Source : Bloomberg
ADAGE CAPITAL
-New stakes in KMI, SWK, AYI, BABA, NOC, ITW, MAS, WLK, ASH, EMN
-Boosts AAPL, MRK, CF, PNC, GOOGL, TAP, HDS, EMR, APC
-Cuts BMY, AAL, HON, AGN, MMM, T, BURL, PCG, ADP
-No longer shows HES, NSAM, POR, CFX, HE, STI, NLSN, HSY, LDOS, SBGL
APPALOOSA MANAGEMENT
-New stakes in FB, AAPL, YHOO, TPX, BAC, CFG, QCOM, PNC, VMW, DAL
-Boosts KMI, GT, GLBL, HCA, ETP, HDS
-Cuts LUV, NXPI, GOOG, SYF, GM, WHR, MHK, HAIN, WMIH, ALL
-No longer shows FOXA, CYH, TGI, IR, FOX, PPG, QHC
BAUPOST GROUP
-New stakes in SYF, NSAM, ODP, CPAA
-Boosts PBF, FOXA
-Cuts OLN, INVA, VMW, OREX, PYPL, KIN, LNG
-No longer shows C, CAR, OZM
BLUEMOUNTAIN
-New stakes in KLAC, SHPG, NXST, SAEX, XPO, TWNK, MRO
-Boosts SYMC, CI, LRCX, MYGN, TV, KSS, ALSN, WST, URI
-Cuts MBLY, ARMK, AVGO, APD, BBY, TPX, AGN, IAC
-No longer shows MDVN, WLTW, VRNT, FNG, JWN, CCE, BIOS
BERKSHIRE HATHAWAY
-New stakes in AAL, QSR, DAL, UAL
-Boosts CHTR, PSX, LBTYA, V, WBC, BK
-Cuts WMT, KMI, DE
-No longer shows SU, QSR, MEG
BRIDGEWATER ASSOCIATES
-New stakes in SWN, ENDP, IBM, RCI, CAG, TU, UPS, LB, JCP
-Boosts AAPL, INTC, MSFT, CSCO, CPB, AMAT
-Cuts GG, ABC, ADS, AEM, SPLS, LYB, BIIB, FDX, JNJ, TOL
-No longer shows ABX, MET, MRK, PH, CVS, PEP, LNC, NTAP, RCL, PVH
CORVEX MANAGEMENT
-New stakes in JCI, CCE, JPM, HAIN, TMUS, BAC, CSOD, BIIB
-Boosts ZAYO, PAH, MPC, COMM, TMH, SIG
-Cuts WMB, BEAV, BLL
-No longer shows VER, GOOGL, KSU
ELLIOTT MANAGEMENT
-New stakes in MPC, ECA, GEO, CXW, RAD, GPI, ABG
-Boosts AA, SYMC, MENT, IMPV, LOCK, BBL, MITL, HLF, IPG
-Cuts FTNT, NE, FBIO, CAB
-No longer shows CNP, SBS, PAY, NBHC, QLYS, CYBR, SPSC, RNG, QEP, EGN
EMINENCE CAPITAL
-New stakes in DNKN, CBG, EXPE, CTRP, FTNT, COMM, MENT
-Boosts ADSK, HUM, CF, WEN, YHOO, ARRS, MS, ANTM, ZNGA, GPI
-Cuts BIDU, TTWO, CAA, FCE/A, SPGI, BERY, CCE, ICE, PTC, KAR
-No longer shows FOSL, DLTR, TRIP, LGF, AMBA, SJM
ETON PARK CAPITAL
-New stakes in FANG, TWTR, GOOG, KMI, CAB, IMPV
-Boosts MSFT, CLR, MHK, AMZN
-Cuts SYT, WB, SBAC, AFI, SINA, ADBE
-No longer shows CRTO, ODP, ECR
GLENVIEW CAPITAL MANAGEMENT
-New stakes in UHS, TWX, ENDP, PAH, AAPL, HPE, CCE, BEAV, TLRD, WLTW
-Boosts CBS, ANTM, Q, HUM, WMB, HCA, FDC, CSC, ESRX
-Cuts ABBV, LH, HTZ, TEVA, CHTR, FLEX, MAN, VER, FMC, CI
-No longer shows WOOF, FIS, SBAC, TMUS, SYT
GREENLIGHT CAPITAL
-New stakes in X, GEO
-Boosts AER, CPN, UHAL, MYL, VOYA, RAD
-Cuts KORS, AAPL, TTWO, TWX, ACM, TPH, AGR, DSW, QHC
-No longer shows FOXA, HUM, PRGO, ABC, HTZ, CYH, LAMR, VOD
HAYMAN CAPITAL MANAGEMENT
-Cuts NMIH
HIGHFIELDS CAPITAL MANAGEMENT
