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Hedge Funds

Jeff Smith

Sohn Conference: Jeff Smith Pitches Depomed (DEPO), Westrock (WRK)

Insider Monkey was in attendance at the Next Wave Sohn Conference in New York today and we have all the details from Jeffrey Smith‘s presentation......(read more)
Josh Friedman Canyon Capital

Eagle Bulk Shipping Inc. (EGLE): Canyon Capital Advisors Significantly Decreases Its Stake

According to a recent 13G filing with the US Securities and Exchange Commission, Joshua Friedman and Mitchell Julis‘ Canyon Capital Advisors owns......(read more)
background, modern, room,

FBR & Co. (FBRC): Voce Capital Seeking Proxies for Its Proposals

We wrote recently about J. Daniel Plants‘ Voce Capital expressing disappointment in the performance of the board of directors of FBR & Co. (......(read more)
everything possible/Shutterstock.com

Aerohive Networks Inc (HIVE): SQN Investors Increases Its Stake

According to a recent 13G filing with the US Securities and Exchange Commission, Amish Mehta‘s SQN Investors owns 2.79 million shares of Aerohive......(read more)
Warren Buffett and Billionaires

Warren Buffett Sells Shares of Verisign Inc. (VRSN), Plus Two Other Noteworthy Hedge Fund Moves

Just because a billionaire channels a big chunk of cash into a certain stock does not necessarily mean that retail investors should do so as well. Nonetheless......(read more)
stocks, analysis, market, numbers, business, ticker, trade, money, price, investment, index, chart

2 Stock Picks From the Next Wave Sohn Conference

We are at the Sohn Conference and the morning session of the Conference is allocated to emerging fund managers. The first presentation was from David......(read more)
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5 Stocks Added to Rail-Splitter Capital’s Portfolio in Q1

John Croghan and Richard Fradin‘s Illinois-based Rail-Splitter Capital Management was founded as Splitter Capital Management in 2002. The fund......(read more)
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Ring Energy Inc (REI): MSD Partners Increases Its Stake to 5.94%

MSD Partners, a fund that was founded to manage Michael Dell’s money and led by Glenn Fuhrman and John Phelan, has reported a 5.94% position in Ring......(read more)
drilling, oil, sunset, oilfield, tool, donkey, power, business, pipeline, income, orange, black, technology, equipment, energy, gas, pumping unit, mineral, barrel, platform, oil

VAALCO Energy Inc (EGY): Lone Star Value Management Discloses New Position

Jeffrey E. Eberwein‘s Lone Star Value Management has reported a new position in VAALCO Energy Inc (NYSE:EGY) via a recent 13D filing with the US......(read more)
Bill Ackman, Pershing Square Capital Management, Herbalife

Bill Ackman Presentation Discusses Top Picks, Takes Another Shot at Herbalife

Billionaire Bill Ackman‘s Pershing Square has been in the news through this year due to the poor performance of some of the fund’s top stock......(read more)
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5 Energy Stocks Lucas Capital Likes for Q2

Russell Lucas‘ Red Bank, New Jersey-based Lucas Capital Management is focused on investments in the energy sector. Deducing from the fund’......(read more)
linkedin-689760_1280

The Only 4 Stocks That Matter to VY Capital

VY Capital is a Dubai-based investment firm that primarily invests in startups and private companies. The firm was founded in 2013 by Alexander Tamas,......(read more)
GREENLIGHT CAPITAL

Billionaire David Einhorn’s Investor Letter: 2 New Picks and Other Holdings

Greenlight Capital‘s David Einhorn is set to participate in the Sohn Investment Conference tomorrow and he will be holding his head high as his......(read more)
William Von Mueffling - Cantillon Capital Management

Top 5 Finance Stock Picks of Cantillon Capital

Columbia University graduate William Von Mueffling had quite an investment record at Lazard Asset Management, delivering over 30% average annual returns......(read more)
John Scully - SPO Advisory Corp

SPO Advisory Trims Stake in Embattled Resolute Energy Corp (REN), Plus Three Other Hedge Fund Moves

Billionaire Steve Cohen believes the hedge fund industry is currently crowded with too many money managers employing similar strategies. “One of my......(read more)
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Ocwen Financial Corp (OCN): Kingstown Capital Partners Trims Its Position by 250,000 Shares

Michael Blitzer‘s Kingstown Capital Management has decreased its stake in Ocwen Financial Corp (NYSE:OCN), according to a recent filing with the......(read more)
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Hydra Industries Acquisition Corp. (HDRA): Weiss Asset Management Reports 5.57% Stake

