whalepapers
Overview/ Bridgewater Associates, LP/ Q4 2018

Bridgewater Associates, LP

CIK 0001350694 · As of Q4 2018 · filed Feb 13, 2019

Q4 2018

Holdings

472 positions · Δ vs prior quarter
VWO VANGUARD FTSE EMERGING MARKE
$1.94B
17.7%
50,810,727 +48,891 +0.1% Added
SPY SS SPDR S&P 500 ETF TRUST-US
$1.88B
17.2%
7,506,685 −343,193 −4.4% Reduced
IEMG ISHARES CORE MSCI EMERGING
$678.8M
6.2%
14,396,289 +3,026,243 +26.6% Added
IVV ISHARES CORE S&P 500 ETF
$555.0M
5.1%
2,205,905 +1,400,912 +174.0% Added
GLD SPDR GOLD SHARES
$474.0M
4.3%
3,908,999 Held
EEM ISHARES MSCI EMERGING MARKET
$338.2M
3.1%
8,658,900 +721,728 +9.1% Added
LQD ISHR IBX USD INVGD CB ETF-UI
$283.0M
2.6%
2,508,781 +6,647 +0.3% Added
TLT ISHARES 20+ YEAR TREASURY BD
$237.5M
2.2%
1,954,452 −19,397 −1.0% Reduced
EWY ISHARES MSCI SOUTH KOREA ETF
$195.0M
1.8%
3,312,243 +2,826,180 +581.4% Added
HYG ISHR IBX USD HIYLD CB ETF-UI
$193.5M
1.8%
2,386,220 −131,943 −5.2% Reduced
EMB ISHARES JP MORGAN USD EMERGI
$182.9M
1.7%
1,759,993 −2,029 −0.1% Reduced
EFA ISHARES MSCI EAFE ETF
$143.9M
1.3%
2,448,104 Held
VEA VANGUARD FTSE DEVELOPED ETF
$143.4M
1.3%
3,865,979 Held
IAUUSD ISHARES GOLD TRUST
$139.1M
1.3%
11,315,785 Held
IEFA ISHARES CORE MSCI EAFE ETF
$131.3M
1.2%
2,386,437 Held
TIP ISHARES TIPS BOND ETF
$114.7M
1.0%
1,046,976 −73,208 −6.5% Reduced
BFH BREAD FINANCIAL HOLDINGS INC
$74.8M
0.7%
498,586 +399,419 +402.8% Added
XECEUR CIMAREX ENERGY CO
$68.2M
0.6%
1,105,795 +1,032,740 +1413.6% Added
X UNITED STATES STEEL CORP
$66.9M
0.6%
3,669,907 +2,577,444 +235.9% Added
IP INTERNATIONAL PAPER CO
$59.7M
0.5%
1,479,844 +1,311,306 +778.0% Added
LYB LYONDELLBASELL INDU-CL A
$58.6M
0.5%
705,062 +506,301 +254.7% Added
URI UNITED RENTALS INC
$57.1M
0.5%
556,753 +469,542 +538.4% Added
CELG CELGENE CORP
$56.3M
0.5%
878,145 +452,119 +106.1% Added
T AT&T INC
$55.2M
0.5%
1,934,136 +997,267 +106.4% Added
PVH PVH CORP
$48.2M
0.4%
518,131 +399,903 +338.2% Added
EMN EASTMAN CHEMICAL CO
$45.7M
0.4%
624,555 +624,555 New
HFCUSD HOLLYFRONTIER CORP
$44.7M
0.4%
874,180 +774,449 +776.5% Added
SW5 SOUTHWESTERN ENERGY CO
$44.2M
0.4%
12,957,878 +11,592,414 +849.0% Added
BBBYEUR 20230930-DK-BUTTERFLY-1 INC
$42.6M
0.4%
3,759,819 +2,538,821 +207.9% Added
RY ROYAL BANK OF CANADA
$40.0M
0.4%
584,435 −114,878 −16.4% Reduced
DISH DISH NETWORK CORP-A
$39.5M
0.4%
1,583,906 +1,067,396 +206.7% Added
CVS CVS HEALTH CORP
$39.1M
0.4%
597,410 +505,194 +547.8% Added
EWZ ISHARES MSCI BRAZIL ETF
$38.7M
0.4%
1,012,041 −3,437,787 −77.3% Reduced
TD TORONTO-DOMINION BANK
$37.1M
0.3%
746,631 −146,985 −16.4% Reduced
GENERAL ELECTRIC CO
$36.4M
0.3%
4,812,124 +2,799,462 +139.1% Added
NTAP NETAPP INC
$35.7M
0.3%
598,957 +591,738 +8197.0% Added
GS GOLDMAN SACHS GROUP INC
$35.6M
0.3%
213,259 +202,373 +1859.0% Added
AMP AMERIPRISE FINANCIAL INC
$35.1M
0.3%
335,850 +335,850 New
CAH CARDINAL HEALTH INC
$34.9M
0.3%
782,043 +603,494 +338.0% Added
CL COLGATE-PALMOLIVE CO
$34.5M
0.3%
579,911 +488,966 +537.7% Added
LNC LINCOLN NATIONAL CORP
$34.5M
0.3%
672,203 +651,262 +3110.0% Added
MU MICRON TECHNOLOGY INC
$33.7M
0.3%
1,060,657 +606,611 +133.6% Added
IVZ INVESCO LTD
$32.8M
0.3%
1,960,843 +932,770 +90.7% Added
COF CAPITAL ONE FINANCIAL CORP
$32.7M
0.3%
432,413 +395,351 +1066.7% Added
URBN URBAN OUTFITTERS INC
$30.5M
0.3%
918,127 +492,138 +115.5% Added
PSX PHILLIPS 66
$29.0M
0.3%
337,063 +282,837 +521.6% Added
BMY BRISTOL-MYERS SQUIBB CO
$28.9M
0.3%
555,523 +298,453 +116.1% Added
PHM PULTEGROUP INC
$28.8M
0.3%
1,106,397 +54,627 +5.2% Added
SWKS SKYWORKS SOLUTIONS INC
$28.6M
0.3%
426,662 +327,317 +329.5% Added
ALXN ALEXION PHARMACEUTICALS INC
$27.1M
0.2%
277,885 +277,885 New
TSN TYSON FOODS INC-CL A
$26.6M
0.2%
497,767 +343,413 +222.5% Added
CCL1EUR CARNIVAL CORP LTD
$26.1M
0.2%
528,726 +528,726 New
WU WESTERN UNION CO
$26.0M
0.2%
1,524,122 +822,601 +117.3% Added
DFSEUR DISCOVER FINANCIAL SERVICES
