Comcast Corporation (CMCSA), Yahoo! Inc. (YHOO): Among Largest New Bets of Billionaire Daniel Och

The healthcare sector was also not overlooked by Mr. Och as he initiated two large positions in Endo International plc (NASDAQ:ENDP) and Walgreens Boots Alliance Inc (NASDAQ:WBA). In Endo International plc (NASDAQ:ENDP), the fund headed by Mr. Och disclosed a $376.58 million position that contains 5.22 million shares. Endo International is a $14 billion producer of generic and specialty drugs and medical devices. Last week, Cantor Fitzgerald reiterated their ‘Hold’ rating on Endo International and set a price target of $80.00, while Citigroup reiterated a ‘Buy’ rating and raised its price target to $98.00 from $87.00. Among other billionaire investors betting on Endo International plc (NASDAQ:ENDP) are Larry Robbins of Glenview Capital Management, who added 1.19 million shares to his stake, bringing it to 6.85 million shares.

Mr. Och also bet on the drugstore operator Walgreens Boots Alliance Inc (NASDAQ:WBA), as Walgreens completed its merger with Alliance Boots and formed one of the largest drug retailer companies in the world. OZ Management holds 3.60 million shares of the company as of the end of 2014, valued at $274.40 million. The data from the latest round of 13F filings showed that Walgreens Boots Alliance Inc (NASDAQ:WBA) was one of the favorite healthcare stocks among billionaires. Walgreens Boots Alliance Inc (NASDAQ:WBA) was one of the top picks of both Barry Rosenstein of JANA Partners and Andreas Halvorsen of Viking Global. In their latest 13F filings, JANA reported ownership of 13.75 million shares and Viking Global disclosed holding 18.93 million shares.

Plains GP Holdings LP (NYSE:PAGP) is another new position in OZ Management’s 13F portfolio as the fund purchased almost 10.0 million shares valued at $256.75 million. Plains GP Holdings has seen a significant inflow of capital from investors during the fourth quarter. Among over 700 funds from our database, 24 investors reported holding shares of Plains GP Holdings in the last round of 13F filings, versus 14 funds in the previous quarter. These funds own around $1.0 billion worth of Plains GP Holdings’ stock, up from $140.39 million in the previous quarter. Since going public in 2013, Plains GP Holdings LP (NYSE:PAGP) has been consistently increasing its dividends from $0.13 initially to $0.20 announced at the end of January and the trend is expected to continue in 2015. Billionaire Ken Griffin of Citadel Investment Group is also bullish on Plains GP Holdings LP (NYSE:PAGP), as his fund raised its stake by 200% during the fourth quarter to 4.73 million shares.

Disclosure: None