Hedge Fund News: Bill Ackman, CQS Cayman, Moore Capital Management
William Ackman sliced in half his losses for the year after a strong November at Pershing Square Capital Management LP. Mr.
Posts Tagged ‘Hedge Fund:96’
Allison Transmission Holdings Inc (ALSN): Jeff Ubben’s ValueAct Capital Unloads 23% of Its Shares
A freshly amended 13D filing with the SEC revealed that Jeffrey Ubben's ValueAct Capital has sold 4.3 million shares of Allison Transmission Holdings Inc (NYSE:ALSN), decreasing...
Trinity Industries Inc (TRN): ValueAct Capital Buys More Shares On Weakness
According to a recently amended 13D filing with the Securities and Exchange Commission, Jeffrey Ubben's ValueAct Capital has raised its stake in Trinity Industries Inc (NYSE...
Cbre Group Inc. (CBG): ValueAct Capital Raises Stake, Signs $250 Million Purchase Agreement With Goldman Sachs
A freshly-amended 13D filing with the Securities and Exchange Commission showed that Jeffrey Ubben's ValueAct Capital has raised its stake in Cbre Group Inc.
Trinity Industries Inc (TRN): ValueAct Capital Adds to Its Position
According to a freshly-amended 13D filing with the US Securities and Exchange Commission, Jeffrey Ubben's ValueAct Capital has increased its stake in Trinity Industries Inc (...
Hedge Fund News: Jeffrey Ubben, Richard Perry, Marcato Capital Management
While most on Wall Street these days are huddling in yield plays, Jeff Ubben seems to be taking on more risk.
Here Are Billionaire Jeff Ubben’s New Positions and Top Bullish Moves
Jeffrey Ubben founded ValueAct Capital in 2000.
Hedge Fund News: George Soros, Paul Tudor Jones, Steven A. Cohen
George Soros is getting out of gold.
Last week in Hedge Fund Industry: Activists Jeffrey Ubben and Paul Singer, Billionaires Andreas Halvorsen and Warren Buffett
Through extensive research, we determined that imitating some of the picks of hedge funds and other institutional investors can help generate market-beating returns over the long...
Hedge Fund News: Michael Vranos, ValueAct Capital, Elliott Management
Michael Vranos’s hedge fund Ellington Management Group has hired former GoldenTree Asset Management money manager Dale Stohr to boost its credit team.
Jeffrey Ubben & ValueAct Capital Go Activist On Alliance Data Systems (ADS)
Activist investor Jeffrey Ubben has turned his attention towards Alliance Data Systems Corp (NYSE:ADS), a company which his fund ValueAct Capital first took a position in ...
Hedge Fund News: Bill Ackman, Paul Singer, ValueAct Capital
On Fridays, John Hempton decamps to the solitude of his Sydney beach house, where the locals know nothing of his quirky stock research and focus on sniffing out fraud.
Billionaire Jeffrey Ubben Trims 13F Portfolio, but Remains Bullish on These Stocks
In an interview with CNBC in March, ValueAct Capital's founder and chief investment officer, Jeffrey Ubben, revealed that his fund was reducing its stake in a number of companies...
Another Top-Tier Hedge Fund Acquires Stake in Square Inc. (SQ); Activist Jeffrey Ubben Boosts Stake in Oil Services Company & Other Moves
Hedge fund clients pulled out $15 billion from the hedge fund industry in the first quarter of 2016, marking the largest outflow since the second quarter of 2009.
Billionaire Nelson Peltz Sells 9.9% Stake in Legg Mason Inc. (LM) to Singapore Investment Firm, Plus Three Other Hedge Fund Moves
Hedge funds are alternative investment vehicles available only to high-net-worth individuals, so most retail investors cannot afford the luxury of investing in a hedge fund.
Willis Towers Watson Plc (WLTW): No, ValueAct’s Position Isn’t A New Activist Stake
ValueAct Capital filed a brand new 13D regarding Willis Towers Watson Plc (WLTW) shares this week. This isn't a brand new activist position though.
Ubben Boosts Stake in This Insurance Broker, Icahn Unloads More Hologic Inc. (HOLX) Shares, Plus Two Other Moves
Hedge fund managers like Bill Ackman and Larry Robbins shocked investors and other stock market watchers with their losses in 2015.
