Paulson & Co (John Paulson) discloses updated portfolio positions in 13F filing: New HPE stake, decreased CIE position
Highlights from 2016 Q3 filing as compared to 2016 Q2 filing:
- New positions in: HPE (~5.96 mln shares), EBAY (~0.63 mln), STE (~0.31 mln), MAR (~0.17 mln), HCA (~0.16 mln), CVS (~0.12 mln), CKEC (~0.12 mln), TLND (~0.1 mln), HUM (~0.08 mln), MJN (~0.08 mln)
- Increased positions in: LOXO (to ~0.74 mln shares from ~0.25 mln shares), BIIB (to ~0.31 mln from ~0.12 mln), BSX (to ~0.41 mln from ~0.09 mln), ARDM (to ~0.15 mln from ~0.07 mln), BCRX (to ~0.36 mln from ~0.26 mln)
- Maintained positions in: AIG (~9.06 mln shares), AKRX (~8.97 mln)
- Decreased positions in: CIE (to ~31.22 mln shares from ~39.1 mln shares), STAY (to ~37.68 mln from ~42.66 mln), GRFS (to ~2.48 mln from ~7.35 mln), SGYP (to ~24.23 mln from ~27.76 mln--as previously disclosed), VNDA (to ~2.18 mln from ~3.86 mln)....
- Trimmed positions in MYL (to ~21.81 mln from ~22.03 mln), VRX (to ~18.87 mln from ~19.07 mln), TEVA (to ~16.08 mln from ~16.77 mln)
- Closed positions in: BEAV (from ~0.98 mln shares), RAD (from ~0.58 mln), Q (from ~0.16 mln), CI (from ~0.06 mln), KTWO (from ~0.05 mln)