Updates on what top hedge funds are investing in
New Q2 Issue of Hedge Fund Wisdom Now Available: Sign Up To Read It
The brand new Q2 2014 issue of our Hedge Fund Wisdom newsletter was just released today! Subscribers please login at www.hedgefundwisdom.com to download it.
Featured in the New Issue
- Consensus buy/sell lists: Find out which stocks were the most popular among top managers.
- The latest portfolios of 25 top hedge funds: See the newest buys from David Tepper, Steve Mandel, Seth Klarman, John Paulson, and many more.
- In-depth equity analysis of 2 stocks: Hedge funds bet big on these 2 stocks recently. Get up to speed fast with company analysis and the bull/bear cases.
- Expert commentary on each fund's moves: We've been tracking these funds for over 6 years and explain the quick thesis behind some more of their trades.
- 1 convenient .pdf: All the latest hedge fund data aggregated in one place to save you time. Search the .pdf for your favorite manager or stocks with ease.
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Bridger Capital Adds to ChannelAdvisor Position
Recently, we highlighted Bridger Capital's new stake in ChannelAdvisor (ECOM). Roberto Mignone's firm has just filed an amended 13G with the SEC regarding their position.
Per the filing, Bridger now owns 8.8% of the company with over 2.17 million shares. They've increased their position by 970,993 shares and the filing was made due to activity on August 5th. Shares have fallen from $23 recently down to around $15 and they've utilized the dip to add to their stake.
Per Google Finance, ChannelAdvisor is "a provider of software-as-a-service, or SaaS, solutions that enables retailers and manufacturer customers to integrate, manage and optimize their merchandise sales across hundreds of online channels. Through the Company’s platform, the Company enables its customers to connect with new and existing sources of demand for their products, including e-commerce marketplaces, such as eBay, Amazon and Newegg, search engines and comparison shopping websites, such as Google, Microsoft’s Bing, and Nextag, and emerging channels, such as Facebook and Groupon."
Viking Global Boosts Salix Pharmaceuticals Stake
Andreas Halvorsen's hedge fund firm Viking Global has filed a 13G with the SEC regarding their stake in Salix Pharmaceuticals (SLXP). Per the filing, Viking now owns 5% of the company with over 3.19 million shares.
They've increased their holdings by 305,850 shares and the filing was made due to activity on August 8th.
We recently highlighted some other portfolio activity from Viking Global as well.
Per Google Finance, Salix Pharmaceuticals is "a specialty pharmaceutical company dedicated to acquiring, developing and commercializing prescription drugs and medical devices used in the treatment of a variety of gastrointestinal disorders, which are those affecting the digestive tract."
What We're Reading ~ Hedge Fund Links 8/15/14
Update on Miura Global's latest activity [ValueWalk]
Pershing Square's latest letter [Scribd]
Latest post by Carl Icahn [Carl Icahn]
Hedge fund branding continues to drive a majority of asset flows [All About Alpha]
A better tactic for hedge fund analysis [AI CIO]
Soros' secrets: buy bubbles, bet big [Irish Times]
SEC threshold for accredited investor likely to increase [COO Connect]
S&P questions viability of hedge fund reinsurer business model [Artemis]
Searching for yield in all the wrong places [HF Intelligence]
Activism has become a marketing strategy [FT]
ValueAct says Valeant doesn't need to buy Allergan [Reuters]
Investors pay for hedge fund illusions [Bloomberg View]
What We're Reading ~ Analytical Links 8/13/14
Zero to One: Notes on Startups, or How to Build the Future [Peter Thiel]
The Buffett formula - how to get smarter [Farnam Street]
A look at Alstom as a potential sum of the parts play [Value and Opportunity]
Value stocks in market corrections [Brooklyn Investor]
What does sentiment suggest for future returns? [Fat Pitch]
What will happen when companies stop buying back so much stock [Business Insider]
Zillow shares could fall by half [Barrons]
Taking AIG from 'sucks' to 'rocks' [Business Week]
Why you should keep an eye on Sequoia Fund [Asset Builder]
Investors move into cash, bracing for market sell off [IFRE]
The power of shareholder yield [What Works on Wall Street]
Unfortunate realities of the investment business [Wealth of Common Sense]
Buy stock pickers, avoid sector pickers [Morningstar]