Paulson & Co (John Paulson) discloses updated portfolio positions in 13F filing:
Highlights from 2017 Q2 filing as compared to 2017 Q1 filing:
- New positions in: VST (~11.53 mln shares), HZNP (~4.94 mln), VWR (~2.68 mln), AABA (~2.68 mln), XCRA (~2.52 mln), SA (~0.7 mln), MGI (~0.44 mln), NEWR (~0.35 mln), AMRI (~0.31 mln)
- Increased positions in: VRX (to ~21.81 mln shares from ~19.38 mln shares), TMUS (to ~6.05 mln from ~4.14 mln), DISH (to ~4 mln from ~3.45 mln), TEAM (to ~0.4 mln from ~0.16 mln), MBLY (to ~0.27 mln from ~0.08 mln), MON (to ~0.16 mln from ~0.04 mln), RIGL (to ~0.66 mln from ~0.55 mln) DVAX (to ~0.55 mln from ~0.46 mln), SERV (to ~0.17 mln from ~0.11 mln), FDX (to ~0.08 mln from ~0.05 mln)
- Maintained positions in: MYL (~15.93 mln shares), CACQ (~13.12 mln shares), MNK (~6.89 mln shares), GLD (~4.36 mln shares), AIG (~4.14 mln shares), TWX (~2.99 mln shares), AGN (~2.7 mln shares)
- Closed positions in: AKRX (from ~8.4 mln shares), EBAY (from ~0.47 mln), PFE (from ~0.41 mln), FGL (from ~0.4 mln), NSR (from ~0.2 mln), INSM (from ~0.09 mln), SRPT (from ~0.08 mln), ALDR (from ~0.07 mln)
- Decreased positions in: CIE (to ~2.05 mln shares from ~30.94 mln shares), STAY (to ~1.8 mln from ~20.09 mln), TEVA (to ~6.74 mln from ~11 mln), ODP (to ~12.6 mln from ~14.26 mln), LOXO (to ~0.69 mln from ~0.81 mln), GSK (to ~0.29 mln from ~0.42 mln), SNY (to ~0.05 mln from ~0.15 mln), XENT (to ~0.56 mln from ~0.64 mln), WBMD (to ~0.06 mln from ~0.15 mln)