First Eagle Investment Management

Hedge Fund and Insider Trading News: Ray Dalio, Lee Ainslie, Starboard Value LP, Sound Point Capital Management, First Eagle Investment Management, Coca-Cola Co (KO), Enterprise Products Partners L.P. (EPD), and More

Sound Point Capital Management, an alternative asset management firm with approximately USD21 billion of assets under management, has appointed Francis McCullough as Global Head...

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February 4 - Hedge Funds, Insider Trading - Comments

13D Filing: First Eagle Investment Management and Aradigm Corp (ARDM)

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February 7 - Hedge Funds - Comments

13G Filing: First Eagle Investment Management and Duos Technologies Group Inc. (DUOT)

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December 4 - Hedge Funds - Comments

13G Filing: First Eagle Investment Management and Identiv Inc. (INVE)

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October 31 - Hedge Funds - Comments

13G Filing: First Eagle Investment Management and Intellicheck Inc. (IDN)

You can access the original SEC filing by clicking here.

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August 8 - Hedge Funds - Comments

13G Filing: First Eagle Investment Management and Identiv Inc. (INVE)

You can access the original SEC filing by clicking here.

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May 24 - Hedge Funds - Comments

First Eagle Investment Has A Material Fondness for These 5 Materials Stocks

Mehdi Mahmud-led First Eagle Investment Management recently disclosed its U.S. equity portfolio as of the end of June via a 13F filing submitted with the SEC.

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August 14 - Gold, Hedge Fund Analysis, Hedge Funds, News - Comments

First Eagle Investment Management Cuts Exposure To Comtech Telecommunications (CMTL)

First Eagle Investment Management has reported a reduction in its holding of Comtech Telecommunications Corp (NASDAQ:CMTL) in a recently amended filing with the Securities and...

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July 5 - Hedge Funds, News - Comments

PepsiCo Inc. (PEP) Among Top New Picks Of First Eagle Investment Management

First Eagle Investment Management has recently filed its latest 13F form with the SEC, which revealed that at the end of June, the value of the firm's public equity portfolio...

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August 14 - Hedge Funds, News - Comments

First Eagle Investment Management Unveils Its Top Picks

First Eagle Investment Management has added fervor to the filing season as it recently submitted its 13F form to the Securities and Exchange Commission for the latest reporting...

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May 11 - Hedge Funds, News - Comments

DURECT Corporation (DRRX): First Eagle Raises Its Stake; See Investor’s Other Healthcare Picks

As a new filing with the Securities and Exchange Commission showed, Jean-Marie Eveillard's First Eagle Investment Management has increased its stake in DURECT Corporation (NASDAQ...

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March 22 - Hedge Funds, News - Comments

Vista Outdoor Inc (VSTO), Curis, Inc. (CRIS): First Eagle Investment Management’s Latest Bullish Plays

Jean-Marie Eveillard's First Eagle Investment Management has recently disclosed two moves involving Vista Outdoor Inc (NYSE:VSTO), and Curis, Inc. (NASDAQ:CRIS).

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March 9 - Hedge Funds, News - Comments

CommVault Systems Inc. (CVLT), Rowan Companies PLC (RDC): Billionaire Ken Griffin Boots Passive Stakes

In new filings with the U.S.

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February 6 - Hedge Funds, News - Comments

ValueAct Still Believes Strongly in Microsoft Corporation (MSFT): Here’s Why

In a Form 4 filing with the SEC yesterday, Jeffrey Ubben’s ValueAct Capital disclosed seven purchases of Microsoft Corporation (NASDAQ:MSFT) stock between February 2 and February...

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February 5 - Hedge Funds, News - Comments

Eric Mandelblatt’s Soroban Capital Partners Discloses 10% Activist Position

Eric Mandelblatt’s Soroban Capital Partners has taken up a 10% activist position in California Resources Corp (NYSE:CRC), according to a filing on Monday with the SEC.

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February 3 - Hedge Funds, News - Comments

Should You Follow Billionaire Nelson Peltz Into Bank of New York Mellon Corp (BK)?

Nelson Peltz’s Trian Fund Management continues to raise its exposure to Bank of New York Mellon Corp (NYSE:BK), purchasing another 273,000 shares at a price of $36.63 per share...

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February 3 - Hedge Funds, News - Comments

Wyndham Worldwide Corporation (WYN), Dresser-Rand Group Inc. (DRC): Iridian Asset Management Drops Two Major Positions

David Cohen and Harold Levy’s Iridian Asset Management revealed the sale of two major positions on Thursday. As disclosed in a 13G Form filed with the U.S.

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January 30 - Hedge Funds, News - Comments

AEP Industries (AEPI): KSA Capital Management Trims Activist Stake To 17.04%

KSA Capital Management, run by Daniel Khoshaba, has reduced its activist stake in AEP Industries (NASDAQ:AEPI). In a newly-amended filing with the U.S.

