13F.
Bridgewater Associates, LP
13F-HR

Q4 2017

Period Dec 31, 2017Filed Feb 13, 2018View on EDGAR ↗
Positions
246
Total value
$12.21B
Top 10 concentration
81.2%
New positions
52

Exited positionsvs. Q3 2017

  • ISHARES INC ($283.63M)
  • KROGER CO ($42.31M)
  • DAVITA INC ($21.05M)
  • BORGWARNER INC ($18.36M)
  • BIOGEN INC ($13.84M)
  • INTEL CORP ($13.38M)
  • VIACOM INC NEW ($12.71M)
  • ILLUMINA INC ($12.55M)

Holdings · 246

#Class
1
VANGUARD INTL EQUITY INDEX F
922042858
FTSE EMR MKT ETF$3.17B25.92%68,962,380-21.9%
2
SPDR S&P 500 ETF TR
78462F103
TR UNIT$2.53B20.68%9,466,201-0.2%
3
ISHARES TR
464287234
MSCI EMG MKT ETF$1.54B12.58%32,615,729-50.2%
4
ISHARES INC
46434G103
CORE MSCI EMKT$884.97M7.25%15,553,096-37.3%
5
SPDR GOLD TRUST
78463V107
GOLD SHS$483.35M3.96%3,908,999+0.4%
6
ISHARES INC
464286400
MSCI BRAZIL ETF$312.59M2.56%7,727,872New
7
ISHARES TR
464287242
IBOXX INV CP ETF$300.77M2.46%2,474,272+2.2%
8
ISHARES TR
464287432
20 YR TR BD ETF$268.22M2.20%2,114,274+0.9%
9
ISHARES TR
464287176
TIPS BD ETF$221.34M1.81%1,940,184+0.3%
10
ISHARES TR
464288513
IBOXX HI YD ETF$220.6M1.81%2,528,084+7.5%
11
ISHARES TR
464287200
CORE S&P500 ETF$218.11M1.79%811,273-0.7%
12
ISHARES TR
464288281
JPMORGAN USD EMG$206.66M1.69%1,779,997+0.2%
13
VANGUARD TAX MANAGED INTL FD
921943858
FTSE DEV MKT ETF$173.45M1.42%3,866,359
14
ISHARES TR
464287465
MSCI EAFE ETF$172.14M1.41%2,448,346
15
ISHARES TR
46432F842
CORE MSCI EAFE$157.74M1.29%2,386,694
16
ISHARES GOLD TRUST
464285105
ISHARES$141.56M1.16%11,315,785+0.3%
17
PG&E CORP
69331C108
COM$37.95M0.31%846,531New
18
ISHARES INC
46434G772
MSCI TAIWAN ETF$35.5M0.29%980,509-0.2%
19
ISHARES INC
464286772
MSCI STH KOR ETF$33.47M0.27%446,669-50.5%
20
CVS HEALTH CORP
126650100
COM$30.5M0.25%420,695New
21
CELGENE CORP
151020104
COM$30.35M0.25%290,776+240.9%
22
CARDINAL HEALTH INC
14149Y108
COM$29.15M0.24%475,692New
23
WALGREENS BOOTS ALLIANCE INC
931427108
COM$28.61M0.23%393,897+255.2%
24
GAMESTOP CORP NEW
36467W109
CL A$26.52M0.22%1,477,511+14.5%
25
SOUTHWESTERN ENERGY CO
845467109
COM$25.09M0.21%4,496,246+14.5%
26
BED BATH & BEYOND INC
075896100
COM$24.45M0.20%1,111,621-16.8%
27
CLEVELAND CLIFFS INC
185899101
COM$23.98M0.20%3,326,102+20.0%
28
ALLIANCE DATA SYSTEMS CORP
018581108
COM$21.22M0.17%83,703-36.3%
29
PPL CORP
69351T106
COM$20.95M0.17%676,739New
30
MICRON TECHNOLOGY INC
595112103
COM$19.94M0.16%484,884+385.0%
31
KIMBERLY CLARK CORP
494368103
COM$18.61M0.15%154,265+14.5%
32
ENDO INTL PLC
G30401106
SHS$16.45M0.13%2,122,848+7.6%
33
EDISON INTL
281020107
