Market Overview

2013 3Q 13F Roundup

On November 14, many institutional investment managers and major hedge funds reported their 13F form.

A 13F form is a quarterly report of equity holdings filed by institutional investment managers with at least $100 million in equity assets under management. Banks, insurance companies, pension funds, hedge funds, among others are required to disclose their positions to the public.

Below is a comprehensive update to 13F forms that were released to mark the end of the third quarter.

David Einhorn's Greenlight Capital showed new positions in Intrexon, (NYSE: XON) Tempur-Sealy, (NYSE: TSX) and NVR (NYSE: NVR) The fund increased its holdings in Oil States, (NYSE: OIS) Spirit AeroSystems. (NYSE: SPR) The fund reduced its holdings in Aetna, (NYSE: AET) CIGNA (NYSE: CI) and Legg Mason. (NYSE: LM) The fund liquidated its positions in Oaktree Capital Group, (NYSE: OAK) Capital Bank Financial (NYCE: CBF) and State Bank Financial (NASDAQ: STBZ)

David Tepper's Appaloosa Managemen showed new positions in J.C.Penney, (NYSE: JCP) Freeport-McMoRan. (NYSE: FCX) The fund increased its holdings in US Air, (NYSE: LCC) Terex, (NYSE: TEX) Hunstmans (NYSE: HUN) and Celanese. (NYSE: CE) The fund reduced its holdings in Broadcom, (NASDAQ: BRCM) Bank of America, (NYSE: BAC) Hertz (NYSE: HTZ) and SanDisk. (NASDAQ: SNDK) The fund liquidated its position in Comcast, (NASDAQ: CMCSA) Microsoft, (NASDAQ: MSFT) NetApp (NASAQ: NTAP) and Check Point Software. (NASDAQ: CHKP)

Carl Icahn's Icahn Enterprises (NYSE: IEP) increased its holdings in Federal-Mogul, (OTC: FEMOW) Chesapeake Energy, (NYSE: CHK) Nuance Communications, (NASDAQ: NUAN) Icahn Enterprises. The 13F also revealed a 3.88 million position in Apple, (NASADQ: AAPL) putting “King Carl” as one of the top 30 shareholders of the company.

Warren Buffet's Berkshire Hathaway (NYSE: BRK.A) showed new positions in Exxon Mobile. (NYSE: XOM) The fund increased its position in Suncor Energy, (NYSE: SU) VeriSign, (NASDAQ: VRSN) Bank of NY Mellon (NYSE: BK) and US Bancorp. (NYSE: USB) The fund reduced its holding in GlaxoSmithKline,, (NYSE: GSK) Sanofi, (NYSE: SNY) DirecTV, (NYSE: DTV) and ConocoPhilips. (NYSE: COP)

John Paulson's Paulson & Co showed a new position in FedEx. (NYSE: FDX) The fund increased its holding in Family Dollar, (NYSE: FDO) Aetna, Kodak Oil & Gas (NYSE: KOG) and Vodafone. (NYSE: VOD) The fund reduced its position in Leap Wireless, (NASDAQ: LEAP) Realogy, (NYSE: RLGY) InterOil. (NYSE: IOC) The firm liquidated its position in Mead Johnson (NYSE: MJN) and Elan (NYSE: ELN)

Dan Loeb's Third Point showed new positions in FedEx Activision Blizzard, (NASDAQ: ATVI) Google, (NASDAQ: GOOG) EQT (NYSE: EQT) and Intrexon. (NYSE: XON) The fund increased its position in Sotheby's, (NYSE: BID) Constellation Brands, (NYSE: STZ) Anadarko (NYSE: APC) and CF Industries. (NYSE: CF) The fund lowered its position in Disney, (NYSE: DIS) Thermo Fisher, (NYSE: TMO) Fox (NYSE: FOX) and Yahoo! (NASDAQ: YHOO) The firm liquidated its position in Williams (NYSE: WMB) and Tiffany's (NYSE: TIF)

Stephen Mandel's Lone Pine Capital showed new positions in Amazon.com, (NASDAQ: AMZN) H&R Block, (NYSE: HRB) MasterCard, (NYSE: MA) Barclays, (NYSE: BCS) Pandora Media, (NYSE: P) Davita Health Care Partners (NYSE: DVA) and Baidu. (NASDAQ: BIDU) The fund increased its position in American Express, (NYSE: AXP) Monsanto, (NYSE: MON) Qualcomm and Realogy (NYSE: RLGY) The fund reduced its positions in Ebay. (NASDAQ: EBAY) The fund liquidated its positions in Intuitive Surgical, (NASDAQ: ISRG) Ralph Lauren, (NYSE: RL) Hertz, and Thermo Fisher.

George Soros' Fund Management showed a new position in FedEx, Microsoft and Teva Pharmaceutical (NYSE: TEVA). The fund reduced its position in Yelp. (NASDAQ: YELP) The fund liquidated positions in Micron Technology (NASDAQ: MU) Delta Air Lines (NYSE: DAL) and United Continental (NYSE: UAL)

Nelson Peltz's Trian Partners showed only a liquidation in its Sotheby's position.

Bill Ackman's Pershing Square showed no new positions. The fund added to its positions in Air Products & Chemicals. (NYSE: APD) The fund reduced its positions in General Growth Properties, (NYSE: GGP) Canadian Pacific Railway and Procter & Gamble. (NYSE: PG) The fund liquidated its positions in J.C. Penny and Matson

While this list is far from complete, individuals can access and review 13F forms through the Securities and Exchange Commission website. More information can be found here on how to search the database.

Posted-In: News Financing Legal Best of Benzinga

 

Related Articles (AMZN + AET)

Around the Web, We're Loving...

Partner Network

Get Benzinga's Newsletters