Posts Tagged ‘Bain Capital Brookside Capital’

Aon PLC (NYSE:AON)

Jeffrey Tannenbaum and Fir Tree’s Favorites: Aon PLC (AON), QUALCOMM, Inc. (QCOM)

Founded in 1994 by Jeffrey Tannenbaum, Fir Tree Partners is a hedge fund with a focus on distressed companies and it has over $5 billion in assets under......(read more)
genetically modified foods

Monsanto Company (MON) Is a Top Pick of Bain Capital’s Brookside

In late July, Brookside Capital, which serves as a long/short equity hedge fund within the larger Bain Capital asset management organization, filed its......(read more)
OMEGA ADVISORS

Billionaire Leon Cooperman’s “Best Ideas” Include QUALCOMM, Inc. (QCOM) and More

One of the most anticipated market players from this year’s Delivering Alpha conference on July 17th was billionaire Leon Cooperman of Omega Advisors......(read more)
Lone Pine Capital 2015 Q2 Investor Letter

Billionaire Stephen Mandel’s Long Term Stock Picks Include Priceline.com Inc (PCLN)

We track quarterly 13F filings from hundreds of hedge funds and other notable investors, including billionaire and Tiger Cub Stephen Mandel’s Lone Pine......(read more)
SINA Corp (NASDAQ:SINA)

Billionaire Kerr Neilson’s Small Cap Picks Include SINA Corp (SINA)

We track quarterly 13F filings from hundreds of hedge funds, including billionaire Kerr Neilson’s Platinum Asset Management. We use the information......(read more)
Lone Pine Capital 2015 Q2 Investor Letter

Billionaire Stephen Mandel and Insiders Like American International Group Inc (AIG) And More

Company insiders should be unlikely to buy the company’s stock unless they are particularly confident in the business’s prospects; otherwise, economic......(read more)
OMEGA ADVISORS

Insiders and Billionaire Leon Cooperman Like American International Group Inc (AIG) and More

We track quarterly 13F filings from hundreds of hedge funds, including billionaire Leon Cooperman’s Omega Advisors. We use the information in these......(read more)
Lone Pine Capital 2015 Q2 Investor Letter

Dollar General Corp. (DG), The Gap Inc. (GPS): Billionaire Stephen Mandel’s Consumer Stock Picks Include Gap

We track quarterly 13F filings from hundreds of hedge funds, including billionaire and Tiger Cub Stephen Mandel’s Lone Pine Capital, as part of our......(read more)
Silver Bay Realty Trust Corp (NYSE:SBY)

Silver Bay Realty Trust Corp (SBY): Are Hedge Funds Right About This Stock?

Silver Bay Realty Trust Corp (NYSE:SBY) investors should be aware of an increase in activity from the world’s largest hedge funds recently. In today......(read more)
Buffalo Wild Wings (NASDAQ:BWLD)

This Metric Says You Are Smart to Sell Buffalo Wild Wings (BWLD)

Is Buffalo Wild Wings (NASDAQ:BWLD) a worthy investment now? Prominent investors are reducing their bets on the stock. The number of long hedge fund bets......(read more)
Yandex NV (NASDAQ:YNDX)

Here is What Hedge Funds Think About Yandex NV (YNDX)

Is Yandex NV (NASDAQ:YNDX) undervalued? Money managers are betting on the stock. The number of long hedge fund positions rose by 2 lately. According to......(read more)
Dollar General Corp. (NYSE:DG)

This Metric Says You Are Smart to Buy Dollar General Corp. (DG)

Is Dollar General Corp. (NYSE:DG) a buy, sell, or hold? The best stock pickers are betting on the stock. The number of bullish hedge fund positions moved......(read more)
Two Harbors Investment Corp

Two Harbors Investment Corp (TWO): Are Hedge Funds Right About This Stock?

