DIRS.INFO top alerts submit data jurnalism about API
login
Top related persons:
Julian Robertson - 4 Ole Andreas Halvorsen's - 2 Halvorsen - 2 InsiderScore - 1 Lamb Weston - 1 Phillippe Laffont's Coatue - 1 Daniel Sundheim's - 1 Laffont - 1
Top related locs:
Ole Andreas Halvorsen's Viking U.S Viking Apple Las Stryker Minneapolis Silicon
Top related orgs:
Microsoft - 6 Nvidia - 4 Meta - 4 Securities and Exchange Commission - 4 Tiger Management - 3 Devices - 3 Apple - 3 Viking - 2

Search resuls for: "InsiderScore"


18 mentions found


☆ Viking Global shifts Big Tech holdings in first quarter
  + stars: | 2024-05-15 | by ( Alex Harring | ) www.cnbc.com   time to read: +2 min
Ole Andreas Halvorsen's Viking Global appeared to relocate money within megacap technology in the first quarter. Viking Global zeroed out a position of nearly 3.3 million shares in Alphabet during the first three months of 2024, regulatory fillings show. It's nearly 1.6 million shares at a total value of more than $670 million. With that increase, Viking Global holds more than 1.9 million shares, or more than $1.2 billion. Outside of tech, Viking Global began holding Clorox , Dollar Tree , Skechers and Las Vegas Sands during the period.
Persons: Ole Andreas Halvorsen's, Halvorsen, Julian Robertson Organizations: Big Tech, Viking, Microsoft, Tiger Management, Viking Global, Las Vegas Sands, U.S . Bancorp, MetLife, Deere Locations: Ole Andreas Halvorsen's Viking, Viking, Apple, Las, U.S, Stryker
☆ Ole Andreas Halvorsen's Viking Global bought this regional bank in the fourth quarter
  + stars: | 2024-02-15 | by ( Alex Harring | ) www.cnbc.com   time to read: +2 min
Despite broad concerns surrounding the health of regional banks, Ole Andreas Halvorsen's Viking Global bought into one key name in the sector in the fourth quarter. The move came near the end of a turbulent year for regional banks after the shuttering of Silicon Valley Bank , First Republic Bank and Signature Bank led investors to question the regionals' business model. Shares of U.S. Bancorp climbed more than 30% in the fourth quarter, but the stovck still ended the year down about 1%. The sector took a hit this year following New York Bancorp 's dismal fourth quarter earnings , which showed a loss, a large reserve against weaker future credits and slashed the dividend. Halvorsen went even further and zeroed out stakes in Microsoft and Arm Holdings , the British chip and software designer that went public last September.
Persons: Ole Andreas Halvorsen's, Halvorsen, Julian Robertson, InsiderScore, Lamb Weston Organizations: Ole Andreas Halvorsen's Viking Global, Viking Global, . Bancorp, Silicon Valley Bank, First Republic Bank, Signature Bank, U.S . Bancorp, Regional Banking, New York Bancorp, Viking, Tiger Management, Devices, Microsoft, Arm Holdings, Mastercard, Electric, Colgate, Palmolive Locations: Ole Andreas Halvorsen's Viking, Minneapolis, Silicon, U.S, Deere
☆ Phillippe Laffont's Coatue shifted money in technology amid fourth quarter rally
  + stars: | 2024-02-14 | by ( Alex Harring | ) www.cnbc.com   time to read: +2 min
Phillippe Laffont's Coatue made a flurry of changes to his portfolio in the fourth quarter, including shifts within the technology sector in the midst of the fourth quarter's big rally. Nvidia and Meta are only two of many notable cutbacks made by Laffont in the fourth quarter. Beyond Nvidia and Meta, Advanced Micro Devices , Amazon , Microsoft , Netflix and Tesla are the next biggest holdings in the fund. As of the fourth quarter, technology accounts for more than 59% of Coatue, according to InsiderScore. The Nasdaq finished 2023 up more than 43%, helped by a gain of more than 13% in the fourth quarter alone.
Persons: Phillippe Laffont's Coatue, Julian Robertson, Daniel Sundheim's, Laffont, Eli Lilly Organizations: Tiger Management, Nvidia, Meta, Taiwan Semiconductor, MIT, Intuit, Apple, Devices, Microsoft, Netflix, Tesla, Technology, Nasdaq, Ford, Moderna, Paramount Global Locations: Taiwan, Salesforce
☆ Stephen Mandel's Lone Pine Capital hedge fund bet big on this Mag 7 stock in latest quarter
  + stars: | 2023-11-16 | by ( Alex Harring | ) www.cnbc.com   time to read: +2 min
Steve Mandel's Lone Pine Capital opened a huge stake in Meta during the third quarter, regulatory filings show. META YTD mountain Meta shares in 2023 Meta is now the Connecticut-based fund's largest single holding, according to InsiderScore. Lone Pine also opened a big position in Alphabet during the period, valued at slightly more than $400 million. Elsewhere, Lone Pine raised its Amazon stake nearly 12% in the three-month period, after slashing it 26% in the second quarter. Outside of big tech, Lone Pine made some adjustments to financial services stocks.
