Funds

Holdings and activity of leading value funds.

What We're Reading ~ Hedge Fund Links 12/19/14

(via www.marketfolly.com)

Year of man versus machine for hedge funds [FT]

Ray Dalio at the Dealbook Conference: it's a good environment, but... [CNBC]

Paul Singer at the Dealbook Conference : the 'unfair' recovery is the Fed's fault [CNBC]

What some hedge fund professionals are betting on in 2015 [FINalternatives]

No...

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NYU Stern Evaluation Investment Newsletter: December 2014 Edition

(via www.marketfolly.com)

The latest issue of NYU Stern's newsletter Evaluation is now available.  It highlights public finance and infrastructure investing.  Additionally, it features student investment pitches including  long Polaris Industries (PII), long RPX Corp (RPXC), long LVMH, short Alliant...

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Howard Marks' Latest Memo: The Lessons of Oil

(via www.marketfolly.com)

Oaktree Capital's chairman Howard Marks is out with his latest memo.  His commentary is considered some of the best out there and even Warren Buffett reads it.  Marks' latest missive is entitled "The Lessons of Oil" and it is embedded below.

You can download a .pdf copy here.

For more...

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TPG-Axon Capital Reduces SandRidge Energy Stake

(via www.marketfolly.com)

Dinakar Singh's hedge fund firm TPG-Axon Capital has filed a 13G with the SEC regarding their stake in SandRidge Energy (SD).  Per the filing, TPG-Axon now owns 4.1% of the company with over 20.22 million shares.

This means they've reduced their stake by over 19 million shares since the end...

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Carl Icahn Raises Hertz Global and Navistar Stakes

(via www.marketfolly.com)

Activist investor Carl Icahn has filed two separate amended 13D's with the SEC.

Increases Hertz Global Stake Again

The corporate rabblerouser has continued to buy shares of Hertz Global (HTZ).  Per the SEC filing, he now owns 11.34% of the company with over 51.9 million shares.

He's...

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Balyasny Starts Laredo Petroleum Position, Boosts Penn National Gaming Stake

(via www.marketfolly.com)

Dmitry Balyasny's hedge fund firm Balyasny Asset Management has just filed two separate 13G's with the SEC today. 

Starts Laredo Petroleum Position

First, Balyasny has filed on shares of Laredo Petroleum (LPI).  Per the filing, Balyasny now owns 5.31% of the company with over 7.62...

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Greenlight Capital Adds To Cairn Energy Holdings

(via www.marketfolly.com)

David Einhorn's hedge fund Greenlight Capital has added to its stake in London listed Cairn Energy (LON:CNE).  Due to trading on December 12th, Einhorn's fund increased its holding from 4.2% to 6.2% of voting rights. 

Most of the position is via common stock but around 12% is held via a...

Balyasny Asset Management Increases KBR Position

(via www.marketfolly.com)

Dmitry Balyasny's hedge fund Balyasny Asset Management has filed a 13G with the SEC regarding its position in KBR (KBR).  Per the filing, Balyasny now owns 5.57% of KBR with over 8 million shares.

They've increased their position size by over 6.97 million shares since the end of the second...

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Lee Cooperman Adds To Caesars Entertainment Stake

(via www.marketfolly.com)

Lee Cooperman's hedge fund firm Omega Advisors has just filed a 13G with the SEC regarding their position in Caesars Entertainment (CZR).  Per the filing, Cooperman has revealed a 5.41% ownership stake in CZR with over 7.81 million shares.

He's boosted his stake by 824,967 since the end of...

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What We're Reading ~ Analytical Links 12/17/14

(via www.marketfolly.com)

Good interview with Amazon's Jeff Bezos [BusinessInsider]

122 things everyone should know about investing and the economy [Morgan Housel]

On castles and moats [Sova Group]

Global market sentiment survey 2015 [CFA Institute]

How the rising dollar could trigger the next global financial crisis...

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Ardsley Partners Ramps Up Independence Realty Trust Stake

(via www.marketfolly.com)

Phil Hempleman's investment firm Ardsley Partners has filed a 13G with the SEC regarding their position in Independence Realty Trust (IRT).  Per the filing, they now own 5.4% of the company with over 1.73 million shares.

They've increased their stake by over 1 million shares since the end of...

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Balyasny Asset Management Discloses Oasis Petroleum Position

(via www.marketfolly.com)

Dmitry Balyasny's hedge fund firm Balyasny Asset Management has filed a 13G with the SEC regarding shares of Oasis Petroleum (OAS).   Per the filing, Balyasny now owns 5.24% of the company with over 5.31 million shares.

This is a newly disclosed equity stake for the firm, as they did not...

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12 West Capital Boosts Advanced Drainage Systems Stake

(via www.marketfolly.com)

Joel Ramin's hedge fund firm 12 West Capital has filed a 13G with the SEC regarding its stake in Advanced Drainage Systems (WMS).  Per the filing, 12 West now owns 6.1% of the company with over 3.24 million shares.

They've increased their position size by over 1.73 million shares since the...

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Baupost Group Discloses Paratek Pharmaceuticals Stake

(via www.marketfolly.com)

Seth Klarman's hedge fund firm Baupost Group has filed a 13G with the SEC regarding shares of Paratek Pharmaceuticals (PRTK).  Per the filing, Baupost now owns 12.04% of the company with over 1.7 million shares.

This is a newly disclosed equity position for the firm and the filing was...

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What We're Reading ~ Hedge Fund Links 12/12/14

(via www.marketfolly.com)

Aligning interests: side pockets, side letters and central issues [All About Alpha]

Hedge funds betting big on Uber, see IPO ahead [CNBC]

Hedge funds then and now [Finansakrobat]

Is your hedge fund really worth it? [ValueWalk]

How computer hackers could destroy a hedge fund [ii alpha]

How...

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