Origin Asset Management Llp (1484040) Portfolio


Number of Companies: 145
Inflow: $385,820 K
Outflow: $-197,185 K
Net Flow: $188,634 K
2016-03-31: Recent SEC Filing
2015-12-31: Previous SEC Filing


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Mffais Overall Rank Mffais Industry Rank Company Industry Shares Action Qty Chg Close Price Mffais Flow(K) Current Value (K)
3063 12 Unitedhealth Group Inc (UNH) Managed Care 268,550 New Holding 268,550 $128.89 $34,616 $34,616
2903 31 Citrix Systems Inc (CTXS) Infrastructure Software 293,900 New Holding 293,900 $78.58 $23,094 $23,094
2427 34 Infosys Ltd (INFY) It Services 909,000 New Holding 909,000 $19.02 $17,289 $17,289
2871 31 Ross Stores Inc (ROST) Specialty Apparel Stores 295,156 New Holding 295,156 $57.90 $17,089 $17,089
43 1 Netease Inc (NTES) Application Software 486,724 Added More 111,833 $143.58 $16,056 $69,883
3076 10 Johnson And Johnson (JNJ) Large Pharma 209,466 Added More 139,281 $108.19 $15,070 $22,664
2924 6 Cardinal Health Inc (CAH) Health Care Supply Chain 377,381 Added More 161,881 $81.94 $13,266 $30,926
3078 18 Priceline Group Incthe (PCLN) Internet Based Services 15,985 Added More 9,985 $1288.95 $12,870 $20,604
2821 31 Applied Materials Inc (AMAT) Semiconductor Mfg 543,000 New Holding 543,000 $21.18 $11,500 $11,500
2279 19 Parexel International Corp (PRXL) Health Care Services 158,100 New Holding 158,100 $62.73 $9,917 $9,917
901 3 Thor Industries Inc (THO) Recreational Vehicles 154,150 New Holding 154,150 $63.77 $9,830 $9,830
323 10 Mellanox Technologies Ltd (MLNX) Semiconductor Devices 234,927 Added More 179,100 $54.33 $9,730 $12,763
1887 25 Teradyne Inc (TER) Semiconductor Mfg 395,764 New Holding 395,764 $21.59 $8,544 $8,544
640 2 Drew Industries Inc (DW) Recreational Vehicles 135,391 Added More 131,100 $64.45 $8,450 $8,727
355 1 Arrow Electronics Inc (ARW) Technology Distributors 130,100 New Holding 130,100 $64.41 $8,379 $8,379
178 1 New Oriental Educatio (EDU) Educational Services 778,700 Added More 233,000 $34.59 $8,059 $26,935
3074 26 Facebook Inc-A (FB) Internet Media 344,740 Added More 70,180 $114.09 $8,007 $39,334
253 1 Taiwan Semiconductor (TSM) Semiconductor Mfg 2,320,480 Added More 284,900 $26.20 $7,464 $60,796
2029 4 Smith And Wesson Holding Corp (SWHC) Defense Primes 268,900 New Holding 268,900 $26.62 $7,158 $7,158
854 6 Sinclair Broadcast Group -A (SBGI) Publishing And Broadcasting 406,074 Added More 203,392 $30.75 $6,254 $12,486
3003 49 Travelers Cos Incthe (TRV) P And C Insurance 271,921 Added More 47,271 $116.70 $5,516 $31,735
3014 6 Bristol-Myers Squibb Co (BMY) Large Pharma 186,233 Added More 83,233 $63.88 $5,316 $11,896
32 1 Amtrust Financial Services (AFSI) P And C Insurance 353,566 Added More 204,592 $25.87 $5,294 $9,150
2418 32 Centerpoint Energy Inc (CNP) Utility Networks 243,000 New Holding 243,000 $20.92 $5,083 $5,083