COM$16.18M0.13%255,910New
34
FREEPORT-MCMORAN INC
35671D857
CL B$16.02M0.13%844,766-14.7%
35
COSTCO WHSL CORP NEW
22160K105
COM$15.63M0.13%83,954+395.7%
36
CHIPOTLE MEXICAN GRILL INC
169656105
COM$14.28M0.12%49,401New
37
ROYAL BK CDA MONTREAL QUE
780087102
COM$14.14M0.12%172,551-41.0%
38
UNITED THERAPEUTICS CORP DEL
91307C102
COM$13.87M0.11%93,723+1.0%
39
WESTERN UN CO
959802109
COM$13.02M0.11%684,822-2.5%
40
TORONTO DOMINION BK ONT
891160509
COM NEW$12.79M0.10%217,556-41.2%
41
TJX COS INC NEW
872540109
COM$12.32M0.10%161,152+6.0%
42
ORACLE CORP
68389X105
COM$12.22M0.10%258,428New
43
ROSS STORES INC
778296103
COM$11.44M0.09%142,572-31.5%
44
PROCTER AND GAMBLE CO
742718109
COM$10.98M0.09%119,531New
45
LULULEMON ATHLETICA INC
550021109
COM$10.97M0.09%139,546+1952.4%
46
LILLY ELI & CO
532457108
COM$10.47M0.09%123,940New
47
TRANSOCEAN LTD
H8817H100
REG SHS$10.47M0.09%979,945-44.3%
48
INTERPUBLIC GROUP COS INC
460690100
COM$10.3M0.08%510,707New
49
BANK N S HALIFAX
064149107
COM$10.02M0.08%154,693-39.2%
50
ECOLAB INC
278865100
COM$10M0.08%74,554+21.9%
51
MARTIN MARIETTA MATLS INC
573284106
COM$9.92M0.08%44,856New
52
CBS CORP NEW
124857202
CL B$9.57M0.08%162,176+53.8%
53
SUNCOR ENERGY INC NEW
867224107
COM$9.42M0.08%255,826-37.5%
54
PEPSICO INC
713448108
COM$9.05M0.07%75,499-13.1%
55
DEVON ENERGY CORP NEW
25179M103
COM$9.05M0.07%218,491-60.3%
56
FIRSTENERGY CORP
337932107
COM$8.67M0.07%283,237+37.3%
57
MERCK & CO INC
58933Y105
COM$8.62M0.07%153,206New
58
AT&T INC
00206R102
COM$8.37M0.07%215,233-32.1%
59
ALEXION PHARMACEUTICALS INC
015351109
COM$7.8M0.06%65,212-44.5%
60
DISH NETWORK CORP
25470M109
CL A$7.61M0.06%159,451+202.1%
61
CANADIAN NAT RES LTD
136385101
COM$7.6M0.06%211,927-32.8%
62
MCKESSON CORP
58155Q103
COM$7.51M0.06%48,153+40.2%
63
PVH CORP
693656100
COM$7.41M0.06%54,011-44.3%
64
XILINX INC
983919101
COM$7.38M0.06%109,432+209.1%
65
SKYWORKS SOLUTIONS INC
83088M102
COM$7.06M0.06%74,368+23.3%
66
JUNIPER NETWORKS INC
48203R104
COM$7.03M0.06%246,506-43.1%
67
MICHAEL KORS HLDGS LTD
G60754101
SHS$6.92M0.06%109,951-76.3%
68
CANADIAN NATL RY CO
136375102
COM$6.87M0.06%83,075-42.5%
69
NEWFIELD EXPL CO
651290108
COM$6.82M0.06%216,172-46.4%
70
LIBERTY GLOBAL PLC
G5480U104
SHS CL A$6.56M0.05%183,132+82.4%
71
F5 NETWORKS INC
315616102
COM$6.39M0.05%48,696+598.3%
72
WELLTOWER INC
95040Q104
COM$6.36M0.05%99,785+304.7%
73
TRANSCANADA CORP
89353D107
COM$6.33M0.05%129,668-31.7%
74
AUTOZONE INC
053332102
COM$6.3M0.05%8,861-58.8%
75
APPLIED MATLS INC
038222105
COM$6M0.05%117,284-34.0%
76
BANK MONTREAL QUE
