whalepapers
Overview/ Bridgewater Associates, LP/ Q4 2014

Bridgewater Associates, LP

CIK 0001350694 · As of Q4 2014 · filed Feb 11, 2015

Q4 2014

Holdings

335 positions · Δ vs prior quarter
VWO VANGUARD FTSE EMERGING MARKE
$4.65B
37.1%
116,213,008 +5,329,059 +4.8% Added
SPY SS SPDR S&P 500 ETF TRUST-US
$3.16B
25.2%
15,359,200 −1,912,300 −11.1% Reduced
EEM ISHARES MSCI EMERGING MARKET
$3.09B
24.6%
78,536,594 −1,524,300 −1.9% Reduced
LQD ISHR IBX USD INVGD CB ETF-UI
$50.7M
0.4%
424,755 Held
GILD GILEAD SCIENCES INC
$50.6M
0.4%
537,321 +295,800 +122.5% Added
IVV ISHARES CORE S&P 500 ETF
$36.2M
0.3%
175,000 Held
AAPL APPLE INC
$28.6M
0.2%
259,497 −276,400 −51.6% Reduced
MSFT MICROSOFT CORP
$27.9M
0.2%
601,045 +586,400 +4004.1% Added
INTC INTEL CORP
$25.7M
0.2%
709,203 +13,200 +1.9% Added
IBM INTL BUSINESS MACHINES CORP
$23.6M
0.2%
147,144 −24,096 −14.1% Reduced
EMN EASTMAN CHEMICAL CO
$22.9M
0.2%
301,786 +243,659 +419.2% Added
POT1EUR POTASH CORP OF SASKATCHEWAN
$21.3M
0.2%
601,600 +601,600 New
DVN DEVON ENERGY CORP
$20.1M
0.2%
327,739 +142,700 +77.1% Added
GOLDCORP INC NEW
$19.4M
0.2%
1,049,761 +315,400 +42.9% Added
RITE AID CORP
$18.7M
0.1%
2,487,194 +363,194 +17.1% Added
ABX BARRICK GOLD CORP
$17.9M
0.1%
1,665,700 +557,100 +50.3% Added
ENSCO PLC
$16.4M
0.1%
546,451 +402,851 +280.5% Added
VMW* VMWARE INC-CLASS A
$16.1M
0.1%
195,123 +163,232 +511.8% Added
PRECISION CASTPARTS CORP
$15.7M
0.1%
65,211 +31,000 +90.6% Added
SW5 SOUTHWESTERN ENERGY CO
$15.4M
0.1%
564,401 +354,005 +168.3% Added
X UNITED STATES STEEL CORP
$15.2M
0.1%
569,965 +569,965 New
XLNXEUR XILINX INC
$14.7M
0.1%
340,570 +147,600 +76.5% Added
QCOM QUALCOMM INC
$14.4M
0.1%
193,365 −8,700 −4.3% Reduced
AMERICAN CAPITAL AGENCY CORP
$14.3M
0.1%
656,954 +631,837 +2515.6% Added
CTXSEUR CITRIX SYSTEMS INC
$14.3M
0.1%
223,636 +151,299 +209.2% Added
COP CONOCOPHILLIPS
$13.8M
0.1%
200,400 +36,300 +22.1% Added
RIO RIO TINTO PLC-SPON ADR
$13.8M
0.1%
299,500 +55,900 +22.9% Added
CVX CHEVRON CORP
$13.7M
0.1%
122,200 +19,400 +18.9% Added
OXY OCCIDENTAL PETROLEUM CORP
$13.6M
0.1%
168,100 +38,300 +29.5% Added
EXMOC EXXON MOBIL CORP
$13.3M
0.1%
144,100 +12,700 +9.7% Added
BP BP PLC-SPONS ADR
$13.2M
0.1%
347,200 +67,900 +24.3% Added
VLO VALERO ENERGY CORP
$13.2M
0.1%
267,257 +77,900 +41.1% Added
DNREUR DENBURY INC-PRE BANKRUPTCY
$13.1M
0.1%
1,608,015 +1,092,221 +211.8% Added
PBR PETROLEO BRASILEIRO-SPON ADR
$13.0M
0.1%
1,784,500 +1,000,900 +127.7% Added
MU MICRON TECHNOLOGY INC
$12.9M
0.1%
367,874 −63,000 −14.6% Reduced
GLW CORNING INC
$12.9M
0.1%
561,376 +113,700 +25.4% Added
BHP BHP GROUP LTD-SPON ADR
$12.9M
0.1%
271,911 +72,000 +36.0% Added
WU WESTERN UNION CO
$12.9M
0.1%
718,089 +42,700 +6.3% Added
GENERAL ELECTRIC CO
$12.8M
0.1%
504,800 +47,200 +10.3% Added
EOG EOG RESOURCES INC
$12.3M
0.1%
134,000 +31,700 +31.0% Added
MCHP MICROCHIP TECHNOLOGY INC
$11.6M
0.1%
258,094 +144,281 +126.8% Added
LUV SOUTHWEST AIRLINES CO
$11.6M
0.1%
274,931 +107,300 +64.0% Added
