Thermo Fisher Scientific Inc. (TMO), HCA Holdings Inc (HCA) & Two More: Should You Follow Cryder Capital Into Its Top Picks?

The fund was also bullish in both quarters on Alliance Data Systems Corporation (NYSE:ADS), whose stock gained 9.5% in the third quarter. Between April and June, Cryder Capital increased its stake by 11% to 87,222 shares, and last quarter it raised the position by another 19% to 104,622 shares worth $22.45 million. During the second quarter, the number of funds tracked by our team long Alliance Data Systems inched down by one to 33. Among these funds, ValueAct Capital held the most valuable stake in Alliance Data Systems Corporation (NYSE:ADS), which was worth $644.2 million at the end of the second quarter. On the second spot was JANA Partners which amassed $132.3 million worth of shares. Moreover, Millennium Management, Citadel Investment Group, and Hutchin Hill Capital were also bullish on Alliance Data Systems Corporation (NYSE:ADS).

Back in the second quarter, Cryder Capital lowered its stake in Westinghouse Air Brake Technologies Corp (NYSE:WAB) by 3% to 219,165 shares. In the third quarter, amid a 16.4% growth registered by the stock, the fund boosted the holding by 20% to  264,915 shares worth $21.63 million. Westinghouse Air Brake Technologies Corp (NYSE:WAB) was included in the equity portfolios of 27 funds from our database at the end of June, up by eight funds over the quarter. The largest stake in Westinghouse Air Brake Technologies Corp (NYSE:WAB) was held by Select Equity Group, which reported holding $191.5 million worth of stock as of the end of June. It was followed by Millennium Management with a $35.5 million position. Other investors bullish on the company included Renaissance Technologies, Clinton Group, and Royce & Associates.

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