15 Most Feared Activist Hedge Funds
In this article, we will take a detailed look at the 15 most feared activist hedge funds.
Posts Tagged ‘ValueAct Capital’
Long Term Returns of ValueAct Capital’s Activist Targets
In this article we're going to discuss the long-term returns of ValueAct Capital's activist targets.
4 Stocks Activist Jeffrey Ubben Bought in Q3 (and 1 He Dumped)
Jeffrey Ubben's ValueAct Capital has delivered some of the biggest returns in the industry during its 19-year history, with its net returns topping 17% on average through 2017...
Five Stocks Hedge Funds Are Piling Into
The hedge fund industry has been underperforming the broader market lately, following the losses registered by some hedge fund darlings like Valeant Pharmaceuticals Intl Inc (...
ValueAct Capital Keeps Portfolio Largely Unchanged, Adds Stake In Cybersecurity Firm
Founded in 2000 by Jeffrey Ubben, Peter Kamin and George Hamel Jr., ValueAct Capital is today one of the largest activist hedge funds in the world.
5 Big Ideas from the Sohn Conference
A group of well-known hedge fund managers, academicians and other thought leaders participated in the seventh annual Sohn San Francisco Conference this week, providing investment...
Billionaire Jeffrey Ubben Trims 13F Portfolio, but Remains Bullish on These Stocks
In an interview with CNBC in March, ValueAct Capital's founder and chief investment officer, Jeffrey Ubben, revealed that his fund was reducing its stake in a number of companies...
Another Top-Tier Hedge Fund Acquires Stake in Square Inc. (SQ); Activist Jeffrey Ubben Boosts Stake in Oil Services Company & Other Moves
Hedge fund clients pulled out $15 billion from the hedge fund industry in the first quarter of 2016, marking the largest outflow since the second quarter of 2009.
Billionaire Nelson Peltz Sells 9.9% Stake in Legg Mason Inc. (LM) to Singapore Investment Firm, Plus Three Other Hedge Fund Moves
Hedge funds are alternative investment vehicles available only to high-net-worth individuals, so most retail investors cannot afford the luxury of investing in a hedge fund.
Latest Smart Money Moves Involve Wells Fargo & Co (WFC), Qlik Technologies Inc. (QLIK) & More
Hedge fund closures reached the highest rate in 2015 since the financial crisis, according to fresh statistics.
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...
Fairholme Cuts Stake in Sears Holdings Corp (SHLD), Ubben Sells Even More Shares of Motorola Solutions Inc. (MSI), Plus Two Other Moves
Chief Investment Officer of Cambria Investment Management, Mebane Faber, wrote a book titled “Invest With the House: Hacking the Top Hedge Funds”, revealing a successful approach...
Ubben Sells More Shares of Motorola Solutions Inc. (MSI), Meister Cuts Stake in This REIT, Plus 2 Other Moves
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 significantly impacted...
Billionaire Leone Boosts Stake in This REIT, Ubben Sells More Shares of Motorola Solutions Inc. (MSI), Plus Two Other Hot Moves
It is generally believed that individuals seeking to become millionaires (and who isn't?) need to think and act like millionaires.
Activists Icahn and Ubben Take Profits Off the Table from Successful Campaigns, Plus 2 Other Activist Moves
Some players in the financial industry believe that most hedge fund managers like to advertise their stock picks, which might explain why hedge funds tend to move in packs on ...
Billionaire Christian Leone Boosts Stake in This TV Station Operator, Nelson Peltz Lifts Stake in Struggling Pentair plc. (PNR), Plus 2 Other Moves
Fresh statistics reveal that the 50 most popular stocks among hedge funds lost 10% in 2015, which practically means that individual investors should have avoided to invest in ...
Billionaire Ubben Buys More Shares of CBRE Group Inc. (CBG), Huber More Bullish on This Oil Tanker Stock, Plus Two Other Moves
Numerous sources and statistics recently indicated that hedge funds have been severely hit by the current volatile markets.
Billionaires Rosenstein and Ubben Sell These 2 Stocks; Teton Capital Buys More Shares of A Struggling Company
Powerful macroeconomic forces have been driving up the U.S.
Jeffrey Ubben’s Top 5 Q4 Stock Picks
ValueAct Capital, led by Jeffrey Ubben, recently submitted its latest 13F to the Securities and Exchange Commission for the reporting period of September 30.
Highlights Among Hedge Funds’ Latest Moves
At Insider Monkey we don't only analyze the quarterly 13F filings of over 730 smart money investors, but we also track their day-to-day moves disclosed via other filings with ...
This Activist Investor’s Picks May Be Lagging But They Are Poised For Long-Term Growth
Jeff Ubben of ValueAct Capital is one of the 40 or so billionaire investors that we follow at Insider Monkey.
Twenty-First Century Fox, Jeffrey Ubben Each Get What They Want In Deal
Jeffrey Ubben of ValueAct Capital has landed a board seat at the table of one of his biggest investments, Twenty-First Century Fox Inc (NASDAQ:FOX).
ValueAct Capital’s Top Stock Picks Heading Into Q3
In its most recent 13F filing with the SEC for the reporting period quarter ending June 30, Jeffrey Ubben's ValueAct capital revealed an equity portfolio worth nearly $19 billion...
The Best Is Yet To Come: A Sinatra Classic But Not A Microsoft Rallying Cry
Microsoft Corporation (NASDAQ:MSFT) generated a lot of interest on Wall Street last year after it surged 40% in the 12 months through November, seemingly ending its decade-long...
Precision Castparts: Underrated Activist Owned Stock
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Activist Jeffrey Ubben Continues Reducing His Stake In Adobe Systems Incorporated (ADBE); Is The Upside Gone?
