Rovida Advisors Inc. Buys Spectrum Brands Holdings Inc, Cigna Corp, Huazhu Group, Sells SPDR Select Sector Fund - Health Care, Charter Communications Inc, Albemarle Corp

Investment company Rovida Advisors Inc. buys Spectrum Brands Holdings Inc, Cigna Corp, Huazhu Group, FLIR Systems Inc, Alphabet Inc, Gartner Inc, United Technologies Corp, Bio-Rad Laboratories Inc, Box Inc, Intelsat SA, Pivotal Software Inc, sells SPDR Select Sector Fund - Health Care, Charter Communications Inc, Albemarle Corp, Apptio Inc, Crown Holdings Inc during the 3-months ended 2019Q1, according to the most recent filings of the investment company, Rovida Advisors Inc.. As of 2019Q1, Rovida Advisors Inc. owns 41 stocks with a total value of $1.5 billion. These are the details of the buys and sells.

For the details of Rovida Advisors Inc.'s stock buys and sells, go to https://www.gurufocus.com/guru/rovida+advisors+inc./current-portfolio/portfolio

These are the top 5 holdings of Rovida Advisors Inc.
  1. Boeing Co (BA) - 403,042 shares, 10.46% of the total portfolio. Shares added by 7.01%
  2. Amazon.com Inc (AMZN) - 76,939 shares, 9.32% of the total portfolio. Shares reduced by 4.09%
  3. Alibaba Group Holding Ltd (BABA) - 471,246 shares, 5.85% of the total portfolio.
  4. Lockheed Martin Corp (LMT) - 246,386 shares, 5.03% of the total portfolio.
  5. Bank of N.T Butterfield & Son Ltd (NTB) - 2,004,828 shares, 4.89% of the total portfolio.
New Purchase: Spectrum Brands Holdings Inc (SPB)

Rovida Advisors Inc. initiated holding in Spectrum Brands Holdings Inc. The purchase prices were between $42.25 and $57.85, with an estimated average price of $53.31. The stock is now traded at around $62.57. The impact to a portfolio due to this purchase was 2.61%. The holding were 700,000 shares as of .

New Purchase: Cigna Corp (CI)

Rovida Advisors Inc. initiated holding in Cigna Corp. The purchase prices were between $159.69 and $199.81, with an estimated average price of $183.17. The stock is now traded at around $157.37. The impact to a portfolio due to this purchase was 2.19%. The holding were 200,000 shares as of .

New Purchase: Huazhu Group Ltd (HTHT)

Rovida Advisors Inc. initiated holding in Huazhu Group Ltd. The purchase prices were between $27.39 and $42.14, with an estimated average price of $34.09. The stock is now traded at around $35.49. The impact to a portfolio due to this purchase was 1.43%. The holding were 500,000 shares as of .

New Purchase: FLIR Systems Inc (FLIR)

Rovida Advisors Inc. initiated holding in FLIR Systems Inc. The purchase prices were between $41.92 and $52.8, with an estimated average price of $48.28. The stock is now traded at around $49.50. The impact to a portfolio due to this purchase was 1.29%. The holding were 400,000 shares as of .

New Purchase: Alphabet Inc (GOOGL)

Rovida Advisors Inc. initiated holding in Alphabet Inc. The purchase prices were between $1025.47 and $1236.13, with an estimated average price of $1127.35. The stock is now traded at around $1137.85. The impact to a portfolio due to this purchase was 1.2%. The holding were 15,000 shares as of .

New Purchase: Gartner Inc (IT)

Rovida Advisors Inc. initiated holding in Gartner Inc. The purchase prices were between $123.19 and $151.68, with an estimated average price of $138.55. The stock is now traded at around $149.96. The impact to a portfolio due to this purchase was 0.77%. The holding were 75,000 shares as of .

Added: Box Inc (BOX)

Rovida Advisors Inc. added to a holding in Box Inc by 60.00%. The purchase prices were between $16.88 and $24.88, with an estimated average price of $20.71. The stock is now traded at around $18.87. The impact to a portfolio due to this purchase was 0.32%. The holding were 640,000 shares as of .

Added: Pivotal Software Inc (PVTL)

Rovida Advisors Inc. added to a holding in Pivotal Software Inc by 35.00%. The purchase prices were between $16.32 and $23.65, with an estimated average price of $19.48. The stock is now traded at around $19.27. The impact to a portfolio due to this purchase was 0.05%. The holding were 135,000 shares as of .

Sold Out: Charter Communications Inc (CHTR)

Rovida Advisors Inc. sold out a holding in Charter Communications Inc. The sale prices were between $284.53 and $366.27, with an estimated average price of $328.4.

Sold Out: Apptio Inc (APTI)

Rovida Advisors Inc. sold out a holding in Apptio Inc. The sale prices were between $37.94 and $37.98, with an estimated average price of $37.97.



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