Market Overview

Summary of Jana Partners 13F: Aetna, Expedia and Kinder Morgan All Raised Among Others

Barry Rosenstein's JANA Partners released its 13F for Q1 Wednesday. Value of fund increased from $3.5 billion to $4.8 billion.

(All units are in millions of shares)

Raised:

• Aetna (NYSE: AET) from 2.6 to 3.8

• Agrium (NYSE: AGU) from 9.4 to 11.2

• Big Lots (NYSE: BIG) from 0.35 to 3.75

• Copart (NASDAQ: CPRT) from 6.1 to 6.3

• Expedia (NASDAQ: EXPE) from 1.6 to 1.9

• Fifth & Pacific (NYSE: FNP) 3.3 to 5.2

• Kinder Morgan (NYSE: KMI) from 0.054 to 0.073

• Kinder Morgan warrants expiring 5/25/2013 from 3.5 to 4.1

• Ryman Hospitality (NYSE: GET) from 2.36 to 2.76

• Teekay (NYSE: TK) from 1.3 to 1.7

• Verisign (NASDAQ: VRSN) from 3.0 to 4.8

• Visteon (NYSE: VC) from 1.9 to 2.3

Lowered:

• Coca Cola (NYSE: KO) 5.2 to 3.4

• Convergys (NYSE: CVG) from 0.596 to 0.535

• Iron Mountain (NYSE: IRM) from 1.4 to 0.15 calls

• QEP Resources (NYSE: QEP) from 8.8 to 7.4

• Rockwood Holdings (NYSE: ROC) from 2.77 to 2.5

• Spectra Energy (NYSE: SE) from 0.45 to 0.12

New:

• American Axle & Mfg Hldgs Intnl (NYSE: AXL) 3.1

• Ashland common (NYSE: ASH) 3.6

• Ashland calls 0.2

• BMC Software (NASDAQ: BMC) 3.5

• Boeing (NYSE: BA) 1.5

• Ctrip.com Intl (NASDAQ: ADR) 1.4

• DirecTV (NASDAQ: DTV) 2.0

• Groupon (NASDAQ: GRPN) 21.9

• Hospira (NYSE: HSP) 0.6

• IAC Interactive (NASDAQ: IACI) 2.0

• LiveNation (NYSE: LYV) 0.2

• Office Depot (NYSE: ODP) 13.8

• SuperValu (NYSE: SVU) 14.1

• Zynga (NASDAQ: ZNGA) 25.4

Sold:

• ADT (NYSE: ADT) 2.5

• American Intl Group (NYSE: AIG) 3.5

• Coventry Health Care (NYSE: CVH) 3.1

• Diamondback Energy (NASDAQ: FANG) 0.28

• KAR Auction Services (NYSE: KAR) 0.25

• Liberty Media (NASDAQ: LMCA) 0.8

• Liberty Interactive (NASDAQ: LINTA) 2.5

• McGraw Hill (NYSE: MHFI) 2.1

• Netflix (NASDAQ: NFLX) 1.0

• Opko Health (NYSE: OPK) 1.1

• Semgroup (NYSE: SEMG) 0.5

• SPDR Gold Trust ETF 0.5 puts

• Symantec (NASDAQ: SYMC) 0.15 calls

• Tripadvisor (NASDAQ: TRIP) 2.3

• Waste Management (NYSE: WM) 1.3

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