Paulson & Co (John Paulson) discloses updated portfolio positions in 13F filing: Adds TMUS, DISH; Closes HPE, VMW, TTWO
Highlights from 2017 Q1 filing as compared to 2016 Q4 filing:
- New positions in: BKD (~5.04 mln shares), TMUS (~4.14 mln), DISH (~3.45 mln), ARNC (~0.98 mln), XENT (~0.64 mln), TNDM (~0.5 mln), TRVN (~0.41 mln), FGL (~0.4 mln), Z (~0.17 mln), TEAM (~0.16 mln)
- Increased positions in: MJN (to ~1.18 mln shares from ~0.03 mln shares), NXPI (to ~1.13 mln from ~0.37 mln), SD (to ~0.67 mln from ~0.25 mln), DVAX (to ~0.46 mln from ~0.17 mln), RIGL (to ~0.55 mln from ~0.39 mln), ESPR (to ~0.23 mln from ~0.1 mln), GSK (to ~0.42 mln from ~0.3 mln) STE (to ~0.42 mln from ~0.31 mln), PFE (to ~0.41 mln from ~0.35 mln), FDX (to ~0.05 mln from ~0.01 mln)
- Maintained positions in: VRX (~19.38 mln shares), CACQ (~13.12 mln shares), AKRX (~8.4 mln shares), MNK (~7.5 mln shares), AIG (~4.55 mln shares), GLD (~4.36 mln shares), SHPG (~4 mln shares), TWX (~3.02 mln shares)
- Closed positions in: HPE (from ~2.98 mln shares), DVMT (from ~1.09 mln), VMW (from ~0.99 mln), ATVI (from ~0.97 mln), TTWO (from ~0.97 mln)
- Decreased positions in: STAY (to ~20.09 mln shares from ~28.63 mln shares), TEVA (to ~11 mln from ~15.93 mln), ETSY (to ~0.83 mln from ~1.27 mln), AEM (to ~0.76 mln from ~1.08 mln), EBAY (to ~0.47 mln from ~0.62 mln), INSM (to ~0.09 mln from ~0.21 mln), SNY (to ~0.15 mln from ~0.25 mln), GOLD (to ~0.43 mln from ~0.5 mln)