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Q1 2014 seasonComplete

74 filed · 24 no filing

As of
Mar 31, 2014
Due
May 15, 2014
Filed
74 of 98
Moves
4936 · prev 4985
Stocks moved by 2+
612 · prev 633
Amendments
3

Filings74 of 98 filed

EngagedGlenn WellingJul 14$146M151 amend.30
TrianNelson PeltzJun 30$6.1B121 amend.10
GreenlightDavid EinhornMay 16$6.6B401 amend.97
Abrams BisonGavin AbramsMay 15$1.2B801
AltimeterBrad GerstnerMay 15$964M3412
AppaloosaDavid TepperMay 15$7.5B56314
AtlanticAlex RoepersMay 15$1.5B1237
BaronRon BaronMay 15$24.5B3583625
BerkshireGreg AbelMay 15$105.8B4520
CoatuePhilippe LaffontMay 15$5.7B39817
CoopermanLeon CoopermanMay 15$7.5B79119
FairholmeBruce BerkowitzMay 15$9.9B4720
Gates TrustMichael LarsonMay 15$19.8B2020
GreenbergGlenn GreenbergMay 15$2.5B1202
IcahnCarl IcahnMay 15$32.9B1910
JerichoJosh ResnickMay 15$1.4B23119
KensicoJohn WhalenMay 15$4.4B3378
Lone PineDavid CraverMay 15$22.3B471312
MairsAndrew AdamsMay 15$6.7B2051015
MaverickBen SilverMay 15$7.1B491530

Shared moves612 stocks moved by 2+ managers

VODVodafone Group PLC9 managers+6.42 ppJericho+2.61 pp
VZVerizon Communications6 managers+4.92 ppThird Point+2.62 pp
unresolvedAshland Inc New4 managers+4.48 ppMaverick+3.10 pp
unresolvedBoardwalk Pipeline Partners4 managers+1.89 ppTorray+1.77 pp
CSLTCastlight Health, Inc.4 managers+0.19 ppMaverick+0.12 pp
KNKnowles Corporation4 managers+0.93 ppVulcan+0.70 pp
CTRPTrip.com Group Limited4 managers+5.68 ppCoatue+3.22 pp
ENDPQEndo International PLC4 managers+2.57 ppLone Pine+1.29 pp
LBTYKLiberty Global Ltd. Class C4 managers+9.51 ppMaverick+4.33 pp
View all 199 moves →

Where the managers disagree306 names

MSFTMicrosoft Corp15+31.86 pp12-4.36 pp+27.50 pp
WFCWells Fargo & Co.10+8.62 pp8-2.49 pp+6.13 pp
AAPLApple Inc.8+9.43 pp7-12.84 pp-3.41 pp
BRK.ABRK.A · BRK.BBerkshire Hathaway Inc.7+5.66 pp8-3.04 pp+2.62 pp· 2 swapped classes
ORCLOracle Corp9+4.29 pp6-1.32 pp+2.97 pp
MAMastercard Incorporated4+0.65 pp11-11.72 pp-11.07 pp
CCitigroup Inc.9+3.94 pp5-4.41 pp-0.47 pp
QCOMQualcomm Inc7+4.76 pp6-5.10 pp-0.34 pp
VVISA Inc.7+3.86 pp6-3.57 pp+0.29 pp
GMGeneral Motors Company6+2.16 pp6-12.67 pp-10.51 pp

Most widely heldtop 50 of 1438 · 74 filed

MSFTMicrosoft Corp33 managers2.8%22.1%
BRK.ABRK.A · BRK.BBerkshire Hathaway Inc.26 managers2.8%48.6%
AAPLApple Inc.25 managers1.5%16.3%
WFCWells Fargo & Co.24 managers3.7%61.3%
JNJJohnson & Johnson23 managers1.4%9.7%
ORCLOracle Corp23 managers3.3%12.9%
XOMExxon Mobil Corp23 managers0.2%16.0%
VVISA Inc.22 managers1.3%7.3%
QCOMQualcomm Inc21 managers2.1%7.0%
IBMInternational Business Machines Corporation19 managers0.1%12.4%
View all 1438 →