BROADCOM CORP
$11.6M
0.1%
268,064 +120,600 +81.8% Added
SU SUNCOR ENERGY INC
$11.4M
0.1%
358,700 −27,700 −7.2% Reduced
ALTERA CORP
$11.2M
0.1%
303,149 +193,100 +175.5% Added
WYNN WYNN RESORTS LTD
$11.1M
0.1%
74,659 +74,659 New
TXN TEXAS INSTRUMENTS INC
$10.8M
0.1%
201,980 −31,700 −13.6% Reduced
CTSH COGNIZANT TECH SOLUTIONS-A
$10.8M
0.1%
204,600 +51,700 +33.8% Added
CNP CENTERPOINT ENERGY INC
$10.6M
0.1%
453,278 +453,278 New
SILVER WHEATON CORP
$10.4M
0.1%
511,361 +125,100 +32.4% Added
AZO AUTOZONE INC
$10.4M
0.1%
16,768 +10,800 +181.0% Added
APC3EUR ANADARKO PETROLEUM CORP
$10.2M
0.1%
123,900 +30,400 +32.5% Added
UNH UNITEDHEALTH GROUP INC
$10.2M
0.1%
100,500 +6,200 +6.6% Added
VALE VALE SA-SP ADR
$10.1M
0.1%
1,240,000 +297,900 +31.6% Added
FCX FREEPORT-MCMORAN INC
$10.1M
0.1%
431,700 +163,900 +61.2% Added
NEM NEWMONT CORP
$10.0M
0.1%
529,474 +98,248 +22.8% Added
JNPR* JUNIPER NETWORKS INC
$10.0M
0.1%
447,610 −566,188 −55.8% Reduced
AGRIUM INC
$9.8M
0.1%
103,466 +103,466 New
IMO IMPERIAL OIL LTD
$9.0M
0.1%
208,800 −15,000 −6.7% Reduced
URI UNITED RENTALS INC
$9.0M
0.1%
88,144 +67,200 +320.9% Added
NRG NRG ENERGY INC
$8.5M
0.1%
315,200 +191,487 +154.8% Added
PHM PULTEGROUP INC
$8.5M
0.1%
395,558 −297,956 −43.0% Reduced
CAT CATERPILLAR INC
$8.4M
0.1%
92,287 +92,287 New
CNQ CANADIAN NATURAL RESOURCES
$8.4M
0.1%
271,500 −10,400 −3.7% Reduced
FNV FRANCO-NEVADA CORP
$8.4M
0.1%
169,328 +28,900 +20.6% Added
LOW LOWE'S COS INC
$8.3M
0.1%
120,953 +73,500 +154.9% Added
MET METLIFE INC
$8.1M
0.1%
149,464 +36,700 +32.5% Added
HD HOME DEPOT INC
$8.0M
0.1%
76,580 +25,600 +50.2% Added
SHW SHERWIN-WILLIAMS CO
$8.0M
0.1%
30,501 +23,300 +323.6% Added
AEM AGNICO EAGLE MINES LTD
$7.9M
0.1%
318,791 +41,800 +15.1% Added
VZ VERIZON COMMUNICATIONS INC
$7.9M
0.1%
168,265 −95,100 −36.1% Reduced
BCRUSD CR BARD INC
$7.9M
0.1%
47,138 −11,948 −20.2% Reduced
BCE BCE INC
$7.7M
0.1%
168,400 +168,400 New
LABORATORY CORP AMER HLDGS
$7.6M
0.1%
70,036 +15,500 +28.4% Added
VRSN VERISIGN INC
$7.5M
0.1%
131,728 −12,200 −8.5% Reduced
E M C CORP MASS
$7.4M
0.1%
249,997 +147,165 +143.1% Added
BBBYEUR 20230930-DK-BUTTERFLY-1 INC
$7.4M
0.1%
97,274 −23,842 −19.7% Reduced
BFH BREAD FINANCIAL HOLDINGS INC
$7.1M
0.1%
24,694 −900 −3.5% Reduced
ROST ROSS STORES INC
$7.1M
0.1%
74,808 −19,100 −20.3% Reduced
IPG INTERPUBLIC GROUP OF COS INC
$6.9M
0.1%
331,747 −223,000 −40.2% Reduced
NVDA NVIDIA CORP
$6.9M
0.1%
343,543 −26,638 −7.2% Reduced
RANDGOLD RES LTD
$6.9M
0.1%
102,000 +17,400 +20.6% Added
NTAP NETAPP INC
$6.8M
0.1%
164,047 +4,700 +2.9% Added
JOY GLOBAL INC
$6.8M
0.1%
145,763 +145,763 New
JNJ JOHNSON & JOHNSON
$6.7M
0.1%
64,293 −19,900 −23.6% Reduced
PFE PFIZER INC
$6.6M
0.1%
211,208 −83,900 −28.4% Reduced
EXPRESS SCRIPTS HLDG CO
$6.5M
0.1%
77,262 +27,100 +54.0% Added
EA* ELECTRONIC ARTS INC
$6.5M
0.1%
137,352 +100,000 +267.7% Added
WMT WALMART INC
$6.3M
0.1%
73,404 +73,404 New
NUE NUCOR CORP
$6.2M
0.0%
126,550 +92,700 +273.9% Added
CMI CUMMINS INC
$6.2M
0.0%
