Jana Partners (Barry Rosenstein) discloses updated portfolio positions in 13F filing: New BSX ADSK A positions
Highlights from 2018 Q1 filing as compared to 2017 Q4 filing:
- New positions in: BSX (~4.72 mln shares), ADSK (~1.27 mln), A (~1.02 mln), DISCK(~1 mln), IQ (~1 mln), WRK (~0.83 mln), ANTM (~0.61 mln), DPS (~0.59 mln), EA(~0.57 mln)
- Increased positions in: PF (to ~5.36 mln shares from ~1.42 mln shares), JACK (to ~2.15 mln from ~1.09 mln), NOC (to ~0.33 mln from ~0.28 mln)
- Maintained positions in: HDS (~9.09 mln shares), CAG (~3.32 mln)
- Closed positions in: EQT (from ~9.55 mln shares), P (from ~8.56 mln), FWONK (from ~2.38 mln), CMCSA (from ~2.13 mln), EVHC (from ~1.66 mln), SYNH (from ~1.32 mln), DWDP (from ~1.15 mln)
- Decreased positions in: FDC (to ~5.31 mln shares from ~13.3 mln shares; also owns calls), DHI (to ~0.05 mln from ~1.08 mln), PTC (to ~0.6 mln from ~1.42 mln), ZBH(to ~3.11 mln from ~3.85 mln) BLMN (to ~7.16 mln from ~7.93 mln), TIF (to ~3.56 mln from ~3.76 mln