Jeffrey Smith

Hedge Fund and Insider Trading News: Steve Cohen, Carl Icahn, Coatue Management, Starboard Value LP, York Capital Management, Soros Fund Management, CARN Capital, Asana Inc (ASAN), Designer Brands Inc (DBI), and More

Billionaire investor David Einhorn isn't dedicating any time to weighing up whether to jump into cryptocurrencies, saying the lack of regulation in the industry makes it "too ...

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October 6 - Hedge Funds, Insider Trading - Comments

Hedge Fund and Insider Trading News: Larry Robbins, Seth Klarman, Dan Kamensky, Izzy Englander, David Tepper, Marble Ridge Capital, Netflix Inc (NFLX), eBay Inc (EBAY), and More

Glenview Capital Management made new bets on reopening stocks and national testing labs during last quarter, according to securities filings.

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August 20 - Hedge Funds, Insider Trading - Comments

Hedge Fund and Insider Trading News: Keith Meister, Jeffrey Smith, Highland Capital, Dare Bioscience Inc (DARE), Quest Resource Holding Corp (QRHC), KAR Auction Services Inc (KAR), and More

Shares of Cerner are up 20% this year but the medical records company can still rise much further as it is still cheap, activist investor Jeff Smith said Tuesday.

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April 16 - Hedge Funds, Insider Trading - Comments

Hedge Fund and Insider Trading News: Ray Dalio, David Einhorn, Magnetar Capital, Starboard Value LP, Otelco Inc (OTEL), Magyar Bancorp, Inc. (MGYR), and More

After seeing a "significant risk" of a recession only a month ago, the manager of the world's largest hedge fund has lowered his odds of an economic downturn, now that the Federal...

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February 28 - Hedge Funds, Insider Trading - Comments

Hedge Fund and Insider Trading News: Highland Capital, Baker Bros. Advisors, CBS Corporation (CBS), AG Mortgage Investment Trust Inc (MITT), and a Lot More

Baker Bros. Advisors LP, a hedge fund known for making big biotechnology bets, looks to have relinquished its stake in Sage Therapeutics Inc.

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February 14 - Hedge Funds, Insider Trading - Comments

Hedge Fund and Insider Trading News: Eddie Lampert, Elliott Management, AT&T Inc. (T), Estee Lauder Companies Inc (EL), and More

Sears Holdings Corp. Chairman Eddie Lampert won the support of the U.S.

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February 7 - Hedge Funds, Insider Trading - Comments

Hedge Fund and Insider Trading News: David Tepper, David Harding, TCS Capital Management, Public Service Enterprise Group Inc. (PEG), Allergan PLC (AGN), Bristol-Myers Squibb Co (BMY), and More

Allergan shares rose Tuesday after renowned hedge fund manager David Tepper increased his pressure on the drugmaker, calling for the company to jump-start the business with new...

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February 5 - Hedge Funds, Insider Trading - Comments

4 Stocks Respected Activist Investor Jeffrey Smith Bought in Q3 (and 1 He Dumped)

Jeffrey Smith's Starboard Value is one of the most followed and well respected activist hedge funds out there, consistently spurring positive operational changes at companies ...

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December 20 - Hedge Fund Analysis, Hedge Funds, News - Comments

Activists Are Ganging Up On United Technologies (UTX), Energen (EGN), and Newell Brands (NWL)

While activist investors have their detractors, who often accuse them of putting short-term shareholder returns above the long-term welfare of a company and its employees, it'...

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May 23 - Activism, Hedge Funds, News - Comments

Hedge Fund and Insider Trading News: Cliff Robbins, Engaged Capital, Fogo De Chao Inc (FOGO), Opko Health Inc. (OPK), Nutanix Inc (NTNX), and More

Blue Harbour Group chief executive Cliff Robbins revealed a new investment in Open Text Corp, a maker of enterprise software based in Canada.

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April 17 - Hedge Funds, Insider Trading - Comments

Hedge Fund and Insider Trading News: Starboard Value LP, York Capital Management, Prospect Capital Corporation (PSEC), CytomX Therapeutics Inc (CTMX), Ichor Holdings Ltd (ICHR), and More

(Reuters) - Four of Starboard Value’s nominees to Newell Brands Inc’s (NWL.N) board of directors withdrew their nominations, a day after the company rebuffed the activist ...

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March 20 - Hedge Funds, Insider Trading - Comments

A Look at Jeffrey Smith, Starboard Value’s Potential Activist Targets

Starboard Value, run by Jeffrey Smith, is one of the most famous activist hedge funds and is well known to the investment community.

