At the end of February 2019, Daniel Loeb’s Third Point published its Q4 2018 Investor Letter, in which it shared its views on a few companies from...
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April 3 - Hedge Fund Investor Letters, Hedge Funds, News - Comments
Jeffrey Smith‘s Starboard Value is one of the most followed and well respected activist hedge funds out there, consistently spurring positive operational...
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December 20 - Hedge Fund Analysis, Hedge Funds, News - Comments
You can access the original SEC filing by clicking here. Ownership Summary Table Page 1 of 5 – SEC Filing UNITED STATES SECURITIES AND EXCHANGE...
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June 5 - Hedge Funds - Comments
Jeffrey Smith‘s Starboard Value, one of the biggest and most famous activist hedge funds, has recently filed its 13F, in which it reported an equity...
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March 1 - Activism, Hedge Funds, News - Comments
Billionaire investors are successful for a reason. They do not funnel their money in ordinary places. They spend enormous amounts of resources on the...
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December 5 - Hedge Fund Analysis, Hedge Funds, News - Comments
Pzena Investment Management is a New York-based investment manager with over $25 billion in assets under management. The firm was founded in 1996 and...
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December 1 - Hedge Funds, News - Comments
New York-based famed quant fund Two Sigma Advisors recently disclosed its US equity portfolio worth $19.68 billion at the end of second quarter, via a...
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October 3 - Hedge Fund Analysis, Hedge Funds, News, Tech - Comments
Jacob Rothschild founded Rothschild Investment Trust (now RIT Capital Partners) in 1961, after resigning from N M Rothschild & Sons bank following...
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August 25 - Hedge Fund Analysis, Hedge Funds, News - Comments
Third Point LLC, an investment management firm founded in 1995 by billionaire Daniel S. Loeb, primarily focuses on event-driven, value-oriented investing...
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July 28 - Hedge Fund Analysis, Hedge Funds, News - Comments
Hedge fund Greenlight Capital, co-founded by well-known money manager David Einhorn in 1996 with $900,000 from friends and family, suffered its worst...
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July 27 - Hedge Fund Analysis, Hedge Funds, News - Comments
Bull sentiment dominated the markets during the first two trading sessions of the week, thanks to growing optimism about economic growth in the U.S after...
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July 13 - Market Movers, News - Comments
Though there are several thousand hedge funds that operate across the world today, the strategies they employ to generate alpha varies widely. From macro...
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June 14 - Hedge Funds, News - Comments
The investment community is well aware that there are two kinds of insider trading: legal and illegal. The media has been discussing loud cases of illegal...
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May 25 - Insider Trading, News - Comments
RIT Capital Partners was founded as Rothschild Investment Trust in 1961 by Jacob Rothschild to manage investments outside of the Rothschild family...
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May 20 - Hedge Fund Analysis, Hedge Funds, News - Comments
Billionaire Dan Loeb founded New York-based Third Point LLC, an asset management firm with $17 billion assets under management, in 1995. In a recent ...
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May 18 - Hedge Fund Analysis, Hedge Funds, News - Comments
Billionaire Daniel S. Loeb founded activist hedge fund Third Point LLC in 1995. The $17 billion New York-based firm lost 1.4% in 2015, which was not necessarily...
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April 24 - Dividend Stocks, Hedge Fund Analysis, Hedge Funds, News - Comments
13D Management is a Nebraska-based fund that primarily invests in companies which are a target of shareholder activism. The fund was founded in December...
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April 17 - Hedge Fund Analysis, Hedge Funds, News - Comments
If one starts a discussion on activist investors or their campaigns today, there is only a slim possibility that the name Starboard Value LP won’...
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April 8 - Hedge Funds, News, Tech - Comments
New York-based activist hedge fund Starboard Value LP and its founder Jeffrey Smith have gained a lot of recognition in the last few years for their...
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February 23 - Hedge Fund Analysis, Hedge Funds, News - Comments
York Capital Management is a New York-based long/short equity hedge fund founded by billionaire James Dinan. Mr. Dinan worked as an investment banker...
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November 24 - Hedge Fund Analysis, Hedge Funds, News - Comments
Billionaire activist investor Dan Loeb of Third Point saw his hedge fund post losses of 8.9% for the September quarter in comparison to the S&P 500...
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November 19 - Hedge Fund Analysis, Hedge Funds, News - Comments
Billionaire investor Dan Loeb, the founder of activist hedge fund Third Point LLC, discussed the performance of his investment firm, including the broader...
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November 16 - Hedge Fund Analysis, Hedge Funds, Macroeconomic Predictions, News - Comments
As you already know, the third quarter was terrible for most smart money investors, who suffered significant losses amid the market turmoil caused by...
