Posts Tagged ‘ValueAct Capital’

VALUEACT CAPITAL

ValueAct Capital’s Top Stock Picks Heading Into Q3

In its most recent 13F filing with the SEC for the reporting period quarter ending June 30, Jeffrey Ubben‘s ValueAct capital revealed an equity......(read more)
Microsoft Corporation (NASDAQ:MSFT), Microsoft corporate offices, people, sign, building, logo

The Best Is Yet To Come: A Sinatra Classic But Not A Microsoft Rallying Cry

Microsoft Corporation (NASDAQ:MSFT) generated a lot of interest on Wall Street last year after it surged 40% in the 12 months through November, seemingly......(read more)
Boeing BA Airplane 737

Precision Castparts: Underrated Activist Owned Stock

This article is temporarily removed from Insider Monkey....(read more)
VALUEACT CAPITAL

Activist Jeffrey Ubben Continues Reducing His Stake In Adobe Systems Incorporated (ADBE); Is The Upside Gone?

According to a recent Form 4 filing with the Securities and Exchange Commission, Jeffrey Ubben’s ValueAct Capital has unloaded 1.69 million shares of......(read more)
VALUEACT CAPITAL

Insider ValueAct Capital Trims Stake In Adobe Systems Incorporated (ADBE), Has The Ceiling Been Hit?

According to a recent filing with the Securities and Exchange Commission, Jeffrey Ubben‘s ValueAct Capital has disposed of some 307,000 shares of......(read more)
VALUEACT CAPITAL

When Jeffrey Ubben Likes A Stock Like Agrium Inc. (AGU), You Should Pay Attention

In a recent 13D filing with the Securities and Exchange Commission, Jeffrey Ubben’s ValueAct Capital disclosed a 6.8% ownership stake in Agrium Inc. (......(read more)
VALUEACT CAPITAL

Ubben Takes Big Profit From Valeant Pharmaceuticals International Inc. (VRX) Stake, Sells Over 4.3 Million Shares

Activist hedge fund firm ValueAct Capital, has filed a 13D with the SEC revealing its ownership stake in Valeant Pharmaceuticals International Inc. (......(read more)
Ubben-VIC-Presentation-VALUE_ACT-page-001

A Look Back at Jeffrey Ubben’s Presentation at the 8th Annual New York Value Investing Congress

On October 2, 2012, ValueAct Capital‘s fearless leader Jeffrey Ubben made a presentation on Day 2 of the 8th Annual Value Investing Congress in......(read more)
VALUEACT CAPITAL

ValueAct Capital Increases Stake In Twenty-First Century Fox Inc (FOX)

Jeff Ubben’s ValueAct Capital increased its stake in Twenty-First Century Fox Inc (NASDAQ:FOX). In a newly amended filing with the Securities and Exchange......(read more)
VALUEACT CAPITAL

Jeffrey Ubben Has a Surprise Entry Among His Top Stock Picks

It is not every quarter that you get to spot drastic changes in the equity portfolio of Jeffrey Ubben‘s ValueAct Capital. The fund invests with......(read more)
VALUEACT CAPITAL

Activist Jeffrey Ubben’s Picks Blow Away S&P 500 Index in Q1

Activist Jeffrey Ubben‘s 14 picks in companies with a market cap of $1 billion or more (his entire portfolio) delivered weighted average returns......(read more)
MAVERICK CAPITAL

Billionaire Lee Ainslie’s New Picks Start the New Year off Right

We recently updated Lee Ainslie’s Maverick Capital’s performance for the first quarter of 2015 with the firm achieving returns of 8.4% in its......(read more)
Andreas Halvorsen

Illumina, Inc., Walgreens Boots Alliance Inc, Valeant Pharmaceuticals Intl Inc: Billionaire Halvorsen’s Top 3 Picks

Andreas Halvorsen’s Viking Global disclosed its top three picks for the past quarter in a 13F Form filed with the U.S. Securities and Exchange Commission......(read more)
BRIDGEWATER ASSOCIATES

