Larry Robbins Made New Bets on Health and Travel Stocks — Here are His Top Moves (CNBC) Glenview Capital Management made new bets on reopening stocks...
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August 20 - Hedge Funds, Insider Trading - Comments
Activist Investor Jeff Smith: There is a ‘Huge’ Value Opportunity in Cerner (CNBC) Shares of Cerner are up 20% this year but the medical records company...
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April 16 - Hedge Funds, Insider Trading - Comments
Ray Dalio, Manager of the World’s Biggest Hedge Fund, Lowers His Odds of a Recession (CNBC) After seeing a “significant risk” of a recession...
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February 28 - Hedge Funds, Insider Trading - Comments
Biotech Hedge Fund Bailed on Drugmaker Before Its Depression Treatment Scored (Bloomberg) Baker Bros. Advisors LP, a hedge fund known for making big biotechnology...
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February 14 - Hedge Funds, Insider Trading - Comments
U.S. Federal Pension Insurer Backs Eddie Lampert’s Bid to Buy Sears (The Wall Street Journal) Sears Holdings Corp. Chairman Eddie Lampert won the support...
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February 7 - Hedge Funds, Insider Trading - Comments
Allergan Rises After David Tepper’s Appaloosa Ups Pressure on the Struggling Drugmaker (CNBC) Allergan shares rose Tuesday after renowned hedge...
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February 5 - Hedge Funds, Insider Trading - 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
When a lone prominent activist takes aim at a company, investors should pay attention. When two or more of them team up to take on the same company? Expect...
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May 23 - Activism, Hedge Funds, News - Comments
Hedge Fund Manager Cliff Robbins Reveals He’s the Largest Holder in Software Company Open Text, Calls it ‘Mispriced’ (CNBC) Blue Harbour...
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April 17 - Hedge Funds, Insider Trading - Comments
Starboard’s Newell Board Nominees Retreat After Icahn Swoop (Reuters) (Reuters) – Four of Starboard Value’s nominees to Newell Brands Inc...
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March 20 - Hedge Funds, Insider Trading - Comments
Starboard Value, run by Jeffrey Smith, is one of the most famous activist hedge funds and is well known to the investment community. The fund registered...
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February 15 - Hedge Funds, News - Comments
Starboard to Nominate Nine Candidates to Mellanox Board (Reuters) (Reuters) – Activist hedge fund Starboard Value LP has started a proxy fight on...
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January 18 - Hedge Funds, Insider Trading - Comments
Jeffrey Smith‘s Starboard Value has found its latest activist target in PAREXEL International Corporation (NASDAQ:PRXL), a company that provides...
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May 12 - Activism, Hedge Funds, News - Comments
Hedge Fund Manager Eric Mindich Shuts Down Eton Park (Reuters) Thirteen years ago Eric Mindich set an industry record when he raised $3 billion for his...
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March 23 - Hedge Funds - Comments
Jeffrey Smith‘s Starboard Value has discarded another 900,000 shares of its Brink’s Company (NYSE:BCO) stake according to a new 13D filing, lowering...
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March 8 - Activism, Hedge Funds, News - Comments
Cooperman’s Lawyer Says He Faced Parallel Criminal Inquiry (Bloomberg) Billionaire Leon Cooperman invoked his Fifth-Amendment right against self-incrimination...
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February 7 - Hedge Funds - Comments
Starboard Value LP was founded by Jeffrey Smith in 2002, and has its offices in New York. The fund invests in U.S. companies based on fundamentals and...
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November 15 - Hedge Fund Analysis, Hedge Funds, News - Comments
One of the best ways to outperform the broader market is to follow hedge funds into some of their picks. Generally, a good strategy is to follow activist...
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November 10 - Hedge Funds, News - Comments
Top investors and finance sector heavyweights recently gathered in Toronto to take part in the Sohn Capitalize for Kids Conference, which is conducted...
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November 3 - Hedge Funds, News - Comments
Founded by Jeffrey Smith in 2002 via a spin-off from Ramius, Starboard Value LP has grown to become one of the most feared activist hedge funds in the...
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August 17 - Hedge Fund Analysis, Hedge Funds, News - Comments
Jeffrey Smith‘s Starboard Value LP recently filed a Form 13D with the Securities and Exchange Commission, in which it reported the acquisition of...
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August 15 - Hedge Funds, News - Comments
Jeffrey Smith and Starboard Value are gearing up for the proxy fight against Depomed Inc (NASDAQ:DEPO) current board. In a recent filing with the Securities...
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July 28 - Hedge Funds, News - Comments
It was revealed in a newly-amended 13D filing with the US Securities and Exchange Commission that Jeffrey Smith‘s Starboard Value owns 1.81 million...
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June 2 - Hedge Funds, News - Comments
Insider Monkey was in attendance at the Next Wave Sohn Conference in New York today and we have all the details from Jeffrey Smith‘s presentation...
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May 4 - Dividend Stocks, Hedge Funds, News, Stock Analysis - Comments
Billionaire Dan Loeb, one of the most scrutinized hedge fund managers and founder of Third Point LLC, believes that the hedge fund industry is in the “...
