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Updates on what top hedge funds are investing in

  • What We're Reading ~ Hedge Fund Links 8/29/14
    Hedge funds hunt for clues in Treasury tax inversion limit [Bloomberg]

    The best short seller you've never heard of [HFIntelligence]

    Why you should avoid the hottest hedge fund hands [CNBC]

    Investor satisfaction with hedge funds falls [FINalternatives]

    Big funds continue to bring in the big money [Bloomberg]

    Dan Loeb's comments on ThirdPointRe's call [Seeking Alpha]

    David Einhorn's comments on GreenlightCapitalRe's call [Seeking Alpha]

    Morgan Creek's Mark Yusko sees opportunity in Saudi Arabia [FINalternatives]

    The hedge fund and the despot [Business Week]


  • What We're Reading ~ Analytical Links 8/27/14
    Profile of Alibaba's Joseph Tsai [Bloomberg]

    Carol Loomis' latest on BlackRock: the $4.3 trillion force [Fortune]

    Profile of 108 year old investor Irving Kahn [Telegraph]

    Lessons learned in 30 years of investing [What Works on Wall Street]

    Share sleuth's investment checklist [Interactive Investor]

    A look at Post Holdings [View From the Blue Ridge]

    A look at WL Ross Holding Corp [Brooklyn Investor]

    What makes Warren Buffett a great investor? [Farnam Street]

    Amazon: not an e-commerce company [Stratechery]

    The inside story of how Netflix came to pay Comcast for traffic [Quartz]

    Morningstar: a force to be reckoned with [FT]

    Nonprofit hospitals' earnings fall as costs outrun revenue [WSJ]

    Interview with Burger King's CEO [Financial Post]

    The company speeding a genetic revolution [Forbes]

    Google's valuation: much cheaper now than 10 years ago [WSJ]

    Family Dollar bidding war suggests 'peak dollar store' is here [Yahoo]

    Match.com might not light IAC's fire [WSJ]

    Peculiar habits of incredibly successful people [Morgan Housel]

    Interview with venture capitalist Bill Gurley [Forbes]


  • Glenview Capital Boosts VCA (WOOF) Stake
    Larry Robbins' hedge fund firm Glenview Capital has filed an amended 13G with the SEC regarding their stake in Vca (WOOF).  Per the filing, Glenview now owns 14.85% of the company with over 12.8 million shares.

    This means they've boosted their position size by over 4 million shares since the end of the second quarter.  The filing was made due to activity on August 21st and it notes that their ownership includes 4,114,200 shares that are obtainable upon exercise of options.

    To see the rest of Glenview's portfolio, head to the brand new edition of Hedge Fund Wisdom.

    Per Google Finance, VCA is "a national animal healthcare company operating in the United States and Canada. The Company provides veterinary services and diagnostic testing to support veterinary cares. The Company operates in two segments: animal hospital and laboratory. Its all other category includes Vetstreet and Medical Technology operating segments. The Company sells diagnostic imaging equipment and other medical technology products and related services to the veterinary markets. The Company's animal hospitals offer a range of general medical and surgical services for companion animals, as well as specialized treatments, including advanced diagnostic services, internal medicine, oncology, ophthalmology, dermatology and cardiology. In August 2014, VCA, Inc acquired Camp Bow Wow."


  • Maverick Capital Discloses Pets at Home Group Position
    Lee Ainslie's hedge fund Maverick Capital has disclosed a new holding in London listed Pets at Home Group (LON:PETS).  Due to trading on July 29th, Maverick now own the equivalent of 3.14% of voting rights, all via a total return swap.

    Pets at Home was floated in March at 245p per share.  It looks as though Maverick might have bought their shares somewhere around 175p.

    To see what else Maverick has been buying, check out our just released Hedge Fund Wisdom newsletter.

    Per Google Finance, Pets at Home is "a specialist retailer of pet food, pet-related products and pet accessories. The Company also operates a small animal veterinary business by combined number of surgeries both in its stores and at standalone sites and is a joint venture operator in the market. The Company is an operator by number of salons of pet grooming services offered through Pets at Home’s in store salons. The Company’s product range consists of two product groups: pet food and pet accessories, which are complemented by services, including veterinary services (both in stores and on a standalone basis) and in store Groom Room grooming services. In addition, the Company also offers pet insurance, advanced nutrition food consultation, acquaria water testing, microchipping services and dental checks, which complement the services offered by its veterinary surgeries and Groom Room grooming salons."


  • Bridger Capital Raises Tornier Stake
    Roberto Mignone's hedge fund firm Bridger Capital has filed a 13G with the SEC regarding their position in Tornier N.V. (TRNX).  Bridger has disclosed they now own 5.5% of the company with almost 2.7 million shares.

    This means they've added to their share count by 707,960 shares since the end of Q2.  The filing was made due to activity on August 6th.

    To see what else Bridger has invested in, check out the new issue of our newsletter.

    Per Google Finance, Tornier is "a global medical device company focused on surgeons that treat musculoskeletal injuries and disorders of the shoulder, elbow, wrist, hand, ankle and foot. Tornier refers to these surgeons as extremity specialists. The Company sells to this extremity specialist customer base a broad line of joint replacement, trauma, sports medicine and biologic products to treat extremity joints. In certain international markets, it also offers joint replacement products for the hip and knee. The Company sells over approximately 100 product lines in approximately 40 countries. The Company’s principal products are organized in four categories: upper extremity joints and trauma, lower extremity joints and trauma, sports medicine and biologics, and large joints and other. The Company’s geographic regions consist of the United States, France and other areas."






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