Farallon Capital Management eliminated a 1.37% position in Equinix (EQIX), a global interconnection and data center company.
Blue Ridge opened a new position in specialty pharmaceutical company Actavis Plc (ACT) that accounts for 2.27% of the fund’s portfolio.
The Baupost Group opened a new position in animal health company Kindred Biosciences Inc. (KIN) that accounts for 0.92% of the fund’s $3.5 billion portfolio.
Glenview Capital Management added a 0.49% new position in PHH Corporation.
Farallon Capital exited its 1.39% position in payments technology company Visa Inc. (V) last quarter. Visa’s fiscal first-quarter net income increased 9%.
Marathon Petroleum Corp. (MPC) is a new position initiated by Blue Ridge in the fourth quarter. The company accounts for a 2.64% position in the fund’s 4Q U.S. long portfolio.
Farallon Capital Management opened a new 2.29% stake in specialty pharmaceutical company Actavis PLC (ACT).
Highfields liquidated a 1.13% position in CBS Corporation.
Tiger Global Management raised its stake in TransDigm Group to 2,622,972 shares.
SAC Capital Advisors added to its position in online retailer Amazon Inc. (AMZN) from 0.26% to 1.17% last quarter.
Glenview Capital Management started a 1.01% new position in Comcast Corporation last quarter.
The Baupost Group added a small stake in Alon USA Partners LP (ALDW) that accounted for 0.16% of the fund’s total portfolio.
Blue Ridge Capital is a New York–based hedge fund founded in 1996 by Tiger Cub John Griffin. The fund generally targets “absolute returns” by investing in and short-selling companies.
Farallon Capital Management added a new 2.38% position in Ross Stores Inc. (ROST) last quarter. Ross is the largest off-price apparel and home fashion chain in the United States.
Highfields Capital Management exited a 2.16% in Hess Corporation.
Tiger Global increased its stake in Priceline by 137,000 shares to 708,000 shares last quarter.
SAC Capital built up its stake in Google Inc. (GOOG) last quarter by 97,523 shares, to 193,550 shares. Google accounts for a 1.26% position in SAC’s portfolio.
Elliot added 8,231,946 shares to its Riverbed Technology (RVBD) stake in the fourth quarter. Network equipment maker Riverbed accounts for a 6.04% position in Elliot’s portfolio.
Glenview Capital Management initiated a 0.89% position in Aetna, Inc.
Seth Klarman’s Baupost Group, LLC was ranked the fourth best-performing hedge fund manager of all time for generating $21.5 billion in returns over its history.