Two Harbors Investment Corp (NYSE:TWO) was in 24 hedge funds’ portfolio at the end of the first quarter of 2013. TWO has seen an increase in hedge......(read more)
Northstar Realty Finance Corp. (NYSE:NRF)

Is Northstar Realty Finance Corp. (NRF) Going to Burn These Hedge Funds?

Is Northstar Realty Finance Corp. (NYSE:NRF) a healthy stock for your portfolio? Prominent investors are becoming more confident. The number of long hedge......(read more)
Golar LNG Limited

Golar LNG Limited (USA) (GLNG): Hedge Funds and Insiders Are Bearish, What Should You Do?

Golar LNG Limited (USA) (NASDAQ:GLNG) has seen a decrease in hedge fund interest recently. If you’d ask most market participants, hedge funds are......(read more)
Precision Castparts Corp. (NYSE:PCP)

Precision Castparts Corp. (PCP): Hedge Funds Are Bullish and Insiders Are Bearish, What Should You Do?

Precision Castparts Corp. (NYSE:PCP) investors should pay attention to an increase in support from the world’s most elite money managers in recent......(read more)
Ralph Lauren Corp

Hedge Funds Are Dumping Ralph Lauren Corp (RL)

Is Ralph Lauren Corp (NYSE:RL) a splendid investment today? Prominent investors are getting less bullish. The number of long hedge fund bets stayed the......(read more)
Mead Johnson Nutrition CO (NYSE:MJN)

Here is What Hedge Funds Think About Mead Johnson Nutrition CO (MJN)

Mead Johnson Nutrition CO (NYSE:MJN) was in 39 hedge funds’ portfolio at the end of the first quarter of 2013. MJN investors should be aware of......(read more)
PPG Industries, Inc.

PPG Industries, Inc. (PPG): Are Hedge Funds Right About This Stock?

Is PPG Industries, Inc. (NYSE:PPG) a good investment now? Hedge funds are becoming more confident. The number of long hedge fund positions advanced by......(read more)
Mosaic Co (NYSE:MOS)

Should You Buy Mosaic Co (MOS)?

Is Mosaic Co (NYSE:MOS) the right investment to pursue these days? Investors who are in the know are in a bullish mood. The number of long hedge fund......(read more)
Canadian Pacific Railway Limited (USA) (NYSE:CP)

Do Hedge Funds and Insiders Love Canadian Pacific Railway Limited (USA) (CP)?

Canadian Pacific Railway Limited (USA) (NYSE:CP) was in 31 hedge funds’ portfolio at the end of March. CP shareholders have witnessed a decrease......(read more)
Express Scripts Holding Company

Express Scripts Holding Company (ESRX): Are Hedge Funds Right About This Stock?

Is Express Scripts Holding Company (NASDAQ:ESRX) a buy here? Hedge funds are taking a pessimistic view. The number of bullish hedge fund bets went down......(read more)
Lone Pine Capital 2015 Q2 Investor Letter

Billionaire Stephen Mandel’s Top Picks Include Google Inc (GOOG)

We track hundreds of 13F filings from hedge funds such as billionaire Stephen Mandel’s Lone Pine Capital and other notable investors, using the included......(read more)
Lone Pine Capital 2015 Q2 Investor Letter

Billionaire Stephen Mandel’s Long Term Stock Picks Include QUALCOMM, Inc. (QCOM)

Lone Pine Capital is managed by billionaire and Tiger Cub Stephen Mandel (“Tiger Cubs” are the group of hedge fund managers who previously worked......(read more)
Annaly Capital Management, Inc. (NYSE:NLY)

Hedge Fund Pine River Capital’s High Yield Picks Include Annaly Capital Management, Inc. (NLY)

Editors’s Note: Related Tickers: Annaly Capital Management, Inc. (NYSE:NLY), CYS Investments Inc (NYSE:CYS), American Capital Agency Corp. (NASDAQ......(read more)
MAVERICK CAPITAL

Brightcove Inc (BCOV): Insiders Are Buying, Should You?

