TPG-AXON Management discloses updated portfolio positions in 13F filing: New adds MCK, FB, GOOGL; Closed HCA
Highlights from 2016 Q4 filing as compared to 2016 Q3 filing:
- New positions in: CNC (~0.15 mln shares), MCK (~0.07 mln), TRU (~0.05 mln), FB (~0.04 mln), EFX (~0.01 mln), GOOG (~0 mln), GOOGL (~0 mln)
- Closed positions in: HCA (from ~0.27 mln shares)
- Decreased positions in: TSX:AYA (to ~5.91 mln shares from ~7.98 mln shares), AGN (to ~0.13 mln from ~0.88 mln), ADPT (to ~1.1 mln from ~1.53 mln), SABR (to ~0.31 mln from ~0.63 mln), TSN (to ~0.14 mln from ~0.46 mln)