John Paulson

John Paulson

Last Update: 02-17-2015

Number of Stocks: 63
Number of New Stocks: 3

Total Value: $19,362 Mil
Q/Q Turnover: 11%

Countries: USA
Details: Top Buys | Top Sales | Top Holdings  Embed:
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John Paulson Latest Trades these stocks:

(List those with share number changes of more than 20%, or impact to portfolio more than 0.1%)

TickerCompanyDate Action
Impactdown Price Range
Current Price Change from Average Comment Current Shares
VOD Vodafone Group PLC 2014-12-31 Sold Out -3.6%$29.67 - $36.55
$ 33.890%Sold Out0
SLXP Salix Pharmaceuticals Ltd 2014-12-31 Buy 3.4%$91.47 - $152.87
$ 172.8130%New holding5,806,000
ABBV AbbVie Inc 2014-12-31 Sold Out -3.1%$52.9 - $69.71
$ 62.29-2%Sold Out0
TLM Talisman Energy Inc 2014-12-31 Buy 2.8%$3.69 - $8.15
$ 7.8521%New holding70,000,000
AET Aetna Inc 2014-12-31 Sold Out -2.6%$73.43 - $90.84
$ 107.7222%Sold Out0
FDO Family Dollar Stores Inc 2014-12-31 Reduce-1.67%$76.37 - $79.8
$ 78.750%Reduce -98.36%89,200
VZ Verizon Communications Inc 2014-12-31 Reduce-1.5%$45.42 - $51.5
$ 48.90-0%Reduce -93.60%480,000
MGM MGM Resorts International 2014-12-31 Reduce-1.45%$18.01 - $23.25
$ 21.43-1%Reduce -68.98%6,972,800
AGN Allergan Inc 2014-12-31 Add1.09%$176.86 - $214
$ 240.2217%Add 18.46%6,370,000
TWC Time Warner Cable Inc 2014-12-31 Add1.07%$131.88 - $154.67
$ 149.614%Add 18.71%8,696,000
DG Dollar General Corp 2014-12-31 Sold Out -1%$58.47 - $71.29
$ 74.4212%Sold Out0
S Sprint Corp 2014-12-31 Reduce-0.9%$3.81 - $6.25
$ 5.11-1%Reduce -53.05%30,100,543
SHPG Shire PLC 2014-12-31 Reduce-0.77%$170.49 - $262.71
$ 244.4013%Reduce -7.93%8,328,304
MYL Mylan NV 2014-12-31 Add0.72%$46.5 - $58.62
$ 69.8223%Add 19.64%14,948,400
WLL Whiting Petroleum Corp 2014-12-31 Add0.7%$25.04 - $74.1
$ 34.95-45%Add 43.94%13,451,497
ACT Actavis PLC 2014-12-31 Add0.67%$217.24 - $270.61
$ 297.0516%Add 46.92%1,560,601
PETM PetSmart Inc 2014-12-31 Reduce-0.62%$64.69 - $81.44
$ 82.9811%Reduce -51.98%2,000,000
HIG Hartford Financial Services Group Inc 2014-12-31 Sold Out -0.5%$35.47 - $42.27
$ 41.905%Sold Out0
DTV Directv 2014-12-31 Add0.45%$82.56 - $87.89
$ 86.601%Add 9.62%11,400,000
RLGY Realogy Holdings Corp 2014-12-31 Reduce-0.44%$33.86 - $46.69
$ 45.108%Reduce -23.13%9,225,000
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*The price and date might not be the actual time and price at which the transactions were made. In the case of institutional owners, the date is stated as the last day of their fiscal quarter. The prices are estimates if no accurate information available. Foreign holdings may not be included.

John Paulson's Profile:

John Paulson is the President and Portfolio Manager of Paulson & Co. Inc. Paulson was ranked by Absolute Return Magazine as the 3rd largest hedge fund in the world managing approximately $29bn in merger, event and distressed strategies. Mr. Paulson received his Masters of Business Administration with high distinction, as a Baker Scholar, from Harvard Business School in 1980. He graduated summa cum laude in Finance from New York University's College of Business and Public Administration in 1978. Prior to forming Paulson in 1994, John was a general partner of Gruss Partners and a managing director in mergers and acquisitions at Bear Stearns.

John Paulson's Performance:

Average Annual Return of Advantage Fund
5 Yrs 10 Yrs Since Inception
4.1% 7.9% 11.7%
» More Profile & Performance

John Paulson's Current Portfolio:

Ticker Shares Value ($1000)
» More Current Portfolio

John Paulson's Sector Weightings:

SectorsSector Weightings (%)
Healthcare 41.9% 41.9%
Communication Services 16.6% 16.6%
Consumer Cyclical 11.2% 11.2%
Energy 9.8% 9.8%
Consumer Defensive 5.1% 5.1%
Financial Services 4.5% 4.5%
Basic Materials 4% 4%
Real Estate 2.7% 2.7%
» More Sector Weightings

John Paulson's News:

» More Related News

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User Comments

ReplyWheely - 3 days ago
Howdy, i read your blog from time to time and i own a similar one and i was just curious if you get a lot of spam comments? If so how do you stop it, any plugin or anything you can advise? I get so much lately it’s driving me crazy so any support is very much appreciated.
Clash Resources
ReplyMinerva - 6 months ago
Gurumdm -

Still hoping for a reply to my questions of a week ago.

Thank you.
ReplyMinerva - 7 months ago

Now that you have explained the mistake ... why isn't the position now showing on his list of latest trades? What do you know about the timeframe during which Paulson acquired his positions? What do you know of the average price during that period of time (and, therefore, his approximates average cost)?
ReplyGurumdm - 7 months ago
It was an incredible mistake of gurufocus
Paulson & Co Inc., the hedge fund run by John Paulson (Trades, Portfolio) (Trades, Portfolio), acquired 61,384,234 sharesor 19.35% of Overseas Shipholding Group Inc. (OGSRB),(OGSBW) Paulson hedge fund disclosed the 19.35% stake in a 13G Filing with the SEC.
ReplyGurumdm - 7 months ago
Like Minerva comments, yesterday (9/11) John Paulson (Trades, Portfolio) hsving a large position in Realty Income (O).
Today, it's gone.
Please could you explain this situation
ReplyMinerva - 7 months ago
Yesterday (9/11), Guru showed John Paulson (Trades, Portfolio) having taken a very large position (61m shares) in Realty Income (O). Today, it's gone. Can you explain? Error? Hacker? Already sold?
ReplyJohntdavies88 - 8 months ago
Can I have a description on what the above means exactly? I don't understand the different colours.
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