20 Stocks Owned By Top Activist Funds

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 |  Includes: AJRD, AKS, BBI, BGPIQ, DADE, FDC-OLD, HLT-OLD, IKN, LGND, MCD, MSFT, QVCA, SHLD, SHLM, SLI, SYMC, TWX, UNM, WMB, WU
by: M F

I have taken a look at the Top 10 activist funds as listed on Stockpickr.

While the holdings of these top 10 funds number over 150 stocks, I have used a consensus approach to gather a portfolio. Any stock that is held by more that one fund will be included in the mock portfolio I will call Activist Consensus.

I will begin tracking the portfolio on 12/31/2006, and update it quarterly (activist funds are not the most active of traders, but more the long time frame investors).

Of those 150 above-mentioned stocks, 20 are owned by two funds, and one [Symantec Corp (NASDAQ:SYMC)] is owned by 3 funds.

These 20 holdings, including both hedge funds and mutual funds, that we will track in 2007 are:

AK Steel Holding Corp (NYSE:AKS)
Blockbuster, Inc. (BBI)
Borders Group, Inc. (BGP)
Dade Behring Holding (DADE)
First Data CP (FDC-OLD)
GenCorp (GY)
Hilton Hotels CP (HLT-OLD)
IKON Office Solutions (IKN)
Ligand Pharmaceuticals (NASDAQ:LGND)
Liberty Media Interactive (LINTA)
McDonald's Corp. (NYSE:MCD)
Microsoft Corp. (NASDAQ:MSFT)
Sears Holding Corp. (NASDAQ:SHLD)
A. Schulman Inc. (NASDAQ:SHLM)
SL Industries (NYSEMKT:SLI)
Symantec CP (SYMC)
Time Warner, Inc. (NYSE:TWX)
UnumProvident CP (NYSE:UNM)
Williams Companies (NYSE:WMB)
Western Union (NYSE:WU)

You can monitor these holdings here.