Posts Tagged ‘Baupost Group’

Pitney Bowes Inc. (PBI), Graphic Packaging Holding Company (GPK), Theravance Inc (THRX): Iridian Asset Management’s Latest Moves

Harold Levy Iridian Asset Management
David Cohen and Harold Levy’s Iridian Asset Management filed several 13G forms with the U.S. Securities and Exchange Commission on Thursday, disclosing......(read more)

Moneygram International Inc (MGI): Abrams Capital Management Discloses New Position

David Abrams
David Abrams’ Abrams Capital Management has recently initiated a new position in Moneygram International Inc (NASDAQ:MGI). According to a 13G Form......(read more)

Baupost Group Drops AVEO Pharmaceuticals Inc (AVEO) and Shifts Focus Towards Cheniere Energy (LNG)

BAUPOST GROUP
Seth Klarman’s Baupost Group shed its entire stake in AVEO Pharmaceuticals Inc (NASDAQ:AVEO), selling off more than 3.82 million Common Shares. Due......(read more)

Apple Inc. (AAPL), Alibaba Group Holding Ltd (BABA), Yahoo! Inc. (YHOO): Top 10 Tech Stock Picks Among Hedge Funds

Apple Inc. (NASDAQ:AAPL)
With the latest round of 13F filings ending last week, it is time to look at some of the data that we can extract from the equity portfolios of over 700......(read more)

PBF Energy Inc (PBF), Forward Pharma A/S (FWP), Atara Biotherapeutics Inc (ATRA): Seth Klarman’s Baupost Group Is Bullish on Healthcare and Energy Stocks

BAUPOST GROUP
Seth Klarman’s Baupost Group disclosed last Monday three big stock purchases. The fund started new stakes in Forward Pharma A/S (NASDAQ:FWP) and Atara......(read more)

ViaSat Inc. (VSAT), Mobile Mini Inc (MINI), Extreme Networks Inc (EXTR): SG Capital Management Loves Small-Caps

ViaSat, Inc. (NASDAQ:VSAT)
As major funds continue to file the Schedule 13F forms for the third quarter of 2014, disclosing their long equity positions as of September 30, I came......(read more)

Keryx Biopharmaceuticals (KERX): Baupost Group Boosts Its Stake

BAUPOST GROUP
Seth Klarman is bullish on Keryx Biopharmaceuticals (NASDAQ:KERX) and his fund, Baupost Group, has recently surged its position in the company. As a......(read more)

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)
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