$25.5M
0.2%
432,443 +421,276 +3772.5% Added
BNS BANK OF NOVA SCOTIA
$25.4M
0.2%
509,542 −97,399 −16.0% Reduced
PRU PRUDENTIAL FINANCIAL INC
$25.4M
0.2%
310,951 +296,358 +2030.8% Added
INTC INTEL CORP
$25.2M
0.2%
536,648 −123,891 −18.8% Reduced
TGT TARGET CORP
$24.6M
0.2%
372,643 +326,404 +705.9% Added
CLF CLEVELAND-CLIFFS INC
$24.1M
0.2%
3,132,957 +2,844,328 +985.5% Added
CBS CORP NEW
$23.9M
0.2%
546,735 +504,899 +1206.9% Added
VLO VALERO ENERGY CORP
$23.8M
0.2%
317,966 +313,344 +6779.4% Added
WHR WHIRLPOOL CORP
$23.8M
0.2%
222,235 +89,989 +68.0% Added
DVA DAVITA INC
$23.7M
0.2%
459,733 +269,579 +141.8% Added
EQT EQT CORP
$22.4M
0.2%
1,187,835 +1,172,019 +7410.3% Added
CNI CANADIAN NATL RAILWAY CO
$21.9M
0.2%
295,475 −57,571 −16.3% Reduced
FDX FEDEX CORP
$21.8M
0.2%
135,259 +101,586 +301.7% Added
LRCXEUR LAM RESEARCH CORP
$21.6M
0.2%
158,753 +141,936 +844.0% Added
LABORATORY CORP AMER HLDGS
$21.4M
0.2%
169,023 +169,023 New
LBEUR L BRANDS INC
$21.2M
0.2%
824,882 +824,882 New
SU SUNCOR ENERGY INC
$20.3M
0.2%
727,538 −117,372 −13.9% Reduced
EL ESTEE LAUDER COMPANIES-CL A
$20.1M
0.2%
154,694 +154,694 New
CTSH COGNIZANT TECH SOLUTIONS-A
$19.5M
0.2%
306,763 +306,763 New
EIX EDISON INTERNATIONAL
$19.3M
0.2%
340,033 +340,033 New
DRI DARDEN RESTAURANTS INC
$19.0M
0.2%
190,181 +190,181 New
GIS GENERAL MILLS INC
$18.7M
0.2%
479,354 +202,398 +73.1% Added
CMI CUMMINS INC
$18.3M
0.2%
137,080 +29,855 +27.8% Added
IBM INTL BUSINESS MACHINES CORP
$17.6M
0.2%
155,071 +90,523 +140.2% Added
MICHAEL KORS HLDGS LTD
$17.4M
0.2%
459,987 +298,817 +185.4% Added
GME GAMESTOP CORP-CLASS A
$17.2M
0.2%
1,362,110 +296,781 +27.9% Added
COR CENCORA INC
$17.1M
0.2%
229,301 +229,301 New
BMO BANK OF MONTREAL
$16.9M
0.2%
258,308 −51,024 −16.5% Reduced
AKAM AKAMAI TECHNOLOGIES INC
$16.8M
0.2%
275,272 +202,270 +277.1% Added
MAS MASCO CORP
$16.8M
0.2%
574,409 +574,409 New
AMAT APPLIED MATERIALS INC
$16.6M
0.2%
506,450 −62,499 −11.0% Reduced
LUV SOUTHWEST AIRLINES CO
$15.4M
0.1%
331,986 +283,558 +585.5% Added
META META PLATFORMS INC-CLASS A
$15.4M
0.1%
117,479 +108,059 +1147.1% Added
M MACY'S INC
$15.2M
0.1%
509,161 +265,312 +108.8% Added
BKNG BOOKING HOLDINGS INC
$14.7M
0.1%
8,562 +7,555 +750.2% Added
HST HOST HOTELS & RESORTS INC
$14.7M
0.1%
880,227 +851,487 +2962.7% Added
MPC MARATHON PETROLEUM CORP
$14.6M
0.1%
247,035 +176,653 +251.0% Added
BIIB BIOGEN INC
$13.8M
0.1%
45,895 +25,463 +124.6% Added
TRANSCANADA CORP
$13.7M
0.1%
384,564 −73,215 −16.0% Reduced
CNQ CANADIAN NATURAL RESOURCES
$13.5M
0.1%
561,258 −84,377 −13.1% Reduced
KSS KOHLS CORP
$13.4M
0.1%
201,961 +41,760 +26.1% Added
BROOKFIELD ASSET MGMT INC
$13.2M
0.1%
344,154 −70,772 −17.1% Reduced
BCE BCE INC
$13.0M
0.1%
328,686 −69,473 −17.4% Reduced
ORCL ORACLE CORP
$12.9M
0.1%
286,448 +246,834 +623.1% Added
CM CAN IMPERIAL BK OF COMMERCE
$12.8M
0.1%
172,039 −35,128 −17.0% Reduced
MUR MURPHY OIL CORP
$12.6M
0.1%
536,962 +446,371 +492.7% Added
BABA ALIBABA GROUP HOLDING-SP ADR
$12.3M
0.1%
89,945 +4,667 +5.5% Added
MOS MOSAIC CO
$12.3M
0.1%
419,513 +243,883 +138.9% Added
RL RALPH LAUREN CORP
$12.1M
0.1%
117,398 +74,256 +172.1% Added
NTR NUTRIEN LTD
$12.1M
0.1%
257,269 −48,524 −15.9% Reduced
MNST MONSTER BEVERAGE CORP
$12.0M
0.1%
243,004 +183,781 +310.3% Added
PPL PPL CORP
$11.9M
0.1%
420,277 +365,395 +665.8% Added
DGX QUEST DIAGNOSTICS INC
$11.8M
0.1%
141,726 +108,465 +326.1% Added
RTN1USD RAYTHEON COMPANY
$11.8M
0.1%
76,715 +27,983 +57.4% Added
CNX CNX RESOURCES CORP
$11.1M
0.1%
971,423 +791,481 +439.9% Added
STZ CONSTELLATION BRANDS INC-A
$10.9M
0.1%
67,740 +67,740 New
MFC MANULIFE FINANCIAL CORP
$10.7M
0.1%
755,746 −157,989 −17.3% Reduced
AIY ACTIVISION BLIZZARD INC
$10.6M
0.1%
227,164 +227,164 New
CANADIAN PAC RY LTD
$10.5M
0.1%
59,324 −11,359 −16.1% Reduced
CAT CATERPILLAR INC
$10.4M
0.1%
81,896 +18,592 +29.4% Added
COP CONOCOPHILLIPS
$10.4M
0.1%
