>>> Marcato Capital (Richard McGuire) discloses updated portfolio positions in 1

Marcato Capital (Richard McGuire) discloses updated portfolio positions in 13F filing: Increased TEX / RYAM / HZN positions
Highlights from 2017 Q3 filing as compared to 2017 Q2 filing:
  • New positions in: ITRI (~0.39 mln shares)
  • Increased positions in: TEX (to ~2.89 mln shares from ~1.09 mln shares), RYAM (to ~0.45 mln from ~0.28 mln),HZN (to ~0.66 mln from ~0.51 mln), BLDR (to ~0.63 mln from ~0.53 mln), BWLD (to ~0.99 mln from ~0.98 mln)
  • Maintained positions in: GT (~2.16 mln shares), DECK (~1.95 mln shares), AIR (~1.41 mln shares), SFLY (~0.81 mln shares)
  • Closed positions in: NTCT (from ~0.64 mln shares), ERI (from ~0.21 mln)
  • Decreased positions in: LQ (to ~0.28 mln shares from ~0.47 mln shares), HMTV (to ~0.01 mln from ~0.17 mln),TPHS (to ~3.82 mln from ~4.11 mln), IAC (to ~0.85 mln from ~0.94 mln), BID (to ~0.78 mln from ~0.86 mln), DXC(to ~0.71 mln from ~0.79 mln

>>> Appaloosa (David Tepper) discloses updated portfolio positions in 13F filing

Appaloosa (David Tepper) discloses updated portfolio positions in 13F filing: Increased NRG / ALLY / MU, Closed out CX / SWN / LB / DAL / WFC positions
Highlights from 2017 Q3 filing as compared to 2017 Q2 filing:
  • New positions in: AMAT (~0.25 mln shares), XPO (~0.06 mln)
  • Increased positions in: NRG (to ~8.44 mln shares from ~1.25 mln shares), ALLY (to ~6.81 mln from ~1.1 mln), MU(to ~17.05 mln from ~12.9 mln), ETE (to ~4.67 mln from ~2.85 mln), BSX (to ~3.75 mln from ~2.26 mln) FB (to ~3.3 mln from ~2.36 mln), AAPL (to ~1.36 mln from ~0.63 mln) KMT (to ~1.8 mln from ~1.33 mln), TMO (to ~0.59 mln from ~0.38 mln),
  • Maintained positions in: BABA (~3.56 mln shares), WDC (~2.58 mln shares), GOOG (~0.57 mln shares)
  • Closed positions in: CX (from ~3.99 mln shares), SWN (from ~2.54 mln), LB (from ~0.84 mln), DAL (from ~0.83 mln), WFC (from ~0.68 mln), ATVI (from ~0.53 mln), XLV (from ~0.43 mln), XBI (from ~0.33 mln), RIO (from ~0.24 mln), EXPE (from ~0.2 mln)
  • Decreased positions in: ETP (to ~11.95 mln shares from ~14.84 mln shares), CHK (to ~0.77 mln from ~3.57 mln),BAC (to ~6.33 mln from ~8.78 mln), WPZ (to ~7.44 mln from ~9.18 mln), GM (to ~0.25 mln from ~1.9 mln), PNC(to ~0.92 mln from ~1.78 mln), BTU (to ~0.22 mln from ~1.01 mln), AGN (to ~1.89 mln from ~2.51 mln), KMI (to ~3.41 mln from ~3.94 mln), OC (to ~2.13 mln from ~2.5 mln), AABA (to 4.68 mln from 5.1 mln)