42,966 +27,300 +174.3% Added
NOBLE CORP PLC
$6.2M
0.0%
373,124 +373,124 New
SYY SYSCO CORP
$6.1M
0.0%
152,875 +152,875 New
BRK/B BERKSHIRE HATHAWAY INC-CL B
$5.9M
0.0%
39,396 +6,430 +19.5% Added
9990302D APACHE CORP
$5.8M
0.0%
93,000 +21,600 +30.3% Added
SCCO SOUTHERN COPPER CORP
$5.7M
0.0%
203,383 −32,621 −13.8% Reduced
AHC HESS CORP
$5.5M
0.0%
74,000 +14,100 +23.5% Added
PXDEUR PIONEER NATURAL RESOURCES CO
$5.4M
0.0%
36,600 +10,100 +38.1% Added
COST COSTCO WHOLESALE CORP
$5.4M
0.0%
38,250 +38,250 New
CVS CVS HEALTH CORP
$5.3M
0.0%
55,411 +55,411 New
YRI YAMANA GOLD INC
$5.3M
0.0%
1,310,900 +105,900 +8.8% Added
BIIB BIOGEN INC
$5.1M
0.0%
15,146 +13,500 +820.2% Added
AIY ACTIVISION BLIZZARD INC
$5.0M
0.0%
250,066 +183,100 +273.4% Added
WY WEYERHAEUSER CO
$5.0M
0.0%
140,373 +44,600 +46.6% Added
CHKEUR CHESAPEAKE ENERGY CORP
$5.0M
0.0%
257,156 +60,968 +31.1% Added
MONSANTO CO NEW
$4.9M
0.0%
41,199 +41,199 New
CA INC
$4.9M
0.0%
160,097 −548,100 −77.4% Reduced
TECK TECK RESOURCES LTD-CLS B
$4.9M
0.0%
354,400 +96,900 +37.6% Added
REGN REGENERON PHARMACEUTICALS
$4.8M
0.0%
11,800 +10,200 +637.5% Added
FFIV F5 INC
$4.8M
0.0%
36,997 +36,997 New
MRO* MARATHON OIL CORP
$4.7M
0.0%
167,800 +39,600 +30.9% Added
LRCXEUR LAM RESEARCH CORP
$4.7M
0.0%
59,620 +59,620 New
PC6A PETROCHINA CO LTD -ADR
$4.7M
0.0%
42,397 −600 −1.4% Reduced
ELDORADO GOLD CORP NEW
$4.7M
0.0%
768,500 +124,500 +19.3% Added
TSN TYSON FOODS INC-CL A
$4.7M
0.0%
116,815 +33,600 +40.4% Added
MCK MCKESSON CORP
$4.6M
0.0%
22,313 +4,600 +26.0% Added
ROK ROCKWELL AUTOMATION INC
$4.6M
0.0%
41,620 +26,000 +166.5% Added
TU TELUS CORP
$4.6M
0.0%
127,600 +127,600 New
PRU PRUDENTIAL FINANCIAL INC
$4.6M
0.0%
50,876 +1,400 +2.8% Added
ORLY O'REILLY AUTOMOTIVE INC
$4.4M
0.0%
23,039 +3,800 +19.8% Added
RGLD ROYAL GOLD INC
$4.4M
0.0%
70,700 +11,500 +19.4% Added
MDLZ MONDELEZ INTERNATIONAL INC-A
$4.4M
0.0%
120,500 −20,300 −14.4% Reduced
M MACY'S INC
$4.3M
0.0%
65,271 +11,300 +20.9% Added
GIS GENERAL MILLS INC
$4.3M
0.0%
80,281 +39,156 +95.2% Added
NBL2EUR NOBLE ENERGY INC
$4.3M
0.0%
89,752 +22,800 +34.1% Added
VIAB VIACOM INC-CLASS B
$4.2M
0.0%
55,788 −21,392 −27.7% Reduced
ST JUDE MED INC
$4.2M
0.0%
64,136 −6,100 −8.7% Reduced
RCI ROGERS COMMUNICATIONS INC-B
$4.2M
0.0%
106,700 +106,700 New
CAMERON INTERNATIONAL CORP
$4.2M
0.0%
83,151 +83,151 New
ITW ILLINOIS TOOL WORKS
$4.1M
0.0%
43,460 +43,460 New
ADM ARCHER-DANIELS-MIDLAND CO
$4.1M
0.0%
78,662 +78,662 New
PRICELINE GRP INC
$3.9M
0.0%
3,460 −3,440 −49.9% Reduced
ADI ANALOG DEVICES INC
$3.8M
0.0%
68,609 −342,000 −83.3% Reduced
ADBE ADOBE INC
$3.8M
0.0%
52,252 +52,252 New
LBEUR L BRANDS INC
$3.8M
0.0%
43,899 −24,125 −35.5% Reduced
DVA DAVITA INC
$3.8M
0.0%
50,026 +23,500 +88.6% Added
CVE CENOVUS ENERGY INC
$3.8M
0.0%
182,700 −17,800 −8.9% Reduced
ISRG INTUITIVE SURGICAL INC
$3.8M
0.0%
7,137 +5,214 +271.1% Added
AU3EUR ANGLOGOLD ASHANTI-SPON ADR
$3.7M
0.0%
430,600 +45,000 +11.7% Added
TEL1USD TE CONNECTIVITY LTD
$3.7M
0.0%