166,760 +54,704 +48.8% Added
MCK MCKESSON CORP
$10.0M
0.1%
90,617 +57,901 +177.0% Added
GILD GILEAD SCIENCES INC
$10.0M
0.1%
159,312 +124,662 +359.8% Added
DVN DEVON ENERGY CORP
$9.9M
0.1%
441,208 +422,073 +2205.8% Added
PCG P G & E CORP
$9.9M
0.1%
417,895 +417,895 New
TOL TOLL BROTHERS INC
$9.0M
0.1%
273,940 −1,047,810 −79.3% Reduced
MS MORGAN STANLEY
$8.9M
0.1%
225,598 +225,598 New
BXP BXP INC
$8.9M
0.1%
79,196 +60,099 +314.7% Added
ABX BARRICK GOLD CORP
$8.7M
0.1%
646,120 −113,247 −14.9% Reduced
PCAR PACCAR INC
$8.5M
0.1%
149,581 +145,576 +3634.9% Added
SLF SUN LIFE FINANCIAL INC
$8.5M
0.1%
256,795 −48,010 −15.8% Reduced
TU TELUS CORP
$8.4M
0.1%
252,653 −47,507 −15.8% Reduced
TRV TRAVELERS COS INC
$8.3M
0.1%
69,427 +56,920 +455.1% Added
ALL ALLSTATE CORP
$8.0M
0.1%
96,712 +90,319 +1412.8% Added
MO ALTRIA GROUP INC
$7.9M
0.1%
159,054 +86,117 +118.1% Added
BWA BORGWARNER INC
$7.4M
0.1%
213,419 +78,379 +58.0% Added
FCX FREEPORT-MCMORAN INC
$7.4M
0.1%
715,777 +715,777 New
RCI ROGERS COMMUNICATIONS INC-B
$7.3M
0.1%
142,200 −28,640 −16.8% Reduced
STT STATE STREET CORP
$7.3M
0.1%
115,051 +115,051 New
FNV FRANCO-NEVADA CORP
$7.2M
0.1%
103,039 −14,329 −12.2% Reduced
AIG AMERICAN INTERNATIONAL GROUP
$7.1M
0.1%
180,411 +166,846 +1230.0% Added
SPLKCHF SPLUNK INC
$7.1M
0.1%
67,304 +58,205 +639.7% Added
PGR PROGRESSIVE CORP
$7.0M
0.1%
115,272 +115,272 New
OXY OCCIDENTAL PETROLEUM CORP
$6.9M
0.1%
112,264 +30,982 +38.1% Added
GROUPE CGI INC
$6.8M
0.1%
110,888 −20,188 −15.4% Reduced
PLD PROLOGIS INC
$6.3M
0.1%
107,541 +100,829 +1502.2% Added
LVS LAS VEGAS SANDS CORP
$6.2M
0.1%
119,032 +91,866 +338.2% Added
GAP GAP INC
$6.1M
0.1%
237,903 −348,281 −59.4% Reduced
C CITIGROUP INC
$5.8M
0.1%
111,816 +111,816 New
PBA PEMBINA PIPELINE CORP
$5.8M
0.1%
195,322 −40,338 −17.1% Reduced
SPG SIMON PROPERTY GROUP INC
$5.8M
0.1%
34,384 +34,384 New
WCN WASTE CONNECTIONS INC
$5.7M
0.1%
76,503 +732 +1.0% Added
TECK TECK RESOURCES LTD-CLS B
$5.6M
0.1%
262,062 −40,124 −13.3% Reduced
NTRS NORTHERN TRUST CORP
$5.6M
0.1%
67,396 +67,396 New
FTS FORTIS INC
$5.6M
0.1%
168,879 −33,919 −16.7% Reduced
ETN EATON CORP PLC
$5.6M
0.1%
80,849 +80,849 New
FDS FACTSET RESEARCH SYSTEMS INC
$5.5M
0.1%
27,685 +24,212 +697.1% Added
AEM AGNICO EAGLE MINES LTD
$5.5M
0.1%
136,817 −18,988 −12.2% Reduced
MCO MOODY'S CORP
$5.5M
0.1%
39,299 +31,133 +381.3% Added
GOOGL ALPHABET INC-CL A
$5.5M
0.0%
5,226 +3,243 +163.5% Added
CMA COMERICA INC
$5.4M
0.0%
78,829 +76,195 +2892.7% Added
MGA MAGNA INTERNATIONAL INC
$5.4M
0.0%
118,106 −53,044 −31.0% Reduced
SNPS SYNOPSYS INC
$5.3M
0.0%
62,709 +50,213 +401.8% Added
QSR RESTAURANT BRANDS INTERN
$5.1M
0.0%
97,558 −19,531 −16.7% Reduced
THOMSON REUTERS CORP
$5.1M
0.0%
105,367 +105,367 New
WPM WHEATON PRECIOUS METALS CORP
$5.0M
0.0%
255,206 −41,443 −14.0% Reduced
GOLDCORP INC NEW
$4.9M
0.0%
505,324 −70,405 −12.2% Reduced
SUNTRUST BKS INC
$4.8M
0.0%
95,664 +95,664 New
BIDU BAIDU INC - SPON ADR
$4.8M
0.0%
30,232 +1,398 +4.8% Added
NUE NUCOR CORP
$4.7M
0.0%
91,085 −56,542 −38.3% Reduced
SNA SNAP-ON INC
$4.5M
0.0%
30,790 +28,347 +1160.3% Added
AKX ANSYS INC
$4.3M
0.0%
29,799 +26,808 +896.3% Added
NLYEUR ANNALY CAPITAL MANAGEMENT IN
$4.3M
0.0%
432,742 +330,557 +323.5% Added
DAL DELTA AIR LINES INC
$4.2M
0.0%
83,225 +73,516 +757.2% Added
RCL ROYAL CARIBBEAN CRUISES LTD
$4.1M
0.0%
41,958 +41,958 New
FTNT FORTINET INC
$4.0M
0.0%
57,426 +52,694 +1113.6% Added
JKHY JACK HENRY & ASSOCIATES INC
$4.0M
0.0%
31,892 +29,057 +1024.9% Added
MCHP MICROCHIP TECHNOLOGY INC
$4.0M
0.0%
55,628 −49,020 −46.8% Reduced
MRO* MARATHON OIL CORP
$4.0M
0.0%
278,174 +246,758 +785.5% Added
AAPL APPLE INC
$4.0M
0.0%
25,216 +16,353 +184.5% Added
CERNCHF CERNER CORP
$3.8M
0.0%
73,234 +73,234 New
IMO IMPERIAL OIL LTD
$3.6M
0.0%
143,118 −14,602 −9.3% Reduced
NTES NETEASE INC-ADR
$3.6M
0.0%
15,389 +806 +5.5% Added
PSA PUBLIC STORAGE
$3.6M
0.0%
