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......(read more)
Posts Tagged ‘Jean-Marie Eveillard’
FireEye Inc (FEYE), Chicago Bridge & Iron Company N.V. (CBI): Trellus Management Company Scores Big From Bets on Tech & Industrials
Adam Usdan’s Trellus Management Company hedge fund was set up in 1994 and its investment strategy focuses on small, mid and large-cap companies. With......(read more)
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......(read more)
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,......(read more)
Apple Inc. (AAPL), Microsoft Corporation (MSFT), and Intel Corporation (INTC): Bridgewater Associates Reveals Top Picks
Ray Dalio’s Bridgewater Associates revealed its top picks for the fourth quarter in a 13F Form filed with the U.S. Securities and Exchange Commission......(read more)
CommVault Systems Inc. (CVLT), Rowan Companies PLC (RDC): Billionaire Ken Griffin Boots Passive Stakes
In new filings with the U.S. Securities and Exchange Commission, Citadel Investment Group, the hedge led by Ken Griffin, disclosed boosting its passive......(read more)
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......(read more)
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......(read more)
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......(read more)
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). According to a......(read more)
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. Even though Financial......(read more)
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......(read more)
NuStar GP Holdings, LLC (NSH): Balyasny Asset Management Goes Big
Dmitry Balyasny’s Balyasny Asset Management has raised its position in NuStar GP Holdings, LLC (NYSE:NSH). Balyasny Asset Management’s recent filing......(read more)
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. The fund disclosed an equity portfolio......(read more)
The Bank of New York Mellon Corporation (BK), Goldman Sachs Group Inc (GS) and Wells Fargo & Co (WFC): Horseman Capital Management Reduces Exposure in Its Top Holdings
John Horseman’s Horseman Capital Management is following the same route as many of its peers, trimming its exposure to US equities. The top three holdings......(read more)
Intevac, Inc. (IVAC) and OMNOVA Solutions Inc. (OMN): Multiple Insiders Buying; Should You?
While one insider buying a company’s stock might not make the stock a sure shot winner, academic study on insider trading have shown that stocks that......(read more)
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. The fund was founded and......(read more)
OZ Management Raises Stake in Rockwood Holdings, Inc. (ROC) Amid Merger with Albemarle Corporation (ALB)
OZ Management, a hedge fund managed by Daniel S. Och, has reported increasing its stake in Rockwood Holdings, Inc. (NYSE:ROC) to 4.16 million from 2......(read more)
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. Smith and Sheehan Maduraperuma in 2005, following their departure from JP......(read more)
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. According to the filing, the......(read more)
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. Securities and Exchange Commission, European hedge fund Lansdowne Partners, managed by Alex Snow, disclosed its......(read more)
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. In this document......(read more)
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%. The fund declared......(read more)
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. Currently run......(read more)
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......(read more)
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......(read more)
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......(read more)
Hess Corp. (HES), Intel Corporation (INTC), Columbia Banking System Inc (COLB) Amongst Michael Price’s Top Picks
As we continue to track hedge fund holdings, we would like to take a look into the equity portfolio of MFP Investors, managed by Michael Price. This......(read more)
Highline Capital Management Bets on Healthcare, Basic Materials & Services Stocks
Highline Capital Management is a fund led by Jacob Doft. Founded in 1995, Highline is a long/short equity hedge fund which has an equity portfolio worth......(read more)
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......(read more)
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.......(read more)
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:......(read more)
AOL, Inc. (AOL), F.N.B. Corp (FNB): Mid-Cap Stocks That Insiders Like
Mid-cap stocks can offer great investment opportunities when caught in time. But, how can you choose the right stock? Methods abound, and some are more......(read more)
Two Deep-in-Debt Companies That Insiders Are Buying
The debt-to-equity ratio is a leverage correlation that compares a company’s total liabilities with its total shareholders’ equity. This is......(read more)
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......(read more)
Ksa Capital Management Ups Stake in AEP Industries (AEPI)
Daniel Khoshaba‘s Ksa Capital Management increased its stake in AEP Industries (NASDAQ:AEPI). The current position amounts to 1.07 million shares......(read more)
Top Five Stock Picks from Natixis Global Asset Management’s Harris Associates’ 13F
Harris Associates is a Chicago-based fund, which is wholly owned by Natixis Global Asset Management, a French financial services company, whose principal......(read more)
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). In a recent filing......(read more)
Three Stocks That Have Wittnessed Millionaire Insider Purchases Lately
Tracking insider purchases can provide an investor with great ideas, just like keeping an eye on hedge fund moves. This is why, in this article, I will......(read more)
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......(read more)
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......(read more)
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. Two of them paid the full......(read more)
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......(read more)
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......(read more)
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. This acquisition......(read more)
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......(read more)
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......(read more)
Intel Corporation (INTC)’s Wealthiest Investors Are Doing This
Intel Corporation (NASDAQ:INTC) has experienced an increase in hedge fund interest in recent months. According to most market participants, hedge funds......(read more)
What’s a Smart Cisco Systems, Inc. (CSCO) Investor To Do?
Cisco Systems, Inc. (NASDAQ:CSCO) was in 61 hedge funds’ portfolio at the end of the first quarter of 2013. CSCO has experienced a decrease in support......(read more)
What Do Smart Ford Motor Company (F) Investors Think?
Is Ford Motor Company (NYSE:F) the right pick for your portfolio? The smart money is becoming less hopeful. The number of bullish hedge fund positions......(read more)