Latest Smart Money Moves Involve Wells Fargo & Co (WFC), Qlik Technologies Inc. (QLIK) & More
Hedge fund closures reached the highest rate in 2015 since the financial crisis, according to fresh statistics.
Starboard Sets Out to Remove Yahoo! Inc. (YHOO)’s Entire Board, ValueAct Further Trims Adobe Stake, Plus 2 Other Moves
According to fresh data from Hedge Fund Research, the activist hedge fund industry lost 6.52% in the first two months of this year, versus the decline of 2% for the average hedge...
Fairholme Cuts Stake in Sears Holdings Corp (SHLD), Ubben Sells Even More Shares of Motorola Solutions Inc. (MSI), Plus Two Other Moves
Chief Investment Officer of Cambria Investment Management, Mebane Faber, wrote a book titled “Invest With the House: Hacking the Top Hedge Funds”, revealing a successful approach...
Ubben Sells More Shares of Motorola Solutions Inc. (MSI), Meister Cuts Stake in This REIT, Plus 2 Other Moves
Fresh data shows that 2015 was the year with the highest number of hedge fund closures since the financial crisis, as increased volatility in equity markets significantly impacted...
Billionaire Leone Boosts Stake in This REIT, Ubben Sells More Shares of Motorola Solutions Inc. (MSI), Plus Two Other Hot Moves
It is generally believed that individuals seeking to become millionaires (and who isn't?) need to think and act like millionaires.
Activists Icahn and Ubben Take Profits Off the Table from Successful Campaigns, Plus 2 Other Activist Moves
Some players in the financial industry believe that most hedge fund managers like to advertise their stock picks, which might explain why hedge funds tend to move in packs on ...
Motorola Solutions, Inc. (MSI): ValueAct Capital Rapidly Selling Off Position
Motorola Solutions Inc (NYSE:MSI) is the subject of a new 13D filing from Jeffrey Ubben's ValueAct Capital.
Billionaire Jeffrey Ubben’s Latest Moves and His Top Bets This Year
Billionaire Jeffrey Ubben is among the few activist investors today who, unlike more aggressive activists that pressurize companies to accept their demands, focuses on establishing...
Billionaire Christian Leone Boosts Stake in This TV Station Operator, Nelson Peltz Lifts Stake in Struggling Pentair plc. (PNR), Plus 2 Other Moves
Fresh statistics reveal that the 50 most popular stocks among hedge funds lost 10% in 2015, which practically means that individual investors should have avoided to invest in...
Billionaire Ubben Buys More Shares of CBRE Group Inc. (CBG), Huber More Bullish on This Oil Tanker Stock, Plus Two Other Moves
Numerous sources and statistics recently indicated that hedge funds have been severely hit by the current volatile markets.
Billionaire Ubben Cuts Stake in Adobe (ADBE), Carlson Buys More Archrock (AROC), and 2 Other Moves
There are numerous exceptional money managers who have been able to consistently beat broader market benchmarks, which is just one reason why tracking the moves of elite hedge...
Billionaire Jeff Ubben’s Top Five Long-Term Picks
Jeff Ubben of ValueAct Capital is a pretty successful investor. Not only has he built up his fund to have an equity portfolio of $17.20 billion since founding ValueAct in 2000...
Billionaires Rosenstein and Ubben Sell These 2 Stocks; Teton Capital Buys More Shares of A Struggling Company
Powerful macroeconomic forces have been driving up the U.S.
Jeffrey Ubben’s Top 5 Q4 Stock Picks
ValueAct Capital, led by Jeffrey Ubben, recently submitted its latest 13F to the Securities and Exchange Commission for the reporting period of September 30.
Highlights Among Hedge Funds’ Latest Moves
At Insider Monkey we don't only analyze the quarterly 13F filings of over 730 smart money investors, but we also track their day-to-day moves disclosed via other filings with ...
This Activist Investor’s Picks May Be Lagging But They Are Poised For Long-Term Growth
Jeff Ubben of ValueAct Capital is one of the 40 or so billionaire investors that we follow at Insider Monkey.
