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 | 397 |
| New Positions | 38 |
| Increased Positions | 191 |
| Decreased Positions | 160 |
| Positions with Activity | 351 |
| Sold Out Positions | 14 |
| Total Mkt Value (in $ millions) |
7,387 |
Sector Weighting
| Basic Materials | 3.17% |
| Capital Goods | 4.15% |
| Conglomerates | 0.24% |
| Consumer Cyclical | 8.1% |
| Consumer/Non-Cyclical | 3.91% |
| Energy | 8.74% |
| Financial | 10.07% |
| Healthcare | 11.13% |
| Services | 16.07% |
| Technology | 32.69% |
| Transportation | 1.16% |
| Utilities | 0.42% |
Institutional Holdings information is filed by major institutions on form 13-F with the Securities and Exchange Commission.
191 INCREASED Positions as of 03/31/2013
| Company | Class | Value of Shares ($1,000s) |
Change in Value ($1,000s) | Change (%) | Shares Held |
|---|---|---|---|---|---|
| SUNCOKE ENERGY PARTNERS L P | COMUNIT REP LT | 4,628 | 4,628 | New | 200,000 |
| GALLAGHER ARTHUR J & CO | COM | 4,552 | 2,153 | 89.72 | 101,500 |
| REPUBLIC SVCS INC | COM | 4,466 | 140 | 3.24 | 130,700 |
| VAALCO ENERGY INC | COM NEW | 4,188 | 524 | 14.31 | 705,115 |
| AMG CAP TR 1 | PFD TRUST SECS | 4,170 | 539 | 14.85 | 63,560 |
| LINN ENERGY LLC | UNIT LTD LIAB | 3,281 | 687 | 26.47 | 107,500 |
| NORFOLK SOUTHERN CORP | COM | 3,175 | 1,923 | 153.59 | 41,525 |
| BOARDWALK PIPELINE PARTNERS LP | UT LTD PARTNER | 3,137 | 658 | 26.56 | 104,225 |
| SPS COMM INC | COM | 2,892 | 613 | 26.91 | 51,400 |
| LINNCO LLC | COMSHS LTD INT | 2,830 | 2,830 | New | 80,475 |
| DYAX CORP | COM | 2,693 | 1,590 | 144.11 | 860,420 |
| UNITED PARCEL SERVICE INC | CL B | 2,583 | 124 | 5.05 | 29,842 |
| EXELIS INC | COM | 2,530 | 1,352 | 114.81 | 196,600 |
| XYLEM INC | COM | 2,373 | 33 | 1.40 | 87,010 |
| IROBOT CORP | COM | 2,340 | 522 | 28.69 | 61,900 |
| PROS HOLDINGS INC | COM | 2,259 | 188 | 9.06 | 72,200 |
| PROOFPOINT INC | COM | 2,202 | 633 | 40.30 | 98,628 |
| PROCERA NETWORKS INC | COM NEW | 2,145 | 1,260 | 142.41 | 154,900 |
| AMGEN INC | COM | 2,141 | 72 | 3.47 | 21,605 |
| BOULDER BRANDS INC | COM | 2,140 | 981 | 84.63 | 176,275 |
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