17,764 +13,643 +331.1% Added
KEY KEYCORP
$3.6M
0.0%
241,792 +241,792 New
PWR QUANTA SERVICES INC
$3.4M
0.0%
111,545 +85,219 +323.7% Added
IPG INTERPUBLIC GROUP OF COS INC
$3.3M
0.0%
161,991 +161,991 New
GD GENERAL DYNAMICS CORP
$3.3M
0.0%
21,225 +6,090 +40.2% Added
FITB FIFTH THIRD BANCORP
$3.3M
0.0%
141,589 +126,500 +838.4% Added
BAC BANK OF AMERICA CORP
$3.3M
0.0%
134,536 +134,536 New
PM PHILIP MORRIS INTERNATIONAL
$3.3M
0.0%
49,384 +49,384 New
CAKE CHEESECAKE FACTORY INC
$3.3M
0.0%
75,191 +66,020 +719.9% Added
IT GARTNER INC
$3.3M
0.0%
25,524 +23,985 +1558.5% Added
CLRUSD CONTINENTAL RESOURCES INC/OK
$3.2M
0.0%
80,245 +66,674 +491.3% Added
CHH CHOICE HOTELS INTL INC
$3.2M
0.0%
44,988 +41,156 +1074.0% Added
H HYATT HOTELS CORP - CL A
$3.2M
0.0%
47,609 +43,623 +1094.4% Added
WBA* WALGREENS BOOTS ALLIANCE INC
$3.2M
0.0%
46,141 −66,446 −59.0% Reduced
NOC NORTHROP GRUMMAN CORP
$3.1M
0.0%
12,634 +12,634 New
LP1 LEGGETT & PLATT INC
$3.1M
0.0%
85,689 +66,512 +346.8% Added
SJR/BEUR SHAW COMMUNICATIONS INC-B
$3.0M
0.0%
166,588 −36,248 −17.9% Reduced
CVE CENOVUS ENERGY INC
$3.0M
0.0%
424,804 −81,379 −16.1% Reduced
HBAN HUNTINGTON BANCSHARES INC
$3.0M
0.0%
250,470 +222,661 +800.7% Added
JD JD.COM INC-ADR
$3.0M
0.0%
142,537 +7,467 +5.5% Added
F FORD MOTOR CO
$2.9M
0.0%
383,051 +283,213 +283.7% Added
FISV FISERV INC
$2.9M
0.0%
39,536 +36,385 +1154.7% Added
AMCX AMC GLOBAL MEDIA INC
$2.9M
0.0%
52,288 +45,785 +704.1% Added
TUP TUPPERWARE BRANDS CORP
$2.8M
0.0%
88,832 +74,320 +512.1% Added
GIL GILDAN ACTIVEWEAR INC
$2.8M
0.0%
90,917 −16,585 −15.4% Reduced
EA* ELECTRONIC ARTS INC
$2.7M
0.0%
34,581 +34,581 New
OTEX OPEN TEXT CORP
$2.7M
0.0%
83,536 −13,350 −13.8% Reduced
CSX CSX CORP
$2.7M
0.0%
43,690 +43,690 New
BHP BHP GROUP LTD-SPON ADR
$2.7M
0.0%
56,099 +2,374 +4.4% Added
EOG EOG RESOURCES INC
$2.7M
0.0%
30,509 +608 +2.0% Added
IRM IRON MOUNTAIN INC
$2.6M
0.0%
81,746 +72,226 +758.7% Added
PNC PNC FINANCIAL SERVICES GROUP
$2.6M
0.0%
22,629 +22,629 New
BHC BAUSCH HEALTH COS INC
$2.6M
0.0%
142,072 −27,814 −16.4% Reduced
RIO RIO TINTO PLC-SPON ADR
$2.6M
0.0%
53,797 +2,218 +4.3% Added
CTRA COTERRA ENERGY INC
$2.6M
0.0%
116,634 −140,446 −54.6% Reduced
SEIC SEI INVESTMENTS COMPANY
$2.6M
0.0%
56,169 +50,653 +918.3% Added
NRG NRG ENERGY INC
$2.6M
0.0%
65,168 −74,989 −53.5% Reduced
VALE VALE SA-SP ADR
$2.5M
0.0%
192,893 +15,398 +8.7% Added
WAB WABTEC CORP
$2.5M
0.0%
36,141 +36,141 New
ALB ALBEMARLE CORP
$2.5M
0.0%
32,861 +32,861 New
ADM ARCHER-DANIELS-MIDLAND CO
$2.5M
0.0%
61,184 +61,184 New
WFC WELLS FARGO & CO
$2.5M
0.0%
54,074 +43,289 +401.4% Added
CVX CHEVRON CORP
$2.5M
0.0%
22,866 −74,346 −76.5% Reduced
MTB M & T BANK CORP
$2.4M
0.0%
16,973 +8,614 +103.1% Added
PBR PETROLEO BRASILEIRO-SPON ADR
$2.4M
0.0%
186,085 −35,693 −16.1% Reduced
PKG PACKAGING CORP OF AMERICA
$2.4M
0.0%
28,538 +28,538 New
LNT ALLIANT ENERGY CORP
$2.4M
0.0%
56,172 +39,306 +233.0% Added
KGC KINROSS GOLD CORP
$2.3M
0.0%
728,440 −102,417 −12.3% Reduced
EXMOC EXXON MOBIL CORP
$2.3M
0.0%
34,137 +3,403 +11.1% Added
ENCANA CORP
$2.3M
0.0%
401,415 −75,733 −15.9% Reduced
COOPER COS INC
$2.3M
0.0%
9,032 +9,032 New
QURATE RETAIL INC
$2.3M
0.0%
117,673 +117,673 New
RF REGIONS FINANCIAL CORP
$2.3M
0.0%
170,999 +156,944 +1116.6% Added
DREUSD DUKE REALTY CORP
$2.2M
0.0%
86,793 +86,793 New
FBIN FORTUNE BRANDS INNOVATIONS I
$2.2M
0.0%
58,944 +50,107 +567.0% Added
TAP MOLSON COORS BEVERAGE CO - B
$2.2M
0.0%
38,935 +25,011 +179.6% Added
DNKN DUNKIN' BRANDS GROUP INC
$2.2M
0.0%
33,751 +31,006 +1129.5% Added
FEDERAL REALTY INVT TR
$2.1M
0.0%
18,173 +15,496 +578.9% Added
STWD STARWOOD PROPERTY TRUST INC
$2.1M
0.0%
107,907 +80,505 +293.8% Added
CCJ CAMECO CORP
$2.1M
0.0%
183,434 −27,184 −12.9% Reduced
CMS CMS ENERGY CORP
$2.1M
0.0%
41,773 +36,875 +752.9% Added
BP BP PLC-SPONS ADR
$2.1M
0.0%
54,116 +567 +1.1% Added
SJM JM SMUCKER CO
$2.0M
0.0%
