Campus Crest Communities Inc (CCG): Clinton Group Goes Activist; Check Out the Fund’s Other Top Picks
Clinton Group, a fund founded by George E.
Author Archive - Alexandr Oleinic
Bank of New York Mellon Corp (BK), Mondelez International Inc (MDLZ): Billionaire Nelson Peltz Keeps Buying More Shares
Nelson Peltz's Trian Partners has recently reported increasing its activist stakes in two companies: Bank of New York Mellon Corp (NYSE:BK) and Mondelez International Inc (NASDAQ...
Biotech Hedge Fund Deerfield Management’s Top Stock Picks
James E. Flynn's Deerfield Management is one of the funds that is focused on the healthcare sector, investing around 70% of its portfolio in healthcare stocks.
Alibaba Group Holding Ltd (BABA), Apple Inc. (AAPL): Which Stock Do Investors Like Best?
After Alibaba Group Holding Ltd (NYSE:BABA) went public at the end of September 2014, it quickly gained the attention of both big money managers and smaller investors.
A. M. Castle & Co (CAS): Huber Capital Management Further Raises Its Stake; Mr. Huber’s Other Favored Stocks
In a newly amended filing with the Securities and Exchange Commission, Joe Huber's Huber Capital Management disclosed increasing its stake in specialty metals and plastics company...
Hedge Fund Manager John Burbank’s Top 5 Tech Stock Picks
John Burbank's Passport Capital has not been among the winners in 2014 as his long/short equity fund inched up by only 0.9%, versus the S&P 500's gain of 13.5%.
Apple Inc. (AAPL), Baidu Inc (ADR) (BIDU): Rob Citrone of Discovery Capital Loves These 5 Tech Stocks
Robert Citrone of Discovery Capital Management is a big player in the hedge fund industry.
Yahoo! Inc. (YHOO), Molson Coors Brewing Company (TAP) Among Big New Positions In York Capital’s Portfolio
James Dinan founded his own investment management team York Capital Management in 1991 after previously working as an investment banker at Donaldson, Lufkin & Jenrette and in ...
What Do Hedge Funds Think About BlackBerry Ltd (BBRY)?
Is BlackBerry Ltd (NASDAQ:BBRY) coming back as one of the leaders in the smartphone market? The short answer is no; or at least, not yet.
Exxon Mobil Corporation (XOM), PepsiCo, Inc. : Hedge Funds Are Yanking Capital Out of These Five Stocks
While many stocks have seen an increase in bullish sentiment from investors, other companies have not fared so well, which is why investors have been pulling money out of them...
JD.Com Inc, Yahoo! Inc., Amazon.com, Inc. Among Five Stocks With the Most Capital Pouring Into Them Last Quarter
Even though our data for the latest round of 13F filings shows that investors have been mainly betting on some of the largest and best companies from the tech, financial and healthcare...
The Coca-Cola Co (KO), Mondelez International Inc (MDLZ): Investors Piling Into These Five Consumer Defensive Stocks
Can you earn money by mimicking the activity of large investors? Tracking hedge funds might not get you rich fast, but it might give you an edge to beat the market and earn some...
Allergan, Inc. (AGN), HCA Holdings Inc (HCA), Gilead Sciences, Inc. (GILD) Among Healthcare Stocks That Billionaires Love
The healthcare sector is one that has been performing very well in the short, but also medium and long-term.
Computer Sciences Corporation (CSC): JANA Partners Goes Activist; Other New, Potentially Activist Positions in JANA’s Portfolio
As a new filing with the Securities and Exchange Commission showed, Barry Rosenstein's JANA Partners has added a new activist play to its equity portfolio in the form of Computer...
Nexvet Biopharma plc (NVET), Allergan, Inc. (AGN), DIRECTV (DTV) : Farallon Capital’s New Activist Position and Top Picks
Farallon Capital, a hedge fund founded by Thomas Steyer in 1986, owns a pretty diversified portfolio, as its latest 13F filing showed.
Yahoo! Inc. (YHOO), Office Depot Inc (ODP): Activist Starboard Value’s Top Picks, Plus Latest Move In Tessera Technologies, Inc. (TSRA)
Jeffrey Smith's Starboard Value is one of the funds that has appeared many times on our radars in the last couple of months. Mr.
