Blue Ridge Capital Increases Position in Alibaba Group Holdings
The Alibaba group is a Chinese e-commerce firm that operates in the online and mobile marketplace and connects retailers and wholesalers with prospective customers.
In a recently published equity research report, JP Morgan (JPM) analyst Doug Anmuth stated that Facebook remains a top pick for the year 2015.
Walgreens Boots Alliance is a firm created by the merger of Walgreens and Alliance Boots in December 2014.
Avis Budget Group’s share price increased by almost 16% in 4Q14.
American International Group (AIG) is one of the leading insurance and retirement services for both individual and commercial consumers.
In January 2015, Amazon declared its 4Q14 results and reported net income of $214 million and profits of $0.45 per share.
Gap is a leading global apparel retail company that offers apparel, accessories, and personal care products for men, women, and children.
Monsanto is a leading global provider of agricultural products that help farmers to improve productivity and reduce the costs of farming.
Cheniere Energy is a Houston-based energy company. The company is primarily engaged in businesses related to LNG (liquefied natural gas).
Lending Club, the world’s largest online marketplace connecting borrowers and investors, had an initial public offering in December 2014.
Air Products and Chemicals (APD) supplies industrial gases, performance materials, equipment, and technology.
The US long portfolio size of Blue Ridge Capital fell from $8.45 billion in the third quarter to $8.23 billion in the fourth quarter.
Point72 initiated a new position in EMC Corp. during 4Q14. The fund held 4,972,500 EMC shares. It accounts for 1.04% of the fund’s 4Q14 portfolio.
Point72 increased its position in Facebook during 4Q14. The fund held 2,347,000 Facebook shares. It accounted for 1.28% of the fund’s total 4Q14 portfolio.
Point72 raised its position in General Motors during 4Q14. The fund added 3,751,800 shares during 4Q14. It accounted for 1.08% of the fund’s total 4Q14 portfolio.
Point72 raised its stake in Valero Energy (VLO). The fund added 2,279,700 shares during 4Q14. Valero accounted for 0.89% of the fund’s total 4Q14 portfolio.
Point72 lowered its stake in Baker Hughes by selling 2,579,600 shares during 4Q14. It accounted for 0.41% of the fund’s total 4Q14 portfolio.
Point72 reduced its position in Micron Technology. It sold 4,792,200 shares during 4Q14. The shares accounted for 0.28% of the fund’s total 4Q14 portfolio.
Point72 lowered its stake in Devon Energy by selling 1,664,900 shares. It held 1,044,900 Devon Energy shares—0.45% of the fund’s total 4Q14 portfolio.
Point72 reduced its position in Suncor Energy. The fund held 589,341 Suncor shares. It accounted for 0.19% of the fund’s total 4Q14 portfolio.
But if I knew how to manage my portfolio safer and smarter than most hedge fund managers, I could realistically grow my wealth.