21,806 +19,569 +874.8% Added
NEM NEWMONT CORP
$2.0M
0.0%
58,597 +2,622 +4.7% Added
TRMB TRIMBLE INC
$2.0M
0.0%
61,480 +61,480 New
JWNUSD NORDSTROM INC
$2.0M
0.0%
42,854 +42,854 New
XEL XCEL ENERGY INC
$2.0M
0.0%
40,102 +34,647 +635.1% Added
CFR CULLEN/FROST BANKERS INC
$2.0M
0.0%
22,447 +20,294 +942.6% Added
KIM KIMCO REALTY CORP
$1.9M
0.0%
132,954 +132,954 New
AZO AUTOZONE INC
$1.9M
0.0%
2,299 −2,970 −56.4% Reduced
CTAS CINTAS CORP
$1.9M
0.0%
11,409 +7,052 +161.9% Added
DLR DIGITAL REALTY TRUST INC
$1.9M
0.0%
17,792 −1,186 −6.2% Reduced
UGI UGI CORP
$1.9M
0.0%
35,399 +35,399 New
APARTMENT INVT & MGMT CO
$1.9M
0.0%
42,442 +42,442 New
TSS TOTAL SYSTEM SERVICES INC
$1.9M
0.0%
22,754 +20,286 +822.0% Added
KRC KILROY REALTY CORP
$1.8M
0.0%
29,407 +16,170 +122.2% Added
AES AES CORP
$1.8M
0.0%
126,823 +126,823 New
REGN REGENERON PHARMACEUTICALS
$1.8M
0.0%
4,842 −7,930 −62.1% Reduced
TECH BIO-TECHNE CORP
$1.8M
0.0%
12,267 +10,334 +534.6% Added
BF/B BROWN-FORMAN CORP-CLASS B
$1.8M
0.0%
37,298 +25,664 +220.6% Added
KBR KBR INC
$1.7M
0.0%
114,830 +102,366 +821.3% Added
OC OWENS CORNING
$1.7M
0.0%
39,302 +34,597 +735.3% Added
ALLE ALLEGION PLC
$1.7M
0.0%
21,685 +18,696 +625.5% Added
LII LENNOX INTERNATIONAL INC
$1.7M
0.0%
7,857 +6,651 +551.5% Added
CRL CHARLES RIVER LABORATORIES
$1.7M
0.0%
15,166 +12,120 +397.9% Added
JECUSD JACOBS ENGINEERING GROUP INC
$1.7M
0.0%
29,297 +25,694 +713.1% Added
ESS ESSEX PROPERTY TRUST INC
$1.7M
0.0%
6,940 +4,672 +206.0% Added
T86 TRI POINTE HOMES INC
$1.7M
0.0%
153,888 +132,577 +622.1% Added
AWK AMERICAN WATER WORKS CO INC
$1.7M
0.0%
18,450 +18,450 New
NVR NVR INC
$1.7M
0.0%
687 +170 +32.9% Added
BBTUSD BB&T CORP
$1.6M
0.0%
38,086 +22,859 +150.1% Added
UNM UNUM GROUP
$1.6M
0.0%
55,152 +55,152 New
CACI CACI INTERNATIONAL INC -CL A
$1.6M
0.0%
11,229 +9,926 +761.8% Added
HONGBP HONEYWELL INTERNATIONAL INC
$1.6M
0.0%
12,170 +12,170 New
GPN GLOBAL PAYMENTS INC
$1.6M
0.0%
15,517 +13,519 +676.6% Added
INGR INGREDION INC
$1.6M
0.0%
17,499 +17,499 New
EVEUR EATON VANCE CORP
$1.6M
0.0%
45,371 +45,371 New
RGLD ROYAL GOLD INC
$1.6M
0.0%
18,453 +5,646 +44.1% Added
BB BLACKBERRY LTD
$1.6M
0.0%
220,884 −42,119 −16.0% Reduced
BKIEUR BLACK KNIGHT INC
$1.6M
0.0%
34,746 +29,558 +569.7% Added
HTHT H WORLD GROUP LTD-ADR
$1.6M
0.0%
54,636 +7,644 +16.3% Added
IDXX IDEXX LABORATORIES INC
$1.6M
0.0%
8,348 +8,348 New
ARCC ARES CAPITAL CORP
$1.5M
0.0%
99,253 +99,253 New
WEC WEC ENERGY GROUP INC
$1.5M
0.0%
22,310 +7,152 +47.2% Added
BIO BIO-RAD LABORATORIES-A
$1.5M
0.0%
6,590 +4,574 +226.9% Added
ALV AUTOLIV INC
$1.5M
0.0%
21,485 +16,233 +309.1% Added
NFG NATIONAL FUEL GAS CO
$1.5M
0.0%
29,103 +29,103 New
YUMC YUM CHINA HOLDINGS INC
$1.5M
0.0%
43,786 +1,577 +3.7% Added
RVTY REVVITY INC
$1.5M
0.0%
18,528 +18,528 New
HSIC HENRY SCHEIN INC
$1.4M
0.0%
18,271 +18,271 New
NWSA NEWS CORP - CLASS A
$1.4M
0.0%
126,159 +108,753 +624.8% Added
PNW PINNACLE WEST CAPITAL
$1.4M
0.0%
16,781 +16,781 New
WLY WILEY (JOHN) & SONS-CLASS A
$1.4M
0.0%
30,451 +26,856 +747.0% Added
RS RELIANCE INC
$1.4M
0.0%
20,083 +20,083 New
MORN MORNINGSTAR INC
$1.4M
0.0%
12,848 +11,070 +622.6% Added
HO1 HOLOGIC INC
$1.4M
0.0%
34,277 +34,277 New
ST SENSATA TECHNOLOGIES HOLDPLC
$1.4M
0.0%
31,305 +7,242 +30.1% Added
MSCI MSCI INC
$1.4M
0.0%
9,431 +9,431 New
DLX DELUXE CORP
$1.4M
0.0%
36,121 +31,867 +749.1% Added
JEF JEFFERIES FINANCIAL GROUP IN
$1.4M
0.0%
79,009 +48,410 +158.2% Added
FLS FLOWSERVE CORP
$1.4M
0.0%
35,967 +35,967 New
AVB* AVALONBAY COMMUNITIES INC
$1.3M
0.0%
7,663 +5,146 +204.4% Added
VNO VORNADO REALTY TRUST
$1.3M
0.0%
21,327 +17,730 +492.9% Added
REG REGENCY CENTERS CORP
$1.3M
0.0%
22,170 +17,940 +424.1% Added
TIFEUR TIFFANY & CO
$1.3M
0.0%
15,715 +15,715 New
AMG AFFILIATED MANAGERS GROUP
$1.3M
0.0%
12,888 +12,888 New
HRL HORMEL FOODS CORP
$1.2M
0.0%
29,104 +29,104 New
ZION ZIONS BANCORP NA
$1.2M
0.0%
29,670 +29,670 New
