After Big Q1, Daniel Lewis’ Picks Struggle In Q2
After starting the year on a good note, the stock picks of Daniel Lewis' Orange Capital appear to have faltered heading into the midway point.
Author Archive - Ritesh A.
South Ferry Capital’s New Energy Picks For Q3
John Reilly founded South Ferry Capital Management, a New York-based long/short equity hedge fund, in 2010.
Top Plays Carry Mark Kingdon’s Picks To Strong Q2
Mark Kingdon founded Kingdon Capital, a New York-based macro and long/short hedge fund, in 1983 with $2 million in assets under management (AUM).
Ford Motor Company (F), Las Vegas Sands Corp. (LVS) Push To The Top Of Breton Hill’s Portfolio
Ray Carroll's Breton Hill Capital recently filed its 13F with the Securities and Exchange Commission for the reporting period of June 30.
Greenhaven Associates Bearing With Top Picks Following Lackluster First Half of 2015
Edgar Wachenheim's Greenhaven Associates is well known on the Street as a value-focused hedge fund with long-term investment horizon.
Skylands Capital Trims Apple Inc (APPL), General Motors Company (GM) As Stock Picks Lose 3.9% In Q2
Charles Paquelet founded Skylands Capital, a Milwaukee-based long/short equity hedge fund, in 2004.
Here’s Why This Hedge Fund Manager Sold Out Of Apple Inc (AAPL), Amazon.com Inc (AMZN), And Netflix Inc (NFLX)
Glaxis Capital Management LLC, a Sarasota, Florida-based hedge fund founded by Paul Holland and Matthew Miller in 2005, recently filed its 13F for the reporting period of June...
Navellier & Associates’ Biggest Second Quarter Moves
Louis G. Navellier established Navellier & Associates, a hedge fund focusing on growth investments, in Reno, Nevada in 1980.
BlackBerry Ltd (BBRY) Losses Lead To Another Quarterly Beating For Prem Watsa’s U.S Portfolio
After a bad start to the year that saw his holding company register losses of 8% in the first quarter according to our estimates, Prem Watsa's US-traded public equity portfolio...
Synageva Biopharma Corp (GEVA) Acquisition Helps Baker Bros. Advisors Top All Others In Q2 Returns
With the rapid pace of M&A happening in the biotechnology sector, Julian Baker and Felix Baker's Baker Bros. Advisors is making a habit of hitting home runs in 2015.
Huge Apple Inc. (AAPL) Investment Pushes It To The Top Of Steadfast’s Tech Picks
Even though 2015 is turning out to be a rather flat one for the stock market overall as oil, Greece, and fears that the extended bull run is bound to collapse at any moment...
Apple Inc. (AAPL), Valeant Pharmaceuticals Intl Inc (VRX) Among Steadfast Capital’s Top New Picks
Robert Pitts' Steadfast Capital Management recently filed its 13F with the Securities and Exchange Commission (SEC).
Billionaire Howard Marks’ Amazing Track Record and Top New Picks
Billionaire Howard Marks' Oaktree Capital Management recently filed its 13F with the Securities and Exchange Comission (SEC) for its equity holdings as of March 31, 2015.
Why Apple Inc. (AAPL) Couldn’t Save Cascabel Management From Underperformance, Closure
The under-performance of the hedge fund industry over the past several years has resulted in many hedge funds closing shop.
Small-Cap Wizardess Debra Fine Conjuring Up Returns With These Small-Cap Stock Picks
Debra Fine’s Fine Capital Partners has the distinction of not only being among the few hedge funds on the Street founded by a woman, but also one that boasts assets under management...
This Small-Cap Stock With 100% Upside Potential Tops Hedge Fund Adage Capital’s Portfolio
Phill Gross and Robert Atchinson founded Adage Capital Management in 2001 after spending 18 and 10 years respectively at the Harvard Management Company (HMC).
Post Holdings Inc (POST), Herbalife Ltd. (HLF): Route One Increases Stakes In Its Top Small-Cap Picks
William Duhamel founded Route One Investment Company along with his partners Jason E. Moment, Ashish H. Pant and Richard H.