-New stakes in RAD, HSY, LBTYA, COST, SYT, HRI, PDCE, TRU, AA
-Boosts HLT, BEN, MAR, APC, SU, CF, MIK
-Cuts TEVA, WBA, WMB, MSFT, HTZ, PFE, CBS, TRIP, TSLA
-No longer shows PEP, BP, RDS/B, GG, GS, SWN, VRX, CC
ICAHN ASSOCIATES
-Boosts LF, HTZ, IEP
-Cuts AGN, NUAN, CVRR
-No longer shows CHK, RIG
ICONIQ CAPITAL
-New stakes in ADSK, RH
-Boosts JD
-Cuts FB
-No longer shows TSLA
JANA PARTNERS
-New stakes in UHS, PCLN, MDLZ, VIAB, TWTR, SEM, VVV, KATE
-Boosts HDS, JCI, WLTW, CSC, HPE, MPC, HRS
-Cuts GOOG, LBRDK, CCE, CAG, USFD, CSRA, GPK
-No longer shows WBA, MSFT, EXPE, PF, AN, ADS, SYF, BERY, ASH, RACE
LONE PINE CAPITAL
-New stakes in EBAY, EXPE, BABA, TV, AVGO, HLT, ICE, KMI, WMB, ALGN
-Boosts EA, ATVI, CHTR, VMC, COMM, DLTR, MNST
-Cuts PCLN, FB, V, LULU, YUM, EQIX, STZ, SHPG, ULTA, MHK
-No longer shows NOC, BUD, MA, PYPL, SHW, PXD, ANET, GOOGL, AXP
LONG POND CAPITAL
-New stakes in WFC, GGP, SHW, CAA, CZR, MPW
-Boosts EQR, ESS, LEN, MAR, INXN, MSG, BYD
-Cuts TCO, H, FCE/A, MTH, LQ, PGRE, BXMT, HLT
-No longer shows CBG, KEY, SFR, BPOP, CFG, BLDR, SRC, PFSI
MARCATO CAPITAL
-New stakes in BWLD, IAC, ADS, TEX, AIRM, FC, PNK, RH, HMTV
-Boosts CSC, VRTS, ABTL, BLDR, LIND
-Cuts BK, SIG, URI, LBRDK, M, CBPX, LBRDA, HZN, GT, BID
MAVERICK CAPITAL
-New stakes in DG, QCOM, SUM, SWFT, TMUS
-Boosts AAPL, BUD, LVLT, ORLY, UHS
-Cuts ADBE, AXP, CMCSA, FB, MYL
-No longer shows AGN, ARMK, CL, JACK, TSN
MELVIN CAPITAL
-New stakes in GOOGL, YY, EA, BABA, MA, MGM, COST, AVP, MAS, CALM
-Boosts FB, LOW, CASY, SHW, ZTS, DE, STZ, ADBE, SUM, PLAY
-Cuts DLTR, NFLX, AMZN, PCLN, SBUX, BURL, MHK, MNST, KATE, V
-No longer shows WMT, CRM, NWL, SIG, CMG, JACK, USFD, GRUB, PLKI
MOORE CAPITAL
-New stakes in GOOGL, MA, PCLN, AVGO, FL, SIVB, GXP, TWX, CPAA
-Boosts FB, BABA, STZ, EA, HD, V, CL, APC
-Cuts BAC, PPG, WLK, AME, EQIX, M, HUBB, GIS, AMZN
-No longer shows in C, JPM, ABX, CMA, WBC, CONE, CAG, JCP, CQH, ICE
OMEGA ADVISORS
-New stakes in HES, P, WMB, SSNC, TIME, PE, RICE, TSE, VVV
-Boosts SHPG, PVH, BERY, ASPS, NBR, EPD, TCRD, GPOR, MDCA, MVC
-Cuts GOOGL, CIM, NRZ, AGN, TRCO, DOW, MSFT, ASH, EA, ETFC
-No longer shows UNH, TRGP, C, NFLX, SLW, FCB, TJX, CP, AZO, RLGY
PASSPORT CAPITAL
-New stakes in CX, MRVL, PE, SINA, SYMC
-Boosts BABA, CXO, JCI, RICE, WDC
-Cuts AGN, CF, LBTYA, SRE, TAP -No longer shows CHTR, CSCO, EQT, GE, YHOO
PAULSON & CO
-New stakes in HPE, STE, EBAY, HUM, HCA, MAR, CVS
-Boosts BIIB, LOXO, FB, FDX, BSX, ETSY, LIVN, BCRX
-Cuts MYL, TEVA, GRFS, SHPG, AU, AGN, NG, CIE, AKRX
-No longer shows BEAV, Q, CI, RAD, PCLN, PRGO, EGRX, KTWO
PERRY CORP.
