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......
(read more)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......
(read more)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......
(read more)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......
(read more)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......
(read more)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......
(read more)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......
(read more)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......
(read more)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......
(read more)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......
(read more)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......
(read more)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......
(read more)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......
(read more)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......
(read more)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......
(read more)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......
(read more)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......
(read more)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......
(read more)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......
(read more)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......
(read more)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......
(read more)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......
(read more)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......
(read more)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 “......
(read more)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),......
(read more)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......
(read more)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......
(read more)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......
(read more)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......
(read more)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......
(read more)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......
(read more)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......
(read more)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......
(read more)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......
(read more)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......
(read more)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......
(read more)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......
(read more)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......
(read more)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......
(read more)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......
(read more)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......
(read more)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......
(read more)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......
(read more)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......
(read more)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......
(read more)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......
(read more)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......
(read more)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......
(read more)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......
(read more)May 8 - Hedge Funds, News - Comments
Jeffrey Smith’s Starboard Value LP had a solid first quarter, with its 16 long positions in stocks with a market cap above $1.0 billion delivering weighted......
(read more)April 20 - Hedge Funds, News - Comments
