>>> Venbio (Biotech focus) discloses updated portfolio positions in 13F filing:

Venbio (Biotech focus) discloses updated portfolio positions in 13F filing: New HZNP NTEC ZGNX AVXS positions, Closed out SGMO, ACAD positions
Highlights from 2017 Q3 filing as compared to 2017 Q2 filing:
  • New positions in: HZNP (~3.52 mln shares), NTEC (~2.2 mln), ZGNX (~1.03 mln), AVXS (~0.44 mln), MYOK (~0.4 mln), DBVT(~0.19 mln), FENC (~0.07 mln)
  • Increased positions in: IMMU (to ~14.74 mln shares from ~10.49 mln shares; also has calls), MRTX (to ~3.71 mln from ~2.28 mln), ARRY (to ~5.35 mln from ~4.18 mln; also has calls), PCRX (to ~1.31 mln from ~0.47 mln), CPRX (to ~4.64 mln from ~3.8 mln), OVAS (to ~1.12 mln from ~0.31 mln), ASND (to ~1.64 mln from ~0.99 mln) CLVS (to ~0.79 mln from ~0.14 mln), MDCO (to ~1.72 mln from ~1.11 mln), FOLD (to ~6.44 mln from ~5.93 mln)
  • Maintained positions in: IOVA (~4.2 mln shares
  • Closed positions in: SGMO (from ~0.8 mln shares), ACAD (from ~0.61 mln), FBIO (from ~0.6 mln), SRNE (from ~0.42 mln), AERI(from ~0.23 mln), NBIX (from ~0.22 mln), PTCT (from ~0.12 mln), AXON (from ~0.08 mln)
  • Decreased positions in: AVEO (to ~4.81 mln shares from ~6.63 mln shares), AGEN (to ~2.46 mln from ~3.18 mln), TSRO (to ~0.2 mln from ~0.4 mln)

>>> Discovery Capital (Rob Citrone) discloses updated portfolio positions in 13F

Discovery Capital (Rob Citrone) discloses updated portfolio positions in 13F filing: New BAC MBI TER AAL positions
Highlights from 2017 Q3 filing as compared to 2017 Q2 filing:
  • New positions in: BAC (~3.62 mln shares), MBI (~1.76 mln), TER (~1.61 mln), TTWO (~1.01 mln), BFR (~0.73 mln), ATVI (~0.68 mln), AAL (~0.54 mln), BITA (~0.42 mln), KEYS (~0.37 mln), TIF (~0.32 mln)
  • Increased positions in: PBR.A (to ~7.91 mln shares from ~4.5 mln shares), PBR (to ~12.11 mln from ~8.87 mln), SLM (to ~8.33 mln from ~5.74 mln), AMD (to ~21.88 mln from ~19.49 mln), SUPV (to ~2.38 mln from ~1 mln) GGAL (to ~1.42 mln from ~0.4 mln), CHTR (to ~0.61 mln from ~0.08 mln) BID (to ~1.02 mln from ~0.55 mln), S (to ~27.48 mln from ~26.63 mln)
  • Closed positions in: WPX (from ~4.36 mln shares), CETV (from ~3.56 mln), BSBR (from ~2.48 mln), CPE (from ~2.41 mln),RSPP (from ~1.95 mln), XLF (from ~1.64 mln), WDC (from ~1.58 mln), EMB (from ~1.45 mln), MNTA (from ~1.23 mln), C (from ~0.97 mln)
  • Decreased positions in: BTU (to ~9.12 mln shares from ~21.92 mln shares), MU (to ~3.37 mln from ~4.76 mln), XLNX (to ~2.44 mln from ~3.36 mln), YNDX (to ~3.15 mln from ~3.76 mln), M (to ~2.38 mln from ~2.87 mln), V (to ~0.46 mln from ~0.79 mln),BABA (to ~0.27 mln from ~0.53 mln), HII (to ~0.35 mln from ~0.58 mln), GOOG (to ~0.02 mln from ~0.05 mln)

>>> Engaged Capital (Glenn Welling) discloses updated portfolio positions in 13

Engaged Capital (Glenn Welling) discloses updated portfolio positions in 13F filing: New positions in THC, CLS, IMAX; increased position in HAIN
Highlights from 2017 Q3 filing as compared to 2017 Q2 filing:
  • New positions in: THC (~0.5 mln shares), CLS (~0.36 mln), IMAX (~0.19 mln), DBD (~0.18 mln), NCR (~0.11 mln), GIMO (~0.1 mln), DXCM (~0.06 mln), XPER (~0.05 mln)
  • Increased positions in: HAIN (to ~10.35 mln shares from ~8.04 mln shares), CCRN (to ~0.57 mln from ~0.27 mln), RT (to ~2.31 mln from ~2.02 mln), FNSR (to ~0.23 mln from ~0.15 mln), BSFT (to ~0.16 mln from ~0.1 mln)
  • Maintained positions in: RCII (~8.98 mln shares), STKL (~6.76 mln shares), JMBA (~2.83 mln shares), TIVO (~2.53 mln shares),MED (~0.79 mln shares)
  • Closed positions in: TRS (from ~0.32 mln shares), HMHC (from ~0.21 mln), GTS (from ~0.2 mln), AJRD (from ~0.17 mln)
  • Decreased positions in: MX (to ~1.48 mln shares from ~2.31 mln shares), BHE (to ~0.77 mln from ~0.92 mln)

