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......(read more)
Posts Tagged ‘Jeffrey Ubben’
Msci Inc (MSCI) Agrees To Appoint ValueAct Capital’s Representatives To Board
A new filing with the U.S. Securities and Exchange Commission disclosed that Msci Inc (NYSE:MSCI) entered into a cooperation agreement with Jeffrey Ubben......(read more)
Microsoft Corporation (MSFT), Tyco International plc (Ireland) Ordinary Share (TYC), Carnival Corporation (CCL): Edinburgh Partners’ Top 3 Picks for the Fourth Quarter
Sandy Nairn’s Edinburgh Partners revealed their top three picks for the last quarter of 2014 in their latest 13F filing with the U.S. Securities and......(read more)
Steven Wishnia’s Highland Capital Management Discloses Top 3 Picks For Q4
In its latest 13F form filed with the U.S. Securities and Exchange Commission, Steven Wishnia’s Highland Capital Management LLC disclosed its top......(read more)
Motorola Solutions Inc (MSI): ValueAct Sells Shares Back to Company; Further Cuts CBRE Group Inc (CBG) Stake
Jeffrey Ubben‘s ValueAct Capital has reported cutting its positions in Motorola Solutions Inc (NYSE:MSI) and CBRE Group Inc (NYSE:CBG), as several......(read more)
Rockwell Collins, Inc. (COL): ValueAct Capital Picks Profits from Long-Term Investment
Jeffrey Ubben‘s ValueAct Partners has reduced its position in Rockwell Collins, Inc. (NYSE:COL), as a new filing with the Securities and Exchange......(read more)
CBRE Group Inc (CBG): Jeffrey Ubben’s ValueAct Holdings Sells More Than 262K Shares After The Company Announces Strong Financial Results
Jeffrey Ubben’s ValueAct Holdings disclosed, yesterday, three recent reductions in its stake in CBRE Group Inc (NYSE:CBG). Through three separate transactions......(read more)
Hedge Fund News: Bill Ackman, Christian Leone & Valueact Capital
Bill Ackman Can’t Possibly Be Expected To Remember All The Great Ideas He’s Ever Had (DealBreaker) Bill Ackman wants to clear up a few things. First......(read more)
Johnson & Johnson (JNJ), Kimberly Clark Corp (KMB) & Microsoft Corporation (MSFT) Are Largest Holdings of West Coast Asset Management
Lance Helfert and Paul Orfalea’s West Coast Asset Management has left its equity portfolio relatively unchanged since last quarter, except for one big......(read more)
Allison Transmission Holdings Inc (ALSN) & Web.com Group Inc (WWWW): ValueAct Partners and Okumus Fund Management Continue to Buy These Stocks
Allison Transmission Holdings Inc (NYSE:ALSN) & Web.com Group Inc (NASDAQ:WWWW) are witnessing heavy buying from two different hedge funds that are......(read more)
Microsoft Corporation (MSFT), Tyco International Ltd. (TYC), & QUALCOMM, Inc. (QCOM): Edinburgh Partners Yet Again Trimming its Exposure in US Equities
Cutting exposure to US equity has become a sort of trend for Scotland based hedge fund Edinburg Partners. The third quarter of fiscal year 2014 was no......(read more)
Valeant Pharmaceuticals Intl Inc (VRX): ValueAct Capital Raises Stake as Jeffrey Ubben is Appointed as Board Director
Jeffrey Ubben’s Valueact Capital Management disclosed today an increase in its exposure to Valeant Pharmaceuticals Intl Inc (NYSE:VRX). The fund added......(read more)
Hedge Fund News: David Harding, Chris Hohn & Valueact Capital
Hedge fund boss gives £5 million to build new museum maths gallery (Standard) A hedge fund manager who built his business on mathematical reasoning has......(read more)
CBRE Group Inc (CBG): ValueAct Capital Agrees To Sell Over 6 Million Shares
In a newly amended filing with the Securities and Exchange Commission, Valueact Capital, led by Jeffrey Ubben, disclosed that it entered into a stock......(read more)
NetEase Inc (ADR) (NTES), Motorola Solutions Inc (MSI), Weatherford International PLC (WFT): William B. Gray Loves Tech Stocks –and Some Others
William B. Gray’s Orbis Holdings Ltd. is amongst the investment management firms required to declare their long equity positions every quarter. A few......(read more)
