Daniel Loeb

Daniel Loeb

Last Update: 11-13-2015

Number of Stocks: 31
Number of New Stocks: 4

Total Value: $10,535 Mil
Q/Q Turnover: 37%

Countries: USA
Details: Top Buys | Top Sales | Top Holdings  Embed:

Daniel Loeb Watch

  • McKesson Officer Sells 101,835 Shares of Company

    McKesson Corp. (MCK) CEO, President and Chairman John Hammergren (Insider Trades) sold 101,835 shares of the company on Oct. 12. The average price per share was $190.51. McKesson is a healthcare service and information technology company dedicated to making the business of healthcare run well. The company has a market cap of $44.11 billion and a P/S ratio of 0.24.

    The number and volume of insider sells ranged from 24 to 45, and 724,166 shares to 1,718,598 shares from 2012 to 2015. Despite the nearly 100% increase of month end price in those years, the number and volume of insider sells did not increase accordingly. On average, each insider buy during this period of time amounted to about 30,000 shares. Hammergren sold 2,750,000 shares of the company in 21 transactions since August 2010. His earliest transaction increased about twofold since then. There were no insider buys during this time. 1444860871892.png 1444860878438.png For more information about insider transactions of the company, click here.


  • Activist Hedge Fund Manager Dan Loeb Increases Position in Leading Biotech Company

    Daniel Loeb’s Third Point LLC disclosed Wednesday that he increased his stake in Baxter International Inc. (NYSE:BAX), a medical equipment and supplies company, by purchasing an additional 11.97 million shares at an average price of $32.69 per share.

    After the transaction, the trader held 53.85 million shares. The stock has dropped 15.48% over the past year and traded around $32.85 per share by Wednesday closing, which was near its May price.


  • Apigee CEO Buys 5,000 Shares of Company

    Chetan Kapoor (Insider Trades), CEO and president of Apigee Corp. (APIC), bought 5,000 shares on Tuesday. The average price per share was $10.03, for a total transaction of $50,150. Apigee provides an intelligent API platform for digital business. The company’s market cap is $309.75 million, and P/S ratio is 4.39.

    Seven APIC insiders bought 320,844 shares in seven total transactions since April. The earliest transaction decreased about 40% in price since the purchase. Kapoor’s buy on Tuesday contributed to only 1.6% of the sum of insider shares bought since April. Stacey Giamalis (Insider Trades), APIC chief counsel, bought 344 shares in the company today. The average price per share was $10.48. Another company insider, Anant Jhingran (Insider Trades), APIC chief technology officer, bought 3,800 shares of the company on Friday. The average price per share was $10.73. 1443644300598.png 1443644310152.png


  • Charles Brandes' Most Weighted Trades in Q2 2015

    Charles Brandes is the chairman of Brandes Investment Partners. He manages a portfolio composed of 195 stocks with a total value of $7.80 billion and the following are his most weighted trades in the last quarter :

    He reduced his stake in Masco Corp. (MAS) by 34.23% with an impact of 0.67% on his portfolio.


  • Activist Hedge Fund Manager Dan Loeb Decreases Position in Leading Biotech Company

    Daniel Loeb's Third Point disclosed an equity portfolio valued at some $10.68 billion at the end of the second quarter. Among the 10 largest holdings from Loeb’s equity portfolio (which comprises 56.81% of the total portfolio value), the three top positions are: Amgen Inc. (NASDAQ:AMGN), Dow Chemical Company (NYSE:DOW) and Allergan PLC (NYSE:AGN).

    Amgen is a $110.26 billion market cap company that has major treatments for anemia, neutropenia, rheumatoid and psoriatic arthritis, psoriasis, cancer and osteoporosis.


  • Undervalued Stocks Among Mario Gabelli's Recent Buys

    Mario Gabelli (Trades, Portfolio) is the founder, chairman and CEO of Gabelli Asset Management Company Investors (GAMCO Investors) and at the end of the last quarter, his portfolio was composed of 834 stocks with a total value of $18.5 billion.

    According to GuruFocus' All-In-One screener, the following are the companies he recently bought with a wide margin of safety.


  • Dan Loeb Buys T-Mobile During Second Quarter

    Activist investor Daniel Loeb (Trades, Portfolio) founded hedge fund Third Point LLC in 1995, which today manages about $17 billion in assets. The firm’s strategy involves identifying situations with a catalyst that will unlock value.

    Loeb is well-known for penning scathing public letters to CEOs and companies he disapproves of, prompting Vanity Fair to publish excerpts of his top 10 letters in a 2013 feature.


  • Stocks Gurus Are Buying - Part I

    According to GuruFocus' All-in-One screener, the following stocks were six of the most popular among the gurus during the past three months. 


  • Dan Loeb Sees Opportunity in Latest Target Baxter International

    Serial 13D-filer Daniel Loeb (Trades, Portfolio) defended shareholder activism in his July letter and moved on to his next target, Baxter International (NYSE:BAX), on Tuesday.

    The company of which Loeb’s Third Point purchased 37,925,000 shares – a 7% stake costing $1.52 billion – has already shaken itself up somewhat. It spun off its biopharmaceutical business, Baxalta (NYSE:BXLT), on July 1, and is focusing on home, hospital and in-center therapies. Its board has also formed a working group to search for a new CEO, as its current chief executive, Bob Parkinson, 64, has spent 11 years at the company.


  • Daniel Loeb's Third Point Second Quarter Investor Letter

    Review and Outlook

    On June 1st, Third Point completed its 20th year of investing. Since we like numbers, we will share some statistics about our performance. Over the past two decades, we have generated annualized returns of 20.5%, cumulative returns of over 4000%, and gross trading profits of over $12 billion for our investors. Over the same period, the S&P 500 had annualized returns of 9.1% and cumulative returns of 475%. Our average monthly return has been 1.6% and our average quarterly return has been 5.0%, each roughly double the S&P’s return over the same periods. Finally, we have done this with a correlation to the S&P of only 0.4.1


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User Comments

ReplyGuardinvest - 1 year ago
Following DOW as he puts added pressure on them to split and divest their commodity chemical business as well as increase stock buy backs. Creating a Shadow Board.

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