58,759 +36,500 +164.0% Added
GFI GOLD FIELDS LTD-SPONS ADR
$3.7M
0.0%
817,800 +116,400 +16.6% Added
CL COLGATE-PALMOLIVE CO
$3.7M
0.0%
53,471 +31,665 +145.2% Added
AFL AFLAC INC
$3.7M
0.0%
59,985 −95,700 −61.5% Reduced
PCAR PACCAR INC
$3.7M
0.0%
53,752 +20,350 +60.9% Added
TJX TJX COMPANIES INC
$3.6M
0.0%
52,839 −60,700 −53.5% Reduced
NOVEUR NATIONAL OILWELL VARCO INC
$3.6M
0.0%
55,108 −38,195 −40.9% Reduced
KSS KOHLS CORP
$3.6M
0.0%
58,700 +17,949 +44.0% Added
ACN ACCENTURE PLC-CL A
$3.6M
0.0%
40,100 +12,100 +43.2% Added
DGX QUEST DIAGNOSTICS INC
$3.6M
0.0%
53,126 +37,500 +240.0% Added
AMAT APPLIED MATERIALS INC
$3.6M
0.0%
142,899 −160,200 −52.9% Reduced
CLRUSD CONTINENTAL RESOURCES INC/OK
$3.5M
0.0%
91,616 +22,716 +33.0% Added
KGC KINROSS GOLD CORP
$3.4M
0.0%
1,225,200 +190,900 +18.5% Added
ALXN ALEXION PHARMACEUTICALS INC
$3.4M
0.0%
18,513 +18,513 New
PAYX PAYCHEX INC
$3.4M
0.0%
73,972 +73,972 New
ELV ELEVANCE HEALTH INC
$3.4M
0.0%
27,141 +27,141 New
SANDISK CORP
$3.3M
0.0%
33,700 +33,700 New
CERNCHF CERNER CORP
$3.3M
0.0%
50,970 +50,970 New
FLR FLUOR CORP
$3.3M
0.0%
54,203 −300 −0.6% Reduced
PGR PROGRESSIVE CORP
$3.3M
0.0%
121,151 +105,300 +664.3% Added
NLYEUR ANNALY CAPITAL MANAGEMENT IN
$3.1M
0.0%
288,200 +220,700 +327.0% Added
LINEAR TECHNOLOGY CORP
$3.1M
0.0%
67,493 −3,900 −5.5% Reduced
AETNA INC NEW
$3.1M
0.0%
34,519 −2,400 −6.5% Reduced
PH PARKER HANNIFIN CORP
$3.0M
0.0%
23,163 +3,337 +16.8% Added
QEP QEP RESOURCES INC
$3.0M
0.0%
147,649 +147,649 New
CTRA COTERRA ENERGY INC
$3.0M
0.0%
100,500 +22,200 +28.4% Added
EMR EMERSON ELECTRIC CO
$3.0M
0.0%
48,167 +40,987 +570.8% Added
MYLAN INC
$3.0M
0.0%
52,706 −4,400 −7.7% Reduced
EQT EQT CORP
$2.9M
0.0%
37,700 +9,500 +33.7% Added
IP INTERNATIONAL PAPER CO
$2.9M
0.0%
53,254 −200 −0.4% Reduced
LIBERTY INTERACTIVE CORP
$2.8M
0.0%
96,465 +76,047 +372.5% Added
MRSH MARSH & MCLENNAN COS
$2.8M
0.0%
48,947 +2,249 +4.8% Added
PSX PHILLIPS 66
$2.8M
0.0%
38,950 +38,950 New
CIGNA CORPORATION
$2.8M
0.0%
26,981 −4,800 −15.1% Reduced
CPB THE CAMPBELL'S COMPANY
$2.7M
0.0%
60,800 +60,800 New
AXP AMERICAN EXPRESS CO
$2.7M
0.0%
28,517 −195,606 −87.3% Reduced
MEDTRONIC INC
$2.6M
0.0%
36,632 +9,587 +35.4% Added
ENCANA CORP
$2.6M
0.0%
184,200 −3,500 −1.9% Reduced
WFC WELLS FARGO & CO
$2.6M
0.0%
46,881 +46,881 New
0WE WEATHERFORD INTERNATIONAL PL
$2.5M
0.0%
221,155 +221,155 New
CXOEUR CONCHO RESOURCES INC
$2.5M
0.0%
24,833 −3,667 −12.9% Reduced
LVS LAS VEGAS SANDS CORP
$2.4M
0.0%
41,265 −32,189 −43.8% Reduced
FMC TECHNOLOGIES INC
$2.4M
0.0%
50,867 −18,251 −26.4% Reduced
FAST FASTENAL CO
$2.4M
0.0%
49,902 −16,154 −24.5% Reduced
NGDN NEW GOLD INC
$2.4M
0.0%
547,900 +83,800 +18.1% Added
UTXCHF RTX CORP
$2.3M
0.0%
20,209 −189,251 −90.4% Reduced
PRGO PERRIGO CO PLC
$2.3M
0.0%
13,900 +13,900 New
CRESCENT PT ENERGY CORP
$2.3M
0.0%
99,000 +20,000 +25.3% Added
RRC RANGE RESOURCES CORP
$2.2M
0.0%
41,600 +9,600 +30.0% Added
MUR MURPHY OIL CORP
$2.2M
0.0%
43,400 +10,300 +31.1% Added
JPM JPMORGAN CHASE & CO