063671101
COM$5.97M0.05%74,326-41.8%
77
O REILLY AUTOMOTIVE INC NEW
67103H107
COM$5.86M0.05%24,375-35.5%
78
MACYS INC
55616P104
COM$5.82M0.05%230,910-84.4%
79
XCEL ENERGY INC
98389B100
COM$5.81M0.05%120,718+208.9%
80
MICROCHIP TECHNOLOGY INC
595017104
COM$5.65M0.05%64,303-64.8%
81
NEWMONT MINING CORP
651639106
COM$5.56M0.05%148,185+157.7%
82
INTERNATIONAL BUSINESS MACHS
459200101
COM$5.49M0.04%35,797-61.7%
83
TD AMERITRADE HLDG CORP
87236Y108
COM$5.48M0.04%107,216+1528.7%
84
ROYAL CARIBBEAN CRUISES LTD
V7780T103
COM$5.35M0.04%44,808-67.7%
85
FOOT LOCKER INC
344849104
COM$5.15M0.04%109,815-55.2%
86
XL GROUP LTD
G98294104
COM$5.05M0.04%143,524+148.8%
87
SCANA CORP NEW
80589M102
COM$5.04M0.04%126,618+35.5%
88
BROOKFIELD ASSET MGMT INC
112585104
CL A LTD VT SH$4.94M0.04%113,009-39.0%
89
CATERPILLAR INC DEL
149123101
COM$4.79M0.04%30,363-37.1%
90
UNITED STATES STL CORP NEW
912909108
COM$4.67M0.04%132,742-72.6%
91
BIO RAD LABS INC
090572207
CL A$4.6M0.04%19,255New
92
MANULIFE FINL CORP
56501R106
COM$4.58M0.04%218,974-42.5%
93
VENTAS INC
92276F100
COM$4.49M0.04%74,800+173.0%
94
DARDEN RESTAURANTS INC
237194105
COM$4.39M0.04%45,733-48.9%
95
BOSTON SCIENTIFIC CORP
101137107
COM$4.37M0.04%176,079New
96
CDN IMPERIAL BK COMM TORONTO
136069101
COM$4.31M0.04%44,019-38.2%
97
DISCOVERY COMMUNICATNS NEW
25470F104
COM SER A$4.29M0.04%191,669-81.2%
98
CHUBB LIMITED
H1467J104
COM$4.23M0.03%28,931+347.0%
99
MAXIM INTEGRATED PRODS INC
57772K101
COM$4.22M0.03%80,639New
100
SALESFORCE COM INC
79466L302
COM$4.18M0.03%40,841-50.8%
101
BCE INC
05534B760
COM NEW$4.07M0.03%84,392-46.3%
102
CROWN HOLDINGS INC
228368106
COM$4.05M0.03%71,927New
103
ALLSTATE CORP
020002101
COM$4.01M0.03%38,305+191.2%
104
AVALONBAY CMNTYS INC
053484101
COM$3.98M0.03%22,293+94.4%
105
RALPH LAUREN CORP
751212101
CL A$3.97M0.03%38,284-61.9%
106
CA INC
12673P105
COM$3.89M0.03%116,893-46.8%
107
SOUTHERN CO
842587107
COM$3.81M0.03%79,298New
108
CARNIVAL CORP
143658300
UNIT 99/99/9999$3.79M0.03%57,144-11.0%
109
SOUTHWEST AIRLS CO
844741108
COM$3.77M0.03%57,647New
110
FRANCO NEVADA CORP
351858105
COM$3.77M0.03%47,045-26.4%
111
EDWARDS LIFESCIENCES CORP
28176E108
COM$3.7M0.03%32,832-72.6%
112
ILLINOIS TOOL WKS INC
452308109
COM$3.66M0.03%21,940+29.9%
113
SHERWIN WILLIAMS CO
824348106
COM$3.59M0.03%8,751+15.7%
114
3M CO
88579Y101
COM$3.59M0.03%15,240New
115
GOLDCORP INC NEW
380956409
COM$3.46M0.03%270,418-19.8%
116
LAS VEGAS SANDS CORP
517834107
COM$3.43M0.03%49,383-19.8%
117
AGNICO EAGLE MINES LTD
008474108
COM$3.43M0.03%74,067-21.7%
118
