>>> Summary of Hedge Fund Holdings from 13F Filings as of June 31st

 Summary of Hedge Fund Holdings from 13F Filings as of June 31st


ADAGE CAPITAL

·         Top new buys: NVT, PEG, VST, MAS, D, F, OGE, FCX, TRU, BV

·         Top exits: NKTR, RTN, CQH, VVC, ETR, AGR, NDSN, PX, AEP, WCN

·         Boosted stakes in SHPG, AET, MRK, AMZN, LMT, WFC, SRPT, HON, MMM

·         Cut stakes in CC, DE, WRK, EMR, ITW, CI, PNC, BAC, DLTR, FTV



ANCORA ADVISORS

·         Top new buys: AVGO, MIK, CLBK, HSIC, TRNC

·         Top exits: PRF, AFSI, ALLE, SKYW, RCII

·         Boosted stakes in LBRDK, PAH, MATW, HILI, GHL

·         Cut stakes in GLIBA, ARCH, HDV, GLW, IWM



APPALOOSA MANAGEMENT

·         Top new buys: KEY, SYMC, CFG, VST, EDU, NXPI

·         Top exits: QQQ, AMAT, SMH, ALL, NVDA, HCA, BTU, URI

·         Boosted stakes in MU, WDC, LNG, WFC, PAH, PCG, KNX, KMT, SUM

·         Cut stakes in BABA, NRG, BAC, MGM, ALLY, AGN, XPO, GOOG, AMLP



BALYASNY ASSET MANAGEMENT

·         Top new buys: T, BBY, WMT, ERJ, LNC

·         Top exits: BURL, AIG, VIPS, URI, HTZ

·         Boosted stakes in WFC, STI, DLTR, EVRG, DWDP

·         Cut stakes in DIS, AA, NTRS, V, DRI



BAUPOST GROUP

·         Top new buys: TRCO, SBGI, TBIO, SHPG

·         Top exits: PBF, IMOS, FWP, OREXQ

·         Boosted stakes in FOXA, FOX, PCG, ABC, AGN, TMQ, VSAT, MCK

·         Cut stakes in LN



BERKSHIRE HATHAWAY

·         Top exits: VRSK

·         Boosted stakes in AAPL, USB, TEVA, BK, DAL, GM, GS, LUV, AXTA

·         Cut stakes in AAL, PSX, CHTR, UAL, WFC



BLUE HARBOUR GROUP

·         Top new buys: GWR

·         Top exits: FTNT, JACK, RDC, MDRX

·         Boosted stakes in WCC, IWM, FCE/A, AXTA, SPY, OTEX, COMM

·         Cut stakes in XLNX, MD, ON, ISBC



BRIDGEWATER ASSOCIATES

·         Top new buys: CMI, AMAT, BABA, BMY, WMT, JNJ, LMT, AKAM, PHM, INTC

·         Top exits: PG, GE, DVA, RIG, PEP, CPB, AMGN, FCX, DRI, MAS

·         Boosted stakes in TD, RY, IEMG, TOL, CVX, MCD, SU, TEL, BNS, CAT

·         Cut stakes in VWO, EEM, SPY, NFX, FB, SWN, CLF, BBBY, ABC, BIIB



CITADEL ADVISORS

·         Top new buys: KDP, EQH, EVRG, BNS, BJ SBUX

·         Top exits: AMD, USG, BABA

·         Boosted stakes in C, AMAT, AMZN, V, KEY, DVN, MU

·         Cut stakes in AVGO, ADI, LRCX, UTX, CSCO, ABT



CLINTON GROUP INC

·         Top new buys: EL, CAT, LMT, MCK, VZ, CCE, FITB, LOPE, AGNC, ABX

·         Top exits: MON, DRI, MA, LLY, JNPR, BCO, PEP, TWTR, HDS, CDNS

·         Boosted stakes in PGR, HRB, COLM, WLK, DNB, ITW, CMD, ROK, MO, SNPS

·         Cut stakes in FB, D, GOOGL, ABBV, AVY, REG, WCG, AMGN, EA, HSY



COATUE MANAGEMENT

·         Top new buys: SPOT, INTC, NOW, AAXN, HTZ, HUYA

·         Top exits: SNAP, RHT, WDC, CGNX, LRCX

·         Boosted stakes in FB, MSFT, ADBE, ATVI, PYPL, TAL

·         Cuts stakes in MU, AAPL, AVGO, BABA, FWONK



CORVEX MANAGEMENT

·         Top new buys: MGM, VNO, MDB, MHK, CHTR, LCA, FOXA, CTL

·         Top exits: BABA, EVHC, KDP, IQ

·         Boosted stakes in TMUS, NXPI, JBLU, BAC, MSFT

·         Cut stakes in EGN, CRM, GOOGL, MDCO, FG, NOW, ICE, FB



DUQUESNE FAMILY OFFICE

·         Top new buys: FB, GILD, OIH, MPC, SPLK, ADSK, DVN, ATVI, XLE, HD

