Posts Tagged ‘Barry Rosenstein Jana Partners’

John-Griffin2-e1353509650950

Avoid These Stock Picks of John Griffin

By analyzing the historical 13F filings of Blue Ridge Capital, managed by John Griffin, we estimate that his mid-cap stock picks (those with market caps......(read more)
Ashland-Inc

Barry Rosenstein and JANA Partners Love These Stocks

Barry Rosenstein’s Jana Partners filed a 13F to disclose its holdings in the last quarter of 2013. Jana Partners is a value-oriented investment firm......(read more)
Barry Rosenstein JANA PARTNERS

Jana Partners Becomes QEP Resources’ Largest Shareholder. Why?

According to an amended filing with the SEC, Barry Rosenstein’s Jana Partners increased their holdings in QEP Resources Inc (NYSE:QEP) to over 13.54......(read more)
Bill Ackman in crowd

Hedge Fund Week in Review: Activist Action

Here are the eleven most important moves made in the hedge fund world this week. Bill Ackman reduced his Herbalife short significantly, replacing it......(read more)
Barry Rosenstein JANA PARTNERS

Activist Jana Partners Buys a Boatload of Safeway Inc. (SWY)

Barry Rosenstein’s Jana Partners has filed a schedule 13D with the SEC indicating it has upped its stake in Safeway Inc. (NYSE:SWY) significantly......(read more)
Barry Rosenstein JANA PARTNERS

‘Hedgie’ Barry Rosenstein Loves Agrium Inc. (USA) (AGU), Oil States International, Inc. (OIS) & More

Barry Rosentein‘s hedge fund Jana Partners recently disclosed all of its equity positions as of the end of the second quarter, in the latest round......(read more)
Jeff Smith

Jeffrey Smith & Starboard Value Still Love The Office Depot Inc (ODP)

Earlier in August, Starboard Value, the value and activist hedge fund managed by Jeffrey Smith, filed its 13F with the SEC for the second quarter of 2013......(read more)
Barry Rosenstein JANA PARTNERS

Value Investor Barry Rosenstein’s Cheap Stock Picks Include Aetna Inc (AET)

JANA Partners, managed by Barry Rosenstein, is a value and activist hedge fund, and Aetna Inc (NYSE:AET) is one of its holdings. It is one of the hundreds......(read more)
Barry Rosenstein JANA PARTNERS

Barry Rosenstein’s JANA Partners’s Small Cap Picks Include Copart, Inc. (CPRT)

Our analysis of investment strategies related to quarterly 13F filings has found that the most popular small cap stocks among hedge funds generate an......(read more)
Third Point 2014 Q3 Investor Letter

Billionaire Dan Loeb’s Cheap Stock Picks Include Hess Corp. (HES)

We track quarterly 13F filings from hundreds of hedge funds and other notable investors, including billionaire Dan Loeb’s Third Point. By processing......(read more)
Carl Icahn

Insiders Have Bought Chesapeake Energy Corporation (CHK), Copart, Inc. (CPRT), and More

Our analysis of studies on insider trading shows that while insider selling is generally not informative, stocks bought by insiders tend to narrowly outperform......(read more)
largest hedge funds in the world

The CEO of Ryman Hospitality Properties, Inc. (REIT) (RHP) Added 20,000 Shares

Colin Reed, the CEO of Ryman Hospitality Properties, Inc. (REIT) (NYSE:RHP), directly acquired 20,000 shares of the company’s stock on June 10th at......(read more)
Opko Health Inc. (NYSE:OPK)

Hedge Funds Aren’t Crazy About Opko Health Inc. (OPK) Anymore

Opko Health Inc. (NYSE:OPK) investors should pay attention to a decrease in activity from the world’s largest hedge funds in recent months. In today......(read more)
Teekay Corporation (NYSE:TK)

Do Hedge Funds and Insiders Love Teekay Corporation (TK)?

Teekay Corporation (NYSE:TK) was in 15 hedge funds’ portfolio at the end of March. TK shareholders have witnessed a decrease in activity from the......(read more)
Office Depot Inc (NYSE:ODP)

Here is What Hedge Funds Think About Office Depot Inc (ODP)

Office Depot Inc (NYSE:ODP) was in 28 hedge funds’ portfolio at the end of the first quarter of 2013. ODP has experienced an increase in hedge fund......(read more)
Ashland Inc

Ashland Inc. (ASH): Hedge Funds Are Bullish and Insiders Are Bearish, What Should You Do?

Ashland Inc. (NYSE:ASH) shareholders have witnessed an increase in activity from the world’s largest hedge funds recently. If you’d ask most......(read more)
Visteon Corp

Visteon Corp (VC): Hedge Funds and Insiders Are Bullish, What Should You Do?

Visteon Corp (NYSE:VC) was in 48 hedge funds’ portfolio at the end of March. VC shareholders have witnessed an increase in hedge fund interest of......(read more)
Aetna Inc. (NYSE:AET)

Should You Buy Aetna Inc. (AET)?