Across the managers202 first held · 196 no longer held

VODVodafone Group PLC9 managers2.6%
CSLTCastlight Health, Inc.4 managers0.1%
KNKnowles Corporation4 managers0.7%
ENDPQEndo International PLC4 managers1.3%
unresolvedCoupons.com, Inc.3 managers0.5%
GOOGAlphabet Inc. Class C3 managers4.1%
unresolvedPlatform Specialty Prods Cor3 managers7.6%
AGENAgenus Inc.2 managers0.0%
CHGGChegg, Inc.2 managers0.2%
CONNQConn's Inc2 managers1.9%

Streaks ended0 streaks of 20+ ended

  1. Abrams · Engility Holdings Inc 3+ quarters
  2. Abrams · Sanofi 3+ quarters
  3. Altimeter · CALD 3+ quarters
  4. Appaloosa · FLR 3+ quarters
  5. Appaloosa · CCL 3+ quarters
  6. Appaloosa · RIG 3+ quarters
  7. Appaloosa · BYD 3+ quarters
  8. Appaloosa · HIG 3+ quarters
  9. Appaloosa · Chimera Investment Corp 3+ quarters
  10. Appaloosa · E M C Corp Mass 3+ quarters
  11. Appaloosa · Foster Wheeler AG 3+ quarters
  12. Ariel · SLB 3+ quarters
  13. Ariel · CALY 3+ quarters
  14. Ariel · EBS 3+ quarters
  15. Ariel · Tessera Technologies, Inc. 3+ quarters
  16. Atlantic · CW 3+ quarters
  17. Atlantic · AGCO 3+ quarters
  18. Atlantic · Ashland Inc New 3+ quarters
  19. Baillie · NLY 3+ quarters
  20. Baillie · PBR 3+ quarters
  21. Baillie · WTW 3+ quarters
  22. Baillie · LULU 3+ quarters
  23. Baillie · KSU 3+ quarters
  24. Baillie · BBYD 3+ quarters
  25. Baillie · Pactera Technology Intl Ltd Sp 3+ quarters
  26. Baillie · Penn West Petroleum Ltd 3+ quarters
  27. Baillie · Simcere Pharm.Gp.Adr 1:2 3+ quarters
  28. Baillie · EWZ 3+ quarters
  29. Baron · ISRG 3+ quarters
  30. Baron · OMC 3+ quarters
  31. Baron · DNR 3+ quarters
  32. Baron · PODD 3+ quarters
  33. Baron · MN 3+ quarters
  34. Baron · 8TG 3+ quarters
  35. Baron · Bravo Brio Restaurant Group 3+ quarters
  36. Baron · Endologix Inc 3+ quarters
  37. Baron · Forestar Group Inc. 3+ quarters
  38. Baron · Leucadia National 3+ quarters
  39. Baron · New Oriental Ed & Tech Grp I 3+ quarters
  40. Baron · Ply Gem Holdings Inc 3+ quarters
  41. Baron · Starz 3+ quarters
  42. Baron · Vitacost Com Inc 3+ quarters
  43. Baron · Ensco PLC 3+ quarters
  44. Baron · Qiagen N.V 3+ quarters
  45. Baupost · ENZN 3+ quarters
  46. Baupost · ROVI 3+ quarters
  47. Greenberg · Comcast Corp. Spl Cl A 3+ quarters
  48. Greenberg · Higher One Hldgs Inc 3+ quarters
  49. Century · AMAT 3+ quarters
  50. Century · BDX 3+ quarters

A streak ends in the quarter the name leaves the book. The record begins with the XML era, Q2 2013: 3 quarters up to the prior season.