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November 5 - Hedge Funds, News, Tech - Comments
When it comes to activist investing, Dan Loeb is one of the best in the business, generating strong returns through pushing companies to implement changes...
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November 3 - Hedge Funds, News, Tech - Comments
With the earnings season in progress, investors can take a step back from following macroeconomic news and focus on the financial results reported by...
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October 27 - Earnings Report, Market Movers, News - Comments
According to an amended 13D filing activist investor Dan Loeb‘s Third Point now owns about 53.85 million shares of Baxter International Inc (NYSE...
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September 30 - Hedge Funds, News - Comments
Billionaire James Dinan founded York Capital Management, a New York-based long/short equity hedge fund, in 1991. Prior to founding York, Mr. Dinan worked...
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August 24 - Hedge Fund Analysis, Hedge Funds, News - Comments
Renowned activist investor Dan Loeb‘s Third Point recently filed its 13F form with the Securities and Exchange Commission, which revealed its equity...
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August 17 - Hedge Funds, News - Comments
A couple of days after disclosing a new position in Baxter International Inc (NYSE:BAX), Dan Loeb‘s Third Point issued an amended filing, in which...
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August 7 - Hedge Funds, News - Comments
Baxalta Inc (NYSE:BXLT) was recently spun-off from Baxter International Inc (NYSE:BAX) on July 1st, 2015. The company has 16,000 employees and around...
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August 6 - Dividend Stocks, News, Stock Analysis - Comments
In a new filing with the Securities and Exchange Commission, Dan Loeb‘s Third Point disclosed a large activist stake in Baxter International Inc...
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August 5 - Hedge Funds, News - Comments
Baxalta Inc (NYSE:BXLT)’s stock jumped by more than 15% after it reported positive phase three results for its underdevelopment drug BAX 111 and...
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August 4 - Hedge Funds, News - Comments
Alexion Pharmaceuticals, Inc. (NASDAQ:ALXN), Baxter International Inc (NYSE:BAX), and Valeant Pharmaceuticals Intl Inc (NYSE:VRX) are among the top healthcare...
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June 30 - Hedge Funds, News - Comments
In the midst of an aging population, the United States remains the market leader for medical devices, accounting for about one-third of the worldwide...
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September 20 - News - Comments
Dividend investors would be wise to focus not just on a stock’s current yield but also on the long-term growth potential of its dividends. That...
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September 17 - Dividend Stocks, News - Comments
A company with a modus operandi of tackling rare and very rare diseases might not necessarily jump out as a great investment, but this company has...
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September 9 - News - Comments
With August winding down, summer won’t be around much longer. Several health-care stocks still had hot days this past week, though. Here are three...
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September 1 - News - Comments
The health care sector can be daunting for some investors, and there are some good reasons why many people won’t go near health care stocks. First...
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August 27 - News - Comments
In today’s marketplace, there are many metrics market participants can use to track stocks. A couple of the most under-the-radar are hedge fund and...
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August 26 - News - Comments
Is Baxter International Inc. (NYSE:BAX) a buy? In the 21st century investor’s toolkit, there are many indicators shareholders can use to track their...
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August 23 - News - Comments
The Medicines Company (NASDAQ:MDCO) is a mid-cap value stock that jumped by 21% in the last 12 months, trading at a 52-week price range of $20.04-$37....
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August 23 - News - Comments
Is Covidien plc (NYSE:COV) a buy? To many traders, hedge funds are perceived as delayed, outdated investment tools of a forgotten age. Although there...
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August 22 - News - Comments
Covidien plc (NYSE:COV) is a highly debated healthcare stock, but one indicator suggests that it might be the biggest steal of 2013. In the financial...
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August 22 - News - Comments
Obesity rates are soaring in the United States. According to the American Heart Association, 155 million adults and 24 million children are overweight...
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August 12 - News - Comments
The performance of Baxter International Inc. (NYSE:BAX), the world’s second-largest maker of dialysis products, has been lagging the market with 7....
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August 10 - News - Comments
Thanks to an expanding product portfolio, increasing healthcare spending, and explosive growth in the emerging markets, the healthcare industry has been...
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August 5 - News - Comments
China’s markets have been anything but an investor paradise this year. Hong Kong’s Hang Seng has battled back from its May lows with a strong...
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August 5 - News - Comments
Blood collecting, testing, and treatments are key components of the healthcare system. Therefore, can healthcare investors follow a blood trail across...
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August 3 - News - Comments
The investing waters can get pretty choppy from time to time with a developmental stage company. A look at the five-year chart of Momenta Pharmaceuticals...
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August 2 - News - Comments
It isn’t very often that an agency sometimes accused of over-regulating an industry can be ridiculed for not regulating enough, but that’s...
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August 2 - News - Comments