Steven Cohen (Trades, Portfolio), leader of Point72 Asset Management, bought shares of the following stocks in both the second and third quarters.
Adecoagro SA (AGRO, Financial)
In the second quarter, the guru boosted his position by 89.53% and added another 26.8% in the third quarter.
With a market cap of $812.39 million, the company operates dairies and is involved in other agricultural endeavors. Its revenue of $885.78 million has grown 11.80% over the last five years.
Charles Brandes (Trades, Portfolio) is the largest shareholder of the company among the gurus with 6.62% of outstanding shares, followed by Cohen with 1.1% and Jeremy Grantham (Trades, Portfolio) with 0.8%.
Air Products & Chemicals Inc. (APD, Financial)
The investor raised the holding by 37.05% in the second quarter and boosted it 123.85% in the third quarter.
The supplier of hydrogen and helium has a market cap of $34.95 billion. Its revenue of $8.93 billion has fallen 4.70% over the last five years.
The company's largest guru shareholder is Barrow, Hanley, Mewhinney & Strauss with 3.54% of outstanding shares, followed by Pioneer Investments (Trades, Portfolio) with 0.21%, Cohen with 0.16% and Jim Simons (Trades, Portfolio)’ Renaissance Technologies with 0.13%.
Alexion Pharmaceuticals Inc. (ALXN, Financial)
Cohen increased the position by 415.06% in the second quarter and 65.99% in the third quarter.
The pharmaceutical company has a market cap of $26.06 billion. Its revenue of $3.91 billion has grown 21.60% over the last five years.
Frank Sands (Trades, Portfolio) is the company's largest guru shareholder with 1.33% of outstanding shares, followed by Spiros Segalas (Trades, Portfolio) with 1.19%, David Carlson (Trades, Portfolio) with 0.27% and Pioneer Investments with 0.24%.
In the second quarter, the guru added 67.6% to the holding and boosted it 478.4% in the third quarter.
The company, which manufactures electronic instruments and electromechanical devices, has a market cap of $16.77 billion. Its revenue of $18.15 billion has increased 5.60% over the last five years.
The company's largest guru shareholder is Mario Gabelli (Trades, Portfolio) with 0.66% of outstanding shares, followed by Pioneer Investments with 0.13%, Simons with 0.12% and Joel Greenblatt (Trades, Portfolio) with 0.07%.
The guru expanded the holding 896.12% in the second quarter and boosted it 96.89% in the third quarter.
With a market cap of $214.12 billion, the company provides communication and digital entertainment services. Its revenue of $164.43 billion has grown 3.40% over the last five years.
With 0.4% of outstanding shares, Dodge & Cox is the company's largest guru shareholder, followed by Pioneer Investments with 0.35%, Barrow, Hanley, Mewhinney & Strauss with 0.14% and Simons with 0.05%.
BGC Partners Inc. (BGCP, Financial)
The investor increased his stake by 625.7% in the second quarter and by 20.33% in the third quarter.
With a market cap of $3.4 billion, the company is engaged in the financial and real estate markets. Its revenue of $3.56 billion has grown 3.10% over the last five years.
The company's largest guru shareholder is Cohen with 4.48% of outstanding shares, followed by Simons’ firm with 1.14%, Murray Stahl (Trades, Portfolio) with 0.12% and David Dreman (Trades, Portfolio) with 0.01%.
Boston Scientific Corp. (BSX, Financial)
Cohen expanded the holding 33.76% in the second quarter and added another 108.26% in the third quarter.
With a market cap of $47.88 billion, the company develops, manufactures and markets medical devices. Its revenue of $9.67 billion has grown 4.60% over the last five years.
With 3.24% of outstanding shares, PRIMECAP Management (Trades, Portfolio) is the company's largest guru shareholder, followed by the Vanguard Health Care Fund (Trades, Portfolio) with 2.27% and Andreas Halvorsen (Trades, Portfolio) with 0.23%.
BrightSphere Investment Group PLC (BSIG, Financial)
Cohen increased his stake by 118.66% in the second quarter and by 383.16% in the third quarter.
The diversified asset management company has a market cap of $1.37 billion. Its revenue of $962.90 million has grown 0.30% over the last five years.
The largest shareholder among the gurus is Hotchkis & Wiley with 2.23% of outstanding shares, followed by Cohen with 1.97% and John Paulson (Trades, Portfolio) with 0.58%.
Disclosure: I do not own any stocks mentioned in this article.
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