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John Vincent  

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  • John Vincent
    Michael Price (MFP) increased Advanced Emissions ($ADES) and added TowneBank ($TOWN). See http://tinyurl.com/qfhqj8z
    Wed, 10:24 PM
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      • John Vincent
        Dinakar Singh (TPG-Axon) added stakes in $GOOG, $TSN, $KORS, $QIHU while dropping $AL & $ZNGA. See http://tinyurl.com/qcxnyhz
        Wed, 12:36 PM
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          • John Vincent
            Thomas Gayner (Markel) dropped a large stake in Fairfax Financial ($FRFHF) while increasing Visa ($V). See http://tinyurl.com/ot8zgoa
            Wed, 12:20 PM
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              • John Vincent
                Larry Robbins (Glenview Capital) built large stakes in Humana ($HUM) and Anthem ($ANTM). See http://tinyurl.com/ppdskc6
                Wed, 12:09 PM
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                  • John Vincent
                    Eric Mindich (Eton Park) adjusted several large merger arbitrage stakes: $SLXP, $TLM, $ZMH, $LO, etc. See http://tinyurl.com/pzvhoxe
                    Wed, 8:06 AM
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                      • John Vincent
                        John Griffin (Blue Ridge) built stakes in Facebook ($FB) & Fleetcor ($FLT) while dropping Google ($GOOG). See http://tinyurl.com/qcbddbb
                        Wed, 7:53 AM
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                          • John Vincent
                            Thyra Zerhusen (Fairpointe) added Chicago Bridge & Iron ($CBI) & upped Alcoa ($AA) & US Steel ($X). See http://tinyurl.com/o88lsw8
                            Wed, 7:40 AM
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                              • John Vincent
                                Chase Coleman (Tiger Global) added Priceline ($PLCN) and upped JD.com ($JD) and Fleetcor ($FLT) & $BABA. See http://tinyurl.com/nql7hob
                                Wed, 7:30 AM
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                                  • John Vincent
                                    Philippe Laffont (Coatue) built large stakes in Equinix ($EQIX), Facebook ($FB) & Charter ($CHTR). See http://tinyurl.com/omr4fra
                                    Wed, 6:58 AM
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                                      • John Vincent
                                        Stephen Mandel (Lone Pine) built large positions in currencyshare Euro puts, JD.com ($JD), $PCLN & $AAPL. See http://tinyurl.com/pk7wvqk
                                        Wed, 6:47 AM
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                                          • John Vincent
                                            John Armitage (Egerton) added $TWC & Equinix ($EQIX) while dropping $CMCSA. Also upped $LUV & $CHTR. See http://tinyurl.com/oypdsnf
                                            Wed, 6:35 AM
                                            Reply (1)
                                            • dalatinIJR: AMZN NFLX and the FBs should scare cable owners.Industry cable black book has been dead on.Alacart coming to soon? Cost prohibitive hurting?
                                              Wed, 6:50 AM
                                              • John Vincent
                                                Leon Cooperman (Omega Advisors) added Targa Resources ($TRGP) ($NGLS). See http://tinyurl.com/p7qnchj
                                                Wed, 6:21 AM
                                                Reply (1)
                                                • teetay1: there's no add - its the acquisition/merger between targa and atls
                                                  Wed, 5:27 PM
                                                  • John Vincent
                                                    Michael Dell (MSD) Capital increased PVH Corp. ($PVH) & Wex Inc. ($WEX). See http://tinyurl.com/qx9rfwk
                                                    Wed, 5:09 AM
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                                                      • John Vincent
                                                        Chuck Akre upped Ubiquiti ($UBNT) & Verisk ($VRSK) while reducing Discovery (DISCK) & LPL Finl. ($LPLA). See http://tinyurl.com/qywo6qe
                                                        Wed, 4:07 AM
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                                                          • John Vincent
                                                            Francis Chou (Chou Associates Management) added Ascent Capital Group ($ASCMA). See http://tinyurl.com/ok7o5e3
                                                            Wed, 2:49 AM
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                                                              • John Vincent
                                                                Richard C. Blum (Blum Capital) reduced Career Education ($CECO), ITT Education ($ESI) & Moneygram ($MGI). See http://tinyurl.com/ors4q8c
                                                                Wed, 2:31 AM
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                                                                  • John Vincent
                                                                    Joel Greenblatt (Gotham Asset Management) added Orbital ATK ($OA) & Teradyne ($TER). See http://tinyurl.com/ptvweff
                                                                    Wed, 2:21 AM
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                                                                      • John Vincent
                                                                        Bill & Melinda Gates Foundation decreased the huge Berkshire Hathaway ($BRK.B) stake. See http://tinyurl.com/pv3h4nq
                                                                        Wed, 2:18 AM
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                                                                          • John Vincent
                                                                            Carl Icahn is bullish on Chesapeake ($CHK) and Federal-Mogul ($FDML). See http://seekingalpha.com/a/1wmry
                                                                            Jun 18, 9:14 AM
                                                                            Reply (1)
                                                                            • matratra: Market is not bullish for CHK or FDML
                                                                              Jun 18, 9:56 AM
                                                                              • John Vincent
                                                                                David Tepper (Appaloosa) is bullish on $DAL, $GM, and $HUN. See http://seekingalpha.com/a/1woue
                                                                                Jun 18, 9:08 AM
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