2110 6 Kar Auction Services Inc (KAR) Other Commercial Services 133,100 New Holding 133,100 $38.13 $5,076 $5,076
2667 10 Alaska Air Group Inc (ALK) Airlines 60,000 New Holding 60,000 $82.01 $4,921 $4,921
2906 16 Valero Energy Corp (VLO) Refining And Marketing 443,191 Added More 76,006 $64.13 $4,875 $28,426
2825 30 Foot Locker Inc (FL) Specialty Apparel Stores 449,497 Added More 71,653 $64.50 $4,621 $28,992
3009 8 General Dynamics Corp (GD) Defense Primes 224,331 Added More 34,837 $131.36 $4,576 $29,470
2946 21 Hca Holdings Inc (HCA) Health Care Facilities 325,097 Added More 55,989 $78.05 $4,369 $25,373
2579 25 Lear Corp (LEA) Auto Parts 292,521 Added More 38,844 $111.16 $4,318 $32,519
2982 9 Cigna Corp (CI) Managed Care 211,232 Added More 29,658 $137.24 $4,070 $28,989
3010 11 Aetna Inc (AET) Managed Care 262,534 Added More 35,968 $112.34 $4,041 $29,495
3018 33 Danaher Corp (DHR) Life Science Equipment 238,027 Added More 41,177 $94.86 $3,906 $22,579
2941 6 Aon Plc (AON) Insurance Brokers 201,370 Added More 34,581 $104.44 $3,611 $21,033
2836 19 Snap-On Inc (SNA) Home Improvement 224,687 Added More 22,983 $156.99 $3,608 $35,273
2472 56 Silicon Motion Technol (SIMO) Semiconductor Devices 278,800 Added More 86,000 $38.81 $3,337 $10,820
2975 25 Transdigm Group Inc (TDG) Aircraft And Parts 67,260 Added More 13,400 $220.33 $2,952 $14,820
3001 7 Raytheon Company (RTN) Defense Primes 94,824 Added More 23,104 $122.62 $2,833 $11,628
3027 7 Comcast Corp-Class A (CMCSA) Cable And Satellite 248,375 Added More 44,375 $61.08 $2,710 $15,170
2884 11 Cintas Corp (CTAS) Other Commercial Services 103,525 Added More 27,025 $89.80 $2,427 $9,297
2925 29 Alliance Data Systems Corp (ADS) Consumer Finance 63,128 Added More 11,003 $220.00 $2,420 $13,888
3064 14 Walt Disney Cothe (DIS) Entertainment Content 80,207 Added More 21,775 $99.30 $2,162 $7,965
2767 12 Southwest Airlines Co (LUV) Airlines 167,029 Added More 47,029 $44.79 $2,106 $7,482
2751 28 Check Point Software Tech (CHKP) Infrastructure Software 53,876 Added More 23,876 $87.47 $2,088 $4,712
2919 19 Universal Health Services-B (UHS) Health Care Facilities 135,314 Added More 16,637 $124.72 $2,074 $16,876
64 1 Cbre Group Inc - A (CBG) Real Estate Services 442,204 Added More 68,604 $28.82 $1,977 $12,744
2356 53 Synaptics Inc (SYNA) Semiconductor Devices 140,325 Added More 23,848 $79.73 $1,901 $11,189
109 1 Helen Of Troy Ltd (HELE) Household Products 106,298 Added More 17,470 $103.69 $1,811 $11,022
523 6 Chunghwa Telecom Lt (CHT) Telecom Carriers 52,000 New Holding 52,000 $33.75 $1,755 $1,755
2727 10 Everest Re Group Ltd (RE) Reinsurance 55,987 Added More 8,715 $197.42 $1,720 $11,053
2249 5 Sturm Ruger And Co Inc (RGR) Defense Primes 115,221 Added More 23,321 $68.37 $1,594 $7,878