·         Top exits: INTC, NKTR, MU, JD, QCOM, YNDX, VIPS, STL

·         Boosted stakes in MSFT, BABA, WDAY, CTRP, PAGS

·         Cut stakes in GOOGL, STMP, AMZN



ELLIOTT MANAGEMENT

·         Top new buys: DVN, VMW, FOX, SRE

·         Top exits: EGN, TER, NOMD, VICI

·         Boosted stakes in HES, DISH, EQT, MFGP, QQQ, ATHN, WIN, NXPI

·         Cut stakes in CDK, ISBC, WIT, IMPV



EMINENCE CAPITAL

·         Top new buys: BERY, SYMC, QSR, HLT, HAIN, MHK, BECN, CPLG, CTRP, EQIX

·         Top exits: PZZA, NEWR, JACK

·         Boosted stakes in ELLI, TTWO, VMC, LEN, CF, EFX, EA, GOOG

·         Cut stakes in WEN, ICE, MSFT, CBRE, ADSK, PYPL, IQV, FB, CYBR



ENGAGED CAPITAL

·         Top new buys: UEIC, CASY, GRPN

·         Top exits: FNSR, MX, IWM

·         Boosted stakes in APOG, STKL, BHE, BW, NCR, PETX

·         Cut stakes in CCRN



FAIRHOLME CAPITAL

·         Top new buys: C

·         Top exits: SRG

·         Boosted stakes in T, VSTO, OAK

·         Cut stakes in JOE, SHLD, VST



GLENVIEW CAPITAL

·         Top new buys: NVT, MSFT, FBHS, HOLX

·         Top exits: TMUS, CAH, RLGY, CMCSA, V, HUM, FB

·         Boosted stakes in ESRX, FDC, CHTR, AET, ENDP, AGN, ARMK, MTOR, MCK, CNDT

·         Cut stakes in HCA, LH, ANTM, CAR, IQV, UHS, NWL, CVS, WBA, APTV



GOLDEN GATE CAPITAL

·         New buy: GWR

·         Exits: KLXI

·         Boosted stakes in ARCC, HXL, ADS, WCC, ALB

·         Cut stakes in NGVT, TNET



GREENLIGHT CAPITAL

·         Top new buys: GPS, DG, TJX, AZO, DLTR, BBY

·         Top exits: CEIX, DDS, TPR, BLMN, FIVE, ANF, PYPL, URBN, SFM, ODP

·         Boosted stakes in IAC, BHF

·         Cut stakes in MU, AER, AAPL, MYL, VOYA, PRGO, CNDT, ADNT, CNX, DSW

·         NOTE: Greenlight Used Recent Athenahealth Spike to Re- Short Shares



HIGHFIELDS CAPITAL MANAGEMENT

·         Top new buys: NXPI, CVS, FB, LEN, PBR/A, SNE, ESRX, ACWI, MHK

·         Top exits: EXPE, HDS, DLTR, IVZ, ENB, HAL, X, PE, MDLZ, TGT

·         Boosted stakes in CHTR, AET, GOOGL, DIS, GOOG, EQT, RJF, MIK

·         Cut stakes in HCA, FOXA, FDX, CMCSA, PXD, HLT, VER, H, VOD, CCE



ICAHN ASSOCIATES

·         Top new buys: EGN, VMW, AFSI, CI

·         Boosted stakes in IEP, NWL

·         Cut stakes in HLF, LNG



JANA PARTNERS

·         Top new buys: FB, BABA, MSFT, WFC, DXC, GOOGL, RPM, GRUB, ATUS

·         Top exits: BLMN, NOC, KDP, WRK, CI, DISCK, IQ, ILG, ILPT, DBX

·         Boosted stakes in PF, SPY, EA, CAG, A, AAPL

·         Cut stakes in TIF, LRCX, HDS, ADSK, BSX, GM, ZBH, FDC, JACK, ANTM



LAKEWOOD CAPITAL

·         Top new buys: ESRX, ASND, FB

·         Top exits: CJ, ABG,

·         Boosted stakes in C, BIDY, WRK, CMCSA

·         Cut stakes in CIT, ADNT, RLGY



LAND & BUILDINGS INVESTMENT MANAGEMENT

·         New buy: DHI

·         Top exits: RLJ, MAR, RESI, VTI, HST

·         Boosted stakes in CLI, BKD, LEN, INVH, PLD

·         Cut stakes in LSI, MAC, QTS

·         NOTE: Activist Litt Is Said to Consider Pushing for Sale of Mack-Cali



LONE PINE CAPITAL

·         Top new buys: CP, NVDA, MHK

·         Top exits: AVGO, TSM, BLK, TMUS, EXAS

·         Boosted stakes in WYNN, TDG, MSFT, BABA, NOW, MELI, GOOG, IQV, BKNG, PAGS

