Paulson & Co (John Paulson) discloses updated portfolio positions in 13F filing: New INSW TWX BEAV TIME HAR positions
Highlights from 2016 Q4 filing as compared to 2016 Q3 filing:
- New positions in: INSW (~3.68 mln shares), TWX (~2.86 mln), BEAV (~1.32 mln), TIME (~0.99 mln), HAR (~0.85 mln), WWAV(~0.68 mln), NXPI (~0.37 mln), GSK (~0.3 mln), SD (~0.25 mln), NSR (~0.2 mln)
- Increased positions in: DXCM (to ~0.29 mln shares from ~0.04 mln shares), PFE (to ~0.35 mln from ~0.25 mln), LOXO (to ~0.83 mln from ~0.74 mln), ARDM (to ~0.19 mln from ~0.15 mln), LIVN (to ~0.31 mln from ~0.28 mln)
- Maintained positions in: MYL (~20.6 mln shares), VRX (~19.38 mln shares), TEVA (~15.93 mln shares), MNK (~7.98 mln shares), GLD (~4.36 mln shares), SHPG (~4.21 mln shares), AGN (~3.55 mln shares)
- Closed positions in: GRFS (from ~2.48 mln shares), VNDA (from ~2.18 mln), TMUS (from ~0.95 mln), MAR (from ~0.17 mln),CVS (from ~0.12 mln), TLND (from ~0.1 mln)
- Decreased positions in: STAY (to ~28.63 mln shares from ~37.68 mln shares), AIG (to ~4.81 mln from ~9.06 mln), NG (to ~22.27 mln from ~25.6 mln), HPE (to ~2.98 mln from ~5.96 mln), VMW (to ~0.99 mln from ~1.91 mln), RIGL (to ~0.39 mln from ~0.81 mln), BCRX (to ~0.05 mln from ~0.36 mln)