Paulson & Co (John Paulson) discloses updated portfolio positions in 13F filing: New THRY OXY positions, increases ENDP GOLD HZNP holdings
Highlights from 2020 Q4 filing as compared to Q3 2020:
- New positions in: THRY (~3.22 mln), OXY (~1.19 mln), TIMB (~1 mln), AEL (~1 mln), EQT (~0.69 mln), XLE (~0.6 mln), XOM (~0.57 mln), RP (~0.4 mln), ALXN (~0.25 mln)
- Increased positions in: ENDP (to ~18.33 mln shares from ~14.5 mln shares), GOLD (to ~3.55 mln from ~1.55 mln), HZNP (to ~7.99 mln from ~6.69 mln), SA (to ~1.57 mln from ~0.7 mln), NMRK (to ~2.38 mln from ~1.55 mln) PCRX (to ~1.41 mln from ~1.26 mln)
- Maintained positions in: THM (~61.93 mln shares), BHC (~25.84 mln shares), NG (~22.23 mln shares), BSIG (~20 mln shares), TAK (~11.3 mln shares), DISCK (~6.9 mln shares), DISH (~3.62 mln shares), GLD (~1.89 mln shares)
- Closed positions in: QGEN (from ~0.4 mln shares) LEA (from ~0.01 mln)
- Decreased positions in: AU (to ~5.97 mln shares from ~6.97 mln shares)