Posts Tagged ‘Baupost Group’

Hedge Fund News: Bruce Kovner, Seth Klarman & Brevan Howard

CAXTON ASSOCIATES LP
Caxton Hedge Fund Hires Former BNP Paribas Trader Fourcade (BusinessWeek) Caxton Associates LP, the hedge fund firm co-founded by billionaire Bruce Kovner......(read more)

Micron Technology Inc (MU), Twenty-First Century Fox Inc (FOX), 21Vianet Group Inc (VNET): Hong Kong’s Azentus Capital Management is Into Tech and Media Stocks

Micron Technology, Inc. (NASDAQ:MU)
Azentus Capital Management is one of Hong Kong’s largest hedge funds. Managed by Morgan Sze, the fund had the best returns since inception in 2013.......(read more)

Ocwen Financial Corp (OCN), Gildan Activewear Inc (USA) (GIL), Citigroup Inc (C): Cortex Capital’s Top 3 Long Positions

Ocwen Financial Corporation (NYSE:OCN)
Mark Stupfel launched his own hedge fund, Cortex Capital, using an investment from its former employer, John Kleinheinz. Stupfel worked as a portfolio......(read more)

Ally Financial Inc (ALLY), Lions Gate Entertainment Corp. (USA) (LGF), Micron Technology, Inc. (MU) Are Top 3 Picks in Napier Park Global Capital’s Equity Portfolio

Ally Financial
Napier Park Global Capital is an asset management team founded by Jim O’Brien and Jonathan Dorfman that has around $5.7 billion in assets under......(read more)

Micron Technology, Inc. (MU), Delta Air Lines, Inc. (DAL), Intel Corporation (INTC): Stelliam Investment Management Loves These Stocks

Micron Technology, Inc. (NASDAQ:MU)
Stelliam Investment Management, managed by Ross Margolies, recently filed a 13F, in which it disclosed its equity portfolio for the second quarter of......(read more)

Apple Inc. (AAPL), Netflix Inc. (NFLX), Micron Technology Inc (MU): Philippe Laffont’s Coatue Management Loves Large-Cap Tech Companies

COATUE MANAGEMENT
Philippe Laffont’s Coatue Management recently filed with the SEC its 13F for the second quarter of 2014, disclosing its long equity positions as of......(read more)

Hedge Fund News: Warren Buffett, Phil Falcone & Baupost Group

Warren Buffett and Billionaires
Warren Buffett betrays America (SLTrib) It must have been a bitter moment for President Barack Obama when he got the news that his favorite economic guru......(read more)

Micron Technology, Inc. (MU), Idenix Pharmaceuticals Inc (IDIX) ViaSat, Inc. (VSAT): Billionaire Seth Klarman’s Top Picks

BAUPOST GROUP
Founded in 1982, Baupost Group is one of the largest hedge funds in the world and has generated an average annual return of 19% since its inception.......(read more)

TW Telecom Inc (TWTC), Graham Holdings Co (GHC), and ViaSat, Inc. (VSAT): Billionaire Mason Hawkins Loves These Stocks

Mason Hawkins
In 1975, Mason Hawkins decided to take the next step in his career and founded Southeastern Asset Management. Prior to that, he had worked as director......(read more)

Apple Inc. (AAPL), The Dow Chemical Company (DOW) And Micron Technology, Inc. (MU) Billionaire Rob Citrone’s Top Stock Picks

Discovery Capital Management
A “Tiger Club” member, Discovery Capital Management was founded in 1999 by Rob Citrone, who had previously worked as a portfolio manager......(read more)

Apple Inc. (AAPL), Micron Technology Inc (MU), Marvell Technology Group Ltd (MRVL): Greenlight Capital Outperforming Peers on the Back of These Stocks

GREENLIGHT CAPITAL David Einhorn
David Einhorn‘s Greenlight Capital has been outperforming most other major hedge funds this year. Thru the end of June, the fund has returned......(read more)

Hedge Fund News: Seth Klarman, George Soros & Pershing Square

BAUPOST GROUP
Big hedge fund Baupost takes stake in Perth-based Liquefied Natural Gas Ltd (SMH) Seth Klarman‘s $US27 billion hedge fund Baupost has become the......(read more)