2648 38 Epam Systems Inc (EPAM) It Services 130,958 Added More 20,212 $74.66 $1,509 $9,778
3052 34 Visa Inc-Class A Shares (V) Consumer Finance 110,462 Added More 19,486 $76.48 $1,490 $8,448
2720 10 Expeditors Intl Wash Inc (EXPD) Logistics Services 164,242 Added More 29,242 $48.81 $1,427 $8,016
3057 15 Jpmorgan Chase And Co (JPM) Diversified Banks 137,418 Added More 23,418 $59.22 $1,386 $8,137
2440 7 Synnex Corp (SNX) Consumer Elec And Applc Whslrs 94,858 Added More 14,877 $92.58 $1,377 $8,782
2542 7 Deluxe Corp (DLX) Printing Services 140,645 Added More 21,924 $62.49 $1,370 $8,788
3080 12 Amazoncom Inc (AMZN) Ecommerce Discretionary 12,787 Added More 2,287 $593.64 $1,357 $7,590
729 5 Smith Ao Corp (AOS) Comml And Res Bldg Equip And Sys 94,476 Added More 15,276 $76.30 $1,165 $7,209
2661 28 Lyondellbasell Indu-Cl A (LYB) Basic And Diversified Chemicals 82,894 Added More 13,364 $85.58 $1,143 $7,094
2447 49 United Therapeutics Corp (UTHR) Biotech 65,501 Added More 10,064 $111.43 $1,121 $7,298
2620 48 Helmerich And Payne (HP) Oil And Gas Services And Equip 108,808 Added More 18,495 $58.72 $1,086 $6,389
140 3 Vca Inc (WOOF) Health Care Services 114,840 Added More 18,130 $57.68 $1,045 $6,625
97 2 Stampscom Inc (STMP) Internet Based Services 67,159 Added More 9,673 $106.27 $1,028 $7,137
2314 20 Gentherm Inc (THRM) Auto Parts 152,105 Added More 24,522 $41.59 $1,019 $6,326
371 4 Credit Acceptance Corp (CACC) Consumer Finance 36,302 Added More 5,436 $181.55 $986 $6,590
769 6 On Assignment Inc (ASGN) Professional Services 199,408 Added More 25,904 $36.91 $956 $7,362
2519 10 Jabil Circuit Inc (JBL) Emsodm 307,924 Added More 49,187 $19.27 $947 $5,933
1940 18 Azz Inc (AZZ) Fabricated Metal And Hardware 129,075 Added More 15,081 $56.59 $853 $7,305
192 2 J2 Global Inc (JCOM) Telecom Carriers 84,972 Added More 12,477 $61.58 $768 $5,232
533 1 Allegiant Travel Co (ALGT) Airlines 23,879 Added More 3,632 $178.05 $646 $4,251
2035 44 Cirrus Logic Inc (CRUS) Semiconductor Devices 240,730 Added More 15,475 $36.41 $563 $8,764
299 3 Ensign Group Incthe (ENSG) Health Care Facilities 287,394 Added More 23,818 $22.63 $539 $6,506
648 6 Super Micro Computer Inc (SMCI) Computer Hardware And Storage 5,992 New Holding 5,992 $34.08 $204 $204
199 4 Brocade Communications Sys (BRCD) Computer Hardware And Storage 554,393 Added More 8,454 $10.58 $89 $5,865
2006 26 Sykes Enterprises Inc (SYKE) It Services 8,235 No Change 0 $30.18 $0 $248
477 7 Cooper Tire And Rubber (CTB) Auto Parts 6,196 No Change 0 $37.02 $0 $229
2495 5 Csg Systems Intl Inc (CSGS) Payment And Data Processors 7,330 No Change 0 $45.16 $0 $331
2848 70 China Biologic Products Inc (CBPO) Specialty Pharma 3,100 No Change 0 $114.48 $0 $354
432 2 Orbotech Ltd (ORBK) Measurement Instruments 12,846 No Change 0 $23.78 $0 $305
2224 22 Ship Finance Intl Ltd (SFL) Marine Shipping 15,043 No Change 0 $13.89 $0 $208
