,500 $201K
OIEUR OWENS-ILLINOIS INC
10,100 $182K
NLYEUR ANNALY CAPITAL MANAGEMENT IN
14,800 $164K
CHS1USD CHICO'S FAS INC
11,900 $127K
GNW GENWORTH FINANCIAL INC
16,200 $42K

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.