Alpine Associates Management Inc. Buys Forty Seven Inc, Legg Mason Inc, E*TRADE Financial Corp, Sells WellCare Health Plans Inc, Wright Medical Group NV, The Medicines Co

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May 12, 2020
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Englewood Cliffs, NJ, based Investment company Alpine Associates Management Inc. (Current Portfolio) buys Forty Seven Inc, Legg Mason Inc, E*TRADE Financial Corp, LogMeIn Inc, Taubman Centers Inc, sells WellCare Health Plans Inc, Wright Medical Group NV, The Medicines Co, Zayo Group Holdings Inc, Audentes Therapeutics Inc during the 3-months ended 2020Q1, according to the most recent filings of the investment company, Alpine Associates Management Inc.. As of 2020Q1, Alpine Associates Management Inc. owns 50 stocks with a total value of $2.5 billion. These are the details of the buys and sells.

For the details of ALPINE ASSOCIATES MANAGEMENT INC.'s stock buys and sells, go to https://www.gurufocus.com/guru/alpine+associates+management+inc./current-portfolio/portfolio

These are the top 5 holdings of ALPINE ASSOCIATES MANAGEMENT INC.
  1. Mellanox Technologies Ltd (MLNX) - 1,596,657 shares, 7.73% of the total portfolio. Shares reduced by 19.63%
  2. Advanced Disposal Services Inc (ADSW) - 4,827,672 shares, 6.32% of the total portfolio. Shares added by 2.48%
  3. Tiffany & Co (TIF) - 1,146,002 shares, 5.92% of the total portfolio. Shares added by 8.38%
  4. Allergan PLC (AGN) - 799,632 shares, 5.65% of the total portfolio. Shares reduced by 21.61%
  5. WABCO Holdings Inc (WBC) - 1,022,438 shares, 5.51% of the total portfolio. Shares reduced by 31.81%
New Purchase: Forty Seven Inc (FTSV)

Alpine Associates Management Inc. initiated holding in Forty Seven Inc. The purchase prices were between $35.28 and $95.42, with an estimated average price of $59.7. The stock is now traded at around $95.51. The impact to a portfolio due to this purchase was 3.1%. The holding were 814,900 shares as of .

New Purchase: Legg Mason Inc (LM)

Alpine Associates Management Inc. initiated holding in Legg Mason Inc. The purchase prices were between $35.44 and $50.66, with an estimated average price of $43.38. The stock is now traded at around $49.93. The impact to a portfolio due to this purchase was 2.91%. The holding were 1,495,150 shares as of .

New Purchase: E*TRADE Financial Corp (ETFC)

Alpine Associates Management Inc. initiated holding in E*TRADE Financial Corp. The purchase prices were between $27.27 and $54.73, with an estimated average price of $42.41. The stock is now traded at around $39.68. The impact to a portfolio due to this purchase was 2.79%. The holding were 2,037,200 shares as of .

New Purchase: Taubman Centers Inc (TCO)

Alpine Associates Management Inc. initiated holding in Taubman Centers Inc. The purchase prices were between $26.42 and $53.25, with an estimated average price of $41.53. The stock is now traded at around $39.85. The impact to a portfolio due to this purchase was 2.27%. The holding were 1,360,500 shares as of .

New Purchase: Willis Towers Watson PLC (WLTW)

Alpine Associates Management Inc. initiated holding in Willis Towers Watson PLC. The purchase prices were between $147.56 and $220.06, with an estimated average price of $197.09. The stock is now traded at around $201.80. The impact to a portfolio due to this purchase was 1.74%. The holding were 257,241 shares as of .

New Purchase: ForeScout Technologies Inc (FSCT)

Alpine Associates Management Inc. initiated holding in ForeScout Technologies Inc. The purchase prices were between $23.29 and $33.75, with an estimated average price of $31.37. The stock is now traded at around $30.09. The impact to a portfolio due to this purchase was 1.59%. The holding were 1,265,129 shares as of .

Added: LogMeIn Inc (LOGM)

Alpine Associates Management Inc. added to a holding in LogMeIn Inc by 302.42%. The purchase prices were between $71.52 and $86.55, with an estimated average price of $84.39. The stock is now traded at around $85.29. The impact to a portfolio due to this purchase was 2.71%. The holding were 1,088,084 shares as of .

Added: TD Ameritrade Holding Corp (AMTD)

Alpine Associates Management Inc. added to a holding in TD Ameritrade Holding Corp by 110.23%. The purchase prices were between $28.68 and $51.28, with an estimated average price of $43.85. The stock is now traded at around $35.22. The impact to a portfolio due to this purchase was 1.53%. The holding were 2,102,228 shares as of .

Added: Anixter International Inc (AXE)

Alpine Associates Management Inc. added to a holding in Anixter International Inc by 42.63%. The purchase prices were between $74.52 and $99.27, with an estimated average price of $94.64. The stock is now traded at around $94.03. The impact to a portfolio due to this purchase was 1.45%. The holding were 1,386,906 shares as of .

Added: Caesars Entertainment Corp (CZR)

Alpine Associates Management Inc. added to a holding in Caesars Entertainment Corp by 70.18%. The purchase prices were between $3.52 and $14.63, with an estimated average price of $11.86. The stock is now traded at around $10.10. The impact to a portfolio due to this purchase was 1.32%. The holding were 11,816,287 shares as of .

Added: Fitbit Inc (FIT)

Alpine Associates Management Inc. added to a holding in Fitbit Inc by 333.58%. The purchase prices were between $5.99 and $6.7, with an estimated average price of $6.47. The stock is now traded at around $6.61. The impact to a portfolio due to this purchase was 0.83%. The holding were 4,059,429 shares as of .

Added: Raytheon Technologies Corp (RTX)

Alpine Associates Management Inc. added to a holding in Raytheon Technologies Corp by 36981.82%. The purchase prices were between $47.17 and $98.69, with an estimated average price of $85.15. The stock is now traded at around $57.79. The impact to a portfolio due to this purchase was 0.83%. The holding were 407,900 shares as of .

Sold Out: WellCare Health Plans Inc (WCG)

Alpine Associates Management Inc. sold out a holding in WellCare Health Plans Inc. The sale prices were between $324.75 and $349.92, with an estimated average price of $335.39.

Sold Out: Wright Medical Group NV (WMGI)

Alpine Associates Management Inc. sold out a holding in Wright Medical Group NV. The sale prices were between $24.5 and $30.6, with an estimated average price of $29.71.

Sold Out: The Medicines Co (MDCO)

Alpine Associates Management Inc. sold out a holding in The Medicines Co. The sale prices were between $84.9 and $84.96, with an estimated average price of $84.93.

Sold Out: Zayo Group Holdings Inc (ZAYO)

Alpine Associates Management Inc. sold out a holding in Zayo Group Holdings Inc. The sale prices were between $34.65 and $35, with an estimated average price of $34.84.

Sold Out: Audentes Therapeutics Inc (BOLD)

Alpine Associates Management Inc. sold out a holding in Audentes Therapeutics Inc. The sale prices were between $59.83 and $60, with an estimated average price of $59.94.

Sold Out: InterXion Holding NV (INXN)

Alpine Associates Management Inc. sold out a holding in InterXion Holding NV. The sale prices were between $76 and $96.63, with an estimated average price of $88.47.



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