-Cuts ALLY, AER -No longer shows AIG, BLL, TWX, JNJ
POINT72 ASSET MANAGEMENT
-New stakes in GOOGL, CMCSA, GOOG, MCD, AME, HON, FTV, LUV, BCR, WFM
-Boosts FB, BG, SRPT, AAPL, YHOO, SHW, LOW, WNR, HAL, V
-Cuts AMZN, KAR, TSO, SBH, SIG, LLY, INTC, LNCE, SLB, CMG
-No longer shows GLW, KORS, RLGY, CRM, SWN, UTX, VMW, MXIM, BLL, WCC
POINTSTATE CAPITAL
-New stakes in BAC, VRX, HUM, MRK, CFG, ATVI, MPC, CXO, CHK, APC
-Boosts AVGO, ADBE, ECA, CLVS, UNP, AMZN, COG, PH, GOOGL, APD
-Cuts TEVA, CELG, CHTR, STZ, XEC, SWN, BHI, EOG
-No longer shows AGN, CPN, EGN, DYN, RRC, AET, FDC, DVN, SGEN, SPB
SANDELL ASSET
-New stakes in SVU
-Boosts KLAC
-No longer shows AKRX
SOROS FUND MANAGEMENT
-New stakes in WMB, HPE, INTC, UBNT, FHB, SYMC
-Boosts LBRDK, VMW, ABX, AMZN, TIVO, WUBA, AMAT, SUPV, VIAV,
-Cuts DISH, ZTS, EBAY, KHC, EXAR, MDLZ, ATVI, AAL, EXA, MJN
-No longer shows GLPI, CIT, ESNT, CBPO, JD, W, SYNA, CMCSA, HUM, POWI
STARBOARD VALUE
-New stakes in PRGO, HPE, STC, CAB, TRNC, FRGI, IMPV
-Boosts MRVL, M, AAP
-Cuts WRK, CW, BAX, PNK
-No longer shows DRI, DK, NXST, FCPT
TEMASEK
-New stakes in ACIU, RDS/B, CTRP
-Boosts EROS
-Cuts BABA
-No longer shows Q
TIGER GLOBAL
-New stakes in BABA, GOOG, CMCSA, VIPS, V, AWI, WUBA
-Boosts PCLN, AAPL, MA
-Cuts CHTR, JD, FLT, ONDK, ETSY, AMZN
-No longer shows XRS, SQ
THIRD POINT
-New stakes in AAPL, BABA, HUM, V, CAG, WMB, KDMN
-Boosts FB, GOOGL, GD, TAP, SPGI, BID, DHR, LBTYA, SHW
-Cuts AGN, YUM, MHK, CB, AME, CHTR, BUD, SHPG, UNP
-No longer shows LOW, SEE, ATVI, CCE, HRS, WLL, MRO, TSO, DVN
TRIAN FUND
-Boosts BK, SYY
-Cuts GE
TUDOR INVESTMENT
-New stakes in SHW, JCI, FLT, HUM, WEX, RJF
-Boosts MRK, BIIB, ADS, PEP, FB, GOOGL, BCR, MA, UNH
-Cuts ESRX, LH, POST, FICO, IAC, PX, DPS, MDLZ, KLAC, V
-No longer shows PG, ARMK, PNR, NWL, HR, AMAG, NSA, RCL, ADP, LII
VIKING GLOBAL
-New stakes in BAC, LYB, UHS, CRM, LOW, AZN, LBTYA, LBTYK, MET, AMSG
-Boosts MSFT, CP, STZ, GOOGL, ECA, GOOG, JD, MA, APC, RICE
-Cuts AVGO, TEVA, NFLX, LLY, APD, BABA, WBA, WUBA, KITE
-No longer shows NWL, AGN, DVA, ICE, CTRP, PXD, MMC, HIG, AET, HCA
Submitted November 15, 2016 at 05:43AM by ihaveacousinvinny http://ift.tt/2f0kwzg
No comments:
Post a Comment