Twenty-First Century Fox, Jeffrey Ubben Each Get What They Want In Deal
Jeffrey Ubben of ValueAct Capital has landed a board seat at the table of one of his biggest investments, Twenty-First Century Fox Inc (NASDAQ:FOX).
ValueAct Capital’s Top Stock Picks Heading Into Q3
In its most recent 13F filing with the SEC for the reporting period quarter ending June 30, Jeffrey Ubben's ValueAct capital revealed an equity portfolio worth nearly $19 billion...
What’s Next for Rolls-Royce Holding PLC (RR) after ValueAct Raises Stake to 5%?
Last week ended with some pretty interesting news from the UK, where activist investor ValueAct Capital disclosed a 5.44% stake in engine maker Rolls-Royce Holding PLC (LON:RR...
Activist Jeffrey Ubben Continues Reducing His Stake In Adobe Systems Incorporated (ADBE); Is The Upside Gone?
According to a recent Form 4 filing with the Securities and Exchange Commission, Jeffrey Ubben’s ValueAct Capital has unloaded 1.69 million shares of Adobe Systems Incorporated...
Insider ValueAct Capital Trims Stake In Adobe Systems Incorporated (ADBE), Has The Ceiling Been Hit?
According to a recent filing with the Securities and Exchange Commission, Jeffrey Ubben's ValueAct Capital has disposed of some 307,000 shares of Adobe Systems Incorporated (...
When Jeffrey Ubben Likes A Stock Like Agrium Inc. (AGU), You Should Pay Attention
In a recent 13D filing with the Securities and Exchange Commission, Jeffrey Ubben’s ValueAct Capital disclosed a 6.8% ownership stake in Agrium Inc.
Ubben Takes Big Profit From Valeant Pharmaceuticals International Inc. (VRX) Stake, Sells Over 4.3 Million Shares
Activist hedge fund firm ValueAct Capital, has filed a 13D with the SEC revealing its ownership stake in Valeant Pharmaceuticals International Inc.
A Look Back at Jeffrey Ubben’s Presentation at the 8th Annual New York Value Investing Congress
On October 2, 2012, ValueAct Capital's fearless leader Jeffrey Ubben made a presentation on Day 2 of the 8th Annual Value Investing Congress in New York.
ValueAct Capital Increases Stake In Twenty-First Century Fox Inc (FOX)
Jeff Ubben’s ValueAct Capital increased its stake in Twenty-First Century Fox Inc (NASDAQ:FOX).
Jeffrey Ubben Has a Surprise Entry Among His Top Stock Picks
It is not every quarter that you get to spot drastic changes in the equity portfolio of Jeffrey Ubben's ValueAct Capital.
Activist Jeffrey Ubben’s Picks Blow Away S&P 500 Index in Q1
Activist Jeffrey Ubben's 14 picks in companies with a market cap of $1 billion or more (his entire portfolio) delivered weighted average returns of 8.1% in the first quarter.
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...
Msci Inc (MSCI) Agrees To Appoint ValueAct Capital’s Representatives To Board
A new filing with the U.S.
Baker Hughes Incorporated (BHI): ValueAct Reports Activist Stake as Company Reports Strong Financial Results
In a new filing with the Securities and Exchange Commission, Jeff Ubben's ValueAct Capital reported a new stake in the $25 billion oilfield services company Baker Hughes Incorporated...
Msci Inc (MSCI): ValueAct’s CEO Jeff Ubben Pushes for Board Seats; Says Has “Unanswered Questions”
In a new filing with the Securities and Exchange Commission, Jeff Ubben's ValueAct Capital has disclosed a letter sent to the Lead Director of the application software company...
Adobe Systems Incorporated (ADBE): ValueAct Sells Some More Shares as Stock Surges on the Back of Strong Financial Results
A new filing with the Securities and Exchange Commission showed that Jeff Ubben's ValueAct Capital has reduced its stake in Adobe Systems Incorporated (NASDAQ:ADBE).
Valeant Pharmaceuticals Intl Inc (VRX): ValueAct Keeps Its Promise and Buys More Shares
In a new filing with the Securities and Exchange Commission, Jeff Ubben's ValueAct Capital reported increasing its position in Valeant Pharmaceuticals Intl Inc (NYSE:VRX).