Persons: Steve Mandel's, Julian Robertson, Mandel's, Lone Pine, Pine, Mandel, Lone, Tempur Sealy Organizations: Steve Mandel's Lone, Steve Mandel's Lone Pine Capital, Meta, Tiger Cubs, Securities and Exchange Commission, Google, Microsoft, Lone Pine, Nvidia, Mastercard, Body, & & $ Locations: Steve Mandel's Lone Pine, Connecticut, Lone, Tempur
☆ Dan Loeb's Third Point sold chip stocks last quarter. Here's where his money went instead
  + stars: | 2023-11-15 | by ( Alex Harring | ) www.cnbc.com   time to read: +3 min
Dan Loeb's Third Point hedge fund took profits on a handful of chip stocks in the third quarter, instead buying into other, marquee technology names, regulatory fillings show. While contending with these challenges in the third quarter, the billionaire fund manager sold of his holdings in the three chip stocks. Those gains have come amid the artificial intelligence boom that has driven up chip makers and other stocks tied to the technology. In the same vein, Loeb raised the size of his Microsoft stake by 46% in the third quarter. In addition to the chip makers, Leob also sold out his entire stakes in HCA Healthcare and Black Knight , among others.
Persons: Dan Loeb's, Loeb, Warburg Pincus, Leob, Black Knight Organizations: Devices, Micron Technology, Nvidia, Securities and Exchange, VanEck Semiconductor, Nasdaq, Meta, Microsoft, Xbox, Intercontinental Exchange, Jacobs Solutions, Warburg, Jefferies, Citigroup, Taiwan Semiconductor, DuPont de Nemours, Healthcare, Black Locations: New York, Meta, California
☆ Seth Klarman's Baupost bought 23 million shares of this data analytics stock last quarter
  + stars: | 2023-11-14 | by ( Alex Harring | ) www.cnbc.com   time to read: +1 min
Seth Klarman's Baupost Group snapped up millions of shares in a little-known data analytics stock in the third quarter, according to the latest regulatory fillings. The value-oriented, Boston-based hedge fund opened a 22.5-million share position in Clarivate Plc worth some $151 million in the third quarter, according to Baupost's 13F filing to the Securities and Exchange Commission. CLVT YTD mountain Clarivate shares this year Klarman picked up the stock as London-based Clarivate tumbled nearly 30% in the third quarter. Still, it's a relatively small position for Baupost, failing to crack the fund's top 10 holdings by dollar value, according to InsiderScore. The loss would be worse, but since the start of the fourth quarter, Dollar General is almost 15% higher.
Persons: Seth Klarman's Baupost, Klarman, Baupost, Willis, Watson Organizations: Securities and Exchange Commission, Jacobs Solutions, Semiconductor, Fidelity National, Viasat . Holdings, Amazon and Union Pacific Locations: Boston, Clarivate, London, Qorvo, Amazon
☆ Bill Ackman's Pershing Square increased its stake in this big tech stock last quarter
  + stars: | 2023-11-14 | by ( Alex Harring | ) www.cnbc.com   time to read: +1 min
Bill Ackman's Pershing Square boosted its Alphabet stake in the third quarter, regulatory fillings show. Meanwhile, Ackman left Pershing's Class C stake, which has no voting rights, unchanged at nearly 9.4 million shares. Ackman's move came amid a strong quarter for Alphabet that allowed it to extend 2023 gains even as other tech stocks struggled. Ackman raised his Hilton Worldwide position by more than 10%, to over 10 million shares worth $1.55 billion. The hotel stock climbed about 3% in the third quarter and currently stands some 32% higher for the year.
Persons: Bill Ackman's, Ackman, Ackman's Organizations: Google, Pershing, Securities and Exchange Commission, Hilton Locations: North Carolina
☆ David Tepper's Appaloosa raised its exposure to several big tech names — but not the most famous one
  + stars: | 2023-11-14 | by ( Alex Harring | ) www.cnbc.com   time to read: +2 min
Appaloosa Management's David Tepper upped his stake in a handful of big technology names in the latest quarter — with one notable exception, regulatory fillings show. Broadcom , Cadence Design and Marvell Technology were among other stocks that Appaloosa zeroed out in the quarter. KE was Appaloosa's only new holding in the latest quarter, but amounted to just a $37 million position. In fact, Tepper's top five holdings are all mega-cap tech names, according to InsiderScore. The Pitt and Carnegie Mellon grad raised his Meta and Microsoft holdings even more, each one almost a third larger by quarter's end.
