KORNITZER CAPITAL MANAGEMENT INC /KS
P O BOX 918, SHAWNEE MISSION, Kansas, 66201, (913) 677-7778
Report Date: 03/31/2013
Position Statistics:
| Total Positions | 399 |
| New Positions | 38 |
| Increased Positions | 193 |
| Decreased Positions | 160 |
| Positions with Activity | 353 |
| Sold Out Positions | 14 |
| Total Mkt Value (in $ millions) |
7,333 |
Sector Weighting
| Basic Materials | 3.17% |
| Capital Goods | 4.23% |
| Conglomerates | 0.23% |
| Consumer Cyclical | 8.22% |
| Consumer/Non-Cyclical | 4% |
| Energy | 8.91% |
| Financial | 9.76% |
| Healthcare | 11.26% |
| Services | 16.07% |
| Technology | 32.39% |
| Transportation | 1.16% |
| Utilities | 0.43% |
Institutional Holdings information is filed by major institutions on form 13-F with the Securities and Exchange Commission.
160 DECREASED Positions as of 03/31/2013
| Company | Class | Value of Shares ($1,000s) |
Change in Value ($1,000s) | Change (%) | Shares Held |
|---|---|---|---|---|---|
| INTERNATIONAL GAME TECHNOLOGY | COM | 13,975 | -4,729 | (25.28) | 776,400 |
| CHARLES RIV LABS INTL INC | COM | 13,966 | -9,184 | (39.67) | 314,900 |
| ELECTRONIC ARTS INC | COM | 13,871 | -10,770 | (43.71) | 612,400 |
| NIKE INC | CL B | 13,625 | -380 | (2.71) | 215,150 |
| COVANTA HLDG CORP | COM | 13,504 | -36 | (0.26) | 665,550 |
| AGILENT TECHNOLOGIES INC | COM | 13,397 | -6,884 | (33.94) | 292,900 |
| PHILLIPS 66 | COM | 13,047 | -2,104 | (13.89) | 199,950 |
| WALGREEN CO | COM | 12,962 | -454 | (3.38) | 257,175 |
| ANSYS INC | COM | 12,613 | -3,035 | (19.4) | 171,750 |
| LKQ CORP | COM | 12,234 | -29 | (0.24) | 493,125 |
| COLGATE PALMOLIVE CO | COM | 12,182 | -85 | (0.7) | 199,810 |
| CINCINNATI FINL CORP | COM | 11,837 | -55 | (0.46) | 247,891 |
| ORACLE CORP | COM | 11,417 | -11,779 | (50.78) | 333,550 |
| VISA INC | COM CL A | 11,042 | -1,452 | (11.62) | 62,000 |
| SUSSER PETE PARTNERS LP | COM U REP LP | 10,925 | -20 | (0.18) | 363,550 |
| CERNER CORP | COM | 10,723 | -234 | (2.13) | 111,225 |
| VERIFONE SYS INC | COM | 10,620 | -84 | (0.79) | 447,725 |
| EBAY INC | COM | 10,527 | -2,450 | (18.88) | 193,225 |
| CHECK POINT SOFTWARE TECH LTD | ORD | 9,795 | -1,108 | (10.16) | 196,300 |
| GOLDMAN SACHS GROUP INC | COM | 9,161 | -2,802 | (23.42) | 58,200 |
Latest News Headlines
UPDATE: News Corp Board Approves Split; Company To Take Write-Down 6:43PM ET - Dow Jones Business News
UPDATE: Visa, MasterCard Strike Back at Swipe-Fee Settlement Foes 6:32PM ET - Dow Jones Business News
Berkshire's Weschler Reveals Personal Stakes in DaVita, DirecTV 6:18PM ET - Dow Jones Business News
Peoples Bancorp Announces Cash Dividend 6:14PM ET - GlobeNewswire
StoneMor Partners L.P. Announces Successful Results of the Tender Offer for Its Outstanding 10.25% 5:36PM ET - GlobeNewswire
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