Apple Inc. (AAPL), Microsoft Corporation (MSFT), and Intel Corporation (INTC): Bridgewater Associates Reveals Top Picks

Ray Dalio’s Bridgewater Associates revealed its top picks for the fourth quarter in a 13F Form filed with the U.S. Securities and Exchange Commission......(read more)
Microsoft, is MSFT a good stock to buy, Surface 2, Windows RT,

Microsoft Corporation (MSFT); Wells Fargo & Co (WFC), American Express Company (AXP): Grandmaster Capital’s 2014 Q4 Top Picks

Patrick Gideon Wolff’s Grandmaster Capital recently disclosed its top picks as of the end of the fourth quarter. According to the 13F Form filed with......(read more)
VALUEACT CAPITAL

ValueAct Still Believes Strongly in Microsoft Corporation (MSFT): Here’s Why

In a Form 4 filing with the SEC yesterday, Jeffrey Ubben’s ValueAct Capital disclosed seven purchases of Microsoft Corporation (NASDAQ:MSFT) stock between......(read more)
VALUEACT CAPITAL

Msci Inc (MSCI) Agrees To Appoint ValueAct Capital’s Representatives To Board

A new filing with the U.S. Securities and Exchange Commission disclosed that Msci Inc (NYSE:MSCI) entered into a cooperation agreement with Jeffrey Ubben......(read more)
Sandy Nairn

Microsoft Corporation (MSFT), Tyco International plc (Ireland) Ordinary Share (TYC), Carnival Corporation (CCL): Edinburgh Partners’ Top 3 Picks for the Fourth Quarter

Sandy Nairn’s Edinburgh Partners revealed their top three picks for the last quarter of 2014 in their latest 13F filing with the U.S. Securities and......(read more)
Merck MRK

Steven Wishnia’s Highland Capital Management Discloses Top 3 Picks For Q4

In its latest 13F form filed with the U.S. Securities and Exchange Commission, Steven Wishnia’s Highland Capital Management LLC disclosed its top......(read more)
VALUEACT CAPITAL

Baker Hughes Incorporated (BHI): ValueAct Reports Activist Stake as Company Reports Strong Financial Results

In a new filing with the Securities and Exchange Commission, Jeff Ubben‘s ValueAct Capital reported a new stake in the $25 billion oilfield services......(read more)
VALUEACT CAPITAL

Msci Inc (MSCI): ValueAct’s CEO Jeff Ubben Pushes for Board Seats; Says Has “Unanswered Questions”

In a new filing with the Securities and Exchange Commission, Jeff Ubben‘s ValueAct Capital has disclosed a letter sent to the Lead Director of the......(read more)
VALUEACT CAPITAL

Adobe Systems Incorporated (ADBE): ValueAct Sells Some More Shares as Stock Surges on the Back of Strong Financial Results

A new filing with the Securities and Exchange Commission showed that Jeff Ubben‘s ValueAct Capital has reduced its stake in Adobe Systems Incorporated......(read more)
VALUEACT CAPITAL

Valeant Pharmaceuticals Intl Inc (VRX): ValueAct Keeps Its Promise and Buys More Shares

In a new filing with the Securities and Exchange Commission, Jeff Ubben‘s ValueAct Capital reported increasing its position in Valeant Pharmaceuticals......(read more)
Bill Ackman, Pershing Square Capital Management, Herbalife

Actavis plc (ACT), Allergan, Inc. (AGN), Pfizer Inc. (PFE): Hedge Funds Betting Big on Healthcare Stocks

One of the sectors that has benefited from the highest returns over the years is Healthcare. It has the highest returns year-to-date appreciating by 19......(read more)
Hedge Fund Managers

Apple Inc. (AAPL), Google Inc (GOOGL), and Alibaba Group Holding Ltd (BABA) Among Top 10 Most Popular Stocks in Hedge Funds’ 13Fs

As the latest round of 13F filings has witnessed an increase in bullish sentiments among hedge funds. This especially affected the most popular companies......(read more)
VALUEACT CAPITAL

Motorola Solutions Inc (MSI): ValueAct Sells Shares Back to Company; Further Cuts CBRE Group Inc (CBG) Stake

Jeffrey Ubben‘s ValueAct Capital has reported cutting its positions in Motorola Solutions Inc (NYSE:MSI) and CBRE Group Inc (NYSE:CBG), as several......(read more)
VALUEACT CAPITAL

Valeant Pharmaceuticals Intl Inc (VRX): ValueAct Capital Raises Stake as Jeffrey Ubben is Appointed as Board Director

Jeffrey Ubben’s Valueact Capital Management disclosed today an increase in its exposure to Valeant Pharmaceuticals Intl Inc (NYSE:VRX). The fund added......(read more)
VALUEACT CAPITAL

Rockwell Collins, Inc. (COL): Why Jeff Ubben’s VA Capital Reduced Its Stake?

ValueAct Capital, a fund managed by Jeffrey Uben, has disclosed slightly decreasing its activist stake in Rockwell Collins, Inc. (NYSE:COL). According......(read more)
VALUEACT CAPITAL

CBRE Group Inc (CBG): ValueAct Capital Agrees To Sell Over 6 Million Shares

In a newly amended filing with the Securities and Exchange Commission, Valueact Capital, led by Jeffrey Ubben, disclosed that it entered into a stock......(read more)
Motorola Solutions logo

NetEase Inc (ADR) (NTES), Motorola Solutions Inc (MSI), Weatherford International PLC (WFT): William B. Gray Loves Tech Stocks –and Some Others

William B. Gray’s Orbis Holdings Ltd. is amongst the investment management firms required to declare their long equity positions every quarter. A few......(read more)
Twenty-First Century Fox Inc (NASDAQ:FOX)

Twenty-First Century Fox Inc. (FOX), Microsoft Corporation (MSFT), Charles Schwab Corp (SCHW): Route One Investment Company Top Q2 Picks

In its recent 13F filing with the U.S. Securities and Exchange Commission, Route One Investment Company, managed by William Duhamel, has revealed its......(read more)
Andreas Halvorsen

Walgreen Company (WAG), llumina Inc. (ILMN), Valeant Pharmaceuticals Intl Inc (VRX): Billionaire Andreas Halvorsen’s Top Stock Picks

Andreas Halvorsen’s Viking Global recently disclosed its long equity positions for the second quarter of 2014. The fund declared holdings worth more......(read more)
Lone Pine Capital 2015 Q2 Investor Letter

Baidu Inc (ADR) (BIDU), Cognizant Technology Solutions Corp (CTSH), Valeant Pharmaceuticals Intl Inc (VRX): Stephen Mandel’s Top Three Stock Picks

Stephen Mandel’s Lone Pine Capital has revealed for the second quarter a portfolio of 67 companies worth $24.7 billion. The value of all holdings increased......(read more)
Microsoft Corporation (MSFT)

Microsoft Corporation (MSFT), Oracle Corporation (ORCL) and Aon PLC (AON): First Pacific Advisors’ Top Stock Picks

First Pacific Advisors LLC was founded in 1954 as Shareholders Management Company, changing its name to First Pacific Advisors in 1976. Currently run......(read more)
VALUEACT CAPITAL

Microsoft Corporation (MSFT), Valeant Pharmaceuticals Intl Inc (VRX), Motorola Solutions Inc (MSI): Jeffrey Ubben’s Top Stock Picks

Jeffrey Ubben’s ValueAct Capital has disclosed its holdings for the second quarter, revealing 16 investments which have a current market value of $13......(read more)
David Harding

Apple Inc. (AAPL), Oracle Corporation (ORCL), Microsoft Corporation (MSFT): Billionaire David Harding’s Mega-Cap Tech Stock Picks

Billionaire David Harding’s Winton Capital Group recently filed its Form 13F for the second quarter of 2014. The fund disclosed more than 640 equity......(read more)
BRIDGEWATER ASSOCIATES

Hedge Fund News: Ray Dalio, Andrew Hall & Highland Capital Management

Happy Birthday To Greenwich’s Ray Dalio (DailyVoice) Dalio, who has owned a home in Greenwich, turns 65 on Friday. The businessman was born Aug. 1,......(read more)
VALUEACT CAPITAL

Valueact Capital Cuts Stake in Dresser-Rand Group Inc. (DRC) To 2.6% From 6.6%

Valueact Capital, led by Jeffrey Ubben, has reduced its position in Dresser-Rand Group Inc. (NYSE:DRC). The fund has revealed, in a newly amended filing......(read more)
VALUEACT CAPITAL

Halliburton Company (HAL), C.R. Bard, Inc. (BCR), Microsoft Corporation (MSFT): Stocks that Boosted Valueact Capital

Valueact Capital, managed by Jeffrey Ubben finished first quarter ending March 31, 2013 on a high, appreciating by 9.7% after payment of all fees and......(read more)
VALUEACT CAPITAL

ValueAct Sells Adobe Systems Incorporated (ADBE) Shares Worth $55 Mln

Jeffrey Ubben‘s ValueAct Capital has reported reducing its exposure to Adobe Systems Incorporated (NASDAQ:ADBE). According to SEC filings, ValueAct......(read more)
Adobe Systems Incorporated (NASDAQ:ADBE)

Four New Positions in Ken Squire’s 13D Management’s Equity Portfolio

Ken Squire‘s 13D Management is probably one of the most interesting funds to follow. The key point of its strategy involves tracking 13D filings......(read more)
BRIDGEWATER ASSOCIATES

Bridgewater Associates’ First Quarter Largest Equity Holdings

Last week, Ray Dalio’s Bridgewater Associates, one of the world’s largest hedge funds, with $161.9 billion in Assets Under Management, disclosed its......(read more)
VALUEACT CAPITAL

ValueAct Capital Buys More Than $116 Million in Microsoft (MSFT) Shares

On Monday May 12, ValueAct Capital, managed by Jeffrey Ubben, declared the purchase of more than 2.95 million shares of Microsoft Corporation (NASDAQ:......(read more)
Willis Group Holdings PLC (NYSE:WSH)

Harris Associates Boosts Its Stake in Willis Group Holdings PLC (WSH)

 Natixis Global Asset Management ‘s Harris Associates increased its position in Willis Group Holdings PLC (NYSE:WSH). According to a recent......(read more)
PAULSON & CO

Hedge Fund News: Warren Buffett, John Paulson & Jeffrey Ubben

Schroders seeks Paulson-like ‘opportunities’ (Financial News) Assets under management have hit a record high at Schroders and the firm has......(read more)
VALUEACT CAPITAL

Jeffrey Ubben Ups ValueAct Capital’s Stake in Willis Group Holdings PLC (WSH)

Jeffrey Ubben is still bullish on Willis Group Holdings PLC (NYSE:WSH). According to a recent Form 4 filing with the Securities and Exchange Commission......(read more)
VALUEACT CAPITAL

Valueact Surges Stake in Dresser-Rand Group Inc. (DRC)

Jeffrey Ubben is bullish on Dresser-Rand Group Inc. (NYSE:DRC). In a recent filing with the Securities and Exchange Commission, his fund, Valueact Capital......(read more)
Warren Buffett and Billionaires

10 Most Popular Stocks Among Hedge Funds

At the end of last week, we closed the latest round of 13F filings, during which, major institutional investors disclosed their equity portfolios as held......(read more)
VALUEACT CAPITAL

ValueAct Capital Slices Stake in MICROS Systems, Inc. (MCRS)

According to a new filing with the SEC, Jeffrey Ubben‘s ValueAct Capital has reduced its exposure to MICROS Systems, Inc. (NASDAQ:MCRS). ValueAct......(read more)
Richard Perry

Hedge Fund News: Richard Perry, Seth Klarman & Jim Rogers

Hedge Funder Richard Perry Bought Herbalife And More FedEx During The Third Quarter (SFGate) Hedge fund manager Richard Perry, who runs Perry Capital,......(read more)
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