RS Investment Management

RS Investment Management

Last Update: 11-04-2015

Number of Stocks: 350
Number of New Stocks: 71

Total Value: $11,218 Mil
Q/Q Turnover: 23%

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

RS Investment Management Watch

  • Pinnacle Foods Agrees to Acquire Boulder Brands After Its Acquisition of Hillshire

    Boulder Brands Inc. (BDBD) has been working to improve lives, and Pinnacle Foods Inc. (PF) recently entered into a definitive agreement to acquire Boulder Brands for $11.00 per share. What are the benefits for both companies?

    Benefits for Pinnacle Foods


  • A Nice Bet for the Upcoming U.S. Real Estate Scenario

    DR Horton Inc. (NYSE:DHI) is an $11.43 billion market cap company, which is the largest publicly traded U.S. homebuilder.

    Strategic acquisitions


  • Pfizer to Create a New Pharmaceutical Colossus

    Pfizer Inc. (PFE) and Allergan PLC (AGN) are in friendly talks in relation to a potential transaction to create a pharmaceutical colossus. They emphasize that no agreement has been reached, and there can be no certainty that these conversations will lead to a transaction, but the prospect is that the No.1 U.S. drugmaker will seek to avoid U.S. taxes.

    Pfizer’s success in building a first-of-a-kind, transportable, modular prototype for oral solid dose pharmaceutical development resulted in inviting other organizations to help transform industry practices. By considering the notable technical and regulatory experience of GlaxoSmithKline PLC (GSK) in continuous processing, Pfizer recently announced a multiyear collaboration; this enables both companies to increase their benefits for patients. Pfizer already has collaboration with Gold Ridge Exploration Corp. (GEA) and G-CON Manufacturing and these old collaborations resulted in the design of the current prototype.


  • RS Investment Management Continues to Invest Globally

    RS Investment Management (Trades, Portfolio)’s investment philosophy is to invest in public equity and fixed-income markets across the globe. In the hundreds of investment decisions it made in the third quarter, RS Investment Management (Trades, Portfolio)’s portfolio clearly demonstrated that tendency.

    RS Investment Management (Trades, Portfolio)’s most significant third-quarter transaction was the sale of its 498,455-share stake in Allegiant Travel Co. LLC (NASDAQ:ALGT), an Enterprise, Nev.-based airline, for an average price of $209.84 per share. The deal had a -0.76% impact on RS Investment Management (Trades, Portfolio)’s portfolio.


  • 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


  • Broadview Advisors' Largest Buys in Q2 2015

    Broadview Advisors is a hedge fund based in Wisconsin that, on its last quarterly 13F, reported a total value of its portfolio of $948 million, with a decrease of 5.97% since the previous quarter. During Q2 2015, the firm bought 12 new stocks and increased 33 of its existing stakes. The following are the most heavily weighted buys during the quarter.

    It bought shares of Towers Watson & Co (TW) with an impact of 1.18% on its portfolio. The company is a professional services company that helps organizations improve performance through effective people, risk and financial management. It offers solutions in the areas of employee benefits, talent management, rewards, risk and capital management and healthcare exchanges for both retirees and active employees.


  • GMT Capital Corp Starts to Invest in Leisure Industry

    At the end of the second quarter of 2015, the hedge fund GMT Capital Corp reported a total value of its portfolio of $3,826,630,000 with a decrease of 7.36% since the previous quarter.

    During the Q2 2015, the hedge fund bought 26 new stocks and increased 21 stakes. The following are the most heavily weighted buys of U.S. companies the hedge fund has done during that quarter, and two of them are from the Global Leisure Industry.


  • Top insider buys of the week: Navistar and Fibrocell

    The All-In-One Guru Screener can be used to find insider buys over the last week by clicking on the Insiders tab and changing the settings for All Insider Buying from “$500,000+” and Duration to "July 2015."

    According to the above filters, the following are the recent buys from company insiders over the past week:


  • RS Investment Trades In Its 10 Most Valuable Stakes

    RS Investment Management (Trades, Portfolio), a San Francisco-based investment firm, provides services for pension and profit sharing plans, pooled investment vehicles, corporations and banks. It invests in public equity and fixed income markets across the world and has a pretty good track record. Although it was in negative territory in 2014, it returned 42.15% the year before and 19.39% the year before that.

    In the first quarter of 2015, it added to or reduced each of its 10 most valuable stakes.


  • RS Investment Management increases its position in Navistar

    RS Investment Management (Trades, Portfolio) is a privately held San Francisco-based investment firm providing services for pension and profit-sharing plans, pooled investment vehicles, corporations and banks. Matthew H. Scanlon, a graduate of Northwestern’s Kellog School of Management, is the firm’s CEO. RS Investment’s total assets are almost $27 billion.

    RS Investment Management invests in public equity and fixed income markets across the world, as well as both growth and value stocks. Last quarter, RS Investment Management increased its stake in Navistar (NYSE:NAV) buying 146,247 shares of the company. As of March 31, 2015, he was holding 2,957,664 shares of the company. The following chart shows his holding history in the company.


