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First Manhattan Co Buys IAC/InterActiveCorp, Enanta Pharmaceuticals Inc, Regenxbio Inc, Sells Amgen Inc, Vipshop Holdings, Humana Inc

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Nov 17, 2021
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New York, NY, based Investment company First Manhattan Co (Current Portfolio) buys IAC/InterActiveCorp, Enanta Pharmaceuticals Inc, Regenxbio Inc, Wyndham Hotels & Resorts Inc, Immunocore Holdings PLC, sells Amgen Inc, Vipshop Holdings, Humana Inc, LyondellBasell Industries NV, Dominion Energy Inc during the 3-months ended 2021Q3, according to the most recent filings of the investment company, First Manhattan Co. As of 2021Q3, First Manhattan Co owns 1662 stocks with a total value of $27.1 billion. These are the details of the buys and sells.

For the details of FIRST MANHATTAN CO's stock buys and sells, go to https://www.gurufocus.com/guru/first+manhattan+co/current-portfolio/portfolio

These are the top 5 holdings of FIRST MANHATTAN CO
  1. Berkshire Hathaway Inc (BRK.A) - 18,704 shares, 28.35% of the total portfolio. Shares reduced by 0.55%
  2. Microsoft Corp (MSFT) - 5,125,099 shares, 5.32% of the total portfolio. Shares reduced by 0.34%
  3. Apple Inc (AAPL) - 10,016,970 shares, 5.22% of the total portfolio. Shares added by 0.15%
  4. Brookfield Asset Management Inc (BAM) - 17,008,181 shares, 3.35% of the total portfolio. Shares reduced by 2.54%
  5. Alphabet Inc (GOOG) - 264,069 shares, 2.59% of the total portfolio. Shares added by 0.56%
New Purchase: Immunocore Holdings PLC (IMCR)

First Manhattan Co initiated holding in Immunocore Holdings PLC. The purchase prices were between $27.98 and $40, with an estimated average price of $33.84. The stock is now traded at around $37.900000. The impact to a portfolio due to this purchase was 0.03%. The holding were 197,999 shares as of 2021-09-30.

New Purchase: 1st Colonial Bancorp Inc (FCOB)

First Manhattan Co initiated holding in 1st Colonial Bancorp Inc. The purchase prices were between $9.13 and $10, with an estimated average price of $9.58. The stock is now traded at around $9.700000. The impact to a portfolio due to this purchase was 0.02%. The holding were 452,591 shares as of 2021-09-30.

New Purchase: Mersana Therapeutics Inc (MRSN)

First Manhattan Co initiated holding in Mersana Therapeutics Inc. The purchase prices were between $8.56 and $14.47, with an estimated average price of $11.75. The stock is now traded at around $8.880000. The impact to a portfolio due to this purchase was 0.01%. The holding were 218,070 shares as of 2021-09-30.

New Purchase: Immunic Inc (IMUX)

First Manhattan Co initiated holding in Immunic Inc. The purchase prices were between $8.05 and $13.29, with an estimated average price of $9.9. The stock is now traded at around $9.250000. The impact to a portfolio due to this purchase was 0.01%. The holding were 250,000 shares as of 2021-09-30.

New Purchase: BlackRock Capital Investment Corp (BKCC)

First Manhattan Co initiated holding in BlackRock Capital Investment Corp. The purchase prices were between $3.81 and $4.24, with an estimated average price of $4.01. The stock is now traded at around $4.320000. The impact to a portfolio due to this purchase was 0.01%. The holding were 440,411 shares as of 2021-09-30.

New Purchase: NexImmune Inc (NEXI)

First Manhattan Co initiated holding in NexImmune Inc. The purchase prices were between $10.32 and $16.9, with an estimated average price of $13.45. The stock is now traded at around $10.840000. The impact to a portfolio due to this purchase was 0.01%. The holding were 147,159 shares as of 2021-09-30.

Added: IAC/InterActiveCorp (IAC)

First Manhattan Co added to a holding in IAC/InterActiveCorp by 23.07%. The purchase prices were between $124.28 and $153.83, with an estimated average price of $134.57. The stock is now traded at around $137.170000. The impact to a portfolio due to this purchase was 0.33%. The holding were 3,691,090 shares as of 2021-09-30.

Added: Enanta Pharmaceuticals Inc (ENTA)

First Manhattan Co added to a holding in Enanta Pharmaceuticals Inc by 2820.89%. The purchase prices were between $41.02 and $58.65, with an estimated average price of $49.48. The stock is now traded at around $91.960000. The impact to a portfolio due to this purchase was 0.19%. The holding were 969,736 shares as of 2021-09-30.

Added: Regenxbio Inc (RGNX)

First Manhattan Co added to a holding in Regenxbio Inc by 44.39%. The purchase prices were between $29.09 and $45.68, with an estimated average price of $36.02. The stock is now traded at around $31.840000. The impact to a portfolio due to this purchase was 0.03%. The holding were 568,268 shares as of 2021-09-30.

Added: iShares Core S&P 500 ETF (IVV)

First Manhattan Co added to a holding in iShares Core S&P 500 ETF by 690.61%. The purchase prices were between $425.18 and $453.54, with an estimated average price of $441.59. The stock is now traded at around $471.150000. The impact to a portfolio due to this purchase was 0.03%. The holding were 16,334 shares as of 2021-09-30.

Added: Wyndham Hotels & Resorts Inc (WH)

First Manhattan Co added to a holding in Wyndham Hotels & Resorts Inc by 295.17%. The purchase prices were between $66.49 and $79.04, with an estimated average price of $71.78. The stock is now traded at around $85.620000. The impact to a portfolio due to this purchase was 0.03%. The holding were 148,326 shares as of 2021-09-30.

Added: Evolus Inc (EOLS)

First Manhattan Co added to a holding in Evolus Inc by 46.78%. The purchase prices were between $7.36 and $13.67, with an estimated average price of $10.37. The stock is now traded at around $7.010000. The impact to a portfolio due to this purchase was 0.02%. The holding were 2,029,907 shares as of 2021-09-30.

Sold Out: Humana Inc (HUM)

First Manhattan Co sold out a holding in Humana Inc. The sale prices were between $389.15 and $471.22, with an estimated average price of $424.73.

Sold Out: W R Grace & Co (GRA)

First Manhattan Co sold out a holding in W R Grace & Co. The sale prices were between $69.29 and $69.99, with an estimated average price of $69.57.

Sold Out: Ascendis Pharma A/S (ASND)

First Manhattan Co sold out a holding in Ascendis Pharma A/S. The sale prices were between $112.67 and $176.92, with an estimated average price of $137.27.

Sold Out: (NWHM)

First Manhattan Co sold out a holding in . The sale prices were between $4.7 and $8.99, with an estimated average price of $7.8.

Sold Out: Mudrick Capital Acquisition Corporation II (MUDS)

First Manhattan Co sold out a holding in Mudrick Capital Acquisition Corporation II. The sale prices were between $9.83 and $12.39, with an estimated average price of $10.52.

Sold Out: (BPY)

First Manhattan Co sold out a holding in . The sale prices were between $18.26 and $19.11, with an estimated average price of $18.8.



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