Twenty-First Century Fox Inc. (FOX), Microsoft Corporation (MSFT), Charles Schwab Corp (SCHW): Route One Investment Company Top Q2 Picks
In its recent 13F filing with the U.S. Securities and Exchange Commission, Route One Investment Company, managed by William Duhamel, has revealed its......(read more)
Walgreen Company (WAG), llumina Inc. (ILMN), Valeant Pharmaceuticals Intl Inc (VRX): Billionaire Andreas Halvorsen’s Top Stock Picks
Andreas Halvorsen’s Viking Global recently disclosed its long equity positions for the second quarter of 2014. The fund declared holdings worth more......(read more)
Baidu Inc (ADR) (BIDU), Cognizant Technology Solutions Corp (CTSH), Valeant Pharmaceuticals Intl Inc (VRX): Stephen Mandel’s Top Three Stock Picks
Stephen Mandel’s Lone Pine Capital has revealed for the second quarter a portfolio of 67 companies worth $24.7 billion. The value of all holdings increased......(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)
Microsoft Corporation (MSFT), Valeant Pharmaceuticals Intl Inc (VRX), Motorola Solutions Inc (MSI): Jeffrey Ubben’s Top Stock Picks
Jeffrey Ubben’s ValueAct Capital has disclosed its holdings for the second quarter, revealing 16 investments which have a current market value of $13......(read more)
Hedge Fund News: Jeffrey Ubben, Brian Higgins & Viking Global
ValueAct takes $1 bln stake in 21st Century Fox (Reuters) Hedge fund ValueAct Capital LLC has taken a $1 billion stake in Rupert Murdoch-controlled film......(read more)
Twenty-First Century Fox Inc (FOX), Time Warner Inc (TWX): Bid Withdrawal Affects ValueAct Capital
Twenty-First Century Fox Inc (NASDAQ:FOX) recently withdrew its bid to acquire Time Warner Inc (NYSE:TWX) at $85 a share, or about $80 billion. ......(read more)
Apple Inc. (AAPL), Oracle Corporation (ORCL), Microsoft Corporation (MSFT): Billionaire David Harding’s Mega-Cap Tech Stock Picks
Billionaire David Harding’s Winton Capital Group recently filed its Form 13F for the second quarter of 2014. The fund disclosed more than 640 equity......(read more)
Hedge Fund News: Kenneth Griffin, Nelson Peltz & Valueact Capital
Citadel Founder Splits With Wife (Finalternatives) Citadel Investment Group founder Kenneth Griffin has filed for divorce from his wife of 10 years. Griffin......(read more)
Valueact Capital Cuts Stake in Dresser-Rand Group Inc. (DRC) To 2.6% From 6.6%
Valueact Capital, led by Jeffrey Ubben, has reduced its position in Dresser-Rand Group Inc. (NYSE:DRC). The fund has revealed, in a newly amended filing......(read more)
Halliburton Company (HAL), C.R. Bard, Inc. (BCR), Microsoft Corporation (MSFT): Stocks that Boosted Valueact Capital
Valueact Capital, managed by Jeffrey Ubben finished first quarter ending March 31, 2013 on a high, appreciating by 9.7% after payment of all fees and......(read more)
ValueAct Sells Adobe Systems Incorporated (ADBE) Shares Worth $55 Mln
Jeffrey Ubben‘s ValueAct Capital has reported reducing its exposure to Adobe Systems Incorporated (NASDAQ:ADBE). According to SEC filings, ValueAct......(read more)
Hedge Fund Highlights: Jeffrey Ubben, Paul Singer & Carl Icahn
Success of ValueAct Hedge Fund Has Dented Its Maneuverability (Wall Street Journal) Activist investor ValueAct Capital Management has long flown under......(read more)
Bridgewater Associates’ First Quarter Largest Equity Holdings
Last week, Ray Dalio’s Bridgewater Associates, one of the world’s largest hedge funds, with $161.9 billion in Assets Under Management, disclosed its......(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)
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)
Hedge Fund News: Warren Buffett, John Paulson & Jeffrey Ubben
Schroders seeks Paulson-like ‘opportunities’ (Financial News) Assets under management have hit a record high at Schroders and the firm has......(read more)
Hedge Fund News: Jeffrey Ubben, George Soros & Marc Faber