  • RS Investment Management Buys Knight Transportation in Q1

    RS Investment Management (Trades, Portfolio) is a privately held San Francisco-based investment firm providing services for pension and profit sharing plans, pooled investment vehicles, corporations, and banks. Matthew H. Scanlon, a graduate of Northwestern’s Kellog School of Management, is the firm’s CEO. RS Investment’s total assets are almost $27 billion.

    RS Investment Management invests in public equity and fixed income markets across the world, as well as both growth and value stocks. Last quarter, RS Investment Management initiated a position in Knight Transportation (NYSE:KNX) by buying 760,310 shares of the company. Here’s a look at the company in detail.


  • Lee Ainslie's Undervalued Stocks With Growing Earnings

    Lee Ainslie (Trades, Portfolio) is founder and CEO of Dallas-based Maverick Capital. He started Maverick Capital back in 1993 with $38 million. During the last quarter he bought 90 new stocks reaching a total of 119 stock and a total value of $6,214 Mil.

    According to the overall rank of GuruFocus All-In-One Screeners, Allstate Corp (ALL), AmTrust Financial Services Inc (AFSI) and Alleghany Corp (Y) are the most undervalued companies with the most growing EPS during the last 5 years


  • RS Investment Management Trims Position in 2 Stocks

    RS Investment Management (Trades, Portfolio) trimmed its positions in two holdings — eHealth (NASDAQ:EHTH) and FTD Companies (NASDAQ:FTD) — on April 9, according to GuruFocus Real Time Picks.

    The firm was founded in 1986 and is headquartered in San Francisco. As of March 31, the firm had $20 billion in assets under management.


  • Oracle Boosts Quarterly Dividends

    In this article, let's take a look at Oracle Corporation (NYSE:ORCL), a $188.26 billion market cap company that develops, manufactures, markets, hosts and supports database and middleware software, application software, cloud infrastructure, hardware systems, and related services worldwide.

    Dividend hike


  • Weekly Guru Bargains Highlights: PKX, CM, PXD, BNS, BBL

    According to GuruFocus updates, these stocks have declined the most since Gurus have bought.

    POSCO (NYSE:PKX): Down 24% since RS Investment Management (Trades, Portfolio) bought in the quarter ended on 2014-09-30


  • Tupperware: A Different Bet on Emerging Markets

    For many of us, the name Tupperware is as American as apple pie on the 4th of July. Yet, this iconic brand now does far more business outside of the U.S.A. than within it. Last year, 2013, it derived 90% of its revenue from international markets, and taking the analysis one step deeper, received 65% of revenue from emerging markets.

    Now officially named Tupperware Brands Corporation (NYSE:TUP), this iconic company continues to sell directly to consumers at the home and office parties that helped make it a household name. Today, the company hosts another party roughly every second and a half, and continues the tradition of independent, commissioned hosts, or sales persons.


  • Recent Real-Time Picks From The Investing Gurus

    Here are some of the most recent Real-Time Picks from the investing gurus:

    TW Telecom Inc (TWTC)


  • John Rogers and RS Investments Top Guru Real Time Trades of the Week

    The following information is a highlight of the real-time guru activity we saw this week. To view more information on these gurus, check out their guru portfolios. The “Real Time Picks” reports the stock purchases and sells that Gurus have made within the prior two weeks. If a Guru makes a purchase or sell of a company in which they own a greater-than 5% stake, SEC regulations require them to report their transaction within two days. This week we saw notable increases and buys in Real Time activity from John Rogers (Trades, Portfolio) and RS Investment Management (Trades, Portfolio).

    John Rogers (Trades, Portfolio)  

  • RS Investment Management’s Exploration & Production Pick

    Growing global economic recovery continues to place oil and gas explorers and explorers under pressure. Although recovery across the globe is unequal, energy demand rises steadily. While the most dramatic change in indicators has been recorder for North America, Europe struggles to find its north. Meanwhile, the Chinese economy returns to normal growth indicators. In addition to the pressure from developed economies over energy supplies, the Middle East and Africa fall prey to political uncertainty, scaring away foreign investors. The so called Arab Spring, and continued attacks to assets located in Africa, left many energy producing countries out of the business momentarily. Hence, others regions became more attractive as the proper equipment became available. For example, shale reserves in the US or Argentina. And, even the Chinese government took interest in the exploration of unconventional reserves. One company with important presence in North America is Cabot Oil and Gas (NYSE:COG).

    Growing Reserves and Performance


  • Novartis' 'Cliffy' Business

    Novartis AG (NYSE:NVS) is a company committed to providing healthcare solutions to improve the health and well-being of patients and societies worldwide through the research, development, manufacturing and marketing of healthcare products and pharmaceuticals. The firm generally sells its prescription drugs, mainly to wholesale and retail drug distributors, hospitals, clinics, government agencies and managed healthcare providers. Its portfolio includes innovative medicines, preventive vaccines and diagnostic tools, generic pharmaceuticals and consumer health products. Last quarter was a rough one for this company. Its reported net income was $2.1 billion, and fell short from the $2.4 billion estimate. There's some worry that, as generic competition continues to increase, the company's growth does otherwise. Is there any chance it doesn't?


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