Alexander Seaver’s Stadium Capital Love These Stocks
With around $400 million in assets under management, Stadium Capital is a hedge fund founded in 1997 and led by Alexander Medina Seaver.
Halliburton Company (HAL), Exxon Mobil Corporation (XOM): Billionaires Are Betting On These Five Energy Stocks
One of the key principles of smart investing is diversification.
American International Group Inc (AIG), MGIC Investment Corp. (MTG), Prudential Financial Inc (PRU) Among Five Insurance Stocks that Billionaires Love
The insurance industry is one that has provided solid returns to its investors over the years.
Yum! Brands, Inc. (YUM), Axalta Coating Systems Ltd (AXTA), and PDC Energy Inc (PDCE): Billionaires George Soros and Steven Cohen Initiated Stakes in These Companies
Billionaires George Soros and Steven Cohen are two of the most notorious names on Wall Street, which is why everyone interested in investing should follow their activity closely...
Mastercard Inc (MA), Visa Inc (V), Citigroup Inc (C): Billionaires Are Crazy About These Financial Stocks
As we concluded the latest round of 13F filings, we have compiled a lot of data related to the long equity positions held by over 730 funds that we track.
Sunedison Inc (SUNE), Alibaba Group Holding Ltd (BABA), Baidu Inc (ADR) (BIDU): Indus Capital Bets on Chinese Tech Stocks
Indus Capital was founded in 2000 by David Kowitz and Sheldon Kasowitz and since then it has grown to around $6.0 billion in assets that are managed on the behalf of a large ...
Mosaic Co (MOS), Intrepid Potash, Inc. (IPI), Potash Corp./Saskatchewan (USA) (POT): Why Is Koch Industries Bullish on Fertilizer Stocks?
The growing world population and the increasing need for food supply is expected to benefit strongly industries related to agriculture.
B/E Aerospace Inc (BEAV), Yum! Brands, Inc. (YUM), T-Mobile US Inc (TMUS): John Orrico’s Water Island Top Non-Merger Picks for Q4
Water Island Capital is a merger-arbitrage fund that was founded in 2000 by John Orrico.
Web.com Group Inc (WWWW): Okumus Strikes Deal and Appoints Two Directors
After going activist a couple of months ago, Okumus Fund Management, an activist fund led by Ahmet Okumus, has stroke a deal with the board of Web.com Group Inc (NASDAQ:WWWW...
Drew Cupps Bets on Most Popular Tech Stocks
As we approach the end of the current round of 13F filings, we see investors disclosing their equity portfolios held as of the end of 2014.
Hornbeck Offshore Services, Inc. (HOS), Manitex International, Inc. (MNTX): Anchor Bolt and Beddow Capital Disclose Their Latest Equity Moves
As a new filing with the Securities and Exchange Commission showed, Robert Polak's Anchor Bolt Capital boosted its position in the oil & gas transportation company Hornbeck ...
Oil States International, Inc. (OIS) Sees An Activist Investor Raising Its Stake
Alexander Roepers' Atlantic Investment Management has reported raising its activist stake in Oil States International, Inc. (NYSE:OIS).
Heron Therapeutics Inc (HRTX), La Jolla Pharmaceutical Company (LJPC), Salix Pharmaceuticals, Ltd. (SLXP) Are Tang Capital’s Largest Bets in Q4
Kevin Tang's Tang Capital Partners is one of the funds that have already revealed their equity portfolios as of the end of last year.
Forrester Research, Inc. (FORR): P2 Capital Partners Keeps Trimming Its Stake
Claus Moller's P2 Capital Partners has trimmed its activist stake in Forrester Research, Inc. (NASDAQ:FORR), a new filing with the Securities and Exchange Commission showed.
Justin Ferayorni’s Tamarack Capital Management Reports Increase of Passive Stake In This Stock
In a new filing with the Securities and Exchange Commission, Justin John Ferayorni's Tamarack Capital Management reported raising its passive stake in Endologix, Inc.
KLX Inc (KLXI): Farallon Capital Discloses New Stake in B/E Aerospace Inc (BEAV)’s Spin-Off
Farallon Capital, a fund launched by Thomas Steyer in 1986, has recently added KLX Inc (NASDAQ:KLXI) to its equity portfolio.