$2.1M
0.0%
33,742 +33,742 New
TESORO CORP
$2.1M
0.0%
28,040 +28,040 New
COACH INC
$2.1M
0.0%
55,485 +55,485 New
RHT1EUR RED HAT INC
$2.0M
0.0%
29,367 −34,740 −54.2% Reduced
ABT ABBOTT LABORATORIES
$2.0M
0.0%
45,000 +45,000 New
CHRW C.H. ROBINSON WORLDWIDE INC
$2.0M
0.0%
27,026 +27,026 New
DHR DANAHER CORP
$2.0M
0.0%
23,603 +23,603 New
MEAD JOHNSON NUTRITION CO
$2.0M
0.0%
20,018 −27,601 −58.0% Reduced
SO SOUTHERN CO
$2.0M
0.0%
40,000 +500 +1.3% Added
MA MASTERCARD INC - A
$2.0M
0.0%
22,677 +17,400 +329.7% Added
SWK STANLEY BLACK & DECKER INC
$1.9M
0.0%
20,000 +12,453 +165.0% Added
HSY HERSHEY CO
$1.9M
0.0%
18,476 −600 −3.1% Reduced
CONSOL ENERGY INC
$1.9M
0.0%
56,420 +13,600 +31.8% Added
MOS MOSAIC CO
$1.9M
0.0%
41,300 +14,300 +53.0% Added
BAX BAXTER INTERNATIONAL INC
$1.8M
0.0%
25,163 +6,700 +36.3% Added
ALCOA INC
$1.8M
0.0%
116,700 +116,700 New
PEP PEPSICO INC
$1.8M
0.0%
19,361 −21,892 −53.1% Reduced
LNC LINCOLN NATIONAL CORP
$1.8M
0.0%
31,492 −1,000 −3.1% Reduced
WHOLE FOODS MKT INC
$1.8M
0.0%
36,021 −196,500 −84.5% Reduced
COCA COLA ENTERPRISES INC NE
$1.8M
0.0%
40,076 −108,416 −73.0% Reduced
PXGBX PRAXAIR INC
$1.7M
0.0%
13,497 +3,566 +35.9% Added
VAREUR VARIAN MEDICAL SYSTEMS INC
$1.7M
0.0%
19,996 +19,996 New
BAC BANK OF AMERICA CORP
$1.7M
0.0%
95,391 +95,391 New
WBA* WALGREENS BOOTS ALLIANCE INC
$1.7M
0.0%
22,260 +22,260 New
WDC WESTERN DIGITAL CORP
$1.7M
0.0%
15,139 −482 −3.1% Reduced
CCJ CAMECO CORP
$1.6M
0.0%
96,500 +21,900 +29.4% Added
GOOGLE INC
$1.5M
0.0%
2,890 −1,099 −27.6% Reduced
RCL ROYAL CARIBBEAN CRUISES LTD
$1.5M
0.0%
18,200 +12,300 +208.5% Added
NEE NEXTERA ENERGY INC
$1.5M
0.0%
14,035 +2,700 +23.8% Added
TMO THERMO FISHER SCIENTIFIC INC
$1.5M
0.0%
11,899 +11,899 New
AEO AMERICAN EAGLE OUTFITTERS
$1.5M
0.0%
107,300 +72,900 +211.9% Added
EAT BRINKER INTERNATIONAL INC
$1.4M
0.0%
24,324 +15,600 +178.8% Added
WSM WILLIAMS-SONOMA INC
$1.4M
0.0%
18,853 +10,500 +125.7% Added
DOW CHEM CO
$1.4M
0.0%
31,188 +31,188 New
TRQEUR TURQUOISE HILL RESOURCES LTD
$1.4M
0.0%
453,200 +94,900 +26.5% Added
HONGBP HONEYWELL INTERNATIONAL INC
$1.4M
0.0%
13,895 −2,600 −15.8% Reduced
BDX BECTON DICKINSON AND CO
$1.4M
0.0%
9,758 −15,600 −61.5% Reduced
ORCL ORACLE CORP
$1.3M
0.0%
29,832 −211,350 −87.6% Reduced
HUM HUMANA INC
$1.3M
0.0%
9,011 −300 −3.2% Reduced
STLD STEEL DYNAMICS INC
$1.3M
0.0%
65,254 +45,500 +230.3% Added
MAN MANPOWERGROUP INC
$1.3M
0.0%
18,748 −2,400 −11.3% Reduced
RHI ROBERT HALF INC
$1.3M
0.0%
21,645 +1,500 +7.4% Added
GAP GAP INC
$1.3M
0.0%
29,745 −62,400 −67.7% Reduced
JBL JABIL INC
$1.3M
0.0%
57,419 −12,800 −18.2% Reduced
PLD PROLOGIS INC
$1.2M
0.0%
28,745 +10,100 +54.2% Added
PSA PUBLIC STORAGE
$1.2M
0.0%
6,627 +2,100 +46.4% Added
JBHT HUNT (JB) TRANSPRT SVCS INC
$1.2M
0.0%
14,437 +2,900 +25.1% Added
FOSL FOSSIL GROUP INC
$1.2M
0.0%
10,692 −191,206 −94.7% Reduced
BSX BOSTON SCIENTIFIC CORP
$1.2M
0.0%
89,184 +27,800 +45.3% Added
LKQ LKQ CORP
$1.2M
0.0%
41,605 +41,605 New
MRK MERCK & CO. INC.