RIO TINTO PLC
767204100
SPONSORED ADR$3.42M0.03%64,597-13.2%
119
SUN LIFE FINL INC
866796105
COM$3.4M0.03%82,129-38.4%
120
AMERICAN INTL GROUP INC
026874784
COM NEW$3.39M0.03%56,920+651.1%
121
BHP BILLITON LTD
088606108
SPONSORED ADR$3.38M0.03%73,590-12.2%
122
BP PLC
055622104
SPONSORED ADR$3.38M0.03%80,376-16.8%
123
CANADIAN PAC RY LTD
13645T100
COM$3.37M0.03%18,357-39.8%
124
CHEVRON CORP NEW
166764100
COM$3.36M0.03%26,800-14.4%
125
EXXON MOBIL CORP
30231G102
COM$3.34M0.03%39,874-6.9%
126
TE CONNECTIVITY LTD
H84989104
REG SHS$3.28M0.03%34,458+83.6%
127
TELUS CORP
87971M103
COM$3.21M0.03%84,409-34.2%
128
GENERAL ELECTRIC CO
369604103
COM$3.21M0.03%183,774-77.5%
129
WHIRLPOOL CORP
963320106
COM$3.19M0.03%18,899New
130
WHEATON PRECIOUS METALS CORP
962879102
COM$3.18M0.03%143,565-21.9%
131
KELLOGG CO
487836108
COM$3.09M0.03%45,511-76.4%
132
AMERICAN CAMPUS CMNTYS INC
024835100
COM$3.08M0.03%75,024New
133
METTLER TOLEDO INTERNATIONAL
592688105
COM$2.94M0.02%4,744New
134
PETROLEO BRASILEIRO SA PETRO
71654V408
SPONSORED ADR$2.93M0.02%285,175-17.7%
135
CONOCOPHILLIPS
20825C104
COM$2.9M0.02%52,880-17.2%
136
MAGNA INTL INC
559222401
COM$2.87M0.02%50,531-36.6%
137
VALE S A
91912E105
ADR$2.81M0.02%229,438-19.6%
138
AMGEN INC
031162100
COM$2.78M0.02%15,987-73.0%
139
AMERICAN TOWER CORP NEW
03027X100
COM$2.76M0.02%19,326-54.1%
140
EOG RES INC
26875P101
COM$2.74M0.02%25,353-17.2%
141
TARGET CORP
87612E106
COM$2.71M0.02%41,559-81.5%
142
GREAT PLAINS ENERGY INC
391164100
COM$2.65M0.02%82,047+778.3%
143
TECK RESOURCES LTD
878742204
CL B$2.58M0.02%98,469-35.2%
144
NUCOR CORP
670346105
COM$2.55M0.02%40,092-65.0%
145
OCCIDENTAL PETE CORP DEL
674599105
COM$2.54M0.02%34,493-15.1%
146
IMPERIAL OIL LTD
453038408
COM NEW$2.53M0.02%80,684-20.2%
147
AON PLC
G0408V102
SHS CL A$2.49M0.02%18,605New
148
BALL CORP
058498106
COM$2.48M0.02%65,558New
149
COCA COLA EUROPEAN PARTNERS
G25839104
SHS$2.48M0.02%62,121-22.2%
150
BARRICK GOLD CORP
067901108
COM$2.34M0.02%160,951-37.8%
151
COCA COLA CO
191216100
COM$2.31M0.02%50,302New
152
ROGERS COMMUNICATIONS INC
775109200
CL B$2.2M0.02%43,038-40.7%
153
ADOBE SYS INC
00724F101
COM$2.19M0.02%12,468New
154
APPLE INC
037833100
COM$2.15M0.02%12,680-37.1%
155
CENTERPOINT ENERGY INC
15189T107
COM$2.13M0.02%75,247+70.7%
156
GROUPE CGI INC
39945C109
CL A SUB VTG$2.1M0.02%38,589-28.5%
157
COGNIZANT TECHNOLOGY SOLUTIO
192446102
CL A$2.04M0.02%28,757-66.4%
158
MEDTRONIC PLC
G5960L103
SHS$2.03M0.02%25,152New
159
QUEST DIAGNOSTICS INC
74834L100
COM$2.03M0.02%20,560-90.1%
160
GENERAL MLS INC