Billionaire Dan Loeb’s Top Small-Cap Picks: Sothebys (BID), Third Point Reinsurance Ltd (TPRE), and Intrexon Corp (XON)
Billionaire activist hedge fund manager Dan Loeb of Third Point LLC recently filed his 13F with the Securities and Exchange Commission (SEC) for the reporting period of March...
Cardica, Inc. (CRDC): Broadfin Capital Asks Other Shareholders to Support Its Crusade
Kevin Kotler’s Broadfin Capital doesn’t want to hear any more excuses from the Board of Cardica, Inc.
ITT Educational Services, Inc. (ESI): Blum Capital Partners Reducing Exposure as the Stock Keeps Falling
Richard Blum’s Blum Capital Partners is reducing its activist stake in its second largest holding, ITT Educational Services, Inc. (NYSE:ESI).
Jeffrey Bronchick’s and Cove Street Capital’s Top Stock Picks
During the third quarter, Jeffrey Bronchick’s Cove Street Capital has reshuffled its portfolio, though Approach Resources Inc.
The Men’s Wearhouse Inc. (MW): SAB Capital Management Buys with a Bang
Brian Jackelow’s SAB Capital Management has initiated a huge stake in The Men's Wearhouse, Inc. (NYSE:MW).
Parag Vora and HG Vora Capital Management Betting Big on Fitness
Parag Vora’s HG Vora Capital Management has gone activist on Town Sports International Holdings, Inc. (NASDAQ:CLUB) and also increased its stake in the company.
The Medicines Company (MDCO), TG Therapeutics Inc (TGTX): Bridger Management & Ra Capital Management Taking Plunge
In the last few days, we have seen a lot of capital from funds that we track getting shifted to pharmaceutical stocks and no it’s not just sector specific funds, but funds across...
Alimera Sciences Inc (ALIM) & Bio Blast Pharma Ltd (ORPN): 2 Pharmaceutical Stocks Hedge Funds are Increasing Their Stakes In
Pharmaceuticals and life sciences as a sector is where most of the money from hedge funds seems to be flowing in.
Noble Corp plc (NE): Fir Tree Partners Starts Reducing Exposure
Fir Tree Partners, founded by Jeffrey Tannenbaum, is reducing its exposure to Noble Corp plc (NYSE:NE).
KeyCorp (KEY) & Century Bancorp, Inc. (CNBKA): 2 Banking Stocks Insiders are Bullish On
It seems like tough time for banking sector is finally over as insiders have again started dipping into them.
Universal American Corporation (UAM): Camber Capital Management Resumes Buying Shares
Stephen Dubois’ Camber Capital Management is again increasing its stakes in Universal American Corporation (NYSE:UAM).
C&J Energy Services Inc (CJES): Point72 Asset Management Does a U-Turn
Steven Cohen’s Point72 Asset Management, has changed its course and is now reducing its exposure to C&J Energy Services Inc (NYSE:CJES).
NuStar GP Holdings, LLC (NSH): Balyasny Asset Management Goes Big
Dmitry Balyasny’s Balyasny Asset Management has raised its position in NuStar GP Holdings, LLC (NYSE:NSH).
QEP Resources Inc (QEP): JANA Partners Sells Its Entire Stake
Barry Rosenstein’s JANA Partners has divested its entire stake as an activist investor in QEP Resources Inc (NYSE:QEP).
Darden Restaurants, Inc. (DRI): Starboard Value Walks the Talk, Goes On to Acquire Additional Shares of the Company
Not only has Jeffrey Smith’s Starboard Value LP managed to replace the entire board of Darden Restaurants, Inc.
Daniel Lewis’ Orange Capital Betting On This Energy Stock
Activist investors play the market differently than regular investors.
Altisource Asset Management Corp (AAMC): Luxor Capital Group’s Holding Crosses 15%
It seems Christian Leone’s Luxor Capital Group is in a hurry to acquire as many shares of Altisource Asset Management Corp (NYSEMKT:AAMC) as possible.
