Pfizer Inc. (PFE), Gilead Sciences, Inc. (GILD), Merck & Co., Inc. (MRK) Among Hedge Funds’ Favorite Pharma Stocks
We maintain a database of quarterly 13F filings from hundreds of hedge funds and other notable investors.
Posts Tagged ‘Express Scripts Inc (ESRX)’
Billionaire Leon Cooperman’s “Best Ideas” Include QUALCOMM, Inc. (QCOM) and More
One of the most anticipated market players from this year’s Delivering Alpha conference on July 17th was billionaire Leon Cooperman of Omega Advisors.
Brave Warrior Capital’s Top Stock Picks Include Oracle Corporation (ORCL)
We track quarterly 13F filings from hundreds of hedge funds, including Glenn Greenberg’s Brave Warrior Capital, using the results to help us develop investment strategies (we...
Insiders and Billionaire Leon Cooperman Like American International Group Inc (AIG) and More
We track quarterly 13F filings from hundreds of hedge funds, including billionaire Leon Cooperman’s Omega Advisors.
Should You Imitate the Insider Buying at Walgreen Company (WAG)?
A Form 4 filed with the SEC has disclosed that a corporation connected to Walgreen Company (NYSE:WAG) Board of Directors member Stefano Pessina, who became a billionaire from ...
Is Walgreen Company (WAG) a Good Stock to Buy?
In the last year, the stock price of Walgreen Company (NYSE:WAG) has risen 48% following the settlement of its dispute with Express Scripts Holding Company (NASDAQ:ESRX).
Billionaire Leon Cooperman’s High Upside Potential Picks Include Express Scripts
One way to estimate a stock’s upside potential is by looking for a low PEG ratio, which incorporates both the P/E multiple and analyst expectations for earnings growth.
Bain Capital’s Brookside Capital Dumped Apple Inc. (AAPL) and Bought These Stocks
At the end of September, Apple Inc. (NASDAQ:AAPL) was the largest holding by market value in Brookside Capital’s portfolio.
High-Performing Hedge Fund Loves American International Group Inc (AIG), Ads & Energy: Lamar Advertising Co (LAMR)
By definition, hedge funds are often thought of as being a tool for high net-worth investors only, but there are ways for their retail-focused peers to get in on the action.
$21 Billion Hedge Fund Farallon Capital’s High Upside Potential Picks
We have been processing 13F filings from hedge funds in our database, which tracks positions in U.S. stocks over time and which we have used to develop investment strategies.
Insiders Have Bought Express Scripts, Simon, and More
We have been spending much of our time in the last month analyzing 13F filings from hedge funds and other notable investors and working on investment strategies using the included...
Insider Buying at Hedge Fund Darling Express Scripts
Express Scripts Holding Company (NASDAQ:ESRX) was the second most popular healthcare stock among hedge funds in the fourth quarter of 2012, right behind Pfizer Inc.
Bain Capital’s Hedge Fund Likes Dollar General and More
Bain Capital is best known as a private equity fund engaging in leveraged buyouts, but its success has allowed it to develop other investment funds including long/short equities...
Lee Ainslie’s Top Stock Picks Include Apple Inc. (AAPL)
We have been going through our database of 13F filings for the fourth quarter of 2012.
The Most Popular Healthcare Stocks Among Hedge Funds Include Pfizer
Even with the delay inherent in 13F filings (these filings disclose many of a hedge fund or other investor’s long equity positions at the end of a quarter, but are not released...
Billionaire George Soros’s High Upside Potential Picks Include AIG
One way to estimate the upside potential of a stock is to look for a low PEG ratio, a financial metric that adjusts the traditional P/E multiple according to the consensus earnings...
Billionaire Stephen Mandel’s High Upside Potential Picks Include Apple Inc. (AAPL)
Stephen Mandel worked at legendary investor Julian Robertson’s Tiger Management until 1997 when he left to launch Lone Pine Capital.
Michael Karsch’s Top Stock Picks Include AIG
Michael Karsch, manager of Karsch Capital Management, has quite the pedigree.
Rite Aid Corporation (RAD): Growth at a Reasonable Price, or Takeover Target?
Rite Aid Corporation (NYSE:RAD) is a major growth opportunity, but also a takeover candidate.
Priceline, Mastercard, Express Scripts Among Maverick Capital’s Bullish Bets
Maverick Capital recently filed its 3Q 13F with the SEC.
Cigna, CVS, Humana, and More: 10 Healthcare Stocks Hedge Funds Love
After identifying the ten most popular stocks among hedge funds according to their third quarter 13F filings, we have decided to break down the top ten stocks that hedge funds...
Mathew Martoma: What’s His Former Hedge Fund Trading Now?
Despite the common perception of insider trading, it remains a fact that out of the hundreds of thousands of insider transactions every year, just a tiny fraction are ruled to...
The Walgreen, CVS, Express Scripts Fallout Continues
Express Scripts Holding Company (NASDAQ:ESRX), the largest pharmacy benefit manager in the U.S., tumbled 15% on reduced guidance for 2013.
What Do Walgreen’s Q4 Earnings Mean for Investors?
After hitting their 52 week high on September 28, Walgreen Company (NYSE:WAG) shares slid 0.4% that day after announcing their fourth quarter results.
Why is This Hedge Fund Betting Big on AMC Networks?
Luxor Capital Group, managed by Christian Leone, is a New York-based hedge fund with an estimated $3 billion in assets under management.
Walgreen’s Next Fight: Regaining Lost Express Script Customers
I couldn’t help but notice how different a Walgreen Company (NYSE:WAG) advertisement I saw over the weekend looked.
Magnetar Capital’s Top 5 Stock Picks: Express Scripts, EOG Resources, and More
Founded in 2005, Magnetar Capital is headquartered in Evanston, Illinois and also has a presence in New York, London, and Beijing.
Warren Buffett Loves Just One Of These PBMs, Shouldn’t You?
Express Scripts Holding Company (ESRX) is the largest pharmacy benefit management (PBM) company since its acquisition of Medco Health Solutions this year.
12 Most Popular Healthcare Stocks Among Hedge Funds
Insider Monkey follows hedge fund managers because they're the smartest investors around. They leave less to chance than do most investors.
Walgreen and Express Scripts’ Split Hurt These Hedge Funds $WAG $ESRX
Walgreen fell 5.5% after failing to renew its contract with Express Scripts (ESRX). ESRX declined more than 3% initially but recovered all these losses.
Larry Robbins’ Bullish Stock Picks
Most investors aren’t happy about the performance of their investments over the last decade. Some of those who gained couldn’t even beat the inflation.
Stephen Mandel and Lone Pine Capital’s New Stock Picks
Stephen Mandel’s Lone Pine Capital has $17 Billion in assets under management. His personal wealth is about one tenth of that.
John Griffin and Blue Ridge Capital’s New Stock Picks and Holdings
John Griffin, 47, was second in command at Julian Robertson’s Tiger Management. He launched Blue Ridge Capital in 1996.
Glenview’s Larry Robbins Extremely Optimistic: Dow 20000
Glenview’s Larry Robbins is one of the most optimistic hedge fund managers around. He predicts P/E multiples will expand by 45% by the end of 2013.
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