1717 33 Walker And Dunlop Inc (WD) Mortgage Finance 8,749 No Change 0 $24.27 $0 $212
2766 25 Cardtronics Inc (CATM) Consumer Finance 7,081 No Change 0 $35.99 $0 $254
2328 25 Cal-Maine Foods Inc (CALM) Packaged Food 4,879 No Change 0 $51.91 $0 $253
411 12 Broadsoft Inc (BSFT) Application Software 6,551 No Change 0 $40.34 $0 $264
363 4 Motorcar Parts Of America In (MPAA) Auto Parts 6,559 No Change 0 $37.98 $0 $249
2540 78 Cash America Intl Inc (CSH) Application Software 7,777 No Change 0 $38.63 $0 $300
1945 18 Euronet Worldwide Inc (EEFT) Consumer Finance 3,372 No Change 0 $74.11 $0 $249
2083 13 Fbl Financial Group Inc-Cl A (FFG) Life Insurance 3,826 No Change 0 $61.52 $0 $235
2893 52 Halliburton Co (HAL) Oil And Gas Services And Equip 85,533 No Change 0 $35.72 $0 $3,055
142 5 Inphi Corp (IPHI) Semiconductor Devices 8,116 No Change 0 $33.34 $0 $270
2615 22 Jack Henry And Associates Inc (JKHY) Consumer Finance 3,298 No Change 0 $84.57 $0 $278
1268 7 Irobot Corp (IRBT) Home Improvement 7,898 No Change 0 $35.29 $0 $278
2009 1 Hollysys Automation Technolo (HOLI) Factory Automation Equipment 460,111 No Change 0 $21.04 $0 $9,685
750 2 Comfort Systems Usa Inc (FIX) Building Sub Contractors 8,247 No Change 0 $31.77 $0 $262
276 3 Westlake Chemical Corp (WLK) Basic And Diversified Chemicals 52,926 No Change 0 $46.29 $0 $2,450
471 1 Nautilus Inc (NLS) Sporting Goods 13,917 No Change 0 $19.32 $0 $268
1975 6 Doctor Reddys Lab (RDY) Generic Pharma 224,047 No Change 0 $45.18 $0 $10,124
2195 47 Ubiquiti Networks Inc (UBNT) Communications Equipment 7,499 No Change 0 $33.27 $0 $249
955 8 Zagg Inc (ZAGG) Containers And Packaging 26,337 No Change 0 $9.01 $0 $237
2261 5 Alamo Group Inc (ALG) Agricultural Machinery 4,609 No Change 0 $55.70 $0 $256
567 3 Fabrinet (FN) Emsodm 11,029 No Change 0 $32.34 $0 $356
2125 20 Masimo Corp (MASI) Medical Devices 6,306 No Change 0 $41.84 $0 $263
2749 30 Gentex Corp (GNTX) Auto Parts 15,675 No Change 0 $15.69 $0 $245
1983 5 Noah Holdings Ltd-Spon Ads (NOAH) Wealth Management 312,000 No Change 0 $24.87 $0 $7,762
22 1 Microsemi Corp (MSCC) Semiconductor Devices 7,226 No Change 0 $38.31 $0 $276
2177 62 Prestige Brands Holdings Inc (PBH) Specialty Pharma 5,397 No Change 0 $53.38 $0 $288
745 1 Eplus Inc (PLUS) Consumer Elec And Applc Whslrs 2,975 No Change 0 $80.51 $0 $239
56 2 Ssandc Technologies Holdings (SSNC) Application Software 3,769 No Change 0 $63.41 $0 $239
1884 54 Emergent Biosolutions Inc (EBS) Specialty Pharma 6,936 No Change 0 $36.34 $0 $252
534 1 Lannett Co Inc (LCI) Generic Pharma 0 Sold All -6,967 $17.93 $-124 $0
1555 7 Alon Usa Energy Inc (ALJ) Refining And Marketing 0 Sold All -14,795 $10.32 $-152 $0
305 2 American Axle And Mfg Holdings (AXL) Auto Parts 0 Sold All -11,586 $15.39 $-178 $0
2305 48 Acorda Therapeutics Inc (ACOR) Biotech 0 Sold All -6,922 $26.45 $-183 $0