Is Aetna Inc. (NYSE:AET) a superb investment right now? Investors who are in the know are betting on the stock. The number of long hedge fund positions......(read more)
Liberty Interactive

Here is What Hedge Funds Think About Liberty Interactive (Interactive group) (LINTA)

Liberty Interactive (Interactive group) (NASDAQ:LINTA) shareholders have witnessed a decrease in activity from the world’s largest hedge funds lately......(read more)
QEP Resources Inc (NYSE:QEP)

Hedge Funds Are Buying QEP Resources Inc (QEP)

QEP Resources Inc (NYSE:QEP) investors should pay attention to an increase in support from the world’s most elite money managers in recent months......(read more)
Fifth & Pacific Companies Inc (NYSE:FNP)

Fifth & Pacific Companies Inc (FNP): Hedge Funds Are Bullish and Insiders Are Bearish, What Should You Do?

Fifth & Pacific Companies Inc (NYSE:FNP) was in 28 hedge funds’ portfolio at the end of the first quarter of 2013. FNP shareholders have witnessed......(read more)
SUPERVALU INC.

Hedge Funds Are Betting On SUPERVALU INC. (SVU)

Is SUPERVALU INC. (NYSE:SVU) worth your attention right now? Money managers are in a bullish mood. The number of long hedge fund bets increased by 11......(read more)
Copart, Inc. (NASDAQ:CPRT)

Do Hedge Funds and Insiders Love Copart, Inc. (CPRT)?

Copart, Inc. (NASDAQ:CPRT) investors should pay attention to an increase in hedge fund interest of late. In the 21st century investor’s toolkit, there......(read more)
TIGER GLOBAL Investor Letter

Groupon Inc (GRPN) and More: Tiger Global Management’s Small Cap Picks

Tiger Global Management, a Tiger Cub hedge fund which counts billionaire Chase Coleman among its managers, filed its 13F with the SEC in mid May. We have......(read more)
Steven Cohen

Billionaire Steve Cohen’s Favorite Small Cap Stocks Include Carter’s, Inc. (CRI)

Our research on hedge fund investing strategies has shown that imitating hedge funds’ small cap picks can be profitable, with our reasoning for this......(read more)
agrium-logo

This Metric Says You Are Smart to Buy Agrium Inc. (USA) (AGU)

Agrium Inc. (USA) (NYSE:AGU) has seen an increase in enthusiasm from smart money recently. If you’d ask most traders, hedge funds are perceived......(read more)
IAC/InterActiveCorp (NASDAQ:IACI)

Hedge Funds Are Buying IAC/InterActiveCorp (IACI)

Is IAC/InterActiveCorp (NASDAQ:IACI) a buy, sell, or hold? Investors who are in the know are in an optimistic mood. The number of long hedge fund bets......(read more)
Ryman Hospitality Properties, Inc. (REIT) (NYSE:RHP)

Ryman Hospitality Properties, Inc. (REIT) (RHP): Are Hedge Funds Right About This Stock?

Ryman Hospitality Properties, Inc. (REIT) (NYSE:RHP) was in 25 hedge funds’ portfolio at the end of March. RHP has experienced a decrease in enthusiasm......(read more)
Rockwood Holdings, Inc. (NYSE:ROC)

This Metric Says You Are Smart to Sell Rockwood Holdings, Inc. (ROC)

Is Rockwood Holdings, Inc. (NYSE:ROC) a superb stock to buy now? Investors who are in the know are reducing their bets on the stock. The number of long......(read more)

Hedge Funds Are Selling Expedia Inc (EXPE)

Is Expedia Inc (NASDAQ:EXPE) a cheap investment today? Investors who are in the know are taking a pessimistic view. The number of bullish hedge fund positions......(read more)

Visteon Corp (VC): Hedge Funds and Insiders Are Bullish, What Should You Do?

Visteon Corp (NYSE:VC) investors should pay attention to an increase in enthusiasm from smart money in recent months. In today’s marketplace, there......(read more)

American International Group Inc (AIG), Netflix, Inc. (NFLX): Jana Partners Jams Things Up

Barry Rosenstein founded Jana Partners in 2001, and now has some $3.5 billion in assets under management. The hedge fund focuses on value-oriented and......(read more)
THIRD POINT

Hedge Fund News: Dan Loeb, JANA Partners, Apple Inc. (AAPL)

Editor’s Note: Related Tickers: SUPERVALU INC. (NYSE:SVU), Apple Inc. (NASDAQ:AAPL), Sears Holdings Corporation (NASDAQ:SHLD), Big Lots, Inc. (NYSE......(read more)
Owens-Illinois Inc (NYSE:OI)

Owens-Illinois Inc (OI), Ashland Inc. (ASH) Among This $2 Billion Hedge Fund’s Picks

In mid May, Atlantic Investment Management- a hedge fund with about $2 billion in assets under management which is run by Alexander Roepers- filed its......(read more)
Steve Cohen SAC CAPITAL ADVISORS