American Realty Capital Properties Inc (ARCP), Pinnacle Entertainment, Inc (PNK): Is Parag Vora Right Betting on REITs?
Parag Vora is a name that has been heard on many occasions on Wall Street in the last couple of years.
Atlas Energy LP (ATLS), Altisource Portfolio Solutions S.A. (ASPS): Leon Cooperman’s Latest Bullish Moves
As it was disclosed in several new filings with the Securities and Exchange Commission, Leon Cooperman, the manager of Omega Advisors, has recently raised his stakes in Atlas...
Ryland Group Inc (RYL), Astoria Financial Corp (AF): Two Stocks Ken Griffin is Bullish On
Ken Griffin's Citadel Investment Group has recently raised its passive stakes in two companies from its equity portfolio, as its latest filings with the Securities and Exchange...
Penford Corporation (PENX): GAMCO Investors Raises Stake as Company is About to Complete Its Sale
Micro-cap company Penford Corporation (NASDAQ:PENX) has been upgraded in the equity portfolio of Mario Gabelli's GAMCO Investors, as a new filing with the Securities and Exchange...
Carl Icahn Talks About eBay Inc (EBAY) & Gannett Co., Inc. (GCI); Provides Opinion on Oil and Global Markets
As it was reported in the news in the last couple of days, activist investor Carl Icahn took some important steps regarding two companies, in which he is a large shareholder.
Matt Drapkin’s Becker Drapkin Management Keeps Trimming Its Stake in This Stock
As a newly ammendet filing with the Securities and Exchange Commission showed, Matthew Drapkin and Steven R.
Alcobra Ltd (ADHD): Broadfin Capital and Deerfield Initiate Passive Stakes Following Public Offering
Kevin Kotler's Broadfin Capital and James Flynn's Deerfield Management have both initiated passive stakes in Alcobra Ltd (NASDAQ:ADHD).
Baker Hughes Incorporated (BHI): ValueAct Reports Activist Stake as Company Reports Strong Financial Results
In a new filing with the Securities and Exchange Commission, Jeff Ubben's ValueAct Capital reported a new stake in the $25 billion oilfield services company Baker Hughes Incorporated...
Intel Corporation (INTC), Caterpillar Inc. (CAT): Jim Chanos Discusses His Short Picks, Oil and Buyback Programs
Jim Chanos is running the biggest hedge fund that employs mainly a short-selling strategy to obtain returns.
Steven Owsley’s Madison Street Partners is Bullish and Shows a Lot of Exposure to These Stocks
Steven Owsley's Madison Street Partners is one of the funds that has recently disclosed its equity portfolio for the end of 2014, being one of the first institutional investors...
Agenus Inc (AGEN): QVT Financial Trims Its Passive Stake as It Gains Value
Daniel Gold's QVT Financial has reduced its stake in Agenus Inc (NASDAQ:AGEN) by around 2.34 million shares, as a filing with the Securities and Exchange Commission showed.
Bill Ackman Talks about Pershing Square Holdings Ltd (PSH) IPO; Likes Restaurant Brands International Inc (QSR); Had Plans to Invest in Tesco PLC (TSCO)
Bill Ackman, the notorious investor and CEO of Pershing Square, is a name that would certainly come up in a discussion about activist investing. Mr.
Almost Family Inc (AFAM): North Tide Picks up Stake a Month after Proposing Merger with Amedisys Inc (AMED)
Conan Laughlin's North Tide Capital has inched up its position in Almost Family Inc (NASDAQ:AFAM), a new filing with the Securitie and Exchange Commission showed.
Bellicum Pharmaceuticals Inc (BLCM): Baker Bros. Discloses 16% Passive Stake
As a new filing with the Securities and Exchange Commission showed, Bellicum Pharmaceuticals Inc (NASDAQ:BLCM) has been added to the equity portfolio of Julian and Felix Bakers...
The Madison Square Garden Co (MSG): JAT Capital Cuts Voting Stake to 4.40%
John Thaler’s JAT Capital has cut significantly its voting stake in The Madison Square Garden Co (NASDAQ:MSG).