O REALTY INCOME CORP
$1.2M
0.0%
18,749 +11,511 +159.0% Added
AEE AMEREN CORPORATION
$1.2M
0.0%
17,916 +17,916 New
NDAQ NASDAQ INC
$1.2M
0.0%
14,287 −3,759 −20.8% Reduced
MAN MANPOWERGROUP INC
$1.2M
0.0%
17,871 −2,671 −13.0% Reduced
SCCO SOUTHERN COPPER CORP
$1.2M
0.0%
37,561 +8,974 +31.4% Added
DTE DTE ENERGY COMPANY
$1.1M
0.0%
10,394 +4,022 +63.1% Added
ES EVERSOURCE ENERGY
$1.1M
0.0%
17,573 +5,369 +44.0% Added
CINF CINCINNATI FINANCIAL CORP
$1.1M
0.0%
14,454 +14,454 New
CPT CAMDEN PROPERTY TRUST
$1.1M
0.0%
12,687 +7,612 +150.0% Added
WTW WILLIS TOWERS WATSON PLC
$1.1M
0.0%
7,342 +694 +10.4% Added
CF CF INDUSTRIES HOLDINGS INC
$1.1M
0.0%
25,614 +25,614 New
TMK TORCHMARK CORP
$1.1M
0.0%
14,473 +14,473 New
ATHM AUTOHOME INC-ADR
$1.1M
0.0%
13,785 +723 +5.5% Added
APC3EUR ANADARKO PETROLEUM CORP
$1.1M
0.0%
24,574 +4,968 +25.3% Added
BALL BALL CORP
$1.1M
0.0%
23,277 +23,277 New
WCGEUR WELLCARE HEALTH PLANS INC
$1.1M
0.0%
4,528 +4,528 New
RPM RPM INTERNATIONAL INC
$1.1M
0.0%
18,100 +12,980 +253.5% Added
TEL1USD TE CONNECTIVITY LTD
$1.0M
0.0%
13,426 −229,708 −94.5% Reduced
PXDEUR PIONEER NATURAL RESOURCES CO
$1.0M
0.0%
7,686 −5,088 −39.8% Reduced
ROP ROPER TECHNOLOGIES INC
$1.0M
0.0%
3,773 +2,859 +312.8% Added
JLL JONES LANG LASALLE INC
$1.0M
0.0%
7,934 +2,122 +36.5% Added
OGE OGE ENERGY CORP
$999K
0.0%
25,493 −1,267 −4.7% Reduced
AFG AMERICAN FINANCIAL GROUP INC
$991K
0.0%
10,947 +10,947 New
MKC MCCORMICK & CO-NON VTG SHRS
$978K
0.0%
7,025 +7,025 New
HN9 HANESBRANDS INC
$959K
0.0%
76,536 +76,536 New
SCI SERVICE CORP INTERNATIONAL
$958K
0.0%
23,784 +23,784 New
WRKUSD WESTROCK CO
$953K
0.0%
25,236 +25,236 New
LAMR LAMAR ADVERTISING CO-A
$950K
0.0%
13,733 +13,733 New
MSM MSC INDUSTRIAL DIRECT CO-A
$941K
0.0%
12,228 +12,228 New
BRKR BRUKER CORP
$933K
0.0%
31,339 +31,339 New
HRC HILL-ROM HOLDINGS INC
$932K
0.0%
10,522 +10,522 New
1741046D STERIS LTD
$932K
0.0%
8,726 +8,726 New
KLN KIRKLAND LAKE GOLD LTD
$929K
0.0%
35,627 −414 −1.1% Reduced
FLIR FLIR SYSTEMS INC
$926K
0.0%
21,276 +16,802 +375.5% Added
RMD RESMED INC
$925K
0.0%
8,119 +8,119 New
WAT WATERS CORP
$925K
0.0%
4,905 +4,905 New
XRAY DENTSPLY SIRONA INC
$922K
0.0%
24,774 +2,789 +12.7% Added
CTRPUSD CTRIP.COM INTERNATIONAL-ADR
$909K
0.0%
33,582 +1,758 +5.5% Added
THC TENET HEALTHCARE CORP
$906K
0.0%
52,869 +52,869 New
PDCOEUR PATTERSON COS INC
$903K
0.0%
45,931 +45,931 New
ALGN ALIGN TECHNOLOGY INC
$895K
0.0%
4,274 +4,274 New
CPRT COPART INC
$886K
0.0%
18,547 −80,449 −81.3% Reduced
AU3EUR ANGLOGOLD ASHANTI-SPON ADR
$884K
0.0%
70,471 +705 +1.0% Added
GNTX GENTEX CORP
$867K
0.0%
42,887 +25,739 +150.1% Added
THO THOR INDUSTRIES INC
$865K
0.0%
16,628 +16,628 New
IEX IDEX CORP
$864K
0.0%
6,843 +6,843 New
HRB H&R BLOCK INC
$852K
0.0%
33,567 +22,445 +201.8% Added
ARE ALEXANDRIA REAL ESTATE EQUIT
$848K
0.0%
7,358 +2,236 +43.7% Added
GT GOODYEAR TIRE & RUBBER CO
$847K
0.0%
41,491 +25,320 +156.6% Added
FFIV F5 INC
$845K
0.0%
5,218 +5,218 New
IDA IDACORP INC
$828K
0.0%
8,893 +8,893 New
TXNM TXNM ENERGY INC
$826K
0.0%
20,102 +20,102 New
ATO ATMOS ENERGY CORP
$822K
0.0%
8,869 +8,869 New
MDU MDU RESOURCES GROUP INC
$816K
0.0%
34,223 +34,223 New
AQUA AMERICA INC
$814K
0.0%
23,818 +23,818 New
9990302D APACHE CORP
$812K
0.0%
30,934 +16,577 +115.5% Added
UDR UDR INC
$785K
0.0%
19,819 +19,819 New
NEW ORIENTAL ED & TECH GRP I
$779K
0.0%
14,212 +656 +4.8% Added
MET METLIFE INC
$738K
0.0%
17,979 +17,979 New
CSL CARLISLE COS INC
$728K
0.0%
7,243 −2,511 −25.7% Reduced
TSCO TRACTOR SUPPLY COMPANY
$724K
0.0%
8,682 +8,682 New
CRESCENT PT ENERGY CORP
$687K
0.0%
226,742 −43,519 −16.1% Reduced
IFF INTL FLAVORS & FRAGRANCES
$677K
0.0%
5,044 +5,044 New
TAL TAL EDUCATION GROUP- ADR
$677K
0.0%
25,375 +1,170 +4.8% Added
NEU NEWMARKET CORP
$670K
0.0%
1,627 +1,627 New
PH PARKER HANNIFIN CORP
$669K
0.0%
4,483 +4,483 New
CBT CABOT CORP
$665K
0.0%
15,485 +15,485 New