$1.2M
0.0%
20,541 +6,400 +45.3% Added
HST HOST HOTELS & RESORTS INC
$1.2M
0.0%
49,018 +12,400 +33.9% Added
SYK STRYKER CORP
$1.1M
0.0%
11,841 +1,500 +14.5% Added
ECL ECOLAB INC
$1.1M
0.0%
10,510 +10,510 New
SNI SCRIPPS NETWORKS INTER-CL A
$1.1M
0.0%
14,394 +8,100 +128.7% Added
GME GAMESTOP CORP-CLASS A
$1.1M
0.0%
32,000 −159,100 −83.3% Reduced
MSI MOTOROLA SOLUTIONS INC
$1.1M
0.0%
15,753 +15,753 New
AVPUSD AVON PRODUCTS INC
$1.1M
0.0%
112,140 +42,740 +61.6% Added
HFCUSD HOLLYFRONTIER CORP
$1.1M
0.0%
28,026 −20,700 −42.5% Reduced
KEL KELLANOVA
$1.0M
0.0%
15,396 −1,300 −7.8% Reduced
URBN URBAN OUTFITTERS INC
$996K
0.0%
28,341 −21,871 −43.6% Reduced
AKAM AKAMAI TECHNOLOGIES INC
$938K
0.0%
14,896 −42,302 −74.0% Reduced
WM WASTE MANAGEMENT INC
$883K
0.0%
17,200 −18,200 −51.4% Reduced
AIG AMERICAN INTERNATIONAL GROUP
$851K
0.0%
15,200 +2,700 +21.6% Added
KRAFT FOODS GROUP INC
$848K
0.0%
13,539 +1,205 +9.8% Added
MXIM MAXIM INTEGRATED PRODUCTS
$828K
0.0%
25,987 −29,462 −53.1% Reduced
COR CENCORA INC
$792K
0.0%
8,784 +8,784 New
CCL1EUR CARNIVAL CORP LTD
$740K
0.0%
16,332 +16,332 New
JWNUSD NORDSTROM INC
$718K
0.0%
9,043 +3,900 +75.8% Added
FDX FEDEX CORP
$711K
0.0%
4,095 +2,600 +173.9% Added
C CITIGROUP INC
$694K
0.0%
12,822 +12,822 New
PAAS PAN AMERICAN SILVER CORP
$609K
0.0%
66,177 +3,500 +5.6% Added
SYMCEUR SYMANTEC CORP
$599K
0.0%
23,333 −154,500 −86.9% Reduced
USB US BANCORP
$575K
0.0%
12,784 +12,784 New
MADISON SQUARE GARDEN CO
$570K
0.0%
7,578 +2,627 +53.1% Added
CRM SALESFORCE INC
$559K
0.0%
9,423 −54,800 −85.3% Reduced
SPECTRA ENERGY CORP
$538K
0.0%
14,825 +14,825 New
PEG PUBLIC SERVICE ENTERPRISE GP
$474K
0.0%
11,453 −3,095 −21.3% Reduced
PNC PNC FINANCIAL SERVICES GROUP
$447K
0.0%
4,900 +4,900 New
FBIN FORTUNE BRANDS INNOVATIONS I
$443K
0.0%
9,780 +9,780 New
PARTNERRE LTD
$422K
0.0%
3,700 +1,600 +76.2% Added
AAL AMERICAN AIRLINES GROUP INC
$408K
0.0%
7,600 Held
CMA COMERICA INC
$377K
0.0%
8,048 +8,048 New
TECH BIO-TECHNE CORP
$368K
0.0%
3,982 +3,982 New
NSC NORFOLK SOUTHERN CORP
$361K
0.0%
3,293 +3,293 New
MAS MASCO CORP
$355K
0.0%
14,101 +4,600 +48.4% Added
CLX CLOROX COMPANY
$348K
0.0%
3,342 +3,342 New
ETN EATON CORP PLC
$338K
0.0%
4,980 −26,400 −84.1% Reduced
CRL CHARLES RIVER LABORATORIES
$331K
0.0%
5,200 +1,000 +23.8% Added
LLY ELI LILLY & CO
$320K
0.0%
4,639 +4,639 New
ACE LTD
$320K
0.0%
2,785 −3,400 −55.0% Reduced
AMCX AMC GLOBAL MEDIA INC
$317K
0.0%
4,968 −12,300 −71.2% Reduced
V VISA INC-CLASS A SHARES
$315K
0.0%
1,201 +1,201 New
LEVEL 3 COMMUNICATIONS INC
$296K
0.0%
6,000 −1,400 −18.9% Reduced
EL ESTEE LAUDER COMPANIES-CL A
$293K
0.0%
3,849 +3,849 New
NDAQ NASDAQ INC
$293K
0.0%
6,100 −5,900 −49.2% Reduced
CITUSD CIT GROUP INC
$282K
0.0%
5,900 −12,100 −67.2% Reduced
BBTUSD BB&T CORP
$280K
0.0%
7,200 +7,200 New
COLM COLUMBIA SPORTSWEAR CO
$274K
0.0%
6,146 +6,146 New
UAL UNITED AIRLINES HOLDINGS INC
$268K
0.0%
4,000 +4,000 New
WLY WILEY (JOHN) & SONS-CLASS A
$267K
0.0%
4,499 +4,499 New
KEX KIRBY CORP
$264K
0.0%
3,275 +3,275 New
MDPUSD MEREDITH CORP
$260K
0.0%
4,780 +4,780 New
AOL INC
$259K
0.0%
5,600 −200 −3.4% Reduced
UAA UNDER ARMOUR INC-CLASS A
$258K
0.0%
3,800 −4,000 −51.3% Reduced
HN9 HANESBRANDS INC
$257K
0.0%
2,300 Held
EXPE EXPEDIA GROUP INC
$256K
0.0%
3,000 +3,000 New
TEX TEREX CORP
$256K
0.0%
9,200 +9,200 New
LINKEDIN CORP
$253K
0.0%
1,100 −1,300 −54.2% Reduced
DONNELLEY R R & SONS CO
$245K
0.0%
14,600 +2,200 +17.7% Added
ALK ALASKA AIR GROUP INC