Hedge Fund News: Steven Cohen, Dan Loeb, Agrium Inc. (USA) (AGU)

Editor’s Note: Related Tickers: UBS AG (USA) (NYSE:UBS), Herbalife Ltd. (NYSE:HLF), Agrium Inc. (USA) (NYSE:AGU) SAC Said to Give Investors Until......(read more)
Southpoint Capital Investor Letter

Billionaire David Einhorn’s Ira Sohn Recommendation: Oil States International, Inc. (OIS)

On May 8th, a number of value investors such as billionaire David Einhorn of Greenlight Capital (see Einhorn’s stock picks from his most recent......(read more)
Barry Rosenstein JANA PARTNERS

Activist Barry Rosenstein Takes 9% Stake In Oil States International, Inc. (OIS)

Oil States International, Inc. (NYSE:OIS) rose over 15% on April 30th following the news that activist investor Barry Rosenstein’s JANA Partners owns......(read more)
Journal Communications

TriQuint Semiconductor (TQNT) & More: Hedge Funds Are Buying

Following SEC filings is important, especially this is the case for 13Ds and 13Gs as they reveal the latest acquisitions or sales in the hedge fund arena......(read more)
THIRD POINT

Hedge Fund-Blacklist Urging Pension Funds to Stay Away: Icahn, Cohen, Tepper and Loeb All On It

This past week, the American Federation of Teachers, one of the U.S.’s largest teacher unions, issued a list detailing specific hedge funds it was......(read more)
Lone Pine Capital 2015 Q2 Investor Letter

Lululemon Athletica inc. (LULU), Noble Corporation (NE) & How Hedge Funds Have Bought In..Big

Hedge funds and other notable investors issue quarterly 13F filings to the SEC (which then releases them to the general public), disclosing many of their......(read more)
Waste Management logo

Is Waste Management, Inc. (WM) A Good Stock to Buy?

Waste Management, Inc. (NYSE:WM), an $18 billion market cap waste management services company, has risen 16% year to date- narrowly outperforming the......(read more)
Ashland Inc

Ashland Inc. (ASH): Here’s Why Shares Have Popped

This just in, Barry Rosenstein’s Jana Partners reported a buy of 7.4% of Ashland Inc. (NYSE:ASH), according to a Schedule 13D filing made with......(read more)
Barry Rosenstein JANA PARTNERS

Barry Rosenstein’s JANA Partners Moves on To Ashland Inc. (ASH)

A 13D filed with the SEC has disclosed that JANA Partners, an activist and value hedge fund managed by Barry Rosenstein, owned 5.8 million shares of Ashland......(read more)
Barry Rosenstein JANA PARTNERS

Rockwood Holdings, Inc. (ROC), Ryman Hospitality Properties, Inc. (RHP), and Value Investor Barry Rosenstein’s Small Cap Picks

We track 13F filings from hedge funds and other notable investors as part of our work developing investing strategies; for example, we have found that......(read more)
Steve Cohen SAC CAPITAL ADVISORS

Visteon Corp (VC), Cliffs Natural Resources Inc (CLF) Among Billionaire Steve Cohen’s Small Cap Picks

The most popular small cap stocks among hedge funds, according to our research tracking 13F filings, earn an average excess return of 18 percentage points......(read more)
Convergys Corporation (NYSE:CVG)

Convergys Corporation (CVG): Are Hedge Funds Right About This Stock?: SS and C Technologies Holdings Inc (SSNC), Qlik Technologies Inc (QLIK)

Is Convergys Corporation (NYSE:CVG) a bargain? The best stock pickers are becoming less confident. The number of bullish hedge fund bets stayed the same......(read more)
QEP Resources Inc (NYSE:QEP)

Do Hedge Funds and Insiders Love QEP Resources Inc (NYSE:QEP)?

QEP Resources Inc (NYSE:QEP) was in 20 hedge funds’ portfolio at the end of December. QEP investors should pay attention to a decrease in support......(read more)
THIRD POINT

Hedge Fund News: Daniel Loeb, Tom Steyer, Agrium Inc. (USA) (AGU)

Daniel Loeb surfing to the top of the hedge fund charts again (Reuters) Something must be in the water over at 399 Park Avenue, where Daniel Loeb’s......(read more)
Barry Rosenstein JANA PARTNERS

Coca-Cola Enterprises Inc (NYSE:CCE): Insiders Are Dumping, Should You?

Coca-Cola Enterprises Inc (NYSE:CCE) was in 27 hedge funds’ portfolio at the end of December. CCE investors should pay attention to an increase......(read more)
agrium-logo

Is Agrium Inc. (USA) (NYSE:AGU) Going to Burn These Hedge Funds?

Agrium Inc. (USA) (NYSE:AGU) investors should pay attention to a decrease in hedge fund interest of late. In today’s marketplace, there are tons of......(read more)
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