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Why Mosaic, Vale, and Three Other Stocks Are in the Spotlight

Crude futures are well in the green this morning as the worry over a potential ‘Brexit’ diminishes. Although there is a distinct probability that Britain might leave the EU, the recent death of a pro-EU UK legislator has galvanized support for the status quo.

Among the stocks trending today amid the backdrop are Mosaic Co (NYSE:MOS), Vale SA (ADR) (NYSE:VALE), Ariad Pharmaceuticals, Inc. (NASDAQ:ARIA), Innocoll Holdings PLC (NASDAQ:INNL), and Pembina Pipeline Corp (NYSE:PBA). Let’s take a closer look at each stock and see how elite funds are positioned among them.

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Potential Deal in the Fertilizer Sector

According to ReutersMosaic Co (NYSE:MOS) is in talks with Vale SA (ADR) (NYSE:VALE) to buy the company’s fertilizer unit. Although the details of the talks are unknown currently, various sources say that the value of the assets in question could garner as much as $3 billion. The deal could be financed by cash and stock or by another method. Mosaic has been seeking opportunities to buy quality assets in the beaten-up sector that might add long-term value, and Vale needs to raise liquidity to meet its $10 billion debt reduction goal by 2017. Among the funds in our database, 21 funds owned shares of Mosaic Co (NYSE:MOS) while 26 investors were long Vale SA (ADR) (NYSE:VALE) at the end of March.

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Ariad Strikes Distribution Deal

Ariad Pharmaceuticals, Inc. (NASDAQ:ARIA) shares opened higher but have given up those gains amid news that the company completed two distribution agreements for Iclusig in Latin America and the Middle East/North Africa. In Latin America, ARIAD will work with Pint Pharma, which will pay ARIAD upfront and potential regulatory milestone payments of $15 million and royalties of over 50% of sales, while in the Middle East and North Africa, the company will work with Biologix FZCo, who will also pay ARIAD more than 50% of the Iclusig sales in those areas. At the end of March, 26 funds we track owned $296.02 million worth of Ariad Pharmaceuticals, Inc. (NASDAQ:ARIA)’s stock, which accounted for 24.40% of the float, versus 29 funds and $245.94 million, respectively, a quarter earlier.

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On the next page, we examine Innocoll Holdings PLC, and Pembina Pipeline Corp.

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