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Funds

Holdings and activity of leading value funds.

Top Hedge Funds Short Neopost

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  • Per regulatory filings in France, the following hedge funds have short positions in the company.
  • While we've heard some hedge funds were short in prior years, there's no way to know for sure who's short these days since there's no rule of public disclosure of short positions in the US. Not to mention, the company has shifted its focus to include digital offerings as well.
  • You can view more of the latest hedge fund short positions here.

Lone Pine Capital Starts Horizon Pharma Stake

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  • Steve Mandel's hedge fund firm Lone Pine Capital has filed a 13G with the SEC regarding shares of Horizon Pharma.
  • Per the filing, Lone Pine now owns 5.4% of Horizon Pharma with over 8.35 million shares.

Eton Park Capital Short Burberry Group and J Sainsbury

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  • Eric Mindich's hedge fund firm Eton Park Capital has recently disclosed updated short positions in Burberry Group and J Sainsbury.
  • Per regulatory filings in the UK, Eton Park has disclosed it is net short 0.7% of Burberry's shares as of July 13th. This is up from a 0.62% net short position back on May 11th. Institutions are required to publicly disclose when they build a short position above the 0.5% of shares threshold.

Prominent Hedge Funds Short Deutsche Lufthansa and Air France KLM

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  • Various short sale disclosures in European Union markets reveal that numerous prominent hedge funds are short shares of two European airlines: Deutsche Lufthansa AG and Air France-KLM. Regulatory rules require funds to publicly disclose when they have a net short position of 0.5% of shares or greater.
  • Hedge Funds Short Air France-KLM. Blue Ridge Capital: Net short 0.92% of shares as of June 23rd, 2015, an increase from the 0.73% they were short just a day earlier.

Greenlight Capital Short ARM Holdings

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  • David Einhorn's hedge fund Greenlight Capital is short shares of ARM Holdings traded in the UK. Per short selling disclosure rules, funds must publicly disclose when they are net short 0.5% of a company's shares or greater.
  • As of July 21st, Greenlight was net short 1.36% of ARM Holdings shares.
  • For more from this hedge fund, we've posted Greenlight's Q2 letter here and just yesterday highlighted a stock Greenlight's been buying recently.

Hedge Fund Links ~ 7/24/15

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  • The content provided within this blog is property of Market Folly and any views or opinions expressed herein are those solely of market folly and do not represent that of any firm or institution.
  • Market Folly is not an investment advisor of any kind, so do not consider anything on this page to be legal, tax, or investment advice.
  • Market Folly is not responsible for any 3rd party links or content.

Lone Pine Capital Short Rolls Royce

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  • Steve Mandel's hedge fund firm Lone Pine Capital has filed a regulatory disclosure in the UK regarding shares of Rolls Royce, indicating they have a net short position.
  • Short Selling Disclosure Rules in the UK. In 2012, the UK's Financial Services Authority began requiring institutional investors to to privately notify the FSA when their net short position eclipses 0.2% of the issued share capital of a company.
  • Public disclosure of the short, is required when net short positions reach 0.5% of issued share capital.

Viking Global Short Peugeot S.A.

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  • Reas Halvorsen's hedge fund firm Viking Global has filed a regulatory short position disclosure in France and indicated they have a net short position in shares of Peugeot S.A. Per the disclosure, Viking Global has a net short position totaling 0.55% of Peugeot's shares as of July 17th, 2015.
  • While it's hard to determine whether this is an alpha short or merely a hedge to one of their long positions, the EU's short selling disclosure requirements provide a glimpse into the side of a hedge fund's portfolio that's often not seen.

Greenlight Capital Increases CONSOL Energy Stake

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  • Per the filing, Greenlight now owns 12.9% of the company with over 29.6 million shares.
  • An additional Form 4 filed with the SEC by Greenlight indicates that they were buying CNX shares on July 20th, 21st, and 22nd at weighted average prices ranging between $16.3908 to $17.27.
  • In addition to its position in CNX, recently Greenlight also revealed a stake in CNX Coal Resources.

What We're Reading ~ 7/22/15

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  • The content provided within this blog is property of Market Folly and any views or opinions expressed herein are those solely of market folly and do not represent that of any firm or institution.
  • Market Folly is not an investment advisor of any kind, so do not consider anything on this page to be legal, tax, or investment advice.
  • Market Folly is not responsible for any 3rd party links or content.

27 Reasons Why the Smart Money is in Midtown NYC in 3 Weeks

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  • Family office chief investment officers manage the assets for some of the wealthiest and most successful families in the world.
  • Our friends from the Family Office Club are hosting the Family Office CIO Summit on August 6th in midtown where CIOs at family offices and institutional investors discuss how they devise allocation strategies, manage risk, and evaluate fund managers.
  • Early bird pricing ends Friday, 7/24 so register now to save before prices for this summit go up.

Bridger Capital Discloses SeaSpine Stake After Spin-Off

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  • Per the filing, Bridger now owns 5.6% of the company with 618,684 shares.
  • Holders of IART received 1 share of SPNE for every 3 shares of IART owned as of June 19th. Bridger did not show a position in IART as of the end of the first quarter.
  • The Company has a portfolio of orthobiologics and spinal fusion hardware solutions for neurosurgeons and orthopedic spine surgeons, which can be used to perform fusion procedures in the lumbar, thoracic and cervical spine.

Kyle Bass's Hayman Capital Shows Eco-Stim Solutions Stake

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  • Kyle Bass' hedge fund firm Hayman Capital has filed both a 13G and Form 3 with the SEC regarding shares of Eco-Stim Energy Solutions.
  • Per the filings, Hayman now owns 17.1% of the company with over 2.1 million shares.
  • This is a newly disclosed position for the hedge fund.

Marcato Capital Increases Avis Budget Stake

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  • Mick McGuire's activist investment firm Marcato Capital Management has filed a 13G regarding shares of Avis Budget.
  • Per the filing, Marcato now owns 5.4% of the company with over 5.71 million shares.
  • We've highlighted previous Marcato portfolio activity here.

Steve Einhorn on Wall Street Week: "More Years" Left In Bull Market

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  • While many people will be more familiar with Omega's founder Lee Cooperman due to his numerous public appearances, Einhorn is an integral part of the team as well.
  • While many investors anticipate markets to get choppy once rates start rising, Omega has taken a different stance.
  • For more from Omega Advisors, we recently highlighted Lee Cooperman's latest interview.

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