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February 15 - Hedge Funds, News - Comments

Hedge Fund and Insider Trading News: Starboard Value LP, Paul Marshall, Whitney Tilson, Capital One Financial Corp. (COF), Boston Beer Company Inc (SAM), and More

(Reuters) - Activist hedge fund Starboard Value LP has started a proxy fight on Wednesday for control of Mellanox Technologies Ltd (MLNX.O), calling the Israeli chipmaker deeply...

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January 18 - Hedge Funds, Insider Trading - Comments

PAREXEL International Corporation (PRXL): Will Starboard Value Push For Sale?

Jeffrey Smith's Starboard Value has found its latest activist target in PAREXEL International Corporation (NASDAQ:PRXL), a company that provides consulting and other services ...

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May 12 - Activism, Hedge Funds, News - Comments

Hedge Fund News: Eric Mindich, Emanuel J. Friedman, Ray Dalio

Thirteen years ago Eric Mindich set an industry record when he raised $3 billion for his new hedge fund Eton Park.

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March 23 - Hedge Funds - Comments

Starboard Value Further Unwinds Brinks Co (BCO) Position

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 its ownership position...

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March 8 - Activism, Hedge Funds, News - Comments

Hedge Fund News: Leon Cooperman, Jeffrey Smith, Elliott Management

Billionaire Leon Cooperman invoked his Fifth-Amendment right against self-incrimination while the SEC was investigating him for insider trading because his lawyer disclosed that...

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February 7 - Hedge Funds - Comments

Starboard Value Out Of Darden (DRI), In On Perrigo (PRGO), HP (HPE) in a Big Way

Starboard Value LP was founded by Jeffrey Smith in 2002, and has its offices in New York. The fund invests in U.S.

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November 15 - Hedge Fund Analysis, Hedge Funds, News - Comments

Here’s Why Advance Auto Parts, Inc. (AAP), Darden Restaurants, Inc. (DRI) and Two Other Stocks Should Be in Your Portfolio

One of the best ways to outperform the broader market is to follow hedge funds into some of their picks.

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November 10 - Hedge Funds, News - Comments

See What Jeffrey Smith, Tom Russo, and Alex Roepers Were Pitching At Capitalize for Kids Toronto

Top investors and finance sector heavyweights recently gathered in Toronto to take part in the Sohn Capitalize for Kids Conference, which is conducted every year to spread awareness...

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November 3 - Hedge Funds, News - Comments

Infoblox, Depomed, Insperity: Inside Starboard Value’s 5 Biggest Moves of Q2

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 corporate world.

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August 17 - Hedge Fund Analysis, Hedge Funds, News - Comments

Starboard Value Takes 9.9% Stake in Stewart Information Services Corp (STC)

Jeffrey Smith's Starboard Value LP recently filed a Form 13D with the Securities and Exchange Commission, in which it reported the acquisition of 2.32 million common shares of...

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August 15 - Hedge Funds, News - Comments

Depomed Inc (DEPO): Starboard Value Blasts The Company’s Board, Hires Special Advisors

Jeffrey Smith and Starboard Value are gearing up for the proxy fight against Depomed Inc (NASDAQ:DEPO) current board.

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July 28 - Hedge Funds, News - Comments

Insperity Inc. (NSP): Jeffrey Smith’s Starboard Value Decreases Stake

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 shares of Insperity Inc.

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June 2 - Hedge Funds, News - Comments

Sohn Conference: Jeff Smith Pitches Depomed (DEPO), Westrock (WRK)

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, in which the head of Starboard...

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May 4 - Dividend Stocks, Hedge Funds, News, Stock Analysis - Comments

Activist Starboard Value Gets Seats on Marvell Technology Group Ltd. (MRVL)’s Board; Two Other Hedge Funds Disclose Latest Moves

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 “first innings of a washout...

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April 29 - Hedge Funds, News - Comments

Depomed Inc (DEPO): Starboard Value Snatches Up Another 1.5 Million Shares

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), which account for 9.2% of the company...

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April 16 - Hedge Funds, News - Comments

A Look Into Jeff Smith, John Paulson & Two Other Investors’ Latest Moves

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 in two years.

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April 11 - Commodities, Hedge Fund Analysis, Hedge Funds, News - Comments

Starboard Value Takes Aim at a New Activist Target, Plus All the Details on 3 Other Filings

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 investors, but it is...