$239K
0.0%
4,000 −14,300 −78.1% Reduced
ZBH ZIMMER BIOMET HOLDINGS INC
$230K
0.0%
2,028 +2,028 New
SNA SNAP-ON INC
$227K
0.0%
1,658 −2,442 −59.6% Reduced
LP1 LEGGETT & PLATT INC
$220K
0.0%
5,155 +5,155 New
RPM RPM INTERNATIONAL INC
$219K
0.0%
4,328 +4,328 New
NWL NEWELL BRANDS INC
$217K
0.0%
5,700 +5,700 New
FICO FAIR ISAAC CORP
$216K
0.0%
2,982 +2,982 New
CONVERGYS CORP
$211K
0.0%
10,344 +10,344 New
SUNTRUST BKS INC
$211K
0.0%
5,028 +5,028 New
TSS TOTAL SYSTEM SERVICES INC
$210K
0.0%
6,182 +6,182 New
IFF INTL FLAVORS & FRAGRANCES
$209K
0.0%
2,063 −3,300 −61.5% Reduced
PTC PTC INC
$209K
0.0%
5,715 +5,715 New
CYTEC INDS INC
$208K
0.0%
4,500 +4,500 New
FTNT FORTINET INC
$208K
0.0%
6,800 +6,800 New
ALB ALBEMARLE CORP
$207K
0.0%
3,444 −9,256 −72.9% Reduced
DLX DELUXE CORP
$207K
0.0%
3,322 −878 −20.9% Reduced
IT GARTNER INC
$207K
0.0%
2,454 +2,454 New
LULU LULULEMON ATHLETICA INC
$207K
0.0%
3,706 −7,294 −66.3% Reduced
CBT CABOT CORP
$206K
0.0%
4,689 +4,689 New
CE CELANESE CORP
$205K
0.0%
3,426 −4,000 −53.9% Reduced
FIS FIDELITY NATIONAL INFO SERV
$205K
0.0%
3,300 −700 −17.5% Reduced
VALSPAR CORP
$205K
0.0%
2,366 +2,366 New
AKX ANSYS INC
$202K
0.0%
2,461 +2,461 New
CVLT COMMVAULT SYSTEMS INC
$202K
0.0%
3,900 +3,900 New
NEU NEWMARKET CORP
$202K
0.0%
500 +500 New
LYB LYONDELLBASELL INDU-CL A
$201K
0.0%
2,534 −866 −25.5% Reduced
NUANEUR NUANCE COMMUNICATIONS INC
$198K
0.0%
13,907 +1,342 +10.7% Added
KBR KBR INC
$191K
0.0%
11,264 +11,264 New
AVX CORP NEW
$171K
0.0%
12,200 +12,200 New
OASEUR OASIS PETROLEUM INC
$165K
0.0%
10,000 +10,000 New
QLOGIC CORP
$159K
0.0%
11,917 +204 +1.7% Added
VSH VISHAY INTERTECHNOLOGY INC
$158K
0.0%
11,133 +11,133 New
BROCADE COMMUNICATIONS SYS I
$155K
0.0%
13,100 +2,400 +22.4% Added
POLYCOM INC
$147K
0.0%
10,900 +10,900 New
RF REGIONS FINANCIAL CORP
$138K
0.0%
13,096 +13,096 New
ON ON SEMICONDUCTOR
$130K
0.0%
12,850 +12,850 New

Sold positions

122 closed in Q4 2014 · shares & value as of prior filing
Holding Shares sold Prior value
UPS UNITED PARCEL SERVICE-CL B
149,364 $14.7M
KO COCA-COLA CO
343,474 $14.7M
KMB KIMBERLY-CLARK CORP
112,198 $12.1M
HEWLETT PACKARD CO
265,200 $9.4M
CSCO CISCO SYSTEMS INC
313,780 $7.9M
CBS CORP NEW
138,684 $7.4M
MONSTER BEVERAGE CORP
77,712 $7.1M
MMM 3M CO
45,486 $6.4M
EBAY EBAY INC
96,550 $5.5M
BA BOEING CO
36,941 $4.7M
PPG PPG INDUSTRIES INC
23,089 $4.5M
CREE INC
82,780 $3.4M
ANF ABERCROMBIE & FITCH CO-CL A
92,285 $3.4M
ENB ENBRIDGE INC
65,900 $3.2M
TROW T ROWE PRICE GROUP INC
39,238 $3.1M
TRANSCANADA CORP
56,400 $2.9M
STZ CONSTELLATION BRANDS INC-A
30,061 $2.6M
TIFEUR TIFFANY & CO
21,300 $2.1M
HP HELMERICH & PAYNE
20,400 $2.0M
ROWAN COMPANIES PLC
75,863 $1.9M
VTR VENTAS INC
28,386 $1.8M
TALISMAN ENERGY INC
189,200 $1.6M
DOV DOVER CORP
18,917 $1.5M
VFC VF CORP
22,478 $1.5M
SM SM ENERGY CO
18,483 $1.4M
META META PLATFORMS INC-CLASS A
17,600 $1.4M
LEA LEAR CORP
15,700 $1.4M
DAL DELTA AIR LINES INC
36,105 $1.3M
TRMB TRIMBLE INC
42,500 $1.3M
RL RALPH LAUREN CORP
7,759 $1.3M
JECUSD JACOBS ENGINEERING GROUP INC
25,981 $1.3M
DELPHI AUTOMOTIVE PLC
19,200 $1.2M
KMX CARMAX INC
25,314 $1.2M
TXT TEXTRON INC
30,858 $1.1M
ALV AUTOLIV INC
11,800 $1.1M
COF CAPITAL ONE FINANCIAL CORP
13,241 $1.1M
DDR CORP
64,136 $1.1M
XEROX CORP
79,400 $1.1M
HCP INC
24,300 $965K
IAG IAMGOLD CORP
345,700 $959K
AEP AMERICAN ELECTRIC POWER
18,005 $940K
PKG PACKAGING CORP OF AMERICA
14,500 $925K
WLK WESTLAKE CORP
10,666 $924K
CLBUSD CORE LABORATORIES N.V.