>>> Scopia Capital discloses updated portfolio positions in 13F filing: New posi

Scopia Capital discloses updated portfolio positions in 13F filing: New positions in WFT, ISBC, PAGP; increased position in SRC; closed position in CNDT
Highlights from 2017 Q3 filing as compared to 2017 Q2 filing:
  • New positions in: WFT (~14.1 mln shares), ISBC (~6.7 mln), PAGP (~5.42 mln), PTCT (~1.19 mln), EFX (~0.52 mln)
  • Increased positions in: SRC (to ~27.28 mln shares from ~21.3 mln shares), ACOR (to ~8.47 mln from ~7.22 mln), ETM (to ~2.25 mln from ~1.25 mln), AAAP (to ~1.89 mln from ~1.07 mln), JCI (to ~6.64 mln from ~5.89 mln) RTRX (to ~6.66 mln from ~5.97 mln), GWPH (to ~2.99 mln from ~2.49 mln) ATUS (to ~4.04 mln from ~3.63 mln),
  • Maintained positions in: FCE.A (~23.25 mln shares), HZNP (~16.12 mln shares), SPR (~7.97 mln shares), JD (~6.38 mln shares),ITRI (~4.56 mln shares), CNMD (~2.77 mln shares), NFLX (~2.35 mln shares)
  • Closed positions in: CNDT (from ~6.98 mln shares), AR (from ~4.64 mln), I (from ~1.49 mln), AMGP (from ~0.94 mln), LGND(from ~0.73 mln), UTHR (from ~0.71 mln), OMI (from ~0.39 mln), MRSN (from ~0.2 mln)
  • Decreased positions in: FNF (to ~1.63 mln shares from ~2.9 mln shares)

>>> Broadfin Capital (Kevin Kotler - pharma focus) discloses updated portfolio p

Broadfin Capital (Kevin Kotler - pharma focus) discloses updated portfolio positions in 13F filing: New BAX / IART positions, Increased ENDP, CFRX, MDWD, OVAS positions
Highlights from 2017 Q3 filing as compared to 2017 Q2 filing:
  • New positions in: RGLS (~4.29 mln shares), TTPH (~0.9 mln), FOLD (~0.14 mln), OMI (~0.13 mln), IART (~0.08 mln), BAX(~0.07 mln)
  • Increased positions in: ENDP (to ~3.01 mln shares from ~1.25 mln shares), CFRX (to ~2.71 mln from ~1.33 mln), MDWD (to ~0.5 mln from ~0.17 mln), OVAS (to ~0.55 mln from ~0.27 mln), PRTK (to ~0.41 mln from ~0.28 mln) BABY (to ~0.2 mln from ~0.11 mln), IOVA (to ~2.49 mln from ~2.28 mln) ANGO (to ~1.77 mln from ~1.68 mln)
  • Maintained positions in: PETX (~5.18 mln shares), CORI (~4.44 mln shares), REPH (~3.1 mln shares), SBBP (~2.89 mln shares),MRTX (~2.49 mln shares)
  • Closed positions in: ARLZ (from 2 mln), PGNX (from ~1 mln shares), DXTR (from ~0.99 mln), ELGX (from ~0.78 mln), ADMA(from ~0.68 mln), ATEC (from ~0.59 mln), JUNO (from ~0.26 mln), GLYC (from ~0.22 mln)
  • Decreased positions in: ATRS (to ~3.21 mln shares from ~4.8 mln shares), RXDX (to ~1.49 mln from ~2.94 mln), IDRA (to ~2.43 mln from ~3.85 mln), RTRX (to ~1.72 mln from ~2.86 mln), HZNP (to ~3.1 mln from ~4.06 mln), HRTX (to ~3.46 mln from ~4.42 mln), AMRN (to ~1.63 mln from ~2.53 mln), CPRX (to ~6.89 mln from ~7.35 mln)

>>> TCI Fund (Christopher Hohn - Children's Investment Fund Mgmt) discloses upda

TCI Fund (Christopher Hohn - Children's Investment Fund Mgmt) discloses updated portfolio positions in 13F filing: new GOOG, EFX positions
Highlights from 2017 Q3 filing as compared to 2017 Q2 filing:
  • New positions in: GOOG (~0.49 mln shares), EFX (~0.05 mln)
  • Increased positions in: UNP (to ~0.58 mln shares from ~0.2 mln shares), NSC (to ~0.51 mln from ~0.28 mln), MCO (to ~1.66 mln from ~1.51 mln)
  • Maintained positions in: CMCSA (~91.94 mln shares), AABA (~85.92 mln)
  • Decreased positions in: CHTR (to ~11.74 mln shares from ~13.85 mln shares), SPGI (to ~0.42 mln from ~0.49 mln)

