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
Posted-In: Barry RosensteinNews Legal Econ #s Intraday Update Movers Trading Ideas Best of Benzinga
© 2017 Benzinga.com. Benzinga does not provide investment advice. All rights reserved.