According to a recent filing with the US Securities and Exchange Commission, Andrew Weiss‘ Weiss Capital Management, has increased its exposure......(read more)
Phill Gross

Independence Contract Drilling Inc. (ICD): Adage Capital Management Ups Stake to 4.84%

According to a newly-amended 13G filing with the US SEC,  Phil Gross and Robert Atchinson‘s Adage Capital Management owns 1.82 million shares......(read more)
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GrubHub Inc. (GRUB): Steadfast Capital Management Reports 5.1% Stake

According to a new 13G filing with the US Securities and Exchange Commission, Robert Pitts‘ Steadfast Capital Managment has initiated a stake in......(read more)
SAC CAPITAL ADVISORS

This Pharma Company is Soaring After Steve Cohen Boosts Stake, GrubHub Inc. (GRUB) Has a Bullish New Investor, Plus 2 Other Moves

Revered investor Warren Buffett somewhat criticized the hedge fund industry during his holding company Berkshire Hathaway’s annual meeting that......(read more)
industry-541986_1280

Prescott Group is Betting Big on These Micro-Cap Stocks for Q2

Oklahoma-based Prescott Group Capital Management recently disclosed its U.S equity portfolio as of the end of March via a 13F filing submitted with the......(read more)
Steve Cohen SAC CAPITAL ADVISORS

Pernix Therapeutics Holdings Inc. (PTX): Billionaire Steve Cohen’s Point72 Asset Management Ups Its Stake

According to a recent 13G filing with the US Securities and Exchange Commission, billionaire Steve Cohen‘s Point72 Asset Management owns more than......(read more)
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Top Small and Mid-Cap Picks of Shah Capital (One Has Gained 226% This Year)

North Carolina-based activist hedge fund Shah Capital Management recently disclosed its U.S equity portfolio as of the end of March, via a 13F filing......(read more)
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My #1 Best Idea In the World With a 10% Guaranteed Return in One Month

I usually don’t give away my best stock idea but today I am going to make an exception. I don’t give away my best idea because I don’......(read more)
TRIAN PARTNERS

No Big Performers for Nelson Peltz in Q1

Famed activist investor Nelson Peltz founded Trian Partners in 2005 and has built it into a financial powerhouse that oversees more than $12 billion......(read more)
Jeff Smith

Activist Starboard Value Gets Seats on Marvell Technology Group Ltd. (MRVL)’s Board; Two Other Hedge Funds Disclose Latest Moves

Billionaire Dan Loeb, one of the most scrutinized hedge fund managers and founder of Third Point LLC, believes that the hedge fund industry is in the “......(read more)
Carl Icahn - Icahn Capital Lp

Carl Icahn Dumps Position in Apple Inc. (AAPL)

In a ‘Breaking News’ story, CNBC reported that billionaire activist Carl Icahn has dumped his position in Apple Inc. (NASDAQ:AAPL). The investor......(read more)
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Cablevision Systems Corp (CVC): GAMCO Investors Trims Exposure

As revealed in a recent 13D filing with the US Securities and Exchange Commission, Mario Gabelli‘s GAMCO Investors and its affiliates collectively......(read more)
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Pacific Biosciences Of California Inc. (PACB): Bridger Management Ups Its Stake

According to a newly-amended 13G filing with the US Securities and Exchange Commission,  Roberto Mignone‘s Bridger Management owns 4.46 million......(read more)
MarioGabelli_GAMCOInvestors

Superior Industries International Inc (SUP): Mario Gabelli’s GAMCO Investors Says It’s Pleased With Results

According to a recent 13D filing with the US Securities and Exchange Commission, Mario Gabelli‘s GAMCO Investors and its affiliates collectively......(read more)
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Keywise Capital Bullish on China, Tech

Fang Zheng‘s Hong Kong-based long/short fund Keywise Capital employs a fundamental, bottom-up approach to investing with the aim of delivering......(read more)
Steve Cohen SAC CAPITAL ADVISORS

Cynosure Inc (CYNO): Billionaire Steve Cohen’s Point72 Asset Management Reports New Investment

As a recent 13G filing with the US Securities and Exchange Commission showed, billionaire Steve Cohen‘s Point72 Asset Management has initiated a......(read more)
Warren Buffett and Billionaires

107 Profound Warren Buffett Quotes: Learn To Build Wealth

This article contains 107 Warren Buffett quotes to teach you to build wealth and become a better investor. Warren Buffett is arguably the greatest investor......(read more)
Andreas Halvorsen

Billionaire Andreas Halvorsen Acquires New Stake in Rice Energy Inc. (RICE); Two Other Hedge Funds’ Moves