Jeffrey Ubben’s Hedge Fund Is The Big Microsoft Winner (Forbes) Nearly one year ago, Jeffrey Ubben showed up at a New York investment conference......(read more)
Jeffrey Ubben Ups ValueAct Capital’s Stake in Willis Group Holdings PLC (WSH)
Jeffrey Ubben is still bullish on Willis Group Holdings PLC (NYSE:WSH). According to a recent Form 4 filing with the Securities and Exchange Commission......(read more)
Valueact Surges Stake in Dresser-Rand Group Inc. (DRC)
Jeffrey Ubben is bullish on Dresser-Rand Group Inc. (NYSE:DRC). In a recent filing with the Securities and Exchange Commission, his fund, Valueact Capital......(read more)
Five Technology Stocks Hedge Funds Are Crazy About
The Technology sector is one of the biggest and fastest developing sectors with one of the highest returns amongst all. This is why tech stocks are very......(read more)
10 Most Popular Stocks Among Hedge Funds
At the end of last week, we closed the latest round of 13F filings, during which, major institutional investors disclosed their equity portfolios as held......(read more)
ValueAct Capital Slices Stake in MICROS Systems, Inc. (MCRS)
According to a new filing with the SEC, Jeffrey Ubben‘s ValueAct Capital has reduced its exposure to MICROS Systems, Inc. (NASDAQ:MCRS). ValueAct......(read more)
10 Most Popular Stocks Among Hedge Funds – Q3
After each quarter, hedge funds and other major investors disclose many of their long equity positions with the U.S. Securities and Exchange Commission......(read more)
Hedge Fund News: Richard Perry, Seth Klarman & Jim Rogers
Hedge Funder Richard Perry Bought Herbalife And More FedEx During The Third Quarter (SFGate) Hedge fund manager Richard Perry, who runs Perry Capital,......(read more)
Hedge Fund News: Jeff Ubben’s ValueAct, Phil Falcone & John Burbank
Mariner encourages hedge fund community to adopt UN PRI (Risk) Mariner Investment Group has become one of the few US hedge funds to adopt the UN principles......(read more)
Jeff Ubben, ValueAct Unload More Shares of Adobe Systems
Jeffrey Ubben‘s hedge fund, ValueAct Capital, disclosed selling around 3.4 million shares of in the last couple of weeks. According to the filing......(read more)
Jeff Ubben, ValueAct Capital Slice Adobe
ValueAct Capital, Adobe: ValueAct Capital, a hedge fund managed by Jeffrey Ubben, sold over 2.5 million shares of its large position in Adobe Systems......(read more)
Hedge Fund News: Brevan Howard, Dan Loeb & How to Play a U.S. Default
Hedge funds drop objection to IBRC’s US bankruptcy move (IrishTimes) Two funds linked to US billionaire hedge fund owner Paul Singer have dropped their......(read more)
Rockwell Collins Insider Trading Activity Heats Up
Rockwell Collins insider trading: After having been invited to join the Iowa Business Council a few days ago, Kelly Robert Ortberg, CEO and President......(read more)
Hedge Fund News: George Soros, Jeffrey Ubben & Paul Singer’s Accord
GEORGE SOROS: Europe’s Nightmare Is Getting Worse, And Only Germany Can Make It Stop (Yahoo) Billionaire financier and legendary speculator George......(read more)
Jeff Ubben, ValueAct Now Own 9.7% of Rockwell Collins
Jeff Ubben, ValueAct: In a filing with the Securities and Exchange Commission, Jeffrey Ubben’s hedge fund, Valueact Capital, disclosed buying shares......(read more)
Microsoft Surface 2.0: Another Lost Cause?
Microsoft Surface 2.o: At this point, it is not much of a secret that the first generation Microsoft Corporation (NASDAQ:MSFT) Surface series of devices......(read more)
Wondering About The Xbox One Sale Date? This Will Whet Your Appetite
Xbox One Sale Date: Like many, you may be looking forward to the release of the Microsoft Corporation (NASDAQ:MSFT) Xbox One in November. If you are......(read more)
Xbox Fitness: Famous Trainers Available
Xbox fitness: Are you looking for a fun and exciting way to stay fit? Would you have an easier time staying the course if you were being pushed by a......(read more)