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January 23 - Hedge Funds, News - Comments

Cintas Corporation (CTAS): First Eagle Investment Management Cuts Passive Stake

First Eagle Investment Management, managed by Jean-Marie Eveillard, has reduced its passive stake in Cintas Corporation (NASDAQ:CTAS).

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January 9 - Hedge Funds, News - Comments

Citigroup Inc (C), American International Group Inc (AIG), Bank of America Corp (BAC): Most Popular Financial Stocks Among Hedge Funds

The financial sector has always been an attractive segment for investors, since it has managed to provide steady returns over the years.

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November 20 - Hedge Funds, News - Comments

Comtech Telecomm. Corp. (CMTL): First Eagle Investment Management Inches Up Position to 10%

As a new filing with the US Securities and Exchange Commission showed, Jean-Marie Eveillard's First Eagle Investment Management has picked up its position in Comtech Telecomm...

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November 10 - Hedge Funds, News - Comments

Liberty Media Corp (LMCK), Moody’s Corporation (MCO), Pain Therapeutics Inc. (PTIE), Liberty Global plc (LBTYK): Madison Street Partners’ Top Q3 Picks

Steven Owsley’s Madison Street Partners recently made public its long equity positions as of September 30 2014.

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October 14 - Hedge Funds, News - Comments

Monsanto Company (MON), Comcast Corporation (CMCSA) And Rockwood Holdings Inc. (ROC) Are Larry Foley And Paul Farrell’s Top Stock Pics

Founded in 2009 amid fears the financial world was about to crumble, Bronson Point Partners boasts a 58.5% return since then.

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September 23 - Hedge Funds, News - Comments

OZ Management Raises Stake in Rockwood Holdings, Inc. (ROC) Amid Merger with Albemarle Corporation (ALB)

OZ Management, a hedge fund managed by Daniel S.

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September 22 - Hedge Funds, News - Comments

Weyerhaeuser Co (WY), Dollar General Corp (DG) And Marathon Oil Corporation (MRO): Laurion Capital Management’s Top Investments

Based in New York, Laurion Capital Management was founded by Benjamin A.

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September 18 - Hedge Funds, News - Comments

CBS Corporation (CBS), Weyerhaeuser Co (WY), EMC Corporation (EMC): Aristeia Capital Top Stocks in Q2

Aristeia Capital, managed by Robert Henry Lynch, recently filed its 13F with the U.S. Securities and Exchange Commission.

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September 9 - Hedge Funds, News - Comments

Comcast Corporation (CMCSA), JPMorgan Chase & Co. (JPM), Nike Inc (NKE): Lansdowne Partners Top Picks in Q2

In its recent 13F filing with the U.S.

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September 8 - Hedge Funds, News - Comments

Intel Corporation (INTC), Royal Dutch Shell plc (ADR) (RDS.A), Oaktree Capital Group LLC (OAK): Hawkins Capital Bets on Diversified Stocks

As we continue to track hedge funds’ activity, we should talk about Hawkins Capital’s 13F filing for the second quarter of 2014.

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September 3 - Hedge Funds, News - Comments

Rockwood Holdings Inc (ROC): Daniel S. Och’s OZ Management Trims Exposure to 3.5%

Daniel S. Och’s OZ Management disclosed last week that it had reduced its exposure to Rockwood Holdings, Inc. (NYSE:ROC) by 42%.

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August 25 - Hedge Funds, News - Comments

Microsoft Corporation (MSFT), Oracle Corporation (ORCL) and Aon PLC (AON): First Pacific Advisors’ Top Stock Picks

First Pacific Advisors LLC was founded in 1954 as Shareholders Management Company, changing its name to First Pacific Advisors in 1976.

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August 19 - Hedge Funds, News - Comments

McDonald’s Corporation (MCD), Novo Nordisk A/S (ADR) (NVO), Colgate-Palmolive Company (CL): A Look At Jim Simons’ Top Picks for the Second Quarter

Another major hedge fund that recently disclosed its long equity positions for the second quarter of 2014 is Jim Simons’ Renaissance Technologies, one of the best performing...

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August 14 - Hedge Funds - Comments

Daniel Och, Oz Management Disclose Massive Increase In Holding Of Rockwood Holdings, Inc. (ROC)

Is it a good time to buy Rockwood Holdings, Inc. (NYSE:ROC) shares? Daniel S. Och seems to think so, as he has made a massive addition to his investment in the company.

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July 25 - Hedge Funds, News - Comments

Lockheed Martin Corporation (LMT) Posts Better-Than-Expected Q2 Earnings

Fox Business News' Lori Rothman has discussed the second-quarter 2014 earnings report of Lockheed Martin Corporation (NYSE:LMT), which posted a 3% increase in its second-quarter...

