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
Ken Griffin Goes Zen and Makes His Mark on Shed at Hudson Yards (Bloomberg) Citadel founder Ken Griffin said the firm’s new offices at 425 Park Ave.......
(read more)April 1 - Hedge Funds, Insider Trading - Comments
The former right-hand man of Carl Icahn, Keith Meister of Corvex Management has become a feared activist in his own right since starting up his own hedge......
(read more)December 17 - Hedge Fund Analysis, Hedge Funds, News - Comments
Och-Ziff to Change Structure, Looking to Future Beyond Founder (The Wall Street Journal) Daniel Och is ceding some of the chips in his hedge-fund empire......
(read more)December 6 - Hedge Funds, Insider Trading - Comments
Activist Investor Icahn Raises Stake in Oil Producer Energen (Reuters) (Reuters) – Activist investor Carl Icahn boosted his stake in Energen Corp......
(read more)June 26 - Hedge Funds, Insider Trading - 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
Corvex and Icahn to Mull Making a Bid for Energen (Reuters) BOSTON (Reuters) – Activist investor Keith Meister on Monday reunited with billionaire......
(read more)May 21 - Hedge Funds, Insider Trading - Comments
One of the top investment conferences, the 2017 Sohn yearly conference gathered hedge funds gurus like David Einhorn or Bill Ackman, who shared some of......
(read more)March 21 - Hedge Funds, News - Comments
Kyle Bass: Broadcom-Qualcomm Deal Shouldn’t be Allowed to Go Through (CNBC) Hedge fund manager Kyle Bass said possible U.S. job losses from steel......
(read more)March 7 - Hedge Funds, Insider Trading - Comments
Elliott Turns to Snail Mail in NXP Mom-and-Pop Investor Campaign (Reuters) (Reuters) – Activist hedge fund Elliott Management Corp launched a campaign......
(read more)February 1 - Hedge Funds, Insider Trading - Comments
Prominent activist investor Keith Meister of Corvex Capital has taken a 5.5% stake in Energen Corporation (NYSE:EGN) and appears poised to try and push......
(read more)May 31 - Activism, Hedge Funds, Market Movers, News - Comments
The Sohn Investment Conference, one of the biggest hedge fund gatherings of the year, took place yesterday in New York, with Bill Ackman, David Einhorn......
(read more)May 9 - Hedge Funds, Market Movers, News - Comments
Keith Meister founded Corvex Capital, one of the biggest and most famous activist hedge funds, in 2011 after raising a seed capital of $250 million from......
(read more)February 28 - Hedge Funds, News - Comments
Yum! Brands, Inc. (NYSE:YUM), Fidelity National Financial Inc (NYSE:FNF), Platform Specialty Products Corp (NYSE:PAH), and B/E Aerospace Inc (NASDAQ......
(read more)November 11 - Hedge Funds, News - Comments
New York City-based hedge fund Corvex Capital is run by activist investor Keith Meister, a 41-year old Harvard graduate who has worked with legendary......
(read more)October 20 - Hedge Funds, News - Comments
Kynikos Associates Founder Chanos: We’re Still Short Caterpillar (CNBC) Famed short-seller Jim Chanos said that the fundamental story for Caterpillar......
(read more)October 19 - Hedge Funds - Comments
Edward Lampert and His White Whale, Sears (The New York Times) A tragic figure in American literature has an analog in modern finance. Once upon a time......
(read more)August 29 - Hedge Funds - Comments
Sears Is Borrowing Money from Its CEO (Again) (The Wall Street Journal) Sears Holdings said Thursday that it would accept $300 million in debt financing......
(read more)August 25 - Hedge Funds - Comments
A protege of billionaire Carl Icahn, Keith Meister founded Corvex Capital in 2011, managing to attract $250 million in seed money from George Soros. The......
(read more)August 18 - Hedge Fund Analysis, Hedge Funds, News - Comments
Cohen’s New Firm Said to Meet With Investors Ahead of 2018 (Bloomberg) Stamford Harbor Capital, the new firm started by Steven Cohen and led by a longtime......
(read more)August 4 - Hedge Funds - Comments
Keith Meister‘s Corvex Capital has taken steps to reduce its exposure to FNF Group of Fidelity National Financial, Inc. (NYSE:FNF) according to......
(read more)August 4 - Hedge Funds, News - Comments
Keith Meister‘s Corvex Capital has asked Williams Companies Inc (NYSE:WMB) to revamp its Board of Directors, either by replacing some of its existing......
(read more)August 4 - Hedge Funds, News - Comments
Activist investor Keith Meister is determined to step up his interest in Pandora Media Inc. (NYSE:P) as he is agitating for the sale of the company.......
(read more)July 29 - Hedge Funds, News - Comments
Corvex Capital‘s boss, Keith Meister, and Soroban Capital Partners‘ Eric W. Mandelblatt have both resigned from Williams Companies Inc......
