Jana Partners (Barry Rosenstein) discloses updated portfolio positions in 13F filing: Increased FIS SPY holding
Highlights from Q1 2023 filing as compared to Q4 2022:
- Increased positions in: FIS (to ~3.48 mln shares from ~2.56 mln shares), SPY (to ~0.23 mln from ~0.12 mln)
- Maintained positions in: THS (~4.75 mln shares), NEWR (~3.21 mln shares), EHAB (~2.43 mln shares), FRPT (slightly lowered to 4.01 mln shares from 4.15 mln)
- Closed positions in: EHC (from ~0.39 mln shares)
- Decreased positions in: MRCY (to ~1.99 mln shares from ~3.06 mln shares) LH (to ~0.66 mln from ~0.74 mln)