Hedge Funds

The latest round of 13-F filings from institutional investors is out, revealing to the world the stocks that some of the richest and most successful investors have been buying and selling. Here’s a rundown of how the smart money was playing some of the most popular stocks last quarter....

EQT Corporation (NYSE: EQT) reaffirmed its intent to acquire Rice Energy Inc (NYSE: RICE) Monday after Jana Partners LLC advised shareholders to reject the proposed deal. “Rice is an outstanding strategic and operational fit for EQT, which as a single entity we anticipate will benefit from a...

Bill Ackman has been criticized as “foolish, inappropriate [and] irresponsible” for his 8-percent stake in and board nominations for Automatic Data Processing (NASDAQ: ADP). Some doubt Pershing Square Capital Management’s capacity to achieve its expressed goals of “...

Automatic Data Processing (NASDAQ: ADP) shares rallied to as high as $115.75 in pre-market trading on Friday, up from Thursday's closing price of $111.77. The optimism lingered, as the stock opened at $113.50. However, the stock couldn't sustain its early gains. After languishing in the red...

Vanguard, the biggest fund family of the U.S. in terms of asset under management, is expected to put up a stellar show in the second half of 2017. It offers a variety of investment options from index funds to key actively managed funds. The company helps to create effective investment goals with a...

A demographic of baby boomers has allowed seniors housing to become a winning investment—both in commercial real estate (CRE) overall and healthcare realty specifically. And there are plenty of reasons. Research shows that 100,000 units must be built each year through 2040 to meet anticipated...

This article was originally featured on DriveWealth. Welcome to Part 3 of the “Choosing A Stock” mini-series. If you missed Part 1, Part 2, or both, I encourage you to go back, check them out, and give them a read; they can be found on The Drive. In Part 3, we will be examining another...

Chicago, IL - Many assume that rate hikes are bad news for REITs, but is that always the case? This podcast takes a look at some areas in the REIT world that could be winners despite an increase in interest rates. We also discuss some high growth areas that might not be as impacted by recent trends...

(0:45) - Shareholder Yield: Have Dividends Fallen Out of Favor? (4:15) - Does Shareholder Yield Tilt Towards Value? (5:35) - What Are the Income Payouts For This Strategy? (8:30) - SYLD Overview: Weighting Method and Sector Breakdown (12:50) - FYLD Overview: International Exposure...

If you’ve been paying any attention to the university endowment game, you know alternative investments have been a hot topic. In the past, Yale has credited alternative investments for its ongoing success. Meanwhile, other schools—including fellow Ivy-leaguer Harvard—have had...

Dan Loeb’s Third Point released its quarterly letter to its investors on Wednesday. The fund earned 4.6 percent in the second quarter, bringing total returns for the year to 10.7 percent as of June 30. For comparison, the S&P 500 was up about 8.2 percent for the year as of June 30. During...

After boasting success in its Whole Foods Market (NYSE: WFM) mission, Jana Partners is moving in on another household name. The investor initiated a position in Pandora Media Inc (NYSE: P) in early June and, despite its reputation for activism, indicated in a meeting with Pandora management the...

With the S&P 500 up another 9.8 percent in 2017, investors are growing increasingly impatient with underperforming hedge fund managers. Active money managers have struggled to keep pace with the market for years now, but even some of the most recognizable money managers on Wall Street are now...

First tweets say a lot about a person, like what’s worth breaking silence for. When Goldman Sachs Group Inc (NYSE: GS) CEO Lloyd Blankfein composed his first Twitter Inc (NYSE: TWTR) post last month, he knew it would carry weight. Blankfein joined the online community in 2011 and remained a...

Activist investor Nelson Peltz has officially launched a proxy battle against Procter & Gamble Co (NYSE: PG) and his comments on Monday may lead some to conclude it won't be as hostile compared to other campaigns. For instance, Peltz acknowledged during a CNBC interview that P&G is a...