>>> Tiger Global discloses updated portfolio positions in 13F filing: New positi

Tiger Global discloses updated portfolio positions in 13F filing: New positions in DESP, RDFN, ROKU; increased positions in JD, FCAU, NFLX; closed position in ONDK
Highlights from 2017 Q3 filing as compared to 2017 Q2 filing:
  • New positions in: DESP (~30.2 mln shares), RDFN (~7.69 mln), ROKU (~1.5 mln), ADSK (~1.22 mln), WB (~0.91 mln), NOW(~0.53 mln), SINA (~0.53 mln)
  • Increased positions in: JD (to ~49.1 mln from ~43.72 mln), FCAU (to ~24.82 mln from ~20.94 mln), NFLX (to ~3.05 mln from ~0.38 mln), FB (to ~1.81 mln from ~0.53 mln) QSR (to ~2.5 mln from ~1.85 mln), FLT (to ~2.79 mln from ~2.28 mln) DPZ (to ~2.33 mln from ~2 mln), AMZN (to ~1.54 mln from ~1.24 mln),
  • Maintained positions in: APO (~34.05 mln shares), MSFT (~10.49 mln shares), BABA (~4.54 mln shares), PCLN (~1.04 mln shares)
  • Closed positions in: ONDK (from ~1.14 mln shares), AMT (from ~0.61 mln), GOOGL (from ~0.04 mln), GOOG (from ~0.04 mln)
  • Decreased positions in: TDOC (to ~1.79 mln shares from ~4.09 mln shares), VXX (to ~0.3 mln from ~1.22 mln), TDG (to ~3.26 mln from ~4 mln)

>>> Sandell Asset discloses updated portfolio positions in 13F filing: New ABCO,

Sandell Asset discloses updated portfolio positions in 13F filing: New ABCO, AVA, MON, SNI, CSX positions
Highlights from 2017 Q3 filing as compared to 2017 Q2 filing:
  • New positions in: ABCO (~0.76 mln shares), AVA (~0.31 mln), MON (~0.2 mln), SNI (~0.2 mln), CSX (~0.09 mln)
  • Increased positions in: BRCD (to ~2.94 mln shares from ~2.1 mln shares),MGI (to ~2.36 mln from ~1.53 mln), AKRX (to ~0.83 mln from ~0.02 mln),BKS (to ~1 mln from ~0.19 mln; also has calls), TWX (to ~0.47 mln from ~0.12 mln), PCRX (to ~0.38 mln from ~0.05 mln; also has calls), GNCMA(to ~0.74 mln from ~0.5 mln) NXPI (to ~0.4 mln from ~0.26 mln) BCR (to ~0.14 mln from ~0.04 mln) BABA (to ~0.17 mln from ~0.09 mln)
  • Maintained positions in: AABA (~1.08 mln shares

>>> Stadium Capital (‎Alexander Medina Seaver) discloses updated portfolio posit

Stadium Capital (‎Alexander Medina Seaver) discloses updated portfolio positions in 13F filing: Closed NGVC / HMTV
Highlights from 2017 Q3 filing as compared to 2017 Q2 filing:
  • New positions in: EGOV (~0.01 mln shares)
  • Increased positions in: UIHC (to ~0.87 mln shares from ~0.24 mln shares), TSQ (to ~0.08 mln from ~0.01 mln)
  • Maintained positions in: ASNA (~14.75 mln shares CIVI (~1.66 mln shares), CPSI (~1.25 mln shares)
  • Closed positions in: NGVC (from ~0.55 mln shares), HMTV (from ~0.01 mln)
  • Decreased positions in: BLDR (to ~6.38 mln shares from ~7.02 mln shares), UTI (to ~2.21 mln from ~2.44 mln), CLUB (to ~0.13 mln from ~0.18 mln), RBCAA (to ~0.01 mln from ~0.05 mln)

>>> Omega Advisors (Leon Cooperman) discloses updated portfolio positions in 13F

Omega Advisors (Leon Cooperman) discloses updated portfolio positions in 13F filing: New SHLM / AET / EXPE positions
Highlights from 2017 Q3 filing as compared to 2017 Q2 filing:
  • New positions in: SHLM (~0.51 mln shares), PQG (~0.3 mln), PE (~0.29 mln), DXC (~0.2 mln), EXPE (~0.2 mln), CTLT (~0.19 mln), AET (~0.18 mln), COTV (~0.15 mln), INSM (~0.15 mln)
  • Increased positions in: OCN (to ~8.66 mln shares from ~7.46 mln shares),MXL (to ~1.86 mln from ~0.76 mln), WPX (to ~4.65 mln from ~3.67 mln),FDC (to ~9.07 mln from ~8.11 mln), TRN (to ~1.3 mln from ~0.38 mln),AMCX (to ~1.35 mln from ~0.89 mln), ETP (to ~1.58 mln from ~1.17 mln)NRZ (to ~1.42 mln from ~1.15 mln), VVV (to ~2.22 mln from ~1.96 mln),TIME (to ~4.96 mln from ~4.6 mln), UAL (~1.77 mln shares from 1.66 ml), GOOGL (~162k from 159k shares)
  • Maintained positions in: AER (~2.15 mln shares), MSFT (~1.16 mln shares)
  • Closed positions in: OMF (from ~0.94 mln shares), ARRS (from ~0.91 mln), HCLP (from ~0.54 mln), DOC (from ~0.3 mln), GDI (from ~0.3 mln),AGN (from ~0.3 mln), LB (from ~0.2 mln), CRZO (from ~0.15 mln), REVG(from ~0.1 mln), YEXT (from ~0.08 mln)
  • Decreased positions in: EFC (to ~0.06 mln shares from ~1.27 mln shares), MGM (to ~0.78 mln from ~1.78 mln), AIG (to ~0.84 mln from ~1.33 mln), NAVI (to ~1.8 mln from ~2.21 mln), ASPS (to ~1.33 mln from ~1.57 mln), GIMO (to ~0.37 mln from ~0.56 mln)