Notable Hedge Funds Disclose Additions And Reductions To Holdings

Below are some of the notable additions and reductions to the bigger hedge fund players portfolios as of June 30, 2014. At first glance, it appears that stakes in financials were lowered, while large cap tech was favored.

Appaloosa - David Tepper

• New Stakes in: Google GOOG, Ryland Group RYL
• Raised stake in: Facebook FB, General MOtors GM, Priceline.com PCLN, Apple AAPL
• Liquidated Stake in: JP Morgan JPM, Hess Corp. HES
• Lowered Stake in: Citigroup C
• Appears Appaloosa reducing Money Center Bank holdings

Greenlight Capital - David Einhorn

• New Stake in: Time Inc TIME
• Raised Stake in: Apple AAPL, IAC/InterActiveCorp IACI
• Liquidated Stakes in: RiteAid RAD, Nokia NOK
• Another fund adding to Apple AAPL

Jana Partners LLC - Barry Rosenstein

• New stake in: FMC Corp FMC, Apache APA
• Raised Stake in: AIG AIG, Groupon GRPN
• Liquidated Stake in: SiriusXM SIRI, Juniper Networks JNPR, Teva Pharmaceuticals TEVA
• APA also had long call options in addition to shares

Paulson & Co. - James Paulson

• New Stakes in: Covidien COV, DirecTV DTV, Allergan AGN
• Raised Stakes in: Family Dollar FDO, Dollar General DG
• Lowered Stakes in: Freeport-McMoRan FCX, CBS Corp CBS
• Liquidated Stakes in: Hess Corp HES,General Motors GM, Capital One Financial COF