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April 29 - Hedge Funds, News - Comments
According to a newly-amended 13D filing with the SEC, Jeffrey Smith‘s Starboard Value LP owns 5.64 million shares of Depomed Inc (NASDAQ:DEPO),...
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April 16 - Hedge Funds, News - Comments
The hedge fund industry recovered some losses incurred in the first two months of 2016 during March, which marked one of the best months for the industry...
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April 11 - Commodities, Hedge Fund Analysis, Hedge Funds, News - Comments
Numerous stock market watchers may be wondering how many hedge fund vehicles are able to generate exceptional trading profits over the long-term for their...
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April 8 - Hedge Fund Analysis, Hedge Funds, Market Movers, News - Comments
Many retail investors seeking to invest in the hedge fund industry may not have the necessary amount of capital to do so, but they can easily track hedge...
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April 7 - Hedge Fund Analysis, Hedge Funds, News - Comments
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...
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March 24 - Hedge Funds, News - Comments
It has been shown in the past that activist hedge funds can deliver above-average returns that are uncorrelated with broader market returns, but that...
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March 16 - Hedge Fund Analysis, Hedge Funds, News - Comments
According to a new 13D filing, Jeffrey C. Smith’s Starboard Value owns 25.05 million shares of Office Depot Inc. (NASDAQ:ODP), down from 30.22 million...
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March 7 - Hedge Funds, News - Comments
Jeffrey Smith‘s Starboard Value continues to trim its position in Darden Restaurants, Inc. (NYSE:DRI), with a new 13D filing showcasing a multitude...
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March 4 - Hedge Funds, News - Comments
Hedge fund vehicles had a rough 2015, and the beginning of 2016 does not look too great either. The capital-weighted HFRI Fund Weighted Composite Index...
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February 8 - Hedge Fund Analysis, Hedge Funds, News - Comments
The handful of hedge fund managers who have a strong record of outperforming broader market benchmarks do not manage capital for the masses. The 2-and...
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January 29 - Hedge Funds, News - Comments
Numerous financial news websites and stock market participants call activist investors “vultures”, who aim to extract short-term benefits at the expense...
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January 28 - Hedge Funds, News - Comments
It looks like leaning on Brink’s Company (NYSE:BCO) is Jeffrey Smith‘s latest major move, as the activist investor steps up his interest...
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October 6 - Hedge Funds, News - Comments
Brink’s Company (NYSE:BCO)‘s largest stockholder, Starboard Value LP, which is managed by Jeffrey Smith, further hiked its stake in the $1...
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October 5 - Hedge Funds, News - Comments
Shares of Advance Auto Parts, Inc. (NYSE:AAP) have gained more than 11% today after The Wall Street Journal reported last night that Jeffrey Smith’s...
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September 30 - Hedge Funds, News, Stock Analysis - Comments
Yahoo! Inc. (NASDAQ:YHOO) has decided to forge ahead with its plans to spin-off its stake of 384 million shares of Alibaba Group Holding Ltd (NYSE:BABA...
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September 29 - Hedge Funds, News, Tech - Comments
It appears that the proposed merger of Staples, Inc. (NASDAQ:SPLS) and Office Depot Inc (NASDAQ:ODP), which at one point was widely expected to succeed...
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September 22 - Hedge Funds, Market Movers, News - Comments
Jeffrey Smith’s Starboard Value LP has filed its 13F with the SEC for the reporting period of June 30, 2015. The investor is known for his activist...
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August 16 - Hedge Funds, News - Comments
In a 13D filing, Jeffrey Smith’s Starboard Value disclosed a 6.1% stake in LSB Industries Inc. (NYSE:LXU), which contains 1.39 million shares. The...
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August 10 - Hedge Funds, News - Comments
Jeffrey Smith’s Starboard Value has sold 9.0 million shares of Unwired Planet Inc. (NASDAQ:UPIP) to David Steinberg’s MAST Capital Management at...
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August 7 - Hedge Funds, News - Comments
Jeffrey Smith’s Starboard Value disclosed a new activist position in MedAssets Inc. (NASDAQ:MDAS) in a 13D filing with the Securities and Exchange...
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August 4 - Hedge Funds, Market Movers, News - Comments
In a recently-amended 13D filing with the Securities and Exchange Commission, Jeffrey Smith’s Starboard Value disclosed a 9.0% ownership stake in The...
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July 30 - Hedge Funds, News - Comments
At an investment conference taking place in New York today, three prominent activists that we track at Insider Monkey shared their latest thoughts on...
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July 15 - Hedge Funds, News - Comments
Darden Restaurants, Inc. (NYSE:DRI) reported very strong fiscal fourth quarter 2015 earnings today, as well as earnings for the company’s full...
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June 23 - Hedge Funds, News - Comments
Whether Yahoo! Inc. (NASDAQ:YHOO) is a good stock to buy right now or not can be determined by a number of factors. A few of these include investor activity...
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June 18 - Hedge Funds, News, Tech - Comments
Jeffrey Smith’s Starboard Value has disclosed a number of recent moves through filings with the SEC and we have all the latest details. Included is...
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May 8 - Hedge Funds, News - Comments
