Paulson & Co (John Paulson) discloses updated portfolio positions in 13F filing: New positions in S, CPN, EQT, COL; increased positions in AABA, DISH, HZNP; closed positions in AIG, WLH, VWR
Highlights from 2017 Q3 filing as compared to 2017 Q2 filing:
- New positions in: S (~2.37 mln shares), CPN (~1.68 mln), EQT (~0.29 mln), COL (~0.11 mln), BOBE (~0.11 mln),IEF (~0.02 mln)
- Increased positions in: AABA (to ~3.8 mln shares from ~2.68 mln shares), DISH (to ~4.68 mln from ~4 mln), HZNP(to ~5.58 mln from ~4.94 mln), DOVA (to ~0.55 mln from ~0.06 mln), MON (to ~0.22 mln from ~0.16 mln) BCR (to ~0.06 mln from ~0.04 mln),
- Maintained positions in: VRX (~20.84 mln shares), MYL (~14.72 mln shares), CZR (~14.42 mln shares), VST (~11.53 mln shares), MNK (~6.63 mln shares), GLD (~4.36 mln shares), SHPG (~3.15 mln shares)
- Closed positions in: AIG (from ~4.14 mln shares), WLH (from ~3.32 mln), VWR (from ~2.68 mln), ARNC (from ~0.9 mln), TIME (from ~0.89 mln), RIGL (from ~0.66 mln), XENT (from ~0.56 mln), DVAX (from ~0.55 mln), TNDM (from ~0.5 mln), MGI (from ~0.44 mln)
- Decreased positions in: TEVA (to ~2.45 mln shares from ~6.74 mln shares), RLGY (to ~1 mln from ~4 mln), ODP(to ~10 mln from ~12.6 mln), ENZY (to ~2.1 mln from ~4.21 mln), NXPI (to ~0.01 mln from ~1.2 mln), TMUS (to ~5.2 mln from ~6.05 mln), XCRA (to ~1.73 mln from ~2.52 mln), LOXO (to ~0.02 mln from ~0.69 mln), TWX (to ~2.43 mln from ~2.99 mln), AGN (to ~2.18 mln from ~2.7 mln)