EP
Echo Point Investment Management, LLC Historical SEC 13F Holdings & Archive (Q3 2013)
Echo Point Investment Management, LLCCIK: 0001509888
Concentrated strategySector-focusedContrarian
Total reported value
$26.1M
Reporting period: 2013-09-30 · Number of holdings: 24
Echo Point Investment Management, LLC disclosed 24 holdings in its latest 13F filing for the period ending 2013-09-30, with total reported value of $26.1M and a quarterly turnover rate of 16.6%.
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Personality snowflake
- Concentration
- 100
- Portfolio Stability
- 16.65
- Momentum
- 0
- Sector conviction
- 100
- Diversification
- 44
- Sizing Uniformity
- 64.58
Echo Point Investment Management, LLC's disclosed holdings carry a Herfindahl concentration index of 0.590 — mathematically equivalent to about 2 equally-sized positions, well below its 24 actual disclosed holdings. That gap points to a strategy built around a small core of high-conviction bets rather than broad diversification.
Position sizes vary widely across the portfolio (a coefficient of variation of 3.54), with a handful of outsized bets alongside many smaller positions.
Recent activity leans toward initiating meaningfully larger new positions than it adds to existing ones (a 5.0 percentage-point tilt) — a pattern consistent with a more contrarian, new-idea-driven approach.
Sector classification currently covers about 0% of this portfolio's disclosed value; the remainder includes holdings (e.g. unmapped tickers, options, or other security types) not yet covered by our sector mapping.
Source and citation information
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Recent moves
View source Form 13F filing on SEC.govTrim EWT
-14.7% -$663.0K
Trim TEVA
-3.5% -$1.4M
Add EXI
0.0% $1.0K
Add IXJ
0.0% $1.0K
Trim POT1EUR
0.0% -$1.0K
Add E
0.0% $1.0K
Holdings Map
New buyAddUnchangedTrim
Top 10 holdings by weight
Full holdings list this quarter
Showing top 22 holdings (of 24 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | TEVA | Teva Pharmaceutical-sp Adr | Stock-Healthcare | 73.64% | -0.15% | -3.51% | |
| 2 | EWT | iShares MSCI Taiwan ETF | ETF-Other | 21.25% | -0.92% | -14.65% | |
| 3 | IBN | Icici Bank Ltd-spon Adr | Stock-Financials | 4.95% | +4.95% | NEW | |
| 4 | NJDCY | Nidec Corporation-spon Adr | Stock-Other | 0.01% | — | — | |
| 5 | HSBC | Hsbc Holdings Plc-spons Adr | Stock-Financials | 0.01% | — | — | |
| 6 | IX | Orix - Sponsored Adr | Stock-Other | 0.01% | — | — | |
| 7 | SIEGY | Siemens Ag-spons Adr | Stock-Other | 0.01% | — | — | |
| 8 | PUK | Prudential Plc-adr | Stock-Other | 0.01% | — | — | |
| 9 | TM | Toyota Motor CORP -spon Adr | Stock-Consumer Disc | 0.01% | — | — | |
| 10 | BHP | Bhp Group Ltd-spon Adr | Stock-Materials | 0.01% | — | — | |
| 11 | BTI | British American Tob-sp Adr | Stock-Consumer Staples | 0.01% | — | — | |
| 12 | E | Eni Spa-sponsored Adr | Stock-Energy | 0.01% | +0.01% | — | |
| 13 | GIL | Gildan Activewear Inc | Stock-Consumer Disc | 0.01% | — | — | |
| 14 | IXJ | Ishares Global Healthcare Et | ETF-Other | 0.01% | +0.01% | — | |
| 15 | EXI | Ishares Global Industrials E | ETF-Other | 0.01% | +0.01% | — | |
| 16 | NVO | Novo-nordisk A/s-spons Adr | Stock-Healthcare | 0.01% | — | — | |
| 17 | SYTUSD | Syngenta Ag-adr | Stock-Other | 0.01% | — | — | |
| 18 | TS | Tenaris Sa-adr | Stock-Other | 0.01% | — | — | |
| 19 | BCS | Barclays Plc-spons Adr | Stock-Financials | 0.01% | — | -11.25% | |
| 20 | SSL | Sasol Ltd-sponsored Adr | Stock-Other | — | — | — | |
| 21 | POT1EUR | Potash CORP Of Saskatchewan | Stock-Other | — | -0.01% | — | |
| 22 | CCJ | Cameco CORP | Stock-Energy | — | — | — |
Reported value over time
Sector allocation
Sector allocation over time
Quarterly history
* This report is exclusively curated by the AlphaSMO team. AlphaSMO is the web's most authoritative 13F / Inside Trader database, delivering precise insider trading and institutional holdings insights.