5,949 $871K
HMY HARMONY GOLD MNG-SPON ADR
398,200 $860K
DISCKUSD DISCOVERY INC-C
23,000 $857K
COMPUTER SCIENCES CORP
13,990 $855K
IDXX IDEXX LABORATORIES INC
7,113 $838K
FLS FLOWSERVE CORP
11,862 $837K
TOWERS WATSON & CO
8,384 $834K
ALAMOS GOLD INC
99,122 $792K
VRSK VERISK ANALYTICS INC
12,485 $760K
SNH1EUR SENIOR HOUSING PROP TRUST
33,953 $710K
STAPLES INC
57,820 $700K
AVY AVERY DENNISON CORP
15,302 $683K
AGCO AGCO CORP
14,941 $679K
AVB* AVALONBAY COMMUNITIES INC
4,800 $677K
PEABODY ENERGY CORP
52,000 $644K
TRV TRAVELERS COS INC
6,780 $637K
THE ADT CORPORATION
16,900 $599K
SLG1USD SL GREEN REALTY CORP
5,900 $598K
STWD STARWOOD PROPERTY TRUST INC
27,000 $593K
CHUBB CORP
6,200 $565K
BMY BRISTOL-MYERS SQUIBB CO
10,228 $523K
OII OCEANEERING INTL INC
8,031 $523K
COVANCE INC
6,437 $507K
ALL ALLSTATE CORP
8,146 $500K
LPTUSD LIBERTY PROPERTY TRUST
14,900 $496K
XEL XCEL ENERGY INC
15,900 $483K
FREESCALE SEMICONDUCTOR LTD
24,400 $477K
COLFAX CORP
8,058 $459K
ARCC ARES CAPITAL CORP
28,000 $452K
AN AUTONATION INC
8,905 $448K
SENSATA TECHNOLOGIES HLDG NV
10,000 $445K
AME AMETEK INC
8,840 $444K
EIX EDISON INTERNATIONAL
7,937 $444K
XL GROUP PLC
13,340 $442K
BAKER HUGHES INC
6,700 $436K
AMT AMERICAN TOWER CORP
4,585 $429K
T AT&T INC
11,696 $412K
O REALTY INCOME CORP
9,953 $406K
FLT1EUR FLEETCOR TECHNOLOGIES INC
2,700 $384K
EXC EXELON CORP
11,169 $381K
IVZ INVESCO LTD
9,600 $379K
SJM JM SMUCKER CO
3,783 $374K
DUK DUKE ENERGY CORP
4,834 $361K
UNM UNUM GROUP
10,400 $358K
TRIP TRIPADVISOR INC
3,900 $357K
WAT WATERS CORP
3,600 $357K
VNO VORNADO REALTY TRUST
3,560 $356K
OMNICARE INC
5,634 $351K
PBCTEUR PEOPLE'S UNITED FINANCIAL
24,100 $349K
HIG HARTFORD INSURANCE GROUP INC
9,256 $345K
SUPERIOR ENERGY SVCS INC
10,000 $329K
KIM KIMCO REALTY CORP
14,600 $320K
ROCK-TENN CO
6,582 $313K
VMRK VIVMARK RESIDENTIAL
5,026 $310K
CMS CMS ENERGY CORP
10,300 $305K
GNW GENWORTH FINANCIAL INC
22,937 $300K
WDR WADDELL & REED FINANCIAL-A
5,794 $299K
NNN NNN REIT INC
8,584 $297K
INGR INGREDION INC
3,909 $296K
BXP BXP INC
2,500 $289K
VMC VULCAN MATERIALS CO
4,800 $289K
FISV FISERV INC
4,368 $282K
INFORMATICA CORP
8,091 $277K
AMG AFFILIATED MANAGERS GROUP
1,326 $266K
HSIC HENRY SCHEIN INC
2,250 $262K
FEDERAL REALTY INVT TR
2,100 $249K
DDS DILLARDS INC-CL A
2,200 $240K
SGENEUR SEAGEN INC
6,140 $228K
GHC GRAHAM HOLDINGS CO-CLASS B
318 $222K
PWR QUANTA SERVICES INC
6,101 $221K
TECHNE CORP
2,300 $215K
L-3 COMMUNICATIONS HLDGS INC
1,759 $209K
MO ALTRIA GROUP INC
4,500 $207K
TUP TUPPERWARE BRANDS CORP
2,994 $207K
RS RELIANCE INC
3,000 $205K
ENERGEN CORP
2,826 $204K
MPC MARATHON PETROLEUM CORP
2,400 $203K
CVCEUR CABLEVISION SYSTEMS-NY GRP-A
10,636 $186K
GRPNCHF GROUPON INC
26,892 $180K

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.