Nice Ltd (ADR) (NICE), Apollo Global Management LLC (APO) & More: Should You Follow HMI Capital Into Its Stock Picks?

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LPL Financial Holdings Inc (NASDAQ:LPLA) is another company in which HMI Capital left its stake unchanged at 2.78 million shares during the third quarter. However, amid a 34% jump registered by the stock, the value of the holding went up to $83.15 million from $62.63 million. During the second quarter, the number of funds from our database long LPL Financial Holdings Inc (NASDAQ:LPLA) fell by 38% to 13. Among these funds, FPR Partners held the largest stake, which was worth $269.7 million at the end of June. It was followed by SPO Advisory Corp with a $194.5 million position. Other investors bullish on the company included First Pacific Advisors LLC, and Stockbridge Partners.

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In Equinix Inc (NASDAQ:EQIX), the fund amassed 141,739 shares worth $51.06 million at the end of September. During the third quarter, amid a 6.6% fall of the company’s shares, the fund increased its position by 5%. There were 41 funds in our database long Equinix Inc (NASDAQ:EQIX) heading into the third quarter, down by 5% over the quarter. Among these funds, Lone Pine Capital held the most valuable stake in Equinix Inc (NASDAQ:EQIX), which was worth $830.1 million at the end of the second quarter. On the second spot was Coatue Management which amassed $359.1 million worth of shares. Moreover, SPO Advisory Corp, Fir Tree, and Citadel Investment Group were also bullish on Equinix Inc (NASDAQ:EQIX).

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Disclosure: None

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