370334104
COM$2M0.02%33,649+8.5%
161
COMCAST CORP NEW
20030N101
CL A$1.91M0.02%47,672New
162
AGRIUM INC
008916108
COM$1.89M0.02%16,334-41.1%
163
ALLIANT ENERGY CORP
018802108
COM$1.89M0.02%44,260+142.8%
164
POTASH CORP SASK INC
73755L107
COM$1.87M0.02%90,844-43.0%
165
RESTAURANT BRANDS INTL INC
76131D103
COM$1.85M0.02%30,068-38.9%
166
PEMBINA PIPELINE CORP
706327103
COM$1.84M0.02%50,741-39.7%
167
FORTIS INC
349553107
COM$1.8M0.01%48,988-41.0%
168
EXPRESS SCRIPTS HLDG CO
30219G108
COM$1.74M0.01%23,259-96.1%
169
KINROSS GOLD CORP
496902404
COM NO PAR$1.72M0.01%397,255-21.8%
170
RED HAT INC
756577102
COM$1.71M0.01%14,240New
171
RANDGOLD RES LTD
752344309
ADR$1.7M0.01%17,207-3.0%
172
AMERISOURCEBERGEN CORP
03073E105
COM$1.69M0.01%18,399New
173
ENCANA CORP
292505104
COM$1.68M0.01%125,329-39.2%
174
VISA INC
92826C839
COM CL A$1.65M0.01%14,498New
175
FACEBOOK INC
30303M102
CL A$1.64M0.01%9,264-85.3%
176
SOUTHERN COPPER CORP
84265V105
COM$1.61M0.01%33,987-17.9%
177
UNITED RENTALS INC
911363109
COM$1.61M0.01%9,375-88.7%
178
PETROCHINA CO LTD
71646E100
SPONSORED ADR$1.61M0.01%23,039-8.0%
179
PRICELINE GRP INC
741503403
COM NEW$1.59M0.01%915-32.6%
180
MSCI INC
55354G100
COM$1.54M0.01%12,130New
181
CIMAREX ENERGY CO
171798101
COM$1.45M0.01%11,886+139.6%
182
MARSH & MCLENNAN COS INC
571748102
COM$1.44M0.01%17,633New
183
THOMSON REUTERS CORP
884903105
COM$1.35M0.01%30,911-41.3%
184
PIONEER NAT RES CO
723787107
COM$1.28M0.01%7,407-16.6%
185
ANADARKO PETE CORP
032511107
COM$1.26M0.01%23,525-13.2%
186
OGE ENERGY CORP
670837103
COM$1.22M0.01%37,000New
187
CENOVUS ENERGY INC
15135U109
COM$1.21M0.01%131,967-39.1%
188
ROYAL GOLD INC
780287108
COM$1.16M0.01%14,132-4.3%
189
APARTMENT INVT & MGMT CO
03748R101
CL A$1.06M0.01%24,133+71.2%
190
INTUIT
461202103
COM$1.04M0.01%6,560New
191
GILDAN ACTIVEWEAR INC
375916103
COM$1.02M0.01%31,509-37.4%
192
YAMANA GOLD INC
98462Y100
COM$999K0.01%319,802-8.4%
193
URBAN OUTFITTERS INC
917047102
COM$979K0.01%27,934-85.2%
194
SHAW COMMUNICATIONS INC
82028K200
CL B CONV$962K0.01%42,014-45.4%
195
CONCHO RES INC
20605P101
COM$957K0.01%6,368-17.4%
196
WYNN RESORTS LTD
983134107
COM$950K0.01%5,635New
197
TIFFANY & CO NEW
886547108
COM$935K0.01%8,997+67.9%
198
FIDELITY NATIONAL FINANCIAL
31620R303
FNF GROUP COM$875K0.01%22,294New
199
VALEANT PHARMACEUTICALS INTL
91911K102
COM$875K0.01%41,855-40.4%
200
FRANKLIN RES INC
354613101
COM$870K0.01%20,088New
201
CONTINENTAL RESOURCES INC
212015101
COM$857K0.01%16,183-16.6%
202
BLACKBERRY LTD
09228F103
COM$831K0.01%74,136-37.5%
203
HOLLYFRONTIER CORP