·         Cut stakes in FB, PYPL, STZ, ADBE, AMZN, FLT, EA, TRU, CSX, UNH



MARCATO CAPITAL

·         Top new buys: IMAX, CPLG

·         Boosted stakes in TEX, THRM

·         Cut stakes in IAC, ITRI, DXC, BLDR, AIR, TPHS, VRTS



MAVERICK CAPITAL

·         Top new buys: DIS, AAOI, GPK, SPOT, ALNY, PRSP, COMM, CASY, GPS, TGT

·         Top exits: TAP, SNAP, MGM, PM, LVS, CAR, WING, DPZ, ETSY, EAT

·         Boosted stakes in DLTR, MA, CNC, TMUS, MHK, CIEN, BUD, MSFT, KORS, SCHW

·         Cut stakes in V, UHS, EVHC, DWDP, AMRX, ADBE, WTW, VFC, TIF, TPR



MARSHALL WACE

·         Top new buys: TMUS, AXGN, TSM, BRX, IDXX, GPS, CMG, ACGL, JEC, MTN

·         Top exits: SCI, NTRS, CME, NKE, MU, SRCL, JPM, IBN, FLT, AXP

·         Boosted stakes in TFX, ATVI, BBY, DGX, SPGI, MCD, BURL, ROST, ZTS, VRTX

·         Cut stakes in BABA, BAC, DISCK, AVGO, UNH, SAGE, GS, AJG, GILD



MOORE CAPITAL

·         Top new buys: NXPI, GOOGL, WFC, MA, SPOT, TGT, FDC, AMP, KMX

·         Top exits: MS, AAPL, GS, LMT, NOC, RTN, GD, COF, BPOP, PLNT

·         Boosted stakes in GCP, FB, EQT, PX, FBP, MOMO, NVDA, CME, GM, TMUS

·         Cut stakes in BABA, BAC, MSFT, AVGO, CCI, ISBC, V, TWTR, EA, VOYA



OMEGA ADVISORS

·         Top new buys: NRG, IQV, LEN, MPC, CVS, KKR, MGY, WRD, CDAY, IMMU

·         Top exits: BMY, WFC, NAVI, NFLX, NYCB, GWPH, GLPI, D, BKI, NINE

·         Boosted stakes in SBGI, ASH, HUM, TRN, C, FTSI, MU, TMO, PE, FRAC

·         Cut stakes in SHPG, ANDV, MXL, PVH, DXC, DISH, AER, VVV, PFSI, ALLY



PAULSON & CO

·         Top new buys: MITL, AKRX, CMCSA, ATUS, FOXA, LHO

·         Top exits: MDR

·         Boosted stakes in DISCK, NXPI, FOX, AET, XL, TMUS

·         Cut stakes in GOLD, IAG, COL, AEM, GG, SHPG



PERSHING SQUARE

·         Top new buys: LOW

·         Boosted stakes in UTX, MDLZ

·         Cut stakes in ADP, QSR



POINT72 ASSET MANAGEMENT

·         Top new buys: MPC, FOXA, TEVA, SGEN, WMGI, PNC, SGMS, AZO, LOXO, HUM

·         Top exits: ANDV, NFLX, HON, LOW, MCD, AIG, NVDA, BYD, ETN, CAH

·         Boosted stakes in GOOGL, HLT, BMY, PE, BIDU, SYK, DVN, CMCSA, DXC

·         Cut stakes in WYNN, AVGO, STZ, OXY, ATVI, FB, BKNG, DWDP, BABA, LRCX



POINTSTATE CAPITAL

·         Top new buys: MPC, FB, CVX, TEVA, PXD, NXPI, STM, USFD, NOW, APC

·         Top exits: BAC, CFG, AVGO, DE, RF, FCAU, MYL, GS, NOC, GILD

·         Boosted stakes in TRGP, AET, FE, NFLX, SHPG, MSFT, BABA, ADBE, VRTX, JD