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July 23 - Earnings Report, News - Comments

Highline Capital Management Bets on Healthcare, Basic Materials & Services Stocks

Highline Capital Management is a fund led by Jacob Doft.

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May 23 - Hedge Funds, News - Comments

Highbridge Capital Management: Five Important Moves During Q1

Glenn Russell Dubin’s Highbridge Capital Management, has recently presented its Form 13F Filing for the first quarter of 2014 at the U.S. Securities and Exchange Commission.

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May 19 - Hedge Funds, News - Comments

Jim Simons Bets Big on Apple Inc. (APPL), Intel Corporation (INTC) and Verizon Communications Inc. (VZ)

I have dreamt more than once, like many others, about having access to Jim Simons’ investment formula, to his extremely complex mathematical models.

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May 16 - Hedge Funds, News - Comments

ValueAct Capital Buys More Than $116 Million in Microsoft (MSFT) Shares

On Monday May 12, ValueAct Capital, managed by Jeffrey Ubben, declared the purchase of more than 2.95 million shares of Microsoft Corporation (NASDAQ:MSFT), which already is the...

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May 13 - Hedge Funds, Insider Trading, News - Comments

Harris Associates Boosts Its Stake in Willis Group Holdings PLC (WSH)

Natixis Global Asset Management 's Harris Associates increased its position in Willis Group Holdings PLC (NYSE:WSH). According to a recent 13G filing with the Securities...

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May 9 - Hedge Funds, News - Comments

Ksa Capital Management Ups Stake in AEP Industries (AEPI)

Daniel Khoshaba's Ksa Capital Management increased its stake in AEP Industries (NASDAQ:AEPI).

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April 29 - Hedge Funds, News - Comments

Dmitry Balyasny Reports A Massive Increase In Holding Of Boardwalk Pipeline Partners LP (BWP)

Dmitry Balyasny, the founder and manager of Balyasny Asset Management, is very bullish on Boardwalk Pipeline Partners, LP (NYSE:BWP).

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April 9 - Hedge Funds, News - Comments

Stay Away From These Warren Buffett Stocks

In looking through the historical 13F filings of Warren Buffett’s Berkshire Hathaway, we calculate that his mid-cap stock picks (those with market caps between $10 and $20 billion...

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April 4 - Hedge Funds, Insider Trading, News - Comments

David Iben’s Kopernik Global Loves These Stocks: Cameco Corporation (USA) (CCJ), Barrick Gold Corporation (USA) (ABX) & More

David Iben’s Kopernik Global is an investment management firm, which trades primarily in global corporate public equity, including shares of all sized businesses domiciled in...

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February 12 - Hedge Funds, News - Comments

Strong Insider Activity at Cincinnati Financial Corporation (CINF): Three Insiders Bought Shares

Since the start of February, three insiders at Cincinnati Financial Corporation (NASDAQ:CINF) acquired shares of the company.

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February 11 - Insider Trading, News - Comments

First Eagle Investment Management Slices Stake in UniFirst Corp (UNF)

First Eagle Investment Management has significantly cut its position in UniFirst Corp (NYSE:UNF) to 221,400 shares, from 750,400 shares owned previously.

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January 10 - Hedge Funds, News - Comments

First Eagle Unloads Some Alliant Techsystems

First Eagle Investment Management, in a newly amended filing, reported ownership of 3.18 million shares of Alliant Techsystems Inc.

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November 8 - Hedge Funds, News - Comments

Scotts Miracle Gro’s CEO, CFO Have Been Buying

Scotts Miracle Gro CEO: This Tuesday, Chairman and CEO of Scotts Miracle Gro (NYSE:SMG) James Hagedorn, bought 40 shares of common stock at $49.53 each.

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October 3 - Insider Trading, News - Comments

Unifirst CEO Ronald Croatti Was Buying At $91

Unifirst CEO: President and CEO of Unifirst Corp (NYSE:UNF) purchased 8,242 shares of common stock on Wednesday, at a price of $91 each.

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October 2 - Insider Trading, News - Comments

Dan Gold’s Hedge Fund Adds Oncothyreon

Dan Gold's hedge fund: Oncothyreon Inc (USA) (NASDAQ:ONTY) was just added to the equity portfolio of Daniel Gold's hedge fund QVT Financial.

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September 24 - Hedge Funds, News - Comments

Jeff Gates, Gates Capital Buy Near 5% of Headwaters

Jeff Gates, Gates Capital: Headwaters Inc (NYSE:HW) has recently been added to the equity portfolio of Gates Capital Management, a hedge fund managed by Jeffrey Gates.

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September 24 - Hedge Funds, News - Comments