Jana Partners (Barry Rosenstein) discloses updated portfolio positions in 13F filing: New JACK, AXTA, NUAN, UNH positions
Highlights from 2017 Q3 filing as compared to 2017 Q2 filing:
- New positions in: JACK (~1.32 mln shares), AXTA (~0.76 mln), NUAN (~0.23 mln), UNH (~0.23 mln), PQG (~0.17 mln), ORCL(~0.15 mln), DHI (~0.14 mln)
- Increased positions in: FDC (to ~10.07 mln shares from ~7.44 mln shares), EQT (to ~10.26 mln from ~8.14 mln), ZBH (to ~4.66 mln from ~3.2 mln), ZAYO (to ~4.18 mln from ~2.82 mln), MOH (to ~2.13 mln from ~1.39 mln) DXC (to ~2.09 mln from ~1.44 mln)
- Closed positions in: HPE (from ~10.21 mln shares), CTSH (from ~2.21 mln), HAWK (from ~1.95 mln), CDK (from ~0.75 mln),APRN (from ~0.6 mln), SFM (from ~0.59 mln), SHW (from ~0.37 mln), LADR (from ~0.25 mln)
- Decreased positions in: P (to ~16.32 mln shares from ~20.2 mln shares), SEM (to ~0.94 mln from ~2.76 mln), AABA (to ~1.54 mln from ~3.31 mln), NUVA (to ~0.77 mln from ~1.69 mln), P (to ~16.32 mln from ~20.2 mln), SEM (to ~0.94 mln from ~2.76 mln), AABA (to ~1.54 mln from ~3.31 mln), NUVA (to ~0.77 mln from ~1.69 mln), HDS (to ~9.09 mln from ~9.93 mln), CAG (to ~4.98 mln from ~5.21 mln