Holding changes this quarter
Echo Point Investment Management, LLC's most significant position changes for 2013-09-30: New buy: Icici Bank Ltd-spon Adr (IBN); Sold out: Itau Unibanco H-spon Prf Adr (ITUB); Trim: iShares MSCI Taiwan ETF (EWT) — shares -14.65%; Trim: Teva Pharmaceutical-sp Adr (TEVA) — shares -3.51%; Trim: Barclays Plc-spons Adr (BCS) — shares -11.25%.
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | EXI | Ishares Global Industrials E | 0% | — | Unchanged |
| 2 | IXJ | Ishares Global Healthcare Et | 0% | — | Unchanged |
| 3 | E | Eni Spa-sponsored Adr | 0% | — | Unchanged |
| 4 | BCS | Barclays Plc-spons Adr | — | -11.25% | Trim |
| 5 | NJDCY | Nidec Corporation-spon Adr | — | — | Unchanged |
| 6 | SIEGY | Siemens Ag-spons Adr | — | — | Unchanged |
| 7 | HSBC | Hsbc Holdings Plc-spons Adr | — | — | Unchanged |
| 8 | TS | Tenaris Sa-adr | — | — | Unchanged |
| 9 | IX | Orix - Sponsored Adr | — | — | Unchanged |
| 10 | PUK | Prudential Plc-adr | — | — | Unchanged |
| 11 | NVO | Novo-nordisk A/s-spons Adr | — | — | Unchanged |
| 12 | SYTUSD | Syngenta Ag-adr | — | — | Unchanged |
| 13 | BTI | British American Tob-sp Adr | — | — | Unchanged |
| 14 | TM | Toyota Motor CORP -spon Adr | — | — | Unchanged |
| 15 | SSL | Sasol Ltd-sponsored Adr | — | — | Unchanged |
| 16 | GIL | Gildan Activewear Inc | — | — | Unchanged |
| 17 | BHP | Bhp Group Ltd-spon Adr | — | — | Unchanged |
| 18 | CCJ | Cameco CORP | — | — | Unchanged |
| 19 | POT1EUR | Potash CORP Of Saskatchewan | 0% | — | Unchanged |
| 20 | TEVA | Teva Pharmaceutical-sp Adr | -0.2% | -3.51% | Trim |
| 21 | EWT | iShares MSCI Taiwan ETF | -0.9% | -14.65% | Trim |
| 22 | IBN | Icici Bank Ltd-spon Adr | — | NEW | New buy |
| 23 | ITUB | Itau Unibanco H-spon Prf Adr | — | EXIT | Sold out |
Filing History
FAQ
What is Echo Point Investment Management, LLC and what type of investor is it?
Echo Point Investment Management, LLC is an investment manager that files SEC Form 13F quarterly, disclosing its U.S. public equity holdings to regulators. As of the most recent reporting period (2013-09-30), the firm manages a tracked equity portfolio valued at approximately $26.1M, spread across 24 disclosed positions.
What are Echo Point Investment Management, LLC's largest equity positions?
Based on the latest 13F filing, Echo Point Investment Management, LLC's top holdings by market value are:
1. Teva Pharmaceutical-sp Adr (TEVA) — $19.2M (73.6%)
2. iShares MSCI Taiwan ETF (EWT) — $5.5M (21.3%)
3. Icici Bank Ltd-spon Adr (IBN) — $1.3M (5.0%)
4. Nidec Corporation-spon Adr (NJDCY) — $3.0K (0.0%)
5. Hsbc Holdings Plc-spons Adr (HSBC) — $3.0K (0.0%)
What changes did Echo Point Investment Management, LLC make in its most recent portfolio filing?
In the latest reported quarter, Echo Point Investment Management, LLC made 5 notable position adjustments: 1 new positions were initiated, 0 existing holdings were added to, 3 positions were partially reduced, and 1 were completely exited. The largest of these moves: New buy: Icici Bank Ltd-spon Adr (IBN); Sold out: Itau Unibanco H-spon Prf Adr (ITUB); Trim: iShares MSCI Taiwan ETF (EWT) — shares -14.65%; Trim: Teva Pharmaceutical-sp Adr (TEVA) — shares -3.51%; Trim: Barclays Plc-spons Adr (BCS) — shares -11.25%
What sectors does Echo Point Investment Management, LLC focus on?
Echo Point Investment Management, LLC is concentrated in the following sectors based on its current disclosed equity portfolio:
• Health Care: 100.0%
Investment Profile
Echo Point Investment Management, LLC's portfolio is concentrated and long-term-holding, with 100.0% of the portfolio concentrated in Health Care.
Its turnover score has risen from 0 to 17 over the past 1 quarters — a shift toward more active trading.
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