Elliott Management exits position in Covidien
In January 2015, Medtronic (MDT) completed the acquisition of Covidien (COV). The cash and stock transaction was valued at approximately $49.9 billion.
Anadarko Petroleum is one of the world’s largest oil and gas exploration companies. It’s publicly traded on the stock exchange.
Family Dollar Stores (FDO) operates a chain of more than 8,100 stores in 46 states. It sells all of its products for less than $10.
Marathon Oil posted revenues of $2.5 billion in the fourth quarter of 2014, higher than Wall Street forecast of $2.29 billion.
Cubist Pharmaceuticals has grown its pipeline via acquisitions. In 2013, it acquired Trius Therapeutics, obtaining rights to tedizolid phosphate.
Based in Redwood City, California, Informatica provides data integration software and services. Software and services revenues were each up in 4Q14.
In February 2015, Allergan announced its operating results for 4Q14. It reported $1.77 diluted earnings per share attributable to stockholders.
VMware provides virtualization infrastructure solutions. It announced a collaboration with Google to improve on its cloud services for enterprise customers.
In October 2014, Time Warner Cable announced that its shareholders had approved the merger with Comcast, with more than 99% of votes cast in favor of it.
Elliott Management, a New York–based hedge fund, disclosed new positions in a 13F filed last month. Elliott Management has over 83 stocks in its portfolio.
General Motors Company (GM) designs, builds, and sells automobiles worldwide. It’s the second-largest automobile manufacturer in the world.
After the position increase, Berkshire Hathaway held a total of 22.3 million shares in Suncor Energy.
Although Berkshire Hathaway had been accumulating shares in John Deere since 3Q14, the fund chose not to disclose it to the public in order to avoid copycat moves.
IBM is a technology and consulting firm. Its capabilities include services, software, systems, fundamental research, and related financing.
Twenty-First Century Fox is a diversified global media and entertainment company that is home to a number of cable, broadcasting, and film properties.
Berkshire Hathaway disclosed in its fourth-quarter 13F filing that it had exited its position in ExxonMobil (XOM).
With more than six million customers and annual revenues in excess of $9 billion, Charter Communications is the fourth-largest domestic cable operator.
Headquartered in Houston, Texas, National-Oilwell Varco (NOV) provides oilfield services and equipment used in oil and gas drilling and production.
In 4Q14, Berkshire Hathaway’s US long portfolio size increased to $109.4 billion from $108.4 billion in the previous quarter.
Omega Advisors has decreased its position in Apple (AAPL) by over $77 million. The position represents 0.72% of the fund’s total portfolio in 4Q14.
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