Persons: David Tepper, Tepper Organizations: Meta, Microsoft, Nvidia, Securities and Exchange Commission, Apple, Broadcom, Cadence Design, Marvell Technology, Carolina Panthers football, Baidu, Holdings, American, Pittsburgh, Pitt, Carnegie Mellon grad Locations: China, Beijing
☆ Tim Cook dumps a chunk of Apple shares this week in his biggest scheduled sale in 2 years
  + stars: | 2023-10-04 | by ( Yun Li | ) www.cnbc.com   time to read: +1 min
Apple CEO Tim Cook shed a chunk of shares in his tech giant during this week's market turmoil, making his biggest scheduled sale in two years. Cook dumped about 511,000 Apple shares in separate sales in the past three days through a 10b5-1 plan, which allows insiders to sell shares under a prearranged structure, according to a regulatory filing . Cook's action happens to fall in a week where the stock market was rattled by surging bond yields. AAPL YTD mountain Apple Shares of Apple fell 0.8% on Tuesday, but they are still positive for the week. The company also reduced the number of restricted stock units Cook would receive if he retires before 2026.
Persons: Tim Cook, Cook Organizations: Apple, Treasury Locations: InsiderScore
☆ Hedge fund run by T. Rowe Price's former star manager adds to bets in health care, industrials
  + stars: | 2023-08-17 | by ( Jesse Pound | In Jesse-Pound | ) www.cnbc.com   time to read: +2 min
A fast-growing hedge fund tacked toward health care and industrial stocks during the second quarter, according to securities filings released this week. Durable Capital Partners is a relatively new firm by Henry Ellenbogen, who helmed T. Rowe Price's New Horizons fund for most of the last decade. In the second quarter, the fund added to several health care and industrial stocks, according to security filings and data compiled by Verity's InsiderScore. On the industrials side, Durable increased its stakes in JB Hunt Transportation and RBC Bearings by 27.3% and 10.2%, respectively, according to Verity and securities filings. Since the second quarter ended on June 30, Durable Capital has disclosed three more groups of transactions.
Persons: Henry Ellenbogen, Rowe, Morningstar, Ellenbogen, Verity's, Verity Organizations: Partners, West Pharmaceutical Services, Molina Healthcare, Privia, JB, Transportation, RBC, Intuit, FirstService Corp, SS, C Technologies Locations: West, MSCI, Duolingo
☆ A biotech hedge fund that counts Yale’s endowment among its clients bought a new stake in this genetic testing company
  + stars: | 2023-08-16 | by ( Sarah Min | ) www.cnbc.com   time to read: +1 min
Founded by brothers Julian and Felix Baker in 2000, the health care hedge fund focuses on biotech and life sciences investing. The biotech stock with a focus on neuroscience has surged more than 84% this year. Baker Bros. doubled down on its bet in Kymera Therapeutics , which it raised by more than 51%. The hedge fund also took new stakes in ImmunoGen , which has more than tripled this year, soaring 216%, and Day One Biopharmaceuticals , which is down by 34%. The hedge fund lowered its exposure to the biotech company, which develops treatments for cancer, by 5%.
Persons: Baker, Tisch, Julian, Felix Baker, Seagen, Yun Li Organizations: Baker Bros, Advisors, Yale, Acadia Pharmaceuticals, Kymera Therapeutics Locations: InVitae, Invitae, Acadia, ImmunoGen
☆ The top large-cap fund manager from the past 12 months shares the simple change he made that completely turned around his performance — and 13 stocks he loves now
  + stars: | 2023-05-12 | by ( James Faris | ) www.businessinsider.com   time to read: +8 min
That realization led portfolio manager David Miller to launch the Catalyst Insider Buying Fund (INSIX) nearly 12 years ago. While many funds factor in insider transactions when selecting stocks, few use it as their main prerequisite when screening investments. But in the last 12 months, it's the best-performing large-cap fund on the market through April 30, according to Kiplinger. All of these companies have benefitted from insider buying to some extent, but some have been lifted even more by company buybacks. "They've just been gobbling up their own stock," Miller said of O'Reilly Automotive.