According to a recent Form 4 filing with the Securities and Exchange Commission, Jeffrey Ubben’s ValueAct Capital has unloaded 1.69 million shares of Adobe Systems Incorporated...
Insider ValueAct Capital Trims Stake In Adobe Systems Incorporated (ADBE), Has The Ceiling Been Hit?
According to a recent filing with the Securities and Exchange Commission, Jeffrey Ubben's ValueAct Capital has disposed of some 307,000 shares of Adobe Systems Incorporated (NASDAQ...
When Jeffrey Ubben Likes A Stock Like Agrium Inc. (AGU), You Should Pay Attention
In a recent 13D filing with the Securities and Exchange Commission, Jeffrey Ubben’s ValueAct Capital disclosed a 6.8% ownership stake in Agrium Inc.
Ubben Takes Big Profit From Valeant Pharmaceuticals International Inc. (VRX) Stake, Sells Over 4.3 Million Shares
Activist hedge fund firm ValueAct Capital, has filed a 13D with the SEC revealing its ownership stake in Valeant Pharmaceuticals International Inc.
A Look Back at Jeffrey Ubben’s Presentation at the 8th Annual New York Value Investing Congress
On October 2, 2012, ValueAct Capital's fearless leader Jeffrey Ubben made a presentation on Day 2 of the 8th Annual Value Investing Congress in New York.
ValueAct Capital Increases Stake In Twenty-First Century Fox Inc (FOX)
Jeff Ubben’s ValueAct Capital increased its stake in Twenty-First Century Fox Inc (NASDAQ:FOX).
Jeffrey Ubben Has a Surprise Entry Among His Top Stock Picks
It is not every quarter that you get to spot drastic changes in the equity portfolio of Jeffrey Ubben's ValueAct Capital.
Activist Jeffrey Ubben’s Picks Blow Away S&P 500 Index in Q1
Activist Jeffrey Ubben's 14 picks in companies with a market cap of $1 billion or more (his entire portfolio) delivered weighted average returns of 8.1% in the first quarter.
Billionaire Lee Ainslie’s New Picks Start the New Year off Right
We recently updated Lee Ainslie’s Maverick Capital's performance for the first quarter of 2015 with the firm achieving returns of 8.4% in its 44 long positions in stocks with...
Illumina, Inc., Walgreens Boots Alliance Inc, Valeant Pharmaceuticals Intl Inc: Billionaire Halvorsen’s Top 3 Picks
Andreas Halvorsen’s Viking Global disclosed its top three picks for the past quarter in a 13F Form filed with the U.S. Securities and Exchange Commission.
Apple Inc. (AAPL), Microsoft Corporation (MSFT), and Intel Corporation (INTC): Bridgewater Associates Reveals Top Picks
Ray Dalio’s Bridgewater Associates revealed its top picks for the fourth quarter in a 13F Form filed with the U.S. Securities and Exchange Commission.
Microsoft Corporation (MSFT); Wells Fargo & Co (WFC), American Express Company (AXP): Grandmaster Capital’s 2014 Q4 Top Picks
Patrick Gideon Wolff’s Grandmaster Capital recently disclosed its top picks as of the end of the fourth quarter. According to the 13F Form filed with the U.S.
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 February 2 and February...
Msci Inc (MSCI) Agrees To Appoint ValueAct Capital’s Representatives To Board
A new filing with the U.S.
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 Exchange Commission.
Steven Wishnia’s Highland Capital Management Discloses Top 3 Picks For Q4
In its latest 13F form filed with the U.S.
Baker Hughes Incorporated (BHI): ValueAct Reports Activist Stake as Company Reports Strong Financial Results
In a new filing with the Securities and Exchange Commission, Jeff Ubben's ValueAct Capital reported a new stake in the $25 billion oilfield services company Baker Hughes Incorporated...
Msci Inc (MSCI): ValueAct’s CEO Jeff Ubben Pushes for Board Seats; Says Has “Unanswered Questions”
In a new filing with the Securities and Exchange Commission, Jeff Ubben's ValueAct Capital has disclosed a letter sent to the Lead Director of the application software company...
Adobe Systems Incorporated (ADBE): ValueAct Sells Some More Shares as Stock Surges on the Back of Strong Financial Results
A new filing with the Securities and Exchange Commission showed that Jeff Ubben's ValueAct Capital has reduced its stake in Adobe Systems Incorporated (NASDAQ:ADBE).
Valeant Pharmaceuticals Intl Inc (VRX): ValueAct Keeps Its Promise and Buys More Shares
In a new filing with the Securities and Exchange Commission, Jeff Ubben's ValueAct Capital reported increasing its position in Valeant Pharmaceuticals Intl Inc (NYSE:VRX).
Actavis plc (ACT), Allergan, Inc. (AGN), Pfizer Inc. (PFE): Hedge Funds Betting Big on Healthcare Stocks
One of the sectors that has benefited from the highest returns over the years is Healthcare.
Apple Inc. (AAPL), Google Inc (GOOGL), and Alibaba Group Holding Ltd (BABA) Among Top 10 Most Popular Stocks in Hedge Funds’ 13Fs
As the latest round of 13F filings has witnessed an increase in bullish sentiments among hedge funds.
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 new filings with the Securities...
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).
Rockwell Collins, Inc. (COL): Why Jeff Ubben’s VA Capital Reduced Its Stake?
ValueAct Capital, a fund managed by Jeffrey Uben, has disclosed slightly decreasing its activist stake in Rockwell Collins, Inc. (NYSE:COL).
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