Jana Partners (Barry Rosenstein) discloses updated portfolio positions in 13F filing: Increased CAG position, Exited TEVA AAPL MA SPNS
Highlights from 2019 Q1 filing as compared to 2018 Q4 filing:
-
Increased positions in: CAG (to ~14.96 mln shares from ~13.54 mln shares)
-
Closed positions in: TEVA (from ~2.45 mln shares),
FDC (from ~2.12 mln),
ZAYO (from ~1.89 mln),
BSX (from ~1.79 mln),
EDU (from ~0.88 mln),
GDX (from ~0.87 mln),
MSFT (from ~0.69 mln),
CVNA (from ~0.55 mln),
SNPS (from ~0.46 mln)
-
Decreased positions in: HDS (to ~2.74 mln shares from ~5.4 mln shares),
TIF (to ~0.94 mln from ~1.89 mln - also has calls),
FLMN (to ~0.68 mln from ~1.35 mln),
JACK (to ~0.93 mln from ~1.59 mln),
ZBH (to ~1.86 mln from ~2.29 mln)
Click here to read the full comment.Portfolio Ticker Matches: INSID
This email was sent to you at:
sgva@bloomberg.net. To ensure delivery to your Inbox and have images displayed properly,
please add
update@briefing.com to your Address Book or Safe Sender List.
Briefing.com sends these emails based on the preferences you set for your account. If you no longer wish to receive this email,
unsubscribe here.
To edit your email preferences,
click here.
Read our
Privacy Statement and
Cookie Policy if you have any questions.
Briefing.com offers a wide range of
premium services.
Free trial requests can be made via our
institutional sales
or
customer service departments.
401 N. Michigan Avenue Suite 1910 Chicago, IL 60611 | 800-752-3013
Copyright © 2019 Briefing.com, Inc. All rights reserved.