CE CELANESE CORP
$664K
0.0%
7,378 +7,378 New
EWBC EAST WEST BANCORP INC
$656K
0.0%
15,064 +15,064 New
ARW ARROW ELECTRONICS INC
$612K
0.0%
8,869 +8,869 New
STLD STEEL DYNAMICS INC
$610K
0.0%
20,292 +20,292 New
OIEUR OWENS-ILLINOIS INC
$606K
0.0%
35,153 +35,153 New
SBNY SIGNATURE BANK
$603K
0.0%
5,866 −1,344 −18.6% Reduced
ATR APTARGROUP INC
$602K
0.0%
6,403 +6,403 New
ATI ATI INC
$596K
0.0%
27,369 +27,369 New
AHC HESS CORP
$591K
0.0%
14,584 +3,506 +31.6% Added
FIS FIDELITY NATIONAL INFO SERV
$589K
0.0%
5,747 +5,747 New
FLO FLOWERS FOODS INC
$578K
0.0%
31,287 +31,287 New
SMG SCOTTS MIRACLE-GRO CO
$573K
0.0%
9,329 +9,329 New
BGUSD BUNGE LTD
$567K
0.0%
10,609 +10,609 New
PBCTEUR PEOPLE'S UNITED FINANCIAL
$556K
0.0%
38,498 −42,741 −52.6% Reduced
LINDE PLC
$550K
0.0%
3,522 +3,522 New
AVX CORP NEW
$525K
0.0%
34,408 +34,408 New
NDSN NORDSON CORP
$522K
0.0%
4,372 +4,372 New
COLFAX CORP
$519K
0.0%
24,812 +24,812 New
LECO LINCOLN ELECTRIC HOLDINGS
$517K
0.0%
6,561 +6,561 New
DCI DONALDSON CO INC
$515K
0.0%
11,878 +11,878 New
GGG GRACO INC
$515K
0.0%
12,311 +12,311 New
VMI VALMONT INDUSTRIES
$515K
0.0%
4,642 +4,642 New
CR1USD CRANE CO
$514K
0.0%
7,117 +7,117 New
HUBB HUBBELL INC
$514K
0.0%
5,178 +5,178 New
MTD METTLER-TOLEDO INTERNATIONAL
$514K
0.0%
908 +908 New
AGCO AGCO CORP
$513K
0.0%
9,218 +9,218 New
TTC TORO CO
$512K
0.0%
9,156 +9,156 New
AYI ACUITY INC
$511K
0.0%
4,445 +4,445 New
NATIONAL INSTRS CORP
$511K
0.0%
11,261 +11,261 New
AME AMETEK INC
$510K
0.0%
7,529 +7,529 New
VSH VISHAY INTERTECHNOLOGY INC
$510K
0.0%
28,299 +28,299 New
CIEN CIENA CORP
$505K
0.0%
14,882 +14,882 New
KMT KENNAMETAL INC
$505K
0.0%
15,168 +15,168 New
OSK OSHKOSH CORP
$505K
0.0%
8,234 +8,234 New
RRX REGAL REXNORD CORP
$505K
0.0%
7,209 +7,209 New
GATX GATX CORP
$502K
0.0%
7,087 +7,087 New
JBL JABIL INC
$498K
0.0%
20,070 −20,601 −50.7% Reduced
KN KNOWLES CORP
$497K
0.0%
37,335 +37,335 New
BTG B2GOLD CORP
$490K
0.0%
167,628 +8,741 +5.5% Added
YUSD ALLEGHANY CORP
$477K
0.0%
766 +766 New
VRSK VERISK ANALYTICS INC
$456K
0.0%
4,181 +4,181 New
AVY AVERY DENNISON CORP
$452K
0.0%
5,033 +5,033 New
SRCLEUR STERICYCLE INC
$451K
0.0%
12,282 +3,404 +38.3% Added
CVSA COVISTA INC
$450K
0.0%
9,501 +9,501 New
RSG REPUBLIC SERVICES INC
$448K
0.0%
6,210 +2,765 +80.3% Added
PBI PITNEY BOWES INC
$447K
0.0%
75,674 +75,674 New
ROL ROLLINS INC
$443K
0.0%
12,260 +12,260 New
CXW CORECIVIC INC
$439K
0.0%
24,634 +24,634 New
NBL2EUR NOBLE ENERGY INC
$439K
0.0%
23,396 +5,155 +28.3% Added
HRUSD HEALTHCARE REALTY TRUST INC
$425K
0.0%
14,941 +14,941 New
ELME ELME COMMUNITIES
$425K
0.0%
18,474 +18,474 New
MACK CALI RLTY CORP
$424K
0.0%
21,647 +21,647 New
NYCBEUR NEW YORK COMMUNITY BANCORP
$424K
0.0%
45,020 −7,809 −14.8% Reduced
CDP COPT DEFENSE PROPERTIES
$423K
0.0%
20,137 +20,137 New
DEI DOUGLAS EMMETT INC
$423K
0.0%
12,388 +12,388 New
ACCUSD AMERICAN CAMPUS COMMUNITIES
$421K
0.0%
10,183 +10,183 New
EXR EXTRA SPACE STORAGE INC
$421K
0.0%
4,654 −4,974 −51.7% Reduced
LPTUSD LIBERTY PROPERTY TRUST
$420K
0.0%
10,021 +10,021 New
NNN NNN REIT INC
$419K
0.0%
8,647 −22,528 −72.3% Reduced
HOSPITALITY PPTYS TR
$418K
0.0%
17,522 +17,522 New
SNH1EUR SENIOR HOUSING PROP TRUST
$418K
0.0%
35,696 +35,696 New
TCO TAUBMAN CENTERS INC
$412K
0.0%
9,055 +9,055 New
WRI WEINGARTEN REALTY INVESTORS
$412K
0.0%
16,626 +16,626 New
TWO HBRS INVT CORP
$411K
0.0%
32,011 +32,011 New
SLG1USD SL GREEN REALTY CORP
$410K
0.0%
5,188 +196 +3.9% Added
WPG2EUR WASHINGTON PRIME GROUP INC
$407K
0.0%
83,769 +70,410 +527.1% Added
SITCUSD SITE CENTERS CORP
$406K
0.0%
36,682 +36,682 New
SINA SINA CORP
$403K
0.0%
7,504 +392 +5.5% Added
ETRA E*TRADE FINANCIAL CORP
$380K
0.0%
8,664 +8,664 New
BRO BROWN & BROWN INC
$368K
0.0%
13,364 +13,364 New
AJG ARTHUR J GALLAGHER & CO
$367K
0.0%
4,974 +4,974 New
WDR WADDELL & REED FINANCIAL-A
$367K
0.0%
20,275 +20,275 New
CCEP COCA-COLA EUROPACIFIC PARTNE
