Changes in the portfolios of some of our favorite hedge fund managers was released over the weekend. I’ve managed to compile and organize it, for entertainment purposes only. Remember, most of these funds are being managed by men high off cocaine. If markets continue lower, they’ll just close up shop and live off the 1 or 2 billion they’ve managed to accumulate over the years.
SUNE
Visium bought 1.3 million shares.
Sand Grove Capital Management bought 272,000 shares
Adage Capital Partners bought 9.2 million shares
AIG
Omega Advisors increased its stake by 731,200 shares to 4.1 million shares
BAX
Starboard Value nearly doubled its holdings to 2.4 million shares
Visium Asset Management bought roughly 1 million shares
Jana Partners sold half its stake to 5.7 million
GE
John Burbank’s Passport Capital bought 4.9 million shares
HLF
Huber Capital sold 96,800 shares to own 1.2 million shares
HTZ
Jana Partners sold out of 39.2 million shares
JCP
Omega Advisors sold its entire stake of 500,000 shares
MS
Third Point bought 3 million shares
Carlson Capital bought 2.2 million shares
Adage Capital added to its position, buying 1.6 million shares to own 4.5 million shares
MDLZ
Passport Capital bought 1.2 million shares
Zweig-Dimenna Associates bought 187,900 additional shares to own 394,650 shares
Adage Capital Partners sold half its position to 2.7 million shares
PFE
Jana Partners bought 9.2 million shares
Suvretta Capital added 1.9 million shares to own 2.5 million
Omega Advisors cut its stake by 3.5 mln shares to 1.3 million shares
PXD
Baupost Group sold out of 4.1 million shares
Senator Investment Group sold out of 500,000 shares
VRX
Suvretta sold out of 354,750 shares
Visium Asset Management sold its position of 1 million shares
Jana Partners started a new position, buying 1.56 million shares
Brahman Capital nearly doubled its position, buying 4.1 million shares to own 8.1 million
Omega Advisors sold its entire 484,915-share stake
Pershing Square trims stake in VRX to 16.59 mln shares from 19.47 mln shares
WRK
Starboard cut its stake by 26 percent to 4.5 million shares
WMB
Jana Partners took a new position of 3.8 million shares
YHOO
Jet Capital added a new position, buying 2.1 million shares
Carlson Capital bought 2.9 million shares
YUM
Serengeti bought 135,000 shares
ZTS
Jana Partners sold out of 3.9 million shares