·         Cut stakes in CRM, LRCX, LNG, LOW, DWDP, LOMA, BMA, LLL, LYB, X



RENAISSANCE TECHNOLOGIES

·         Top new buys: AAPL, FB, MSFT, MS, AXP, ITW, CME, WY, FL, AMG

·         Top exits: BKNG, VZ, MON, PG, WFC, SLB, TWX, KO, CVS, BDX

·         Boosted stakes in VMW, ABMD, JNJ, WMT, VRTX, HLF, ABEV, WWE, GS, CTXS

·         Cut stakes in HD, AMZN, BMY, LLY, PEP, UNH, NXPI, PM, CL, GILD



SANDELL ASSET MANAGEMENT

·         Top new buys: KLXI, PAY, ANDV, GPT, EVHC, ILG, EDR, PF, COTV

·         Top exits: STB, BABA, AKRX, BKS

·         Boosted stakes in COL, NXPI, AVA, ORBK, XL, FB, AMZN, AAPL, MSFT, GOOG

·         Cut stakes in OCLR, MGI, KS



SENATOR INVESTMENT

·         Top new buys: MRK, FOXA, HD, BKI, LNG

·         Top exits: AVGO, ARNC, LOW, BUD, CMCSA

·         Boosted stakes in CZR, ICE, APTV, FDC, BA

·         Cut stakes in DWDP, DHI, JAZZ, FG, XPO



SOROBAN CAPITAL

·         Top new buys: GOOGL, UTX, GRA, MHK

·         Top exits: BUD, CMCSA, LBRDK, FB, CHTR

·         Boosted stakes in SAP, NSC, AXTA

·         Cuts stake in NXPI, UNP, MGM, AVGO, FWONK, GOOG



SOROS FUND MANAGEMENT

·         Top new buys: SPOT, P, COUP, FB, DVN, EXR, HUBS, HLT

·         Top exits: KW, LRCX, AMLP, ZAYO, BAX, TMO, LH, TGT, CI, KRE

·         Boosted stakes in NXPI, XL, I, LPLA, NOW, CRM, TTWO, LULU, CVE, ETFC



STARBOARD VALUE

·         Top new buys: WEB, RPM, SCOR

·         Top exits: EVHC, BCO

·         Boosted stakes in BMS, IWN, PRGO

·         Cut stakes in NWL, MAC, CARS, BAX, DEPO



TEMASEK HOLDINGS

·         Top new buys: ASLN

·         Top exits: KRE, JPM, BAC, WFC, MS, GS, SENS, RDUS

·         Boosted stakes in CTL, HDB, PYPL, V, GPN, MA, PTLA, DWDP, WP, AVGO

·         Cut stakes in VIRT, AMRS, NETS, AMZN, BABA



TIGER GLOBAL

·         Top new buys: UXIN, COUP, ADBE, GDS, HUYA, PVTL, DOCU, NEW, CDAY

·         Top exits: EHIC, SINA, ARCC, UAL

·         Boosted stakes in TWTR, FB, NOW, MELI, RUN, BABA, SE, APO, CRM, ADSK

·         Cut stakes in RDFN, JD, TDG, MSFT



THIRD POINT

·         Top new buys: NXPI, PYPL, V, CPB, DE, FPAC, EGN, PVH, CWH

·         Top exits: GOOGL, ICE, MHK, PAGS, ANTM, GGAL, GRBK, PAM, BKI, SUPV

·         Boosted stakes in MSFT, ADBE, EA, MPC, UTX, DWDP, CRM, SHY, DOV

·         Cut stakes in BLK, WP, STZ, FB, LEN, WYNN, SPGI, SHW, VMC

·         NOTE: Third Point Discloses New Stake in PayPal: 2Q Letter



TRIAN

·         Top new buys: NVT

·         Boosted stakes in BK, GE, MDLZ

·         Cut stakes in PNR, WEN, SYY

·         Activist investor Trian takes new stake in undisclosed company



TUDOR INVESTMENT

·         Top new buys: AVHI, HD, CHFN, SHPG, VZ, FFKT, LHO, FBNK, NKE, ANDV

·         Top exits: SPB, SBUX, DLTR, DECK, DXC, MSI, PEP, AIG, SPGI, IR

·         Boosted stakes in PF, FOXA, TGT, TJX, BIDU, COL, AAPL, AET, JPM, CMCSA

·         Cut stakes in SPY, NXPI, AMZN, C, WBA, MU, PAGS, BKNG, PDCO



VALUEACT

·         Top new buys: UFI, LIND, STRA, AES, EVA

·         Boosted stakes in C, SLM, ADS, BHC, STX, AFI, MS

·         Cut stakes in FOX



VIKING GLOBAL

·         Top new buys: GE, DWDP, MIDD, TMUS, ILMN, HBI, OLN, PTEN, CNC

·         Top exits: WFC, ADS, TDG, WDC, VOYA, XEC, CVS, MOMO, NTES, CLR

·         Boosted stakes in UTX, DIS, TMO, PE, AMZN, HIG, BMRN, MSFT, LNC, ANTM

·         Cut stakes in XRAY, GOOGL, TD, FB, CP, NFLX, EFX, V, BUD, ADSK



YORK CAPITAL

·         Top new buys: NVT, CNC, USG, PRSP, T, ATUS

·         Top exits: GRA, SHPG, EVHC, WHR

·         Boosted stakes in NXPI, XL, FMC, ESRX

·         Cut stakes in TRCO, AABA, AVGO