Avoid These Stock Picks of John Griffin
By analyzing the historical 13F filings of Blue Ridge Capital, managed by John Griffin, we estimate that his mid-cap stock picks (those with market caps between $10 and $20 billion...
Posts Tagged ‘Barry Rosenstein Jana Partners’
Barry Rosenstein and JANA Partners Love These Stocks
Barry Rosenstein’s Jana Partners filed a 13F to disclose its holdings in the last quarter of 2013. Jana Partners is a value-oriented investment firm.
Jana Partners Becomes QEP Resources’ Largest Shareholder. Why?
According to an amended filing with the SEC, Barry Rosenstein’s Jana Partners increased their holdings in QEP Resources Inc (NYSE:QEP) to over 13.54 million shares last week...
Hedge Fund Week in Review: Activist Action
Here are the eleven most important moves made in the hedge fund world this week.
Bill Ackman reduced his Herbalife short significantly, replacing it with long-term put options.
Dan Loeb ups his activist campaign at Sotheby’s, snatching 9.
Activist Jana Partners Buys a Boatload of Safeway Inc. (SWY)
Barry Rosenstein's Jana Partners has filed a schedule 13D with the SEC indicating it has upped its stake in Safeway Inc. (NYSE:SWY) significantly.
‘Hedgie’ Barry Rosenstein Loves Agrium Inc. (USA) (AGU), Oil States International, Inc. (OIS) & More
Barry Rosentein's hedge fund Jana Partners recently disclosed all of its equity positions as of the end of the second quarter, in the latest round of 13F filings with the Securities...
Jeffrey Smith & Starboard Value Still Love The Office Depot Inc (ODP)
Earlier in August, Starboard Value, the value and activist hedge fund managed by Jeffrey Smith, filed its 13F with the SEC for the second quarter of 2013.
Value Investor Barry Rosenstein’s Cheap Stock Picks Include Aetna Inc (AET)
JANA Partners, managed by Barry Rosenstein, is a value and activist hedge fund, and Aetna Inc (NYSE:AET) is one of its holdings.
Barry Rosenstein’s JANA Partners’s Small Cap Picks Include Copart, Inc. (CPRT)
Our analysis of investment strategies related to quarterly 13F filings has found that the most popular small cap stocks among hedge funds generate an average excess return of ...
Billionaire Dan Loeb’s Cheap Stock Picks Include Hess Corp. (HES)
We track quarterly 13F filings from hundreds of hedge funds and other notable investors, including billionaire Dan Loeb’s Third Point.
Insiders Have Bought Chesapeake Energy Corporation (CHK), Copart, Inc. (CPRT), and More
Our analysis of studies on insider trading shows that while insider selling is generally not informative, stocks bought by insiders tend to narrowly outperform the market (read...
The CEO of Ryman Hospitality Properties, Inc. (REIT) (RHP) Added 20,000 Shares
Colin Reed, the CEO of Ryman Hospitality Properties, Inc.
Hedge Funds Aren’t Crazy About Opko Health Inc. (OPK) Anymore
In today’s marketplace, there are plenty of gauges investors can use to monitor the equity markets.
Do Hedge Funds and Insiders Love Teekay Corporation (TK)?
Teekay Corporation (NYSE:TK) was in 15 hedge funds' portfolio at the end of March.
Here is What Hedge Funds Think About Office Depot Inc (ODP)
Office Depot Inc (NYSE:ODP) was in 28 hedge funds' portfolio at the end of the first quarter of 2013. ODP has experienced an increase in hedge fund sentiment in recent months.
Ashland Inc. (ASH): Hedge Funds Are Bullish and Insiders Are Bearish, What Should You Do?
If you'd ask most market participants, hedge funds are assumed to be slow, old financial tools of years past.
Visteon Corp (VC): Hedge Funds and Insiders Are Bullish, What Should You Do?
Visteon Corp (NYSE:VC) was in 48 hedge funds' portfolio at the end of March. VC shareholders have witnessed an increase in hedge fund interest of late.
Should You Buy Aetna Inc. (AET)?
In the financial world, there are many gauges market participants can use to track publicly traded companies.
Here is What Hedge Funds Think About Liberty Interactive (Interactive group) (LINTA)
To most market participants, hedge funds are viewed as unimportant, old investment tools of years past.
Hedge Funds Are Buying QEP Resources Inc (QEP)
To the average investor, there are a multitude of methods investors can use to monitor Mr. Market. A pair of the most useful are hedge fund and insider trading sentiment.
Fifth & Pacific Companies Inc (FNP): Hedge Funds Are Bullish and Insiders Are Bearish, What Should You Do?
Fifth & Pacific Companies Inc (NYSE:FNP) was in 28 hedge funds' portfolio at the end of the first quarter of 2013.
Hedge Funds Are Betting On SUPERVALU INC. (SVU)
If you'd ask most shareholders, hedge funds are assumed to be unimportant, outdated financial vehicles of the past.
Do Hedge Funds and Insiders Love Copart, Inc. (CPRT)?
In the 21st century investor’s toolkit, there are dozens of metrics shareholders can use to track stocks. Some of the best are hedge fund and insider trading movement.
Groupon Inc (GRPN) and More: Tiger Global Management’s Small Cap Picks
Tiger Global Management, a Tiger Cub hedge fund which counts billionaire Chase Coleman among its managers, filed its 13F with the SEC in mid May.
Billionaire Steve Cohen’s Favorite Small Cap Stocks Include Carter’s, Inc. (CRI)
Our research on hedge fund investing strategies has shown that imitating hedge funds’ small cap picks can be profitable, with our reasoning for this being that small caps (which...