1875 41 Extreme Networks Inc (EXTR) Communications Equipment 0 Sold All -59,692 $3.11 $-185 $0
1900 3 American Railcar Industries (ARII) Railroad Rolling Stock 0 Sold All -4,579 $40.73 $-186 $0
706 13 Omega Protein Corp (OME) Specialty Pharma 0 Sold All -11,062 $16.94 $-187 $0
2210 7 Impax Laboratories Inc (IPXL) Generic Pharma 0 Sold All -5,940 $32.02 $-190 $0
2343 26 Innospec Inc (IOSP) Basic And Diversified Chemicals 0 Sold All -4,500 $43.36 $-195 $0
1827 25 Kornferry International (KFY) Professional Services 0 Sold All -6,989 $28.29 $-197 $0
1802 33 Matrix Service Co (MTRX) Oil And Gas Services And Equip 0 Sold All -11,411 $17.70 $-201 $0
3051 57 Gilead Sciences Inc (GILD) Biotech 284,286 Sold Some -2,256 $91.86 $-207 $26,114
2490 75 Synchronoss Technologies Inc (SNCR) Application Software 0 Sold All -6,643 $32.34 $-214 $0
1905 14 Middleby Corp (MIDD) Industrial Machinery 0 Sold All -2,377 $106.76 $-253 $0
2198 63 Usana Health Sciences Inc (USNA) Specialty Pharma 0 Sold All -3,082 $121.41 $-374 $0
3050 14 Wells Fargo And Co (WFC) Diversified Banks 230,392 Sold Some -42,011 $48.36 $-2,031 $11,141
141 2 Jones Lang Lasalle Inc (JLL) Real Estate Services 118,311 Sold Some -17,385 $117.32 $-2,039 $13,880
2895 36 Tyson Foods Inc-Cl A (TSN) Packaged Food 116,364 Sold Some -32,641 $66.66 $-2,175 $7,756
2775 23 Intl Flavors And Fragrances (IFF) Specialty Chemicals 69,704 Sold Some -26,332 $113.76 $-2,995 $7,930
2481 16 Torchmark Corp (TMK) Life Insurance 169,560 Sold Some -60,646 $54.16 $-3,284 $9,183
204 7 Ambarella Inc (AMBA) Semiconductor Devices 0 Sold All -97,245 $44.70 $-4,346 $0
34 1 Carmax Inc (KMX) Automotive Retailers 0 Sold All -87,000 $51.09 $-4,445 $0
2978 41 Cognizant Tech Solutions-A (CTSH) It Services 866,822 Sold Some -94,600 $62.70 $-5,931 $54,349
2065 4 Trinity Industries Inc (TRN) Railroad Rolling Stock 0 Sold All -354,263 $18.30 $-6,486 $0
2142 35 Assurant Inc (AIZ) P And C Insurance 0 Sold All -92,636 $77.15 $-7,146 $0
3021 55 Celgene Corp (CELG) Biotech 0 Sold All -82,307 $100.08 $-8,238 $0
2891 65 Skyworks Solutions Inc (SWKS) Semiconductor Devices 0 Sold All -142,609 $77.90 $-11,109 $0
3013 9 Mckesson Corp (MCK) Health Care Supply Chain 0 Sold All -71,773 $157.25 $-11,286 $0
2860 15 Marathon Petroleum Corp (MPC) Refining And Marketing 148,512 Sold Some -396,504 $37.18 $-14,742 $5,521
2926 16 Moodys Corp (MCO) Information Services 0 Sold All -174,557 $96.55 $-16,855 $0
3038 56 Regeneron Pharmaceuticals (REGN) Biotech 0 Sold All -50,425 $360.44 $-18,175 $0
3073 70 Broadcom Ltd (AVGO) Semiconductor Devices 0 Sold All -130,398 $154.50 $-20,146 $0
3033 16 Goldman Sachs Group Inc (GS) Institutional Brokerage 0 Sold All -143,650 $156.97 $-22,550 $0
3079 54 Apple Inc (AAPL) Communications Equipment 110,843 Sold Some -276,764 $108.98 $-30,164 $12,080