The hedge fund industry is required to file quarterly 13F filings within 45 days after the end of each fiscal quarter. This implies that retail investors......(read more)
Stokkete/shutterstock.com

Tipp Hill Cashes Out of Gold Stocks, Puts It Into Healthcare

Syracuse University graduate Richard L. Haydon named his fund after the Tipperary Hill area, his childhood neighborhood. Before establishing Tipp Hill......(read more)
Bill Ackman

Jeff Smith’s Starboard Reports New Position; Bill Ackman’s Pershing Square Updates Two Investments

Activist investors are always in the spotlight and their filings with the US Securities and Exchange Commission are always scrutinized, with the stocks......(read more)
Jeff Smith

Infoblox Inc (BLOX): Activist Jeff Smith’s Starboard Value Reports New Stake

A recent filing with the US Securities and Exchange Commission has revealed that activist Jeff Smith‘s Starboard Value has initiated a massive position......(read more)
VALUEACT CAPITAL

Another Top-Tier Hedge Fund Acquires Stake in Square Inc. (SQ); Activist Jeffrey Ubben Boosts Stake in Oil Services Company & Other Moves

Hedge fund clients pulled out $15 billion from the hedge fund industry in the first quarter of 2016, marking the largest outflow since the second quarter......(read more)
Bill Ackman, Carl C. Icahn, William A. Ackman, Pershing Square Capital Management, Icahn Capital LP,

Canadian Pacific Railway Ltd (CP): Bill Ackman Unloads 4.10 Mln Shares

Billionaire Bill Ackman‘s Pershing Square has  cut its exposure to Canadian Pacific Railway Ltd (NYSE:CP), according to a recent filings with the......(read more)
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Skylands Capital Trims Top Holdings Heading Into Q2

Based in Milwaukee, Skylands Capital was founded in 2004 by Charles Paquelet, who previously served as principal at Strong Capital Management since......(read more)
THIRD POINT

Billionaire Dan Loeb’s Top Picks Register Disappointing Returns

Billionaire Daniel S. Loeb founded activist hedge fund Third Point LLC in 1995. The $17 billion New York-based firm lost 1.4% in 2015, which was not necessarily......(read more)
Thanapun/Shutterstock.com

Hill International Inc. (HIL): James Mai’s Cornwall Capital Management Discloses Activist Stake

James Mai’s Cornwall Capital Management disclosed a 2.9 million share activist stake in Hill International Inc. (NYSE:HIL). Cornwall Capital Management......(read more)
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Four Stocks Bernard Selz Bought in Q1 and One He Got Rid Of

Quarterly 13F filings for the first quarter of 2016 have just started to flow in, so retail investors can start hunting down high-potential investment......(read more)
sweden-156356_1280

Five Healthcare Stocks Added to HealthInvest Partners’ Portfolio in Q1

HealthInvest Partners is a Stockholm-based fund management company founded by Carl Bennet and Anders Hallberg in 2006. The investment approach employed......(read more)
Ellica / Shutterstock.com

Billionaire Eric Sprott Betting on Healthcare; Apple Inc. (AAPL) Among Top Holdings

Sprott Asset Management is a Toronto-based alternative asset manager founded by billionaire Eric Sprott, a widely-knowninvestor usually  bullish on the......(read more)
stock market, new york, wall street, banking, trade

Murray Stahl Slashes Portfolio but Remains Bullish on These Five Stocks

Murray Stahl founded Horizon Asset Management LLC, an investment firm under the umbrella of Horizon Kinetics LLC, in 1994. Mr. Stahl serves as the portfolio......(read more)
Ken Fisher FISHER ASSET MANAGEMENT

5 Stocks that Billionaire Ken Fisher Added to His Portfolio in Q1

Ken Fisher‘s investment experience spans about 44 years, and if that is not impressive enough, the money manager founded Fisher Asset Management......(read more)
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As Ackman’s Herbalife Saga Hits the Big Screen We Look at 4 Other Heavily-Shorted Stocks

‘Betting on Zero’, a documentary directed by Ted Braun, brings to life Bill Ackman‘s $1 billion short against Herbalife Ltd. (NYSE:......(read more)
boardgame, win, success,defeat,

Have a Look at Two Ongoing Proxy Fights and One Freshly-Completed Activist Campaign

The activist hedge fund industry oversees approximately $120 billion in assets under management, which enables activists to acquire stakes even in the......(read more)
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United Continental Holdings Inc. (UAL): Altimeter Capital Management Reaches Agreement with Company

As revealed in a recent 13D filing with the US SEC,  Brad Gerstner‘s Altimeter Capital Management entered into a settlement agreement with the......(read more)
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