☆ Viking Global adds CSX and Fortinet, exits T-Mobile in the fourth quarter
  + stars: | 2023-02-15 | by ( Jesse Pound | ) www.cnbc.com   time to read: +1 min
Viking Global swapped out several positions worth hundreds of millions of dollars in an active fourth quarter for the hedge fund, according to securities filings . Viking, which is run by Andreas Halvorsen, revealed several notable new positions, including a stake in CSX worth more than $480 million. Viking Global also exited several large positions during the quarter, including stakes in T-Mobile and Salesforce that were worth about $446 million and $345 million, respectively, at the end of the third quarter. Other large positions that were zeroed out include Parker Hannifin , Take-Two Interactive and Western Digital . The listed equity holdings for Viking Global totaled about $20 billion at the end of the quarter.
☆ David Tepper's Appaloosa buys stakes in Disney, Caesar's Entertainment
  + stars: | 2023-02-14 | by ( Jesse Pound | ) www.cnbc.com   time to read: +1 min
Billionaire hedge fund manager David Tepper built stakes in two large entertainment companies in the fourth quarter, according to securities filings . Tepper's Appaloosa Management bought 300,000 shares of Disney and 425,000 shares of Caesar's Entertainment during the fourth quarter. Those stakes were worth roughly $26.1 million and $17.7 million, respectively, at the end of December. Elsewhere in the portfolio, Tepper added to his stake in hospital chain HCA Healthcare while trimming his position in Facebook-parent Meta Platforms . It is unclear whether Tepper bought Disney shares before or after Bob Iger returned as CEO in November.
☆ Tiger Global Management trims top tech holdings, adds new position in ZoomInfo
  + stars: | 2023-02-14 | by ( Jesse Pound | ) www.cnbc.com   time to read: +1 min
Tech-focused hedge fund Tiger Global Management sold large chunks from several of its biggest positions in the fourth quarter , but investor Chase Coleman didn't completely turn his back on the market. Tiger Global trimmed its stake in most of its top holdings, according to securities filings and VerityData's InsiderScore.com. Elsewhere, Tiger Global eliminated positions in RingCentral and Li Auto that were worth about $99 million and $396 million, respectively, at the end of the third quarter. Coleman is one of the so-called Tiger Cub hedge fund managers who worked under Julian Robertson at Tiger Management. Tiger Global was one of the tech-focused hedge funds that was caught offsides by last year's sharp pullback for growth stocks.
☆ Maverick Capital bets again on Netflix, reveals new stake in this chemicals stock
  + stars: | 2022-11-16 | by ( Samantha Subin | ) www.cnbc.com   time to read: +2 min
Lee Ainslie's Maverick Capital is betting on Netflix once again and beefing up positions in several beaten-up technology stocks after a rough year for the sector. The hedge fund opened a fresh stake worth $82.9 million in Netflix during the third quarter, according to regulatory filings. Ainslie owned the streaming stock earlier this year, but liquidated his position during the second quarter. Netflix shares have come under pressure this year in an increasingly competitive streaming environment, with shares down roughly 49%. Coatue Management, meanwhile, trimmed its position in the streaming stock.
☆ Tesla sinks to almost two-year low on Elon Musk stock sales, Twitter distraction
  + stars: | 2022-11-09 | by ( Lora Kolodny | ) www.cnbc.com   time to read: +2 min
According to an analysis by Ben Silverman, Director of Research for Verity, Musk's latest Tesla stock sales were very well-timed. Verity's InsiderScore notes that Musk had 267.6 million shares of Tesla pledged as collateral for personal indebtedness as of Mar. Musk still owns 445.6 million Tesla shares and holds exercisable options for 177.3 million more Tesla shares at $23.34, as well as some smaller tranches of options. Musk sold $8.5 billion worth of Tesla shares at $294.36 per share in April and $6.9 billion worth of his stock at $289.79 per share. Late last year, Musk sold $6.6 billion worth of Tesla shares at $357.23.
☆ These stocks have fallen back below their pre-Covid levels and are cheap
  + stars: | 2022-09-21 | by ( Michelle Fox | ) www.cnbc.com   time to read: +3 min
The tumultuous market has provided an opportunity to grab some of analysts' favorite stocks on the cheap. After the two-month Covid bear market in 2020, stocks rallied back to new highs before entering another bear market earlier this year. They are also names that are loved by analysts: they have at least 10% upside to the average price target and at least 60% of analysts rate them a buy. More than 70% of the analysts covering each name rate them a buy and the stocks have more than 35% upside to their average price targets, according to FactSet. Meta , down nearly 33% from the market's pre-Covid peak, is currently trading at a 39% discount and has 48% upside to the average analyst price target, according to FactSet.
0 next >>
Total: 18