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Jana Partners Q4 Letter Details New Stakes, Success Of Activist Positions
Thursday, January 25, 2018 - 2:49pm | 590Read More...Activist investor and billionaire Barry Rosenstein’s JANA Partners hedge fund issued its fourth-quarter letter to investors this week. The JANA Master Fund finished up a lackluster 2017 with a 0.9-percent loss in Q4 and just a 5.6-percent overall gain on the year, well short of the 21.8-...
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Highlights From Q2's 13-F Season
Tuesday, August 15, 2017 - 3:35pm | 1154Read More...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....
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Activist Heavyweights Form Lobbying Group
Thursday, May 19, 2016 - 9:55am | 399Read More...Major activist hedge funds have formed a lobbying group called Council for Investor Rights and Corporate Accountability (CIRCA) to promote shareholder activism across the country. The announcement comes as presidential candidates Hillary Clinton and Bernie Sanders have been voicing against activist...
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11 Activist Investors Who Have Shaped The Market
Tuesday, November 3, 2015 - 3:20pm | 1979Read More...There has been a heated debate on Wall Street as to whether activist investors are beneficial to both shareholders and companies. Over the past few years, activist investing has taken off, with several big name players pushing for change at some of the world's largest companies. While some argue...
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Barry Rosenstein: Hopeful QUALCOMM's Management Will Cooperate
Monday, May 4, 2015 - 3:50pm | 422Read More...JANA Partners revealed last month that it acquired $2 billion activist stake in QUALCOMM, Inc. (NASDAQ: QCOM) and is nudging management to make some changes, including a bid to separate its chip business and patent-licensing business. Barry Rosenstein, JANA Partners founder and co-portfolio...
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Global X Funds Launches New Activist ETF
Thursday, April 30, 2015 - 7:42am | 400Read More...Global X funds has long been known for their smart beta ETFs designed to focus on outperformance above a passive benchmark such as the S&P 500 Index. This non-traditional approach has allowed the firm to expand their products to niche markets and unique indexes, which they...
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Lessons On Activist Investing From Jana Partners' Barry Rosenstein
Monday, April 27, 2015 - 1:36pm | 413Read More...If there's one investing strategy among hedge funds that has received the most amount of limelight, it has to be activism. This popularity has to do with the fact that in the last few years while other hedge funds struggled to perform, activist investors have reeled in massive wins. One of...
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Jana Partners Is Wrong To Push For Qualcomm Break Up: Morningstar Analyst Explains
Thursday, April 16, 2015 - 2:35pm | 419Read More...Barry Rosenstein, founder of Jana Partners LLC, recently wrote a letter to his investors revealing that he has had positive discussions with QUALCOMM, Inc. (NASDAQ: QCOM) regarding spinning off its chip business and patent-licensing business into two different units. Brian Colello, senior...
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Jana Partners' Barry Rosenstein: 'The Walgreens Situation Is Terrific'
Monday, April 13, 2015 - 2:21pm | 368Read More...Walgreens Boots Alliance Inc (NYSE: WAG) is up almost 20 percent since last September when the company announced that it was giving activist hedge fund Jana Partners seats on its board. Barry Rosenstein, founder of Jana Partners, was on CNBC recently to discuss how things are improving at...
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Jana Partners' Barry Rosenstein On Investor Letter: We Are Not Definitely Saying That QUALCOMM Should Split Up
Monday, April 13, 2015 - 2:04pm | 392Read More...The Wall Street Journal reported on Monday that hedge fund Jana Partners LLC, in its quarterly letter to its investors, disclosed that it is asking QUALCOMM, Inc. (NASDAQ: QCOM) to spin off its chip unit from its patent-licensing business. The hedge fund also wants Qualcomm to cut costs and...
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Hertz Stock Could Triple, According To Jana Partners Manager
Wednesday, February 4, 2015 - 5:15pm | 129Read More...Shares of Hertz Global Holdings, Inc. (NYSE: HTZ) spiked up briefly Wednesday afternoon following comments from Barry Rosenstein of the Jana Partners hedge fund. Speaking at the EnTrust Investment Summit in New York, Rosenstein expected Hertz will report financial results by June that will...
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Jana Partners May Shake Up Hertz Global Board, Shares Move Higher
Wednesday, November 19, 2014 - 6:46pm | 164Read More...Hertz Global Holdings, Inc. (NYSE: HTZ) traded higher in the after-hours session Wednesday amid news that its board may face a shake-up after Barry Rosenstein’s Jana Partners LLC filed an amended 13D with the SEC. Jana Partners disclosed to the SEC that it “has continued to have...
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Rosenstein Takes 7% Stake In Hertz Global, Urges CEO Hire
Thursday, November 6, 2014 - 5:16pm | 246Read More...Hertz Global Holdings, Inc. (NYSE: HTZ) got a letter from activist investor Barry Rosenstein Thursday urging it to name the former head of Dollar Thrifty Automotive Group Inc. as its chief executive. Jana Partners, Rosenstein's hedge fund, disclosed a 7 percent stake in Hertz in a filing...
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Jana Partners Top 5 Positions: Charter Communications, eBay, PetSmart, Walgreen, Valeant
Wednesday, November 5, 2014 - 12:29pm | 209Read More...Jana Partners, run by Barry Rosenstein, has disclosed its top five positions in a letter obtained by Bloomberg. The firm, according to their website, is a value-oriented, event-driven manager that invests, long and short, in companies undergoing or expected to undergo change. The top five...
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Report: PetSmart Set To Receive First-Round Bids
Wednesday, October 29, 2014 - 1:21pm | 178Read More...PetSmart, Inc. (NASDAQ: PETM) is likely to soon receive bids from private equity buyers Apollo, Helman & Friendman and KKR, according to a report Wednesday. Phoenix-based PetSmart put itself on the block in August after succumbing to pressure from 10 percent stake-holder Barry Rosenstein...