Hedge Fund News: Seth Klarman, Andrew Hall & Bill Ackman

BAUPOST GROUP
Baupost up nearly $1 billion on Merck-Idenix deal (CNBC) Not bad for a single trade: Baupost Group appears to have made nearly $1 billion on just one......(read more)

Hedge Fund News: Jeffrey Smith, Julian Robertson & David Abrams

Jeff Smith
Starboard Value’s Latest Demand Is a Throwback to the ‘80s (InstitutionalInvestorsAlpha) When Jeffrey Smith of New York–based hedge fund firm Starboard......(read more)

Hedge Fund News: Marc Lasry, Seth Klarman & Jonathan Savitz

AVENUE CAPITAL
Bucks owners spend day touring Milwaukee (WISN) The Milwaukee Bucks’ new owners were in town Thursday taking a tour of Brew City. Marc Lasry and......(read more)

RF Micro Devices (RFMD), Polycom (PLCM), Magnum Hunter Resources (MHR) Among George Soros’ Small-Cap Picks for Q1

hedge fund research
Yesterday George Soros’s Soros Fund Management, filed its Form 13F Filing for the first quarter of 2014 with the U.S. Securities and Exchange Commission......(read more)

Seth Klarman’s Baupost Group Continues to Bet on Tech

BAUPOST GROUP
On Wednesday, May 14th, Seth Klarman’s Baupost Group, presented its Form 13F Filing for the first quarter of 2014 at the U.S. Securities and Exchange......(read more)

Avoid David Einhorn’s Large Cap Stock Picks

Greenlight Capital
We analyzed the historical 13F filings of Greenlight Capital, managed by David Einhorn, and our analysis showed that his large-cap stock picks returned......(read more)

Activist Alex Denner’s Sarissa Capital Bets on Ariad Pharmaceuticals Inc (ARIA), Quest Diagnostics Inc (DGX) & Others

Ariad Pharmaceuticals, Inc. (NASDAQ:ARIA)
Alex Denner’s Sarissa Capital disclosed its holdings in its latest and first 13F filings. The hedge fund has invested $267.02 million in equity portfolio......(read more)

Baupost Group and Seth Klarman Are Fond of Micron Technology, Inc. (MU), Theravance Inc (THRX) & Others

BAUPOST GROUP
Baupost Group, managed by Seth Klarman, in a new 13F filing, reported the holdings from its equity portfolio for the fourth quarter. The value of its......(read more)

Hedge Fund News: John Paulson, Marc Faber & Warren Buffett

best gold ETF
Hedge Funds Dodge Brunt of Selloff as Dalio to Paulson Gain (BusinessWeek) Hedge funds held up better than global stocks last month, falling an average......(read more)

Baupost Group Buys Over 16 Mln Shares of Idenix Pharmaceuticals Inc (IDIX)

BAUPOST GROUP
Baupost Group, a fund managed by Seth Klarman, is a large shareholder of Idenix Pharmaceuticals Inc (NASDAQ:IDIX). The fund disclosed, in a new filing......(read more)

Hedge Fund Highlights: Jeffrey Altman, Seth Klarman & Ken Griffin

Jeffrey Altman
Top hedge fund bets on Danish debt crisis (Irish Independent) Owl Creek Asset Management, one of last year’s best-performing hedge-fund firms,......(read more)

Seth Klarman’s Baupost Group Initiates Stake in Kindred Biosciences Inc (KIN); Trims Holding in Enzon Pharmaceuticals Inc (ENZN)

BAUPOST GROUP
In two filings with the Securities and Exchange Commission, Baupost Group, a hedge fund managed by Seth Klarman, disclosed reducing its position in......(read more)

Hedge Fund News: Stanley Druckenmiller, David Tepper & Marc Faber

DUQUESNE CAPITAL
The Good Guy Hedge Fund Manager – Who Wants a Youth Movement (2Paragraphs) Stan Druckenmiller looks across the table at Charlie Rose, bemused. Rose’......(read more)
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