(read more)July 5 - Hedge Funds, News - Comments
Fresh data shows that 2015 was the year with the highest number of hedge fund closures since the financial crisis, as increased volatility in equity markets......
(read more)March 21 - Hedge Funds, News - Comments
In new filings with the U.S. Securities and Exchange Commission, Kelly Cardwell’s Central Square Management, James E. Flynn’s Deerfield Management......
(read more)January 5 - Hedge Funds, News - Comments
A recently-amended 13D filed with the U.S. Securities and Exchange Commission disclosed that Keith Meister’s Corvex Management LP holds 80.61 million......
(read more)September 25 - Dividend Stocks, Hedge Funds, News - Comments
Yum! Brands Inc. (NYSE:YUM) is one of the largest restaurant companies in the world, with more than 41,000 restaurants around the globe. The company,......
(read more)September 18 - Hedge Funds, News, Stock Analysis - Comments
Dan Loeb, the founder of Third Point, is a pioneer activist investor, whose flagship fund performed impressively in 2010, returning 41.7%. Keith Meister......
(read more)August 26 - Hedge Funds, News - Comments
This article is temporarily removed from Insider Monkey....
(read more)July 23 - Hedge Funds, News, Tech - Comments
Corvex Management’s Keith Meister thinks that American Realty Capital Properties Inc (NASDAQ:ARCP) is one of the best stocks to own right now and a......
(read more)July 16 - 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
Williams Companies, Inc. (NYSE:WMB)‘s stock exploded today as shares soared by just under 26% as news emerged that Williams Companies, Inc. (......
(read more)June 22 - Hedge Funds, News - Comments
Activist investing seems to be in vogue nowadays. While shareholders welcome an activist investor’s ambitions to streamline the operations of companies......
(read more)June 2 - Hedge Funds, News - Comments
Ackman Says He’d Have to Think Hard Before Next Short Bet (Bloomberg) William Ackman, who runs $20 billion Pershing Square Capital Management, is hesitant......
(read more)May 4 - Hedge Funds - Comments
Like it or not, activist investing is here to stay for a very long time says Keith Meister, CEO of Corvex Capital. In a television interview on CNBC......
(read more)April 14 - Hedge Funds, News - Comments
Keith Meister‘s Corvex Capital has increased its activist stake in Signet Jewelers Ltd. (NYSE:SIG), according to a recent 13D filing with the Securities......
(read more)March 30 - Hedge Funds, News - Comments
Keith Meister’s Corvex Capital has revealed further details regarding its negotiations with the management of American Realty Capital Properties Inc......
(read more)March 9 - Hedge Funds, News - Comments
David Atterbury’s Whetstone Capital Advisors has filed their most recent 13F quarterly report with the SEC, disclosing their long position holdings......
(read more)February 11 - Hedge Funds, News - Comments
In a new filing with the U.S. Securities and Exchange Commission, Corvex Capital, managed by Keith Meister, has disclosed boosting its activist stake......
(read more)February 10 - Hedge Funds, News - Comments
As the Robin Hood Investors Conference closed yesterday, we have compiled a second recap of some of the best ideas that have been presented yesterday.......
(read more)October 22 - Hedge Funds, News - Comments
Keith Meister, the manager of Corvex Management, has gone activist on Crown Castle International Corp. (NYSE:CCI) and issued a presentation and a letter......
(read more)October 16 - Hedge Funds, News - Comments
PDT Partners is a hedge fund manager that was spun out of Morgan Stanley (NYSE:MS)’s proprietary trading division last year. It is managed by quant......
(read more)September 9 - Hedge Funds, News - Comments
Is it a good time to buy Fidelity National Financial Inc (NYSE:FNF) shares? Keith Meister seems to think so, as he has boosted his fund’s stake......
(read more)September 9 - Hedge Funds, News - Comments
Brookside Capital is a hedge fund founded by several Bain Consulting employees in the 1980s, as a mechanism to provide investors with direct profit from......
(read more)September 8 - Hedge Funds, News - Comments
Soroban Capital Partners, led by Eric W. Mandelblatt, recently filed its 13F filing with the U.S. Securities and Exchange Commission for the second quarter......
(read more)August 28 - Hedge Funds, News - Comments
Abrams Bison Investments, a hedge run by Gavin Abrams, has filed its 13F with Securities and Exchange Commission, disclosing nine positions. Abrams, which......
(read more)August 28 - News - Comments
In newly amended filings with the U.S. Securities and Exchange Commission, Southeastern Asset Management, managed by Mason Hawkins, has disclosed reducing......
(read more)July 11 - Hedge Funds, News - Comments
A new filing with the U.S. Securities and Exchange Commission revealed that Fidelity National Financial Inc. (NYSE:FNF) recently completed a transaction......
(read more)July 1 - Hedge Funds, News - Comments
Eric W. Mandelblatt founded New York-based Soroban Capital Partners in 2010. Previously, Mandelblatt was a partner and co-CEO of TPG -Axon Capital Management......
(read more)June 6 - Hedge Funds, News - Comments