Brightcove Inc (NASDAQ:BCOV) was in 7 hedge funds’ portfolio at the end of the fourth quarter of 2012. BCOV has experienced a decrease in hedge......(read more)
New Oriental Education & Tech Grp (ADR) (NYSE:EDU)

New Oriental Education & Tech Grp (ADR) (EDU): Insiders Aren’t Crazy About It

Is New Oriental Education & Tech Grp (ADR) (NYSE:EDU) a healthy stock for your portfolio? Prominent investors are taking a pessimistic view. The number......(read more)
PTC Inc (NASDAQ:PMTC)

Hedge Funds Are Selling PTC Inc (PMTC) – National Instruments Corp (NATI), Concur Technologies, Inc. (CNQR)

Is PTC Inc (NASDAQ:PMTC) a buy right now? The smart money is becoming less hopeful. The number of long hedge fund bets shrunk by 3 in recent months. According......(read more)
HIGHBRIDGE CAPITAL MANAGEMENT

United Rentals, Inc. (URI) & More: Billionaire Glenn Dubin’s Small Cap Picks

The most popular small cap stocks (defined as those with market capitalizations between $1 billion and $5 billion) among hedge funds outperform the S&......(read more)
MAVERICK CAPITAL

Polycom Inc (PLCM), Youku Tudou Inc (ADR) (YOKU) Among Hedge Fund Manager Lee Ainslie’s Small Cap Picks

We track 13F filings from hedge funds and other notable investors as part of our work researching investment strategies. One of our findings is that the......(read more)
MAVERICK CAPITAL

Is EMC Corporation (EMC) a Good Stock to Buy?

The past year has been all right for the market as a whole, but EMC Corporation (NYSE:EMC) has lagged with the stock down 19% in the last 52 weeks. The......(read more)

Dollar General Corp. (DG), Wal-Mart Stores, Inc. (WMT), Target Corporation (TGT): An Insider Thinks This Retailer’s Shares Are Cheap

A Form 4 filed with the SEC has disclosed that Sandra Cochrane, a member of Dollar General Corp. (NYSE:DG)’s Board of Directors, purchased nearly 2,......(read more)
AMETEK, Inc. (NYSE:AME)

Hedge Funds Aren’t Crazy About AMETEK, Inc. (AME) Anymore: A. O. Smith Corporation (AOS), REGAL-BELOIT CORPORATION (RBC)

AMETEK, Inc. (NYSE:AME) was in 13 hedge funds’ portfolio at the end of the fourth quarter of 2012. AME investors should be aware of a decrease in......(read more)
VeriFone Systems Inc (NYSE:PAY)

VeriFone Systems Inc (NYSE:PAY): Hedge Funds and Insiders Are Bearish, What Should You Do? – Pitney Bowes Inc. (NYSE:PBI), Steelcase Inc. (NYSE:SCS)

Is VeriFone Systems Inc (NYSE:PAY) a bargain? The smart money is in a bearish mood. The number of long hedge fund positions shrunk by 6 in recent months......(read more)
Skyworks Solutions Inc (NASDAQ:SWKS)

Is Skyworks Solutions Inc (NASDAQ:SWKS) Going to Burn These Hedge Funds?

Skyworks Solutions Inc (NASDAQ:SWKS) was in 20 hedge funds’ portfolio at the end of the fourth quarter of 2012. SWKS investors should be aware of......(read more)
Ulta Salon, Cosmetics & Fragrance, Inc. (NASDAQ:ULTA)

Hedge Funds Are Dumping Ulta Salon, Cosmetics & Fragrance, Inc. (NASDAQ:ULTA)

Ulta Salon, Cosmetics & Fragrance, Inc. (NASDAQ:ULTA) has seen a decrease in hedge fund sentiment in recent months. In the eyes of most market participants......(read more)
VMware, Inc. (NYSE:VMW)

Hedge Funds Are Buying VMware, Inc. (NYSE:VMW)