>>> Maverick Capital discloses updated portfolio positions in 13F filing: New po

Maverick Capital discloses updated portfolio positions in 13F filing: New positions in NWL, CMCSA, TMUS, MSFT; increased position in EVHC; closed positions in COMM, USB
Highlights from 2017 Q3 filing as compared to 2017 Q2 filing:
  • New positions in: NWL (~7 mln shares), CMCSA (~2.78 mln), TMUS (~1.65 mln), MSFT (~1.15 mln), FLT (~0.74 mln), JACK(~0.63 mln), UA (~0.44 mln), BABA (~0.4 mln), URBN (~0.38 mln)
  • Increased positions in: EVHC (to ~7.65 mln shares from ~5.09 mln shares), V (to ~3.34 mln from ~1.09 mln), STZ (to ~1.48 mln from ~0.7 mln), QCOM (to ~4.46 mln from ~3.81 mln), DXC (to ~3.51 mln from ~2.95 mln), LVS (to ~1.92 mln from ~1.37 mln),CSLT (to ~1.74 mln from ~1.22 mln) ANDV (to ~2.56 mln from ~2.14 mln), ADBE (to ~1.47 mln from ~1.3 mln), LOW (to ~0.16 mln from ~0.03 mln)
  • Maintained positions in: SABR (~13.39 mln shares), MGM (~7.01 mln shares), UHS (~5.86 mln shares), WCN (~5.3 mln shares),FB (~3.29 mln shares), SHPG (~1.97 mln shares)
  • Closed positions in: COMM (from ~4.98 mln shares), USB (from ~2.48 mln), USFD (from ~1.28 mln), MLM (from ~0.49 mln), PIR(from ~0.48 mln), CHTR (from ~0.33 mln), AXL (from ~0.26 mln), WBA (from ~0.25 mln), RDC (from ~0.21 mln), ATUS (from ~0.19 mln)
  • Decreased positions in: DLTR (to ~0.12 mln shares from ~8.14 mln shares), TAP (to ~2.26 mln from ~5.08 mln), PFE (to ~7.32 mln from ~10.05 mln), CI (to ~0.11 mln from ~1.45 mln), VMC (to ~0.72 mln from ~1.73 mln), FIS (to ~1.3 mln from ~2.06 mln), JCP (to ~0.22 mln from ~0.88 mln), WYNN (to ~0.88 mln from ~1.26 mln), GNC (to ~0.04 mln from ~0.33 mln), ORLY (to ~0.04 mln from ~0.27 mln)

>>> Jana Partners (Barry Rosenstein) discloses updated portfolio positions in 13

Jana Partners (Barry Rosenstein) discloses updated portfolio positions in 13F filing: New JACK, AXTA, NUAN, UNH positions
Highlights from 2017 Q3 filing as compared to 2017 Q2 filing:
  • New positions in: JACK (~1.32 mln shares), AXTA (~0.76 mln), NUAN (~0.23 mln), UNH (~0.23 mln), PQG (~0.17 mln), ORCL(~0.15 mln), DHI (~0.14 mln)
  • Increased positions in: FDC (to ~10.07 mln shares from ~7.44 mln shares), EQT (to ~10.26 mln from ~8.14 mln), ZBH (to ~4.66 mln from ~3.2 mln), ZAYO (to ~4.18 mln from ~2.82 mln), MOH (to ~2.13 mln from ~1.39 mln) DXC (to ~2.09 mln from ~1.44 mln)
  • Closed positions in: HPE (from ~10.21 mln shares), CTSH (from ~2.21 mln), HAWK (from ~1.95 mln), CDK (from ~0.75 mln),APRN (from ~0.6 mln), SFM (from ~0.59 mln), SHW (from ~0.37 mln), LADR (from ~0.25 mln)
  • Decreased positions in: P (to ~16.32 mln shares from ~20.2 mln shares), SEM (to ~0.94 mln from ~2.76 mln), AABA (to ~1.54 mln from ~3.31 mln), NUVA (to ~0.77 mln from ~1.69 mln), P (to ~16.32 mln from ~20.2 mln), SEM (to ~0.94 mln from ~2.76 mln), AABA (to ~1.54 mln from ~3.31 mln), NUVA (to ~0.77 mln from ~1.69 mln), HDS (to ~9.09 mln from ~9.93 mln), CAG (to ~4.98 mln from ~5.21 mln