This Metric Says You Are Smart to Buy Agrium Inc. (USA) (AGU)
If you'd ask most traders, hedge funds are perceived as worthless, outdated financial vehicles of years past.
Hedge Funds Are Buying IAC/InterActiveCorp (IACI)
In today’s marketplace, there are many metrics market participants can use to analyze the equity markets.
Ryman Hospitality Properties, Inc. (REIT) (RHP): Are Hedge Funds Right About This Stock?
Ryman Hospitality Properties, Inc. (REIT) (NYSE:RHP) was in 25 hedge funds' portfolio at the end of March.
This Metric Says You Are Smart to Sell Rockwood Holdings, Inc. (ROC)
Is Rockwood Holdings, Inc. (NYSE:ROC) a superb stock to buy now? Investors who are in the know are reducing their bets on the stock.
Hedge Funds Are Selling Expedia Inc (EXPE)
Is Expedia Inc (NASDAQ:EXPE) a cheap investment today? Investors who are in the know are taking a pessimistic view.
Visteon Corp (VC): Hedge Funds and Insiders Are Bullish, What Should You Do?
In today’s marketplace, there are dozens of metrics market participants can use to monitor Mr. Market.
American International Group Inc (AIG), Netflix, Inc. (NFLX): Jana Partners Jams Things Up
Barry Rosenstein founded Jana Partners in 2001, and now has some $3.5 billion in assets under management. The hedge fund focuses on value-oriented and event-driven strategies.
Hedge Fund News: Dan Loeb, JANA Partners, Apple Inc. (AAPL)
Editor's Note: Related Tickers: SUPERVALU INC. (NYSE:SVU), Apple Inc. (NASDAQ:AAPL), Sears Holdings Corporation (NASDAQ:SHLD), Big Lots, Inc.
Owens-Illinois Inc (OI), Ashland Inc. (ASH) Among This $2 Billion Hedge Fund’s Picks
In mid May, Atlantic Investment Management- a hedge fund with about $2 billion in assets under management which is run by Alexander Roepers- filed its 13F with the SEC, disclosing...
Hedge Fund News: Steven Cohen, Dan Loeb, Agrium Inc. (USA) (AGU)
Steven Cohen’s SAC Capital Advisors LP is giving clients more time to decide whether to pull money from the firm’s hedge funds amid a government investigation of insider trading...
Billionaire David Einhorn’s Ira Sohn Recommendation: Oil States International, Inc. (OIS)
On May 8th, a number of value investors such as billionaire David Einhorn of Greenlight Capital (see Einhorn's stock picks from his most recent 13F filing) presented investment...
Activist Barry Rosenstein Takes 9% Stake In Oil States International, Inc. (OIS)
Oil States International, Inc.
TriQuint Semiconductor (TQNT) & More: Hedge Funds Are Buying
Following SEC filings is important, especially this is the case for 13Ds and 13Gs as they reveal the latest acquisitions or sales in the hedge fund arena.
Hedge Fund-Blacklist Urging Pension Funds to Stay Away: Icahn, Cohen, Tepper and Loeb All On It
This past week, the American Federation of Teachers, one of the U.S.'s largest teacher unions, issued a list detailing specific hedge funds it was urging pension funds to stay...
Lululemon Athletica inc. (LULU), Noble Corporation (NE) & How Hedge Funds Have Bought In..Big
Hedge funds and other notable investors issue quarterly 13F filings to the SEC (which then releases them to the general public), disclosing many of their long equity positions...
Ashland Inc. (ASH): Here’s Why Shares Have Popped
This just in, Barry Rosenstein's Jana Partners reported a buy of 7.4% of Ashland Inc.
Barry Rosenstein’s JANA Partners Moves on To Ashland Inc. (ASH)
A 13D filed with the SEC has disclosed that JANA Partners, an activist and value hedge fund managed by Barry Rosenstein, owned 5.8 million shares of Ashland Inc.
Rockwood Holdings, Inc. (ROC), Ryman Hospitality Properties, Inc. (RHP), and Value Investor Barry Rosenstein’s Small Cap Picks
We track 13F filings from hedge funds and other notable investors as part of our work developing investing strategies; for example, we have found that the most popular small cap...
Visteon Corp (VC), Cliffs Natural Resources Inc (CLF) Among Billionaire Steve Cohen’s Small Cap Picks
The most popular small cap stocks among hedge funds, according to our research tracking 13F filings, earn an average excess return of 18 percentage points per year (learn more...
Convergys Corporation (CVG): Are Hedge Funds Right About This Stock?: SS and C Technologies Holdings Inc (SSNC), Qlik Technologies Inc (QLIK)
Is Convergys Corporation (NYSE:CVG) a bargain? The best stock pickers are becoming less confident.
Do Hedge Funds and Insiders Love QEP Resources Inc (NYSE:QEP)?
QEP Resources Inc (NYSE:QEP) was in 20 hedge funds' portfolio at the end of December.
Hedge Fund News: Daniel Loeb, Tom Steyer, Agrium Inc. (USA) (AGU)
Something must be in the water over at 399 Park Avenue, where Daniel Loeb’s hedge fund Third Point is headquartered.
Coca-Cola Enterprises Inc (NYSE:CCE): Insiders Are Dumping, Should You?
Coca-Cola Enterprises Inc (NYSE:CCE) was in 27 hedge funds' portfolio at the end of December.
Is Agrium Inc. (USA) (NYSE:AGU) Going to Burn These Hedge Funds?
In today’s marketplace, there are tons of metrics shareholders can use to track Mr. Market. Some of the best are hedge fund and insider trading movement.
