Blue Harbour Group discloses updated portfolio positions in 13F filing: New ~3.5 mln share position in RAX, closes ~2.6 mln share position in DV
Highlights from 2014 Q2 filing as compared to 2014 Q1 filing:
* New positions in: RAX (~3.5 mln shares), AGCO (~0.8 mln) * Increased positions in: ISBC (to ~16 mln shares from ~0.5 mln shares), RDC (to ~5 mln from ~0.8 mln), BWC (to ~7 mln from ~5.2 mln), AKAM (to ~4.8 mln from ~3.7 mln) * Closed positions in: DV (from ~2.6 mln shares), BRCD (from ~2.2 mln), CLS (from ~1.6 mln)