Elliott Management (Paul Singer) discloses updated portfolio positions in 13F filing: New SYMC BMY SAP positions; Exits UNIT AKAM
Highlights from 2019 Q1 filing as compared to 2018 Q4 filing:
- New positions in: ESI (~10.95 mln shares) BMY (~3.25 mln - also has calls), SYMC (~1.25 mln - also has calls), CARB (~1.19 mln), SAP (~0.75 mln), CXP (~0.5 mln), RYAAY (~0.1 mln)
- Increased positions in: RRTS (to ~848.88 mln shares from ~5.24 mln shares), DELL (to ~11.21 mln from ~6.63 mln -- also has calls), DVN (to ~17.83 mln from ~16.7 mln), ACHC (to ~4.35 mln from ~3.25 mln), EPE (to ~5 mln from ~3.97 mln) ISCA (to ~0.77 mln from ~0.27 mln), VNO (to ~0.43 mln from ~0.13 mln) HR (to ~0.76 mln from ~0.63 mln), MAC (to ~0.47 mln from ~0.4 mln),
- Maintained positions in: ARNC (~51.9 mln shares), BTU (~28.17 mln shares), FE (~25.04 mln shares), HES (~21.95 mln shares), NLSN (~14 mln shares), SRE (~11.35 mln shares), TVPT (~6.75 mln shares), CTXS (~6.09 mln shares), OPB (~5.42 mln shares),
- Closed positions in: RIG (from ~14.93 mln shares), UNIT (from ~8.59 mln), GTYH (from ~4.4 mln), AKAM (from ~2.38 mln), ETRN (from ~2.22 mln), DISH (from ~1.87 mln), MD (from ~1.7 mln), LOGM (from ~1.2 mln), PRSP (from ~0.51 mln), XOM (from ~0.26 mln)
- Decreased positions in: AABA (to ~8.35 mln shares from ~22.17 mln shares) EQT (to ~2.17 mln from ~5.37 mln), CVLT (to ~0.9 mln from ~2.1 mln)