$363K
0.0%
7,919 −56,848 −87.8% Reduced
FHI FEDERATED HERMES INC
$361K
0.0%
13,580 +13,580 New
LMEUR LEGG MASON INC
$353K
0.0%
13,847 +13,847 New
MOMOUSD MOMO INC-SPON ADR
$334K
0.0%
14,047 +1,275 +10.0% Added
JOBSUSD 51JOB INC-ADR
$323K
0.0%
5,176 +472 +10.0% Added
VIPS VIPSHOP HOLDINGS LTD - ADR
$319K
0.0%
58,496 +3,980 +7.3% Added
CHD CHURCH & DWIGHT CO INC
$288K
0.0%
4,384 +4,384 New
GLW CORNING INC
$277K
0.0%
9,174 −37,030 −80.1% Reduced
SIBANYE STILLWATER
$262K
0.0%
92,413 +1,387 +1.5% Added
NVDA NVIDIA CORP
$255K
0.0%
1,913 +1,913 New
PVG1EUR PRETIUM RESOURCES INC
$254K
0.0%
30,117 −2,257 −7.0% Reduced
ULTA ULTA BEAUTY INC
$244K
0.0%
996 +996 New
AEO AMERICAN EAGLE OUTFITTERS
$242K
0.0%
12,494 +12,494 New
BIGGQ BIG LOTS INC
$241K
0.0%
8,348 +8,348 New
MUSA MURPHY USA INC
$241K
0.0%
3,151 +3,151 New
SBH SALLY BEAUTY HOLDINGS INC
$240K
0.0%
14,067 +14,067 New
AXE3EUR ANIXTER INTERNATIONAL INC
$239K
0.0%
4,401 +4,401 New
PAG PENSKE AUTOMOTIVE GROUP INC
$239K
0.0%
5,930 +5,930 New
DKS DICK'S SPORTING GOODS INC
$236K
0.0%
7,569 +7,569 New
GU9 GUESS? INC
$236K
0.0%
11,384 +11,384 New
RANDGOLD RES LTD
$224K
0.0%
2,699 −11,821 −81.4% Reduced
WTWEUR WW INTERNATIONAL INC
$223K
0.0%
5,777 +5,777 New
YYEUR YY INC-ADR
$222K
0.0%
3,715 +194 +5.5% Added
YRI YAMANA GOLD INC
$176K
0.0%
74,930 −74,286 −49.8% Reduced
TAHOE RES INC
$172K
0.0%
47,268 −8,011 −14.5% Reduced
TRQEUR TURQUOISE HILL RESOURCES LTD
$155K
0.0%
94,082 +17,129 +22.3% Added
NGDN NEW GOLD INC
$61K
0.0%
79,689 Held
EGO ELDORADO GOLD CORP
$41K
0.0%
14,040 +14,040 New
SFUNUSD FANG HOLDINGS LTD - ADR
$37K
0.0%
25,909 +2,353 +10.0% Added

Sold positions

58 closed in Q4 2018 · shares & value as of prior filing
Holding Shares sold Prior value
EWT ISHARES MSCI TAIWAN ETF
980,515 $37.0M
NEWFIELD EXPL CO
862,195 $24.9M
LLY ELI LILLY & CO
135,421 $14.5M
PFE PFIZER INC
298,598 $13.2M
CMCSA COMCAST CORP-CLASS A
337,003 $11.9M
HSY HERSHEY CO
109,681 $11.2M
JNJ JOHNSON & JOHNSON
77,815 $10.8M
WYNN WYNN RESORTS LTD
78,808 $10.0M
MRK MERCK & CO. INC.
111,299 $7.9M
VFC VF CORP
78,529 $7.3M
ROST ROSS STORES INC
73,510 $7.3M
SHW SHERWIN-WILLIAMS CO
15,128 $6.9M
UTHR UNITED THERAPEUTICS CORP
53,726 $6.9M
ILMN ILLUMINA INC
18,618 $6.8M
MCD MCDONALD'S CORP
40,436 $6.8M
LMT LOCKHEED MARTIN CORP
17,034 $5.9M
DHI DR HORTON INC
139,696 $5.9M
THOMSON REUTERS CORP
124,094 $5.7M
CTXSEUR CITRIX SYSTEMS INC
45,651 $5.1M
LBTYAUSD LIBERTY GLOBAL PLC-A
166,144 $4.8M
TXN TEXAS INSTRUMENTS INC
41,789 $4.5M
ORLY O'REILLY AUTOMOTIVE INC
10,769 $3.7M
WM WASTE MANAGEMENT INC
40,273 $3.6M
ROK ROCKWELL AUTOMATION INC
17,681 $3.3M
TJX TJX COMPANIES INC
22,282 $2.5M
PG PROCTER & GAMBLE CO
28,325 $2.4M
AMT TD AMERITRADE HOLDING CORP
44,071 $2.3M
VTR VENTAS INC
42,095 $2.3M
DE DEERE & CO
14,382 $2.2M
MSFT MICROSOFT CORP
18,010 $2.1M
MXIM MAXIM INTEGRATED PRODUCTS
35,827 $2.0M
CRM SALESFORCE INC
12,277 $2.0M
RHT1EUR RED HAT INC
13,499 $1.8M
EW EDWARDS LIFESCIENCES CORP
9,590 $1.7M
SYK STRYKER CORP
9,239 $1.6M
TMO THERMO FISHER SCIENTIFIC INC
6,418 $1.6M
MA MASTERCARD INC - A
6,388 $1.4M
WMT WALMART INC
14,907 $1.4M
APD AIR PRODUCTS & CHEMICALS INC
8,278 $1.4M
ETR ENTERGY CORP
16,334 $1.3M
CHRW C.H. ROBINSON WORLDWIDE INC
12,626 $1.2M
BA BOEING CO
3,125 $1.2M
AFL AFLAC INC
21,601 $1.0M
AMZN AMAZON.COM INC
467 $935K
CB CHUBB LTD
6,058 $810K
CME CME GROUP INC
4,632 $788K
VMRK VIVMARK RESIDENTIAL
11,011 $730K
ICE INTERCONTINENTAL EXCHANGE IN
9,638 $722K
HCP INC
25,308 $666K
CNP CENTERPOINT ENERGY INC
21,349 $590K
TEVA TEVA PHARMACEUTICAL-SP ADR
23,600 $508K
NUANEUR NUANCE COMMUNICATIONS INC
25,975 $450K
SO SOUTHERN CO
9,789 $427K
AGNC AGNC INVESTMENT CORP
19,703 $367K
GDS GDS HOLDINGS LTD - ADR
7,572 $266K
SEALED AIR CORP NEW
5,561 $223K
EXPD EXPEDITORS INTL WASH INC
2,986 $220K
ELDORADO GOLD CORP NEW
139,433 $122K

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.