-
Rocket Companies Soars 6% In Friday Premarket As Activist Investor ValueAct Reveals New Position, Calls RKT A 'Sleeping Giant' In Early Innings
Friday, May 16, 2025 - 7:06am | 1131Read More...As ValueAct Holdings, LP. buys a fresh stake in Rocket Companies Inc. (NYSE:RKT), Andrew Left‘s Citron Research endorses the move, calling the investment a “multi-year story.” What Happened: The co-CEO and CIO of ValueAct, Mason Morfit, added 6.728 million shares worth $81.213...
-
Activist Investor ValueAct, Once Linked To Steve Ballmer's Microsoft Exit, Bought Meta, Visa, Sold Spotify In Q3: A Smart Bet?
Friday, February 28, 2025 - 3:59am | 558Read More...Activist investor ValueAct Holdings, L.P., known for its role in Microsoft Corp. (NASDAQ:MSFT) leadership changes a decade ago, disclosed significant portfolio adjustments in its third-quarter 13F filing with the Securities and Exchange Commission. What Happened: The San Francisco-based hedge fund...
-
Amazon Attracts $119 Million Investment From Activist Hedge Fund ValueAct: Analysts See 25% Upside — What Catalysts Drive Jeff Bezos' E-Commerce Giant?
Friday, February 21, 2025 - 3:59am | 521Read More...ValueAct Holdings, L.P. has initiated a significant position in Amazon.com Inc. (NASDAQ:AMZN), purchasing 536,900 shares worth approximately $119 million during the fourth quarter of 2024, according to a13F filing with the Securities and Exchange Commission on Feb. 14. What Happened: The investment...
-
Activist Hedge Fund ValueAct Boosts Meta Stake With $121M Bet, But CEO Morfit Supports Mark Zuckerberg's AI Vision: Here's What Investors Should Know (Updated)
Friday, November 15, 2024 - 8:41am | 752Read More...Editor’s Note: This story has been updated with a confirmation from ValueAct Holdings. ValueAct Holdings, L.P. reported holdings worth $3.9 billion in the September quarter after it disclosed major changes in its 13F filing for the third quarter of current fiscal. What Happened: One of the...
-
Insider Buys Of The Week: Penn National, Scientific Games, Seagate And More
Monday, August 20, 2018 - 7:50am | 821Read More...Insider buying can be an encouraging signal for potential investors. An activist investor returned to the buy window last week. Two gaming companies saw insiders buying shares. Conventional wisdom says that insiders and 10 percent owners really only buy shares of a company for one reason -- they...
-
Argus Reflects On Morgan Stanley's New Activist Stake
Wednesday, August 17, 2016 - 11:24am | 365Read More...Activist investor ValueAct Holdings has taken a 2 percent stake in Morgan Stanley (NYSE: MS), making ValueAct Holdings Morgan Stanley’s sixth-largest shareholder based on analysis from Vickers Stock Research. Argus’ Stephen Biggar reiterated a Buy rating on the company, while raising...
-
A Look At Bill Ackman's Super-Concentrated Equity Portfolio
Tuesday, August 18, 2015 - 3:51pm | 524Read More...Activist investor Bill Ackman manages Pershing Square Capital Management, a successful hedge fund firm with a concentrated equity portfolio worth $14.44 billion as of the end of the second quarter of the year. The equity portfolio comprises only seven stocks; 44 percent of its total assets are...
-
10 Stocks Institutional Investors Loved Last Quarter
Friday, February 20, 2015 - 12:38pm | 616Read More...The world of institutional investors is worth watching if one knows where to look. Here's an aggregate list of 10 stocks hedge funds, and other investment firms who register 13Fs, loved last quarter. All data was compiled from Whale Wisdom. 10) Berkshire Hathaway Berkshire Hathaway Inc. (...
