Author Archive - jake-mann

Nelson Peltz Still Loves Mondelez & PepsiCo, But Drops Sotheby’s

TRIAN PARTNERS
We have gone through the most recent filing from billionaire Nelson Peltz’s Trian Partners; here’s what we found: No new positions. In most quarters......(read more)

Carl Icahn’s New 13F Confirms What We Already Knew: He Likes Energy, Loves Apple

Carl Icahn - Icahn Capital Lp
In November, billionaire activist investor Carl Icahn’s Icahn Capital filed its 13F for the third quarter of 2013 with the SEC. Many of the fund’s......(read more)

James Dinan is Betting on Broadcast TV, Obamacare & JPMorgan

YORK CAPITAL MANAGEMENT
We have compared billionaire James Dinan’s York Capital Management’s most recent 13F to the fund’s previous filings (see a history of Dinan’......(read more)

John Paulson’s Favorite Themes Are Discount Retail, Domestic Energy and FedEx

PAULSON & CO
While John Paulson’s name is synonymous with outsized bets on mortgage-backed securities and gold, he also runs a fairly large equity portfolio at Paulson......(read more)

Ken Griffin Prefers Biotech to Large-Caps Like Apple & Priceline

Ken Griffin
We have gone through Citadel’s most recent 13F compared to the previous one (see a history of Citadel’s stock picks) and here’s what we noticed......(read more)

Leon Cooperman Trades Wells Fargo For Citi, Bets On Rebound In Gas & Gold

Leon Cooperman Omega Advisors
We have gone through the most recent 13Fs from billionaire Leon Cooperman’s Omega Advisors and compared it to previous ones (see a history of the fund......(read more)

Paul Singer Prefers Twenty-First Century Fox to News Corp By An 8:1 Ratio

Paul Singer ELLIOTT MANAGEMENT
Paul Singer usually avoids mega-cap stocks like Apple Inc. (NASDAQ:AAPL) and invests in mid-cap stocks where he can take an active role in the direction......(read more)

Bill Ackman Takes Profits At General Growth and P&G

Bill Ackman in crowd
Pershing Square, managed by billionaire Bill Ackman, has been mocked quite a bit this year for its short position in Herbalife (NYSE:HLF) but the fund......(read more)

T. Boone Pickens is Bullish on Exxon Too, Also Loves Small-Cap Athlon Energy

T Boone Pickens with oil bin
After making billions in the oilfield, T. Boone Pickens began investing in the public markets (primarily in energy) and issues quarterly 13F filings through......(read more)

What Scared Stan Druckenmiller’s Family Office Away From CBS?

DUQUESNE CAPITAL
Stan Druckenmiller is a billionaire, and was the long-time manager of Duquesne Capital. Now, he oversees a family office, but his investing strategy is......(read more)

Julian Robertson is Bullish on the ‘Internet of Things’

Julian Robertson
Billionaire Julian Robertson is one of the most closely followed figures in finance, even after his official retirement from running Tiger Management......(read more)

Jim Simons’ Latest Strategy is ‘Out With the New, In With the Old’

RENAISSANCE TECHNOLOGIES
Renaissance Technologies has had one of the most successful histories of any hedge fund tracked by Insider Monkey. Because of the fund’s success and......(read more)

Ray Dalio, Bridgewater Make Micron New Top Dog, Love Tech Blue Chips

BRIDGEWATER ASSOCIATES
Most of billionaire Ray Dalio and Bridgewater Associates’ capital is invested in macro instruments such as currencies and commodity futures, but a portion......(read more)

Sam Isaly, Orbimed Now Hold 53.3% of Response Biomedical

response biomedical
Sam Isaly‘s Orbimed Advisors focuses on healthcare investments, and it has now disclosed a change to its holdings of Response Biomedical Corp. (......(read more)

Paul Singer Reiterates 6.4% Stake in Emulex, Reveals New Agreement in Play

Paul Singer ELLIOTT MANAGEMENT
Paul Singer and his mega-hedge fund, Elliott Associates, has just reiterated its 6.4% stake in Emulex Corporation (NYSE:ELX), while disclosing a letter......(read more)

Eric Bannasch’s Cadian Capital Lowers Stake in LogMeIn

LogMeIn Inc (NASDAQ:LOGM)
In a newly amended 13G filing with the SEC, Eric Bannasch‘s Cadian Capital has disclosed lowering its position in LogMeIn Inc (NASDAQ:LOGM) to......(read more)

2 Gas Utility Companies Income Investors Should Know About

National Fuel Gas Co. (NYSE:NFG)
In the U.S. equity markets, there are roughly 15,000 publicly traded companies, so it’s understandable if some of these fall through the cracks. There......(read more)

Warren Buffett, Berkshire Hathaway Throw More Cash at DaVita

hedge funds vs. mutual funds
In a new Form 4 filing just disclosed publicly, Warren Buffett and Berkshire Hathaway revealed it has added to its stake in DaVita HealthCare Partners......(read more)

Michael Novogratz, Fortress Investment Group Go Activist on Gaming and Leisure Properties

top hedge funds
Michael Novogratz‘s Fortress Investment Group has just revealed a new activist stake in Gaming and Leisure Properties Inc (NASDAQ:GLPI), worth......(read more)

Carl Icahn Still Holds Nearly 6% of Transocean, Reveals New Dividend Vote Coming

Carl Icahn as viking
In a newly amended 13D filing with the SEC this morning, Carl Icahn disclosed maintaining a 5.96% stake in Transocean LTD (NYSE:RIG). The real purpose......(read more)

Ken Griffin, Citadel Disclose New Positions in Norcraft Companies & JGWPT Holdings

CITADEL INVESTMENT GROUP
Ken Griffin is one of the richest men in the country, and his hedge fund, Citadel Advisors, manages a boatload of assets. In a few new SEC filings this......(read more)

Activist Tom Sandell Sends Letter to Bob Evans, Maintains 5.1% Stake

Thomas Sandell
Tom Sandell‘s Sandell Asset Management first reported an activist position in Bob Evans Farms Inc (NASDAQ:BOBE) this September. Two months later......(read more)

Bares Capital Drastically Cuts American Public Education Position

American Public Education, Inc. (NASDAQ:APEI)
Brian Bares‘ Austin-based Bares Capital has just revealed that it holds only 0.18% of American Public Education, Inc. (NASDAQ:APEI). The firm......(read more)

Steve Cohen, SAC Capital Reveal 5.3% Stake in Intercept Pharmaceuticals

Steven Cohen
Steve Cohen‘s SAC Capital has just revealed a 5.3% stake in Intercept Pharmaceuticals Inc (NASDAQ:ICPT), a new filing with the SEC indicates.......(read more)

This Week’s 6 Most Important Hedge Fund Moves

Peter Kolchinsky
As we approach the nexus of third quarter 13F filings (next week), hedge funds have been very active in 13D and 13G land. While the big-name activists......(read more)
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