Is VMware, Inc. (NYSE:VMW) an exceptional stock to buy now? The smart money is getting more bullish. The number of bullish hedge fund bets inched up by......(read more)
Idenix Pharmaceuticals Inc (NASDAQ:IDIX)

Hedge Funds Are Crazy About Idenix Pharmaceuticals Inc (NASDAQ:IDIX)

Is Idenix Pharmaceuticals Inc (NASDAQ:IDIX) the right investment to pursue these days? The smart money is in an optimistic mood. The number of long hedge......(read more)
Express Scripts Holding Company

Express Scripts Holding Company (NASDAQ:ESRX): Insiders Are Buying, Should You?

Express Scripts Holding Company (NASDAQ:ESRX) has experienced a decrease in hedge fund sentiment in recent months. To most market participants, hedge......(read more)
EMC Corporation (NYSE:EMC)

Here is What Hedge Funds Think About EMC Corporation (NYSE:EMC)

EMC Corporation (NYSE:EMC) was in 58 hedge funds’ portfolio at the end of December. EMC has experienced a decrease in hedge fund interest of late......(read more)
Ctrip.com International, Ltd. (ADR)

Is Ctrip.com International, Ltd. (ADR) (NASDAQ:CTRP) Going to Burn These Hedge Funds?

Is Ctrip.com International, Ltd. (ADR) (NASDAQ:CTRP) the right investment to pursue these days? Investors who are in the know are becoming more confident......(read more)
Akamai Technologies, Inc. (NASDAQ:AKAM)

Should You Avoid Akamai Technologies, Inc. (NASDAQ:AKAM)?

Akamai Technologies, Inc. (NASDAQ:AKAM) was in 19 hedge funds’ portfolio at the end of December. AKAM investors should be aware of a decrease in......(read more)
Apple Inc. (NASDAQ:AAPL)

Bain Capital’s Brookside Capital Dumped Apple Inc. (AAPL) and Bought These Stocks

At the end of September, Apple Inc. (NASDAQ:AAPL) was the largest holding by market value in Brookside Capital’s portfolio. However, by the end of the......(read more)
OMEGA ADVISORS

Insider Buying at Hedge Fund Darling Express Scripts

Express Scripts Holding Company (NASDAQ:ESRX) was the second most popular healthcare stock among hedge funds in the fourth quarter of 2012, right behind......(read more)
BLUE RIDGE CAPITAL

Tiger Cub John Griffin’s Tech Picks Include Apple Inc. (AAPL)

The most popular small cap stocks among hedge funds, as determined by quarterly 13Fs filings (which disclose many of a filer’s long equity positions......(read more)
OMEGA ADVISORS

Billionaire Leon Cooperman’s Dividend Picks Include Kinder Morgan

Six to seven weeks after the end of each fiscal quarter, hedge funds are required to file 13Fs with the SEC. These filings disclose many of their long......(read more)
Dollar General Corp. (NYSE:DG)

Bain Capital’s Hedge Fund Likes Dollar General and More

Bain Capital is best known as a private equity fund engaging in leveraged buyouts, but its success has allowed it to develop other investment funds including......(read more)
ETON PARK CAPITAL

$9 Billion Hedge Fund Eton Park’s Top Stock Picks Include eBay

Six to seven weeks after the end of each quarter, hedge funds and other large investors file 13Fs with the SEC, disclosing many of their long equity positions......(read more)
GREENLIGHT CAPITAL

Ten Tech Stocks Hedge Funds Love: Apple Inc. (AAPL) and More

We have processed hundreds of 13F filings from hedge funds and other notable investors for the fourth quarter of 2012; these filings disclose many long......(read more)
Lone Pine Capital 2015 Q2 Investor Letter

Billionaire Stephen Mandel’s High Upside Potential Picks Include Apple Inc. (AAPL)

Stephen Mandel worked at legendary investor Julian Robertson’s Tiger Management until 1997 when he left to launch Lone Pine Capital. Lone Pine now has......(read more)
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