436106108
COM$826K0.01%16,123New
204
EQUINIX INC
29444U700
COM PAR $0.001$790K0.01%1,742New
205
ANGLOGOLD ASHANTI LTD
035128206
SPONSORED ADR$746K0.01%73,180-5.0%
206
APACHE CORP
037411105
COM$704K0.01%16,677-13.1%
207
ATMOS ENERGY CORP
049560105
COM$687K0.01%8,004New
208
MONDELEZ INTL INC
609207105
CL A$686K0.01%16,028New
209
INTERCONTINENTAL EXCHANGE IN
45866F104
COM$678K0.01%9,608-50.7%
210
DELTA AIR LINES INC DEL
247361702
COM NEW$675K0.01%12,061+42.2%
211
CABOT OIL & GAS CORP
127097103
COM$642K0.01%22,451-10.4%
212
EQT CORP
26884L109
COM$640K0.01%11,241+21.6%
213
HESS CORP
42809H107
COM$639K0.01%13,456-17.7%
214
GOLD FIELDS LTD NEW
38059T106
SPONSORED ADR$638K0.01%148,479-3.9%
215
MARATHON OIL CORP
565849106
COM$631K0.01%37,247-12.5%
216
NOBLE ENERGY INC
655044105
COM$624K0.01%21,404-16.6%
217
NORDSTROM INC
655664100
COM$620K0.01%13,089New
218
HERSHEY CO
427866108
COM$588K0.00%5,180New
219
SPLUNK INC
848637104
COM$588K0.00%7,104-82.7%
220
EQUITY RESIDENTIAL
29476L107
SH BEN INT$573K0.00%8,991+190.7%
221
KIRKLAND LAKE GOLD LTD
49741E100
COM$568K0.00%36,909-7.8%
222
B2GOLD CORP
11777Q209
COM$552K0.00%178,166-4.8%
223
CRESCENT PT ENERGY CORP
22576C101
COM$541K0.00%70,725-39.1%
224
TEVA PHARMACEUTICAL INDS LTD
881624209
SPONSORED ADR$525K0.00%27,700
225
FLEX LTD
Y2573F102
ORD$522K0.00%29,020New
226
ALPHABET INC
02079K305
CAP STK CL A$495K0.00%470New
227
SIBANYE STILLWATER
825724206
SPONSORED ADR$470K0.00%93,077-8.4%
228
TESLA INC
88160R101
COM$469K0.00%1,507
229
MOODYS CORP
615369105
COM$411K0.00%2,785-63.6%
230
ELDORADO GOLD CORP NEW
284902103
COM$410K0.00%282,531-5.3%
231
PRETIUM RES INC
74139C102
COM$371K0.00%32,500-5.3%
232
CME GROUP INC
12572Q105
COM CL A$344K0.00%2,353-73.0%
233
PRUDENTIAL FINL INC
744320102
COM$344K0.00%2,991-25.8%
234
NEW GOLD INC CDA
644535106
COM$341K0.00%103,468-2.5%
235
TURQUOISE HILL RES LTD
900435108
COM$301K0.00%87,852-19.4%
236
DISCOVER FINL SVCS
254709108
COM$292K0.00%3,802-82.3%
237
TAHOE RES INC
873868103
COM$280K0.00%58,154-13.9%
238
SCHWAB CHARLES CORP NEW
808513105
COM$274K0.00%5,340-72.6%
239
SERVICENOW INC
81762P102
COM$269K0.00%2,063New
240
LINCOLN NATL CORP IND
534187109
COM$260K0.00%3,384+14.2%
241
CHEESECAKE FACTORY INC
163072101
COM$222K0.00%4,603New
242
PRAXAIR INC
74005P104
COM$220K0.00%1,425-78.5%
243
T MOBILE US INC
872590104
COM$212K0.00%3,337New
244
CINTAS CORP
172908105
COM$209K0.00%1,341New
245
CAMECO CORP
13321L108
COM$155K0.00%16,767-21.8%
246
CBL & ASSOC PPTYS INC
124830100
COM$57K0.00%10,063New
Total filing value: $12.21B