Interface, Inc. (TILE) & Hudson Global Inc (HSON): Will Insider Purchases Take Them Higher?
Investing without an edge is like throwing darts on a board.
Aegerion Pharmaceuticals, Inc. (AEGR): Steve Cohen’s Point72 Asset Management Goes Big
Life science is turning out to be an industry sector that most hedgies are convinced will outperform in the near future.
Johnson & Johnson (JNJ), Kimberly Clark Corp (KMB) & Microsoft Corporation (MSFT) Are Largest Holdings of West Coast Asset Management
Lance Helfert and Paul Orfalea’s West Coast Asset Management has left its equity portfolio relatively unchanged since last quarter, except for one big change.
Steelcase Inc. (SCS) and MVC Capital, Inc. (MVC): Insiders Getting Active
Will you invest your money in a stock if you are convinced it will go down? To most people the answer to that question would be an instantaneous ‘no’.
Costco Wholesale Corporation (COST): What Does Insider Sales Mean?
Several insiders of a company selling its shares within few days of each other can never be good news for the company, regardless of whether it’s big or small.
Allison Transmission Holdings Inc (ALSN) & Web.com Group Inc (WWWW): ValueAct Partners and Okumus Fund Management Continue to Buy These Stocks
Allison Transmission Holdings Inc (NYSE:ALSN) & Web.com Group Inc (NASDAQ:WWWW) are witnessing heavy buying from two different hedge funds that are adamant on increasing their...
Aviat Networks Inc (AVNW), Entegris Inc (ENTG), & Altisource Asset Management Corp (AAMC): Hedge Funds Increasing Their Holdings
Aviat Networks Inc (NASDAQ:AVNW), Entegris Inc (NASDAQ:ENTG), & Altisource Asset Management Corp (NYSEMKT:AAMC) are three hot stocks on hedge funds radars currently.
Endologix, Inc. (ELGX): Deerfield Management Upping its Game
It seems the recent decline in Endologix, Inc. (NASDAQ:ELGX)’s stock by around 20% has made it more lucrative for hedge funds.
XenoPort, Inc. (XNPT) & CareDx Inc (CDNA): Two Life Sciences Stocks That Can Outperform
Julian Baker and Felix Baker’s Baker Bros. Advisors is tightening its grip over XenoPort, Inc. (NASDAQ:XNPT) and so is James E.
Nortek Inc (NTK): Gates Capital Management Increases its Stake to Over 20%
Jeffrey Gates’ Gates Capital Management is strengthening its stake in Nortek Inc (NASDAQ:NTK).
Solazyme Inc (SZYM): John Burbank’s Passport Capital Now Owns Over 10% of the Company
John Burbank’s Passport Capital is going even bigger on Solazyme Inc (NASDAQ:SZYM).
Vital Therapies Inc (VTL) and Natural Resource Partners LP (NRP): Insiders Buy These Stocks
When multiple insiders buy the stock of a company or a single insider buys large amount of a company’s stock, there is always huge chance that the stock will outperform its ...
FuelCell Energy Inc (FCEL), Portola Pharmaceuticals Inc (PTLA) & Vector Group Ltd (VGR): 3 Recent Insider Purchases
FuelCell Energy Inc (NASDAQ:FCEL), Portola Pharmaceuticals Inc (NASDAQ:PTLA) and Vector Group Ltd (NYSE:VGR) are three companies from diverse industry sectors that have recently...
The Bank of New York Mellon Corporation (BK), Goldman Sachs Group Inc (GS) and Wells Fargo & Co (WFC): Horseman Capital Management Reduces Exposure in Its Top Holdings
John Horseman’s Horseman Capital Management is following the same route as many of its peers, trimming its exposure to US equities.
Dr Pepper Snapple Group Inc. (DPS), WellPoint Inc (WLP) & CVS Health Corp (CVS): Navellier & Associates Top Three New Picks
Louis Navellier’s Navellier & Associates is betting big on 3 new stocks that it has recently added in its portfolio.