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April 8 - Hedge Fund Analysis, Hedge Funds, Market Movers, News - Comments

Starboard Cuts Stake in Quantum Corp (QTM), Tiger Global Jettisons Majority of Pure Storage Inc. (PSTG) Holding, Plus 2 Other Moves

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 funds’ moves by examining...

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April 7 - Hedge Fund Analysis, Hedge Funds, News - Comments

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...

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March 24 - Hedge Funds, News - Comments

Starboard Value Warns of Looming Election Contest at Insperity Inc. (NSP), Plus 3 Other Activist Moves

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 has not been the case in...

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March 16 - Hedge Fund Analysis, Hedge Funds, News - Comments

Office Depot Inc (ODP): Starboard Value Sells Out of Long Position

According to a new 13D filing, Jeffrey C. Smith’s Starboard Value owns 25.05 million shares of Office Depot Inc.

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March 7 - Hedge Funds, News - Comments

Darden Restaurants Inc (DRI): Chairman Jeffrey Smith Continues to Trim Stake

Jeffrey Smith's Starboard Value continues to trim its position in Darden Restaurants, Inc.

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March 4 - Hedge Funds, News - Comments

Billionaire Bill Ackman Buys More Valeant Shares, Starboard Value Gradually Jettisons Darden Restaurants Inc. (DRI) Stake and Two Other Moves

Hedge fund vehicles had a rough 2015, and the beginning of 2016 does not look too great either.

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February 8 - Hedge Fund Analysis, Hedge Funds, News - Comments

Starboard Value Cuts Stake in RealD (RLD), Stadium Capital Buys More of This Retailer, Plus 2 Other Moves

The handful of hedge fund managers who have a strong record of outperforming broader market benchmarks do not manage capital for the masses.

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January 29 - Hedge Funds, News - Comments

The Latest Activist Moves Made by Jeffrey Smith, Paul Singer, More

Numerous financial news websites and stock market participants call activist investors “vultures”, who aim to extract short-term benefits at the expense of companies’ long...

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January 28 - Hedge Funds, News - Comments

Jeffrey Smith Outlines How This Activist Target Can Turn Itself Around

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 in the provider of secure logistics ...

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October 6 - Hedge Funds, News - Comments

Jeffrey Smith Finds Time To Augment One Of His Top Targets Of 2015

Brink's Company (NYSE:BCO)'s largest stockholder, Starboard Value LP, which is managed by Jeffrey Smith, further hiked its stake in the $1.39 billion provider of secure logistics...

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October 5 - Hedge Funds, News - Comments

Jeffrey Smith Sees 100% Upside In This Auto Supplier, Shows How It Can Be Unlocked

Shares of Advance Auto Parts, Inc.

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September 30 - Hedge Funds, News, Stock Analysis - Comments

What The Alibaba Spinoff Will Mean For Yahoo Investors Present And Future

Yahoo! Inc.

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September 29 - Hedge Funds, News, Tech - Comments

Office Impasse: Office Depot/Staples Merger On The Verge Of Getting Shredded

It appears that the proposed merger of Staples, Inc.

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September 22 - Hedge Funds, Market Movers, News - Comments

Jeffrey Smith’s Macy’s, Inc. (M) Position Revealed, Plus Two New Picks

Jeffrey Smith’s Starboard Value LP has filed its 13F with the SEC for the reporting period of June 30, 2015.

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August 16 - Hedge Funds, News - Comments

Jeff Smith’s Starboard Value Reduces Stake In LSB Industries Inc. (LXU) to 6.1%

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.

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August 10 - Hedge Funds, News - Comments

Starboard Value Sells Majority of Its Stake In Unwired Planet Inc. (UPIP) to MAST Capital Management

Jeffrey Smith’s Starboard Value has sold 9.0 million shares of Unwired Planet Inc.

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August 7 - Hedge Funds, News - Comments

Jeffrey Smith’s Starboard Value Initiates Activist Stake In MedAssets Inc. (MDAS) and Calls for Operations Overhaul

Jeffrey Smith’s Starboard Value disclosed a new activist position in MedAssets Inc. (NASDAQ:MDAS) in a 13D filing with the Securities and Exchange Commission.

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August 4 - Hedge Funds, Market Movers, News - Comments

Activist Investor Jeffrey Smith Sees More Potential In The Brink’s Company (BCO)

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 Brink's Company (NYSE:BCO...

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July 30 - Hedge Funds, News - Comments

Three Activists, Three Real Estate Plays, Three Stocks Popping

At an investment conference taking place in New York today, three prominent activists that we track at Insider Monkey shared their latest thoughts on stocks they like and feel...

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July 15 - Hedge Funds, News - Comments