Posts Tagged ‘ValueAct Capital’

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

VALUEACT CAPITAL
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)

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

MAVERICK CAPITAL
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)

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

Andreas Halvorsen
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)

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

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

Microsoft, is MSFT a good stock to buy, Surface 2, Windows RT,
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 Still Believes Strongly in Microsoft Corporation (MSFT): Here’s Why

VALUEACT CAPITAL
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)

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

VALUEACT CAPITAL
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)

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

Sandy Nairn
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 & Co., Inc. (MRK), Microsoft Corporation (MSFT), Apple Inc. (AAPL): Highland Capital Management Discloses Top 3 Picks For Q4

Merck & Co., Inc.
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)

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

VALUEACT CAPITAL
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)

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

VALUEACT CAPITAL
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)

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

VALUEACT CAPITAL
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)

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

VALUEACT CAPITAL
In a new filing with the Securities and Exchange Commission, Jeff Ubben‘s ValueAct Capital reported increasing its position in Valeant Pharmaceuticals......(read more)

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

Bill Ackman, Pershing Square Capital Management, Herbalife
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)

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

Hedge Fund Managers
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)

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

VALUEACT CAPITAL
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)

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

VALUEACT CAPITAL
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)

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

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

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

VALUEACT CAPITAL
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)

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

Motorola Solutions logo
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. (FOX), Microsoft Corporation (MSFT), Charles Schwab Corp (SCHW): Route One Investment Company Top Q2 Picks

Twenty-First Century Fox Inc (NASDAQ:FOX)
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)

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

Andreas Halvorsen
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)

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

Lone Pine Capital 2014 Q3 Investor Letter
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), Oracle Corporation (ORCL) and Aon PLC (AON): First Pacific Advisors’ Top Stock Picks

Microsoft Corporation (MSFT)
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)

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

VALUEACT CAPITAL
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)
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