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HedgeMind.com
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Institutional Portfolios
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ATHERTON LANE ADVISERS LLC
> 2015-12-31
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Institutional Investor
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Time Period
2015-12-31
2015-09-30
2015-06-30
2015-03-31
Activity
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New
Increased
Unchanged
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Security Type
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Stock
Options (PUT, CALL)
Fixed Income
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Capital Goods
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Consumer Services
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Technology
Transportation
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unidentified
Stock Style
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Stock Style shows hedge fund manager's main investment focus in Value or Growth. It is determined based on analysis of portfolio holdings that are part of about 3000 US Stocks.
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Market Cap
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55
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ATHERTON LANE ADVISERS LLC
Time Period
2015-12-31
Total Holdings
231
Total Value
($x1000)
1,717,719
Activities
New
15
Increased
73
Unchanged
46
Decreased
97
Sold Out
15
Top 10 Stock Holdings
total 24.91%
GBDC
3.73
EWH
3.69
KKR
2.34
WFC
2.3
HD
2.25
 
NKE
2.23
DHI
2.22
FRC
2.08
GOOGL
2.05
AMGN
2.02
-- hover over a symbol below for details --
SEC 13F
Filing
Detail
Sort:
Portfolio Weight (%)
Growth or Value
Position Value
Change Rate
Sector
A-Z
Graph
View 13D, 13G Filings
GBDC
3.73%
COM
EWH
3.69%
MSCI HONG KG ETF
KKR
2.34%
COM UNITS
WFC
2.3%
COM
HD
2.25%
COM
NKE
2.23%
CL B
DHI
2.22%
COM
FRC
2.08%
COM
GOOGL
2.05%
CAP STK CL A
AMGN
2.02%
COM
DIS
2%
COM DISNEY
INTC
1.98%
COM
BMY
1.96%
COM
CELG
1.92%
COM
JPM
1.86%
COM
SWK
1.86%
COM
COST
1.85%
COM
IWM
1.83%
RUSSELL 2000 ETF
BA
1.8%
COM
MYL
1.74%
SHS EURO
FB
1.71%
CL A
BLK
1.66%
COM
TMO
1.66%
COM
MS
1.64%
COM NEW
HON
1.63%
COM
PFE
1.61%
COM
TOL
1.51%
COM
INTU
1.5%
COM
NOC
1.49%
COM
PCLN
1.44%
COM NEW
BABA
1.37%
SPONSORED ADS
Q
1.37%
COM
DD
1.37%
COM
NXPI
1.36%
COM
CSCO
1.32%
COM
GOOG
1.31%
CAP STK CL C
UPS
1.31%
CL B
CRM
1.3%
COM
BAC
1.3%
COM
SLB
1.29%
COM
WY
1.24%
COM
↑
F
1.19%
COM PAR $0.01
CBG
1.18%
CL A
BHI
1.16%
COM
ARMH
1.12%
SPONSORED ADR
COP
1.12%
COM
VFC
1.01%
COM
WSM
0.93%
COM
CAKE
0.93%
COM
PANW
0.92%
COM
R
0.92%
COM
FFIV
0.89%
COM
WFM
0.87%
COM
HP
0.86%
COM
SNCR
0.85%
COM
APC
0.76%
COM
EXPE
0.71%
COM NEW
LOCK
0.67%
COM
NAT
0.59%
COM
GXC
0.51%
S&P CHINA ETF
VTI
0.37%
TOTAL STK MKT
↑
GE
0.34%
COM
SPY
0.29%
TR UNIT
Z
0.28%
CL C CAP STK
XOM
0.27%
COM
CLR
0.26%
COM
ZG
0.23%
CL A
CVX
0.2%
COM
PSA
0.2%
COM
AAPL
0.19%
COM
QQQ
0.16%
UNIT SER 1
MSFT
0.16%
COM
ESS
0.15%
COM
EQR
0.15%
SH BEN INT
FRT
0.14%
SH BEN INT NEW
IYR
0.14%
U.S. REAL ES ETF
UDR
0.14%
COM
NOV
0.13%
COM
MDY
0.11%
UTSER1 S&PDCRP
VNO
0.1%
SH BEN INT
RTN
0.09%
COM NEW
↑
JNJ
0.09%
COM
MMM
0.09%
COM
CHK
0.09%
COM
DVY
0.09%
SELECT DIVID ETF
DRE
0.08%
COM NEW
PG
0.08%
COM
RAI
0.08%
COM
IVV
0.08%
CORE S&P500 ETF
WRI
0.07%
SH BEN INT
RSP
0.07%
GUG S&P500 EQ WT
SCHW
0.07%
COM
VGT
0.07%
INF TECH ETF
NWL
0.07%
COM
SPLV
0.07%
S&P500 LOW VOL
ABBV
0.06%
COM
SPYG
0.06%
S&P 500 GROWTH
IBB
0.06%
NASDQ BIOTEC ETF
XLE
0.06%
SBI INT-ENERGY
IYC
0.06%
U.S. CNSM SV ETF
SPHQ
0.06%
S&P 500 HGH QLTY
↑
SPYV
0.05%
S&P 500 VALUE
IYK
0.05%
U.S. CNSM GD ETF
ESRX
0.05%
COM
AMZN
0.05%
COM
MMC
0.05%
COM
AVB
0.05%
COM
DIA
0.05%
UT SER 1
SLYG
0.05%
S&P 600 SMCP GRW
IBM
0.05%
COM
FXI
0.05%
CHINA LG-CAP ETF
AXP
0.05%
COM
DON
0.05%
MIDCAP DIVI FD
PM
0.05%
COM
MCK
0.05%
COM
SDY
0.05%
S&P DIVID ETF
SPG
0.05%
COM
JKI
0.04%
MRGSTR MD CP VAL
LPLA
0.04%
COM
IWN
0.04%
RUS 2000 VAL ETF
MO
0.04%
COM
↑
SLYV
0.04%
S&P 600 SMCP VAL
TIP
0.04%
TIPS BD ETF
VTV
0.04%
VALUE ETF
SCS
0.04%
CL A
IP
0.04%
COM
DTD
0.04%
TOTAL DIVID FD
KMB
0.04%
COM
GLD
0.04%
GOLD SHS
EWS
0.04%
MSCI SINGAP ETF
DTN
0.04%
DIV EX-FINL FD
BX
0.04%
COM UNIT LTD
LLY
0.04%
COM
ABT
0.04%
COM
EWG
0.04%
MSCI GERMANY ETF
BRK.A
0.03%
CL A
JKH
0.03%
MRGSTR MD CP GRW
MRK
0.03%
COM
VDE
0.03%
ENERGY ETF
CSX
0.03%
COM
BRK.B
0.03%
CL B NEW
↑
XLF
0.03%
SBI INT-FINL
VHT
0.03%
HEALTH CAR ETF
KO
0.03%
COM
IAU
0.03%
ISHARES
IYH
0.03%
US HLTHCARE ETF
UTX
0.03%
COM
PSX
0.03%
COM
MGK
0.03%
MEGA GRWTH IND
HPE
0.03%
COM
BCO
0.03%
COM
RDS/A
0.02%
SPONS ADR A
GILD
0.02%
COM
ADP
0.02%
COM
SXL
0.02%
COM UNITS
SRE
0.02%
COM
PFF
0.02%
U.S. PFD STK ETF
SHV
0.02%
SHRT TRS BD ETF
JKG
0.02%
MRGSTR MD CP ETF
MDT
0.02%
SHS
HPQ
0.02%
COM
↑
SBUX
0.02%
COM
VZ
0.02%
COM
BSV
0.02%
SHORT TRM BOND
PLD
0.02%
COM
ATML
0.02%
COM
AWR
0.02%
COM
ADI
0.02%
COM
CAT
0.02%
COM
PEP
0.02%
COM
APF
0.02%
COM
XLK
0.02%
TECHNOLOGY
V
0.02%
COM CL A
GD
0.02%
COM
CVS
0.02%
COM
SSS
0.02%
COM
UNP
0.02%
COM
VUG
0.02%
GROWTH ETF
FDL
0.02%
SHS
USB
0.02%
COM NEW
O
0.02%
COM
↑
VCSH
0.02%
SHRT TRM CORP BD
QCOM
0.02%
COM
ICF
0.02%
COHEN&STEER REIT
SO
0.02%
COM
BIIB
0.02%
COM
FTY
0.02%
REAL EST 50 ETF
IWO
0.02%
RUS 2000 GRW ETF
BIL
0.02%
BRCLYS 1-3MT ETF
AMP
0.02%
COM
HCN
0.02%
COM
VXF
0.02%
EXTEND MKT ETF
ORCL
0.02%
COM
CCI
0.02%
COM
SEE
0.02%
COM
KBE
0.02%
S&P BK ETF
EPD
0.02%
COM
CI
0.02%
COM
CB
0.01%
COM
DVN
0.01%
COM
BRCM
0.01%
CL A
↑
AA
0.01%
COM
T
0.01%
COM
HRB
0.01%
COM
UL
0.01%
SPON ADR NEW
WU
0.01%
COM
SYK
0.01%
COM
NEE
0.01%
COM
OXY
0.01%
COM
PJP
0.01%
DYN PHRMA PORT
PAYX
0.01%
COM
A
0.01%
COM
DFS
0.01%
COM
MON
0.01%
COM
IYJ
0.01%
U.S. INDS ETF
BND
0.01%
TOTAL BND MRKT
SCCO
0.01%
COM
VYM
0.01%
HIGH DIV YLD
XES
0.01%
OILGAS EQUIP
XRX
0.01%
COM
GDX
0.01%
GOLD MINER ETF
↑
SWZ
0.01%
COM
CC
0.01%
COM
AMD
< 0.01%
COM
FTR
< 0.01%
COM
GNW
< 0.01%
COM CL A
PKD
< 0.01%
COM
ZNGA
< 0.01%
CL A
EXXI
< 0.01%
USD UNRS SHS
IO
< 0.01%
COM
DNN
< 0.01%
COM
GOOGL
1.76%
CL A
GOOG
1.13%
CL C
AWAY
0.74%
COM
ISRG
0.07%
COM NEW
TWX
0.05%
COM NEW
EMC
0.04%
COM
TWC
0.03%
COM
CMI
0.02%
COM
ADM
0.02%
COM
BCC
0.02%
COM
↑
CCK
0.01%
COM
AMAT
0.01%
COM
BCE
0.01%
COM NEW
UGI
0.01